Upload
abigayle-stone
View
261
Download
1
Tags:
Embed Size (px)
Citation preview
Extending the reach of your Dynamics AX 2012 application with Enterprise Portal
Anees AnsariProgram ManagerMicrosoft Corporation
BRK 306
Disclaimer© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. Other names and brands may be claimed as the property of others.
Microsoft Dynamics AX 2012 R2 is a pre-release product under development. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft. Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. All product release dates and features specified are preliminary based on current expectations, and are subject to change without notice. Microsoft may make changes to specifications and product descriptions at any time, without notice.
Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE USE OF THIS CODE REMAINS WITH THE USER.
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. NO LICENSE, EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE, TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION. Microsoft products are not intended for use in medical, life saving, or life sustaining applications.
Session Focus
How to write less code to build and extend Enterprise Portal
How to share code and metadata between Enterprise Portal and Client
Kevin (End user)• Need for a simple user interface• Need to improve productivity
Isaac (Developer)• Customizing and extending business applications• Quickly responding to changing business needs
Chris (IT Engineer)• Need to simplify installation and deployment• Need to reduce time spent in administration
Challenges
UX Enhancements – List PageTop
Navigation
Action Pane
Quick Launch
FactBoxesQuick Filter
Preview Pane
Advanced Filter
Multi-selection
Links
End-to-end Development Demo
Model-driven list page development
Details page development
Connecting list and details pages
Enterprise Portal Architecture
Microsoft Dynamics AX Database
Application Object Server
(AOS) Query Service
Metadata Service
ASP.NET User Controls
.NET Business Connector
DataClient SDK
ASP.NET ControlsMicrosoft
Dynamics® AX Controls
Enterprise PortalData Access Layer
Proxies
Developer
Microsoft® SharePoint® Foundation / Server 2010
Microsoft SharePoint Database
Develop User Controls Internet Site
Anonymous
Vendor Portal
Vendor
Customer Portal
Customer
Integration Sites
Employee Portal
Employee
Define Business Objects, Relations and
Logic
Develop Pages
Microsoft SharePointWeb Parts
Web Part Connection
Session Management
Security
Microsoft Dynamics AX
Web Parts
Demo 1: Model-driven List Page DevelopmentPersona
Need to develop separately for Enterprise Portal and Client
ChallengesModel-driven development for list pages
FeaturesDevelopment time and cost savings
BenefitsIsaac
(Developer)
Demo 2: Details Page Development
PersonaDeveloping and deploying controls takes a long time
ChallengesMicrosoft Dynamics® AX framework and tools for Microsoft® Visual Studio®
FeaturesRapid development experience enabled via framework and tools enhancements
BenefitsIsaac
(Developer)
Demo 3: Connecting List and Details PagesPersona
Enabling common interaction patterns is difficult
ChallengesNew metadata settings
FeaturesQuickly set up a variety of interaction patterns
BenefitsIsaac
(Developer)
Top tips from this session
Use the new model-driven development approach to create list pages that are shared between Enterprise Portal and Client1
2
3
4
5
Use one-click deploy from the Display Menu Item to deploy model-driven list pages to Enterprise Portal
Use Info part in the preview pane to display extended information for the current record
Use Info/Form parts in FactBox area to display related information for the current record. Reuse these on the corresponding details page for consistency
Refresh Application Object Data (AOD) cache during development to instantly see metadata changes reflected for model-driven list pages in Enterprise Portal
Top tips from this sessionUse the EPWebApplication project template and the EPUserControl templates to jump-start details page creation using Visual Studio
6
7
8
9
10
Use the Application Explorer in Visual Studio to add existing controls to the EP Web Application project and work on them
Use one-click deploy from the Web Managed Content Item to deploy the corresponding Web Control to a new page in Enterprise Portal
Use the WindowMode and WindowSize property on the Web URL Menu Item to display the details page in a modal dialog
To connect the list page to the details page, set the HyperlinkMenuItem property of a field in the grid to the Display Menu Item that points to the Web URL Menu Item of the details page
Enterprise Portal Features
• Prerequisite checker• Summary report• Granular and remote
updates using AxUpdatePortal• Multi-box Role Center
setup without Kerberos• Support for
Windows Server® AppFabric• Pluggable authentication• AD Group support• Performance and scalability
Development Administration UX
• Quick Filter• Advanced Filter• Custom Filter• Search• Preview Pane• Fact Boxes• Action Pane• Links in the list• Multi-selection• Modal window• Fast tabs• Auto buttons• Two-column layout• Themes
• Model-driven list pages• New Visual Studio Tools
and Framework• Application Explorer in
Visual Studio • New metadata settings
(DisplayTarget, others)• One-click deploy to
Enterprise Portal• Automatic deployment of
controls from Visual Studio• Easier proxy generation• Cross reference• Code diff• Single-box and Developer
install
Enterprise Portal Application Functionality
Customer Self-Service
Vendor Self-Service
Employee Self-Service
Employee Professional
Enterprise Portal in Microsoft Dynamics
AX 3.0 and 4.0
SalesProject Viewing
Time EntryQuestionnaire
Shop Floor Control
Customer Self-Service
Enterprise Portal in Microsoft Dynamics
AX 2009
Sales/ServiceProject Viewing
CRMPurchase Requisitions
Compliance Center
Vendor ProfileOrdersItems
Price Agreements
Time EntryQuestionnaire
Shop Floor ControlExpense Management
Customer Self-Service
Enterprise Portal in Microsoft Dynamics
AX 2012
Sales/ServiceProject Viewing
CRMPurchase Requisitions
Compliance CenterProject SchedulingCase Management
Global Address BookTime Entry
QuestionnaireShop Floor Control
Expense ManagementCatalog
Employee Shopping Site
Approvals Cross Company Charging Travel
Requisitions Vendor Request
Vendor ProfileOrdersItems
Price AgreementsVendor Invoicing
Online RFQ Collaboration
Category RequestContact ManagementSelf Administration
Customer Self-ServiceEnhanced Sign-Up
Process
https://informationsource.dynamics.com
CORE CONCEPTS• Business Value• How To• Design Insights• Implementation Considerations
RFP Q&A
SERVICES
Information Source
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.