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March 18-21, 2013New Orleans
#conv13
Extending the Reach of Your Microsoft Dynamics® AX 2012 application with Enterprise Portal Anees AnsariProgram ManagerMicrosoft
CSAX05
Agenda
How to write less code to build and extend Enterprise Portal
How to share code and metadata between Enterprise Portal and Client
Pains and challengesKevin (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
UX enhancements — List pageTop
navigation
Action pane
Quick launch
FactBoxesQuick filter
Preview pane
Advanced filter
Multi-selection
Links
UX enhancements — Details page
Modal window
FastTabs
Two-column layout
Summary fields
Auto buttons
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 Pain Points and
Challenges Features Covered Results and Benefits
Isaac (Developer
)
Need to develop separately for Enterprise Portal and Client
Model-driven development for list pages
Development time and cost savings
Demo 2: Details page development
Persona Pain Points and Challenges Features Covered Results and Benefits
Isaac (Developer
)
Developing and deploying controls takes a long time
Microsoft Dynamics AX framework and tools for Microsoft Visual Studio®
Rapid development experience enabled via framework and tools enhancements
Demo 3: Connecting list and details pages
Persona Pain Points and Challenges Features Covered Results and Benefits
Isaac (Developer
)
Enabling common interaction patterns is difficult
New metadata settings Quickly set up a variety of interaction patterns
Top 10 tips from the session1. Use the new model-driven development approach to create list pages that
are shared between Enterprise Portal and Client
2. Use one-click deploy from the Display Menu Item to deploy model-driven list pages to Enterprise Portal
3. Use Info part in the preview pane to display extended information for the current record
4. Use Info/Form parts in FactBox area to display related information for the current record. Reuse these on the corresponding details page for consistency
5. Refresh Application Object Data (AOD) cache during development to instantly see metadata changes reflected for model-driven list pages in Enterprise Portal
Top 10 tips from the session (continued)6. Use the EPWebApplication project template and the EPUserControl
templates to jump-start details page creation using Visual Studio
7. Use the Application Explorer in Visual Studio to add existing controls to the EP Web Application project and work on them
8. Use one-click deploy from the Web Managed Content Item to deploy the corresponding Web Control to a new page in Enterprise Portal
9. Use the WindowMode and WindowSize property on the Web URL Menu Item to display the details page in a modal dialog
10. 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
Quick FilterAdvanced FilterCustom FilterSearchPreview PaneFact BoxesAction PaneLinks in the listMulti-selectionModal windowFast tabsAuto buttonsTwo-column layoutThemes
UXModel-driven list pagesNew Visual Studio Tools and FrameworkApplication Explorer in Visual Studio
New metadata settings (DisplayTarget, others)One-click deploy to Enterprise PortalAutomatic deployment of controls from Visual StudioEasier proxy generationCross referenceCode diffSingle-box and Developer install
Development Prerequisite checker
Summary reportGranular and remote updates using AxUpdatePortalMulti-box Role Center setup without KerberosSupport for Windows Server® AppFabricPluggable authenticationAD Group supportPerformance and scalability
Administration
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
Recent updates• SharePoint 2013 support• Needs updates to SharePoint 2013 RTM• SharePoint 2013 Foundation update - http://
www.microsoft.com/en-us/download/details.aspx?id=36987 • SharePoint 2013 Server update - http://
www.microsoft.com/en-us/download/details.aspx?id=36989 • Microsoft Dynamics AX 2012 R2 hotfix (Coming soon!)• Currently only for Microsoft Dynamics AX 2012 R2
• Claims-based installation hotfixes• Addresses customer reported issues • Updated white paper• For Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 R2• Coming soon!
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© 2013 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.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.
