Solutions Monkey

Task

Steps

Task 1: Create a Web form.

1.      Start the Dynamics AX client.

2.      Press CTRL+D to open the AOT, or click the AOT button on the toolbar. Open a second instance of the AOT and position it next to the first.

3.      In the left AOT window, expand the Data Dictionary node.

4.      Expand the Tables node.

5.      Locate the CustTable table. This is the main table that stores customer master file information.

6.      In the right AOT, expand the Web node.

7.      Right-click the Web Forms node, and then click New Web Form.

8.      Expand the new Web form. Then drag the CustTable table identified in Step 5 from the left AOT onto the data sources of the new Web form in the right AOT.

9.      Expand the Designs node of the new Web form.

10.  Right-click Design, point to New Control, and then click WebGrid.

11.  Right-click the new WebGrid control, and then click Properties.

12.  Set the DataSource to CustTable.

13.  Right-click WebGrid, point to Add New Control, and then click WebEdit.

14.  Right-click the new WebEdit control, and then click Properties.

15.  Set the DataSource to CustTable and the DataField to Name.

16.  Click Save All on the AOT toolbar of the right AOT.

Task 2: Create Web content.

1.      In the left AOT, expand Web, expand Web Content, and locate Display.

2.      In the right AOT, expand Web, expand Web Forms, and locate the new Web form created in Task 1.

3.      Drag the Web form from the right AOT to the Web Content\Display node on the left AOT

4.      Click Save All on the AOT toolbar of the left AOT window.

Task 3: Create a Web page.

1.      In Internet Explorer, navigate to the home page of the EP by entering the URL.

2.      Click Site Actions/ Create on the global menu (top horizontal menu).

3.      Click Web Part Page.

4.      Type a name for the page, select the Header, Left Column, and Body layout templates, and then select the Document Library as the Enterprise Portal.

5.      Click Create.

6.      Drag WebFormWebPart from Web Part List on the right side to the Body section.

7.      Click the down arrow on the WebFormWebPart, and then click Modify Shared Web Part.

8.      For WebDisplayContentItemName, select the Web content created in Task 2.

9.      Click OK.