Monday, July 16, 2018

Microsoft Dynamics AX Role Center

The Role Center feature in Microsoft Dynamics AX 2012 acts as a home page or
a starting point for a user's session in Microsoft Dynamics AX 2012. It provides
snapshots of information that have specific interest for a user who is performing
a certain role in the company. For example, the information that a CEO would be
interested in will differ from the information that an Accounts Payable clerk, or
Production Manager, would be interested in. The Role Center brings data from
different sources into one place for simple analysis of the current business
situation.


Role Center Page

The Role Center brings together the power of SSRS and SSAS and displays the
customized results for a specific role all in one location. This means that the user
does not have to run a collection of reports each day from the Microsoft
Dynamics AX 2012 menu.


A Role Center page can be displayed in the Microsoft Dynamics AX 2012 client
and in the Enterprise Portal. By incorporating the Role Center into the client, all
users can now enjoy the benefits that the role-driven Enterprise Portal could
bring (using web components), directly in the client that they use at their desk or
workstation. The Role Center is essentially an Enterprise Portal webpage being
displayed in the rich client.
 

The Enterprise Portal can contain Role Center pages for the various roles that
users can have in Microsoft Dynamics AX 2012. If a user is not assigned to a
specific role, the default role center page is displayed.
A role center page can contain the following.


Cues: These web parts display a pictorial representation of some
activity for a business, such as the number of open sales orders.


Quick Links: These web parts display a collection of links that the
Enterprise Portal administrator or user can modify. The links provide
quick access to other resources, such as locations in Enterprise Portal
or external websites.


Work Lists: Dynamics Unified Worklist web parts display the list of
activities, alerts, workflow approvals, and workflow tasks for the
user.


KPIs: Microsoft Office SharePoint Server Key Performance
Indicator web parts are used to display KPIs.


Business Overview: Microsoft Office SharePoint Server Business
Overview web parts are used to display period comparison

information for multiple KPIs.

Dynamics Report Server Report: These web parts display
Microsoft SQL Server Reporting Services reports for Microsoft 
Dynamics AX. 

Role Center Functions

The Role Center is used to display the results of SSRS and SSAS reports and
analysis. The resulting presentation can display the critical indicators and data for
a specific role that the user needs to make business decisions. The Role Center
can also be used as a starting point to display a user's task list and provide
visibility to records that require action, all of which is presented in a single page
that is created with familiar development tools.


Best Regards,
Hossein Karimi

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