Using SharePoint Wikis in AX for Collaborative Knowledge
 

Using SharePoint Wikis in AX for Collaborative Knowledge

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A Wiki is a great way to store all of the unstructured knowledge and data that is lurking within the organization, because it allows everyone to contribute to the knowledgebase with just a couple of ...

A Wiki is a great way to store all of the unstructured knowledge and data that is lurking within the organization, because it allows everyone to contribute to the knowledgebase with just a couple of mouse clicks.

In this worked example we will show how easy it is to create a Wiki for product information, and then integrate it into Dynamics AX to help your users with information sharing.

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Using SharePoint Wikis in AX for Collaborative Knowledge Using SharePoint Wikis in AX for Collaborative Knowledge Presentation Transcript

  • Dynamics AX | SharePointUSING SHAREPOINT WIKIS IN AX FORCOLLABORATIVE KNOWLEDGE A Wiki is a great way to store all of the unstructured knowledge and data that is lurking within the organization, because it allows everyone to contribute to the knowledgebase with just a couple of mouse clicks. In this worked example we will show how easy it is to create a Wiki for product information, and then integrate it into Dynamics AX to help your users with information sharing. © 2013. All rights reserved.
  • Create A Wiki SiteThe first step is to create a Wiki. To do this you just needto create a new Site Collection inside of SharePointCentral Administration. © 2013. All rights reserved.
  • Create A Wiki SiteTo create a Wiki, just choose the Enterprise Wikitemplate. © 2013. All rights reserved.
  • Wiki CreatedSharePoint will create the site for you in just a minute orso. © 2013. All rights reserved.
  • Wiki CreatedIf you click on the link to the site you will be taken into theclean Wiki site. © 2013. All rights reserved.
  • Build Your WikiContentNow we can start building our Wiki content. All you needto do is click on the “Edit” link.For this example we will create a Product knowledge base.To create a top level link for the products, we just create alink like this:[[Products]]. © 2013. All rights reserved.
  • Build Your WikiContentThis will turn the tag into a link. © 2013. All rights reserved.
  • Build Your WikiContentWhen we click on the link, since there is not a pagealready created, the Wiki will ask you if you want to createone. © 2013. All rights reserved.
  • Build Your WikiContentThen we will create a product index page with all of theproducts that we want to add information on. © 2013. All rights reserved.
  • Build Your WikiContentNow we have the shell for our product knowledge base. © 2013. All rights reserved.
  • Build Your WikiContentClicking on any of the links will allow us to create a newpage. © 2013. All rights reserved.
  • Build Your WikiContentNow we can add the content. © 2013. All rights reserved.
  • Build Your WikiContentWe can add a picture directly from our computer to theWiki site. © 2013. All rights reserved.
  • Build Your WikiContentWe just need to tell SharePoint where we want to storethe image. © 2013. All rights reserved.
  • Build Your WikiContentAnd then find the image on our local computer. © 2013. All rights reserved.
  • Build Your WikiContentWe can add some additional information if we like. © 2013. All rights reserved.
  • Build Your WikiContentAnd now the image is on the Wiki site. © 2013. All rights reserved.
  • Build Your WikiContentWe can change the formatting of the image… © 2013. All rights reserved.
  • Build Your WikiContentAnd also resize and change the border format for theimage. © 2013. All rights reserved.
  • Everything YouNeed To KnowAbout AhiNow we have a page that everyone would access to findout about Ahi. © 2013. All rights reserved.
  • Change IndexingWe want to link these pages to Dynamics AX, and usingthe name is not the most reliable way to cross reference.So we will change the links just a little for the productsand use the following format:[[PRODUCT14001|Ahi Tuna]]This will index the page with PRODUCT14001, but displayAhi Tuna as the link. © 2013. All rights reserved.
  • Change IndexingUnfortunately this breaks the reference link that we justcreated. © 2013. All rights reserved.
  • Change Indexing © 2013. All rights reserved.
  • Change IndexingTo fix that, we just need to find the page that wecreated… © 2013. All rights reserved.
  • Change IndexingAnd change the name of the page. © 2013. All rights reserved.
  • Page Still LinkedNow everything is linked up again. © 2013. All rights reserved.
  • Add Wiki As TabThe final step is to add a tab to the Products form thatincludes a web browser. © 2013. All rights reserved.
  • Add Wiki As TabThe final step is to add a tab to the Products form thatincludes a web browser. © 2013. All rights reserved.
  • Add Wiki As TabAnd then overwrite the activate method for the form topopulate the browser with the Wiki page. © 2013. All rights reserved.
  • CollaborativeKnowledge In AXNow we have our Knowledge Base inside of Dynamics AX.Very Cool. © 2013. All rights reserved.
  • AboutMurray Fife