Embedding SharePoint into Dynamics AX 2012 Forms

OverviewSharePoint + AX == DocumentManagementSharePoint is a great tool for managing documents,because it allows you to index the files any way thatyou like and add as much metadata ad you like to thedocuments. The only thing better than accessingdocuments through SharePoint would be to embedSharePoint directly in the Dynamics AX screens sothat related documents are delivered directly to theusers rather than having to search for themseparately.In this example we will show how you can easilyextend out Dynamics AX 2012 to have embeddedviews from the transaction screens to SharePoint tosave users a couple of clicks. © 2011 Copyright Junction Solutions. All rights reserved.

Step 1Find Your FormThe first step in the process is to find the form thatyou want to embed the SharePoint view into.For this example, we will use the CustTable form/ © 2011 Copyright Junction Solutions. All rights reserved.

Step 3Add Your Form To The ProjectNow that we have a project, all we need to do is openup the AOT browser, and we can drag and drop overthe form that we want to customize.In this example we will user the CustTable form. © 2011 Copyright Junction Solutions. All rights reserved.

Step 4Add A New Tab PanelNow that we have the form in our project, we canadd a new TabPage to the form that will be used toshow the SharePoint documents. © 2011 Copyright Junction Solutions. All rights reserved.

Step 5Add A Browser ControlAnd also change the width & height to ColumnWidth/Height respectively. If we don’t do this, thenthe browser control will not use the full area assignedto it in the browser control. © 2011 Copyright Junction Solutions. All rights reserved.

Step 6Populate BrowserFinally, we need to tell the system what we want todisplay in the browser. To do this, we just overridethe activate method on the form so that every timethe data is activated, it will refresh the data. © 2011 Copyright Junction Solutions. All rights reserved.

Step 6Populate BrowserInside the activate method, we just need to specifythe URL that we want the browser to use.Here we are just going directly to the SharePointdocument library, but for extra credit you can applyfilters to the documents to restrict what is returnedto customer specific documents. © 2011 Copyright Junction Solutions. All rights reserved.

Author Information Murray Fife Senior Solutions Consultant Junction Solutions Ph: (770) 674-5573 E-mail: mfife@junctionsolutions.com Twitter: @murrayfife SlideShare: http://www.slideshare.net/murrayfife © 2011 Copyright Junction Solutions. All rights reserved.

Embedding SharePoint into Dynamics AX 2012 Forms

by Murray Fife on Nov 17, 2011

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Embedding SharePoint into Dynamics AX 2012 Forms — Presentation Transcript