Dynamics AX | SharePoint | DevelopmentEMBEDDING SHAREPOINT INTO DYNAMICSAX FORMS                                         S...
Find Your FormThe first step in the process is to find the form that youwant to embed the SharePoint view into.For this ex...
Create A ProjectNow we want to open up AOT and create a new projectfor our extension.                                     ...
Create A ProjectFrom the Project Browser in AOT we can create the newproject.                                             ...
Create A ProjectAnd then we will give the project a title.                                             © 2013. All rights ...
Add Your Form ToThe ProjectNow that we have a project, all we need to do is open upthe AOT browser, and we can drag and dr...
Add A New TabPanelNow that we have the form in our project, we can add anew TabPage to the form that will be used to show ...
Add A New TabPanel                © 2013. All rights reserved.
Add A New TabPanelWe can then rename the TabPage, and also give the pagea Capton.                                         ...
Add A BrowserControlNext we just need to add our Browser control to theTabPage. We do this by adding an ActiveX control to...
Add A BrowserControlThen from the ActiveX selection panel, choose theMicrosoft Web Browser control.                       ...
Add A BrowserControlNow we just need to tidy up the control by giving it aname that we makes more sense…                  ...
Add A BrowserControlAnd also change the width & height to ColumnWidth/Height respectively. If we don’t do this, then thebr...
Add A BrowserControlAnd also change the width & height to ColumnWidth/Height respectively. If we don’t do this, then thebr...
Populate BrowserFinally, we need to tell the system what we want todisplay in the browser. To do this, we just override th...
Populate BrowserInside the activate method, we just need to specify theURL that we want the browser to use.Here we are jus...
New Document TabAfter saving the project, we now have a new tab forDocuments…                                             ...
Documents ViewFrom SharePointOpening up the tab will show the document library…                                           ...
Viewing DocumentsFrom AXAnd you can open the documents without exiting to aseparate SharePoint browser.Very Cool.         ...
AboutMurray Fife
Embedding SharePoint into Dynamics AX 2012 Forms
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Embedding SharePoint into Dynamics AX 2012 Forms

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SharePoint is a great tool for managing documents, because it allows you to index the files any way that you like and add as much metadata ad you like to the documents. The only thing better than accessing documents through SharePoint would be to embed SharePoint directly in the Dynamics AX screens so that related documents are delivered directly to the users rather than having to search for them separately.

In this example we will show how you can easily extend out Dynamics AX 2012 to have embedded views from the transaction screens to SharePoint to save users a couple of clicks.

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Embedding SharePoint into Dynamics AX 2012 Forms

  1. 1. Dynamics AX | SharePoint | DevelopmentEMBEDDING SHAREPOINT INTO DYNAMICSAX FORMS SharePoint is a great tool for managing documents, because it allows you to index the files any way that you like and add as much metadata ad you like to the documents. The only thing better than accessing documents through SharePoint would be to embed SharePoint directly in the Dynamics AX screens so that related documents are delivered directly to the users rather than having to search for them separately. In this example we will show how you can easily extend out Dynamics AX 2012 to have embedded views from the transaction screens to SharePoint to save users a couple of clicks. © 2013. All rights reserved.
  2. 2. Find Your FormThe first step in the process is to find the form that youwant to embed the SharePoint view into.For this example, we will use the CustTable form © 2013. All rights reserved.
  3. 3. Create A ProjectNow we want to open up AOT and create a new projectfor our extension. © 2013. All rights reserved.
  4. 4. Create A ProjectFrom the Project Browser in AOT we can create the newproject. © 2013. All rights reserved.
  5. 5. Create A ProjectAnd then we will give the project a title. © 2013. All rights reserved.
  6. 6. Add Your Form ToThe ProjectNow that we have a project, all we need to do is open upthe AOT browser, and we can drag and drop over theform that we want to customize.In this example we will user the CustTable form. © 2013. All rights reserved.
  7. 7. Add A New TabPanelNow that we have the form in our project, we can add anew TabPage to the form that will be used to show theSharePoint documents. © 2013. All rights reserved.
  8. 8. Add A New TabPanel © 2013. All rights reserved.
  9. 9. Add A New TabPanelWe can then rename the TabPage, and also give the pagea Capton. © 2013. All rights reserved.
  10. 10. Add A BrowserControlNext we just need to add our Browser control to theTabPage. We do this by adding an ActiveX control to thegroup. © 2013. All rights reserved.
  11. 11. Add A BrowserControlThen from the ActiveX selection panel, choose theMicrosoft Web Browser control. © 2013. All rights reserved.
  12. 12. Add A BrowserControlNow we just need to tidy up the control by giving it aname that we makes more sense… © 2013. All rights reserved.
  13. 13. Add A BrowserControlAnd also change the width & height to ColumnWidth/Height respectively. If we don’t do this, then thebrowser control will not use the full area assigned to it inthe browser control. © 2013. All rights reserved.
  14. 14. Add A BrowserControlAnd also change the width & height to ColumnWidth/Height respectively. If we don’t do this, then thebrowser control will not use the full area assigned to it inthe browser control. © 2013. All rights reserved.
  15. 15. Populate BrowserFinally, we need to tell the system what we want todisplay in the browser. To do this, we just override theactivate method on the form so that every time the datais activated, it will refresh the data. © 2013. All rights reserved.
  16. 16. Populate BrowserInside the activate method, we just need to specify theURL that we want the browser to use.Here we are just going directly to the SharePointdocument library, but for extra credit you can apply filtersto the documents to restrict what is returned to customerspecific documents. © 2013. All rights reserved.
  17. 17. New Document TabAfter saving the project, we now have a new tab forDocuments… © 2013. All rights reserved.
  18. 18. Documents ViewFrom SharePointOpening up the tab will show the document library… © 2013. All rights reserved.
  19. 19. Viewing DocumentsFrom AXAnd you can open the documents without exiting to aseparate SharePoint browser.Very Cool. © 2013. All rights reserved.
  20. 20. AboutMurray Fife
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