Modify Personal Version of Role Centers

Until now, you have only modified the Shared Version of a role center. These
changes are seen by all users who view the role center. In some cases, a
particular user might need to personalize a role center for a personal reason. This
is possible by using the Personal Version in SharePoint. Consider a scenario
where a user in the Sales Manager role wants to add an extra cue to his or her
role center. Follow the steps in this procedure to add the cue:

1. In Microsoft Dynamics AX 2012, set your User Profile as the same
role that you need to modify. In this scenario, set it to Sales Manager
(System Administration > Common > Users> User Profiles> Add
User).

2. Close and reopen Microsoft Dynamics AX 2012; the Sales Manager
role center will display.

3. Click on the Personalize this Page link at the top right of the page.
The role center will reload in the SharePoint Edit Mode. However,
this time note that the Version is the Personal Version.

4. Click one of the Add a Web Part buttons. Choose the button in the
section that you want to add the web part to.

5. The Add Web Parts to <Section> dialog box will open. Select the
Cues web part and click Add. The new Cues web part displays in the
section that you added it to, in its default view.

6. Click on the web part Edit button and select Modify Shared web
part. The page will reload with the Properties window on the right.

7. Expand the dropdown button on the View field in the Cue 1 section.
This shows a selection of views that you can choose from.
These views do not have a direct relationship with views in the
Microsoft Dynamics AX 2012 Data Dictionary, but are actually
stored as resources in the AOT or queries in the database.

8. Choose the Backorder Lines view (cue). The caption and other fields
will default from the cue's saved caption property.

9. Click OK to save the web part.

10. The role center will reload and the new web part will now display the
Backorder Lines cue.

11. A cue web part can hold up to six cues. To add another cue to the
same web part, follow the previous steps, but change the Select a
Cue to Modify field to one of the other cue slots available.

12. Click Exit Edit Mode. The role center will reload.

Regards,
Hossein Karimi