Enterprise Portal Improvements Appearance and Behavior

The Enterprise Portal and role centers are improved since earlier versions of Microsoft Dynamics AX. Improvements are made to appearance, behavior,installation, deployment, and security of the Enterprise Portal and role centers.

The following improvements are made to the appearance and behavior of Enterprise Portal and role centers:

• Action Pane: Enterprise Portal pages include an Action Pane that provides quick access to common tasks. The Action Pane is divided into tabs that contain button groups. Each button group contains
action buttons that you can use to move to other pages and add records to list pages.
You can also use the action buttons to perform common tasks for a selected record, such as creating a new sales order for a customer.  Developers can customize the buttons that are available on a user's
Action Pane.

• Fact Boxes: These display information that is related to a selected record, or information that is displayed in a form or on a list page. Users can customize the type of information that is displayed in Fact Boxes.

• Advanced Filtering: This option in the Microsoft Dynamics AX client improves cue creation and helps users save list items to a cue on their role center page.

• Enhanced grid support: In hierarchical grid views, users can now move tasks by using a drag-and-drop operation. Users can also select multiple rows at the same time.

• Enhanced integration with Microsoft Excel: Users can export data from grids to Microsoft® Office Excel® in static or dynamic mode:

o Static export - data in Excel remains unchanged, unless the user directly modifies the data.

o Dynamic export - when the data is refreshed in the database, Excel retrieves the updated data from Microsoft Dynamics AX by using Query Services.

• Bookmarks: Users can now create bookmarks for the specific task pages.

• Microsoft Dynamics Online Connect Gadget web part: Enterprise Portal includes this web part for role centers. The web part contains a slide deck of links and information that are relevant to a user's role. Additionally, it includes links to CustomerSource, community content, training materials, and knowledge base articles.

• Improved Quick Links: The Quick Links form in role center pages is redesigned to simplify the task of creating and managing Quick Links.


Regards,
Hossein Karimi