Using Role centers

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Enterprise Portal for Microsoft Dynamics AX can be configured to display role-specific home pages that are called Role Centers. Role Centers provide an overview of information that pertains to a user's job function in the business or organization. This information includes transaction data, alerts, links, and common tasks that are associated with the user's role in the company. Role Centers also include reports that are generated by Microsoft SQL Server Reporting Services or Microsoft SQL Server Analysis Services. Microsoft Dynamics AX 2012 includes more than two dozen predefined Role Centers, which users can access from Enterprise Portal or the Microsoft Dynamics AX client.

The topics in this section provide information about Enterprise Portal and Role Centers.

About Role Center page components

View Role centers (Enterprise Portal)

Modify Role center pages (Enterprise Portal)

Manage quick links (Enterprise Portal)

Manage and use work lists (Enterprise Portal)

Manage cues (Enterprise Portal)

Manage reports

Manage KPIs

Manage financial indicators

Manage business overview information

Manage and use Connect (Enterprise Portal)

Refresh data in Role center pages