Skip to main content

External documents in EP - Version 1

















Since the Enterprise Portal uses Share Point to display its webparts and pages it is rather easy to have external documents page along with the Enterprise Portal (EP) content.

Before we start
Note that these documents are stored in the Share Point database but not in Ax. So this could be used to store documents externally and get all the benefits from the document management in Share Point, such as chek-out and check-in.



Enterprise Portal has as a standard document management for documents within Dynamics Ax so don't conduse those two togather.

Creating an external document library
The first thing we need to do is to create a new page in the EP and make sure that you use the type document library from the group Libraries












Select Document Library from the list
Create the document library with the desired settings and go on. When the page has been created copy the URL to use in menu item creation in Dynamics Ax.

Now we have created a document library in Share Point that we can use along with the EP content. To make access to the newly created document library easy one thing that we can do is to add the new page to the web modules in Dynamics Ax.

And we are done.









Comments

Popular posts from this blog

Dynamics 365 for operations – Table extensions

Background Extensions are a new way to add functionality and custom code to the D365 system without changing the standard code. In fact, Microsoft has announced that edit standard elements like those that we have done in the past will not be possible after 2017. By using extensions, we can achieve the same result by simply extending the standard system => EXTENSIONS. To read more about the difference between overlaying and extensions follow this link https://ax.help.dynamics.com/en/wiki/customization-overlayering-and-extensions/#extensions Extending tables By using table extensions, we can create a new table that adds new fields, field groups, indexes, mappings, relations, methods, subscribe to event handlers and more. When extending tables we need to follow the naming rule as such: <TABLENAME><_Extension> the compiler understands the _Extensions suffix and knows that the table in question is extending a table from the standard system. This gives us access ...

Using the Dynamics Ax Office Add-in

Hi everyone, I have been playing around with some Ax 2012 stuff and I was testing the Office Add-in and I think it is preatty cool. In order to use the Office Add-in it has to be installed with the Ax client and some settings needs to be made in the system as well. Lets dive into how it can be done, this is how I tested this function and it can most certainly be done in different ways. First I created a small query called MyCustTableQuery Next step is to provide information about the query and expose it so we can use the query in our office application, my application of choice was Excel. In Dynamics Ax 2012 go to Organization Administration> Setup> Document Management > Document datasources Here it is possible to select a query or service, in my example I used the query. So here i added a new record of data source type Query and then I selected my newly created MyCustTableQuery . Now the query is ready to use in what ever office application we ha...