Modify the Shared Version of a Role Center

The following procedure shows how to modify the Shared Version of a role center. The scenario simply involves removing a certain component of a role center. The CEO of your company has asked you to remove the Production KPIs component from their role center because it is unused. The company also wants Customer KPIs to be moved above Financial KPIs.

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

2. In a web browser, navigate to the Enterprise Portal. The role center for your assigned role should load as the home page for your Enterprise Portal session.

3. Click the Site Actions button, and choose Edit Page. The webpage will load using edit mode.

4. Navigate to the Production KPIs web part. Click on the web part's Edit button, and choose Delete.



5. Confirm that you do want to delete the web part from the webpage. Deletions that are made in the Shared Version of a page will affect all users who navigate to this role center. For single-user role centers like CEO or CFO, this might be acceptable, but be careful when modifying multi-user role centers. You can confirm which version you are editing by checking the version in the Edit Mode header bar.

6. The webpage will reload with the newly modified layout.

7. Navigate to the Customer KPIs web part. Click on the web parts header bar and drag it above the Financial KPIs web part.

8. Click on Exit Edit Mode in the Edit Mode header bar. The webpage will reload with the newly modified layout.

In addition to moving or deleting existing web parts on a role center, it is also possible to add new web parts. SharePoint contains many web part categories that are specific to Microsoft Dynamics AX 2012. The following are of particular interest when dealing with role centers.

• Business Overview - these are the KPIs in the role center.

• Dynamics Report Server Report - web part that is used to display SSRS reports that are shipped with Microsoft Dynamics AX2012.

• Dynamics Unified Work List - lists of workflow items in the Role Center.

• Cues - graphical representations of Operational Indicators in the role center.

• QuickLinks - these links can point to a Microsoft Dynamics AX2012 menu item or an external web link such as www.bing.com.

Regards,
Hossein Karimi