Cover -- Copyright -- Credits -- About the Author -- About the Reviewers -- www.PacktPub.com -- Table of Contents -- Preface -- Chapter 1: Extending Out with SharePoint -- Introduction -- Configuring a My Site host site -- Using note boards to microblog from the Role Centers -- Adding My Site profile links to the Role Centers -- Creating shared document libraries -- Linking document libraries to Dynamics AX records -- Summary -- Chapter 2 : Reports and Dashboards -- Introduction -- Creating a Power View report from Dynamics AX -- Creating a Power View report from Power View cubes -- Saving Power View dashboards and reports -- Adding a Power View report to a Role Center -- Exporting a Power View report to PowerPoint -- Creating a PowerPivot gallery in SharePoint -- Creating a PowerPivot data source for Power View -- Creating a Power View report via the PowerPivot gallery -- Linking Power View reports to Dynamics AX forms -- Summary -- Chapter 3 : Dashboards, Charts, and Scorecards -- Introduction -- Creating a Business Intelligence site -- Configuring a PerformancePoint workspace to connect to the Dynamics AX cubes -- Creating a scorecard in PerformancePoint -- Adding scorecards to a user's Role Center -- Creating an analytical chart in PerformancePoint -- Adding an analytical chart to a user's Role Center -- Using Decomposition Trees to drill into analytical charts -- Creating PerformancePoint dashboards in SharePoint -- Summary -- Chapter 4 : Communication and Collaboration -- Introduction -- Linking Outlook with Dynamics AX -- Flagging Dynamics AX contacts for synchronization -- Synchronizing Dynamics AX contacts with Outlook -- Using the Outlook Social Connector to research Dynamics AX contacts -- Communicating with contacts from within Dynamics AX -- Using Lync to collaborate with other users directly from Dynamics AX -- Summary.

Chapter 5 : Using Cases to Manage Incidents and Requests -- Introduction -- Creating Case categories -- Assigning tasks through Cases -- Creating appointments through Cases -- Defining standard processes for Case management -- Assigning Knowledge articles to Cases -- Associating additional business entities to Cases -- Creating projects from Cases -- Creating collaboration workspaces for Case projects -- Summary -- Chapter 6 : Organizing Your Workflows -- Introduction -- Creating a new workflow design from a template -- Adding task steps to workflows -- Saving and activating workflows -- Setting default workflows -- Submitting and using workflows -- Adding conditional decisions to a workflow -- Adding manual decisions to a workflow -- Adding workflow status notifications -- Adding text placeholders to workflow messages -- Summary -- Chapter 7 : Reporting in Office -- Introduction -- Creating a document data source -- Creating a Dynamics AX document template within Word -- Creating document template libraries -- Registering documents to template libraries -- Summary -- Chapter 8 : Talking to the Outside World -- Introduction -- Adding login accounts for customers in Active Directory -- Configuring customer accounts in Dynamics AX -- Associating customer logins with customer accounts -- Configuring a product catalog -- Adding images and presentation information to product catalogs -- Summary -- Chapter 9 : Creating Help -- Introduction -- Creating a new help publisher ID -- Creating a new help publisher content folder -- Creating your help content -- Creating a Task Recorder walkthrough -- Turning a task recording document into a help topic -- Summary -- Chapter 10 : Web Services and Forms -- Introduction -- Creating a Dynamics AX web service -- Creating a web service wrapper -- Using a Dynamics AX web service in an InfoPath form.

Creating custom OData queries to retrieve Dynamics AX data -- Building InfoPath lookups using OData queries -- Summary -- Chapter 11 : Role Center Personalization and Customization -- Introduction -- Creating a new Role Center template -- Creating a new Dynamics AX user profile -- Adding cues to Role Center profiles -- Adding cues through the Advanced Filter editor -- Adding RSS feeds to Role Centers -- Removing the ribbon bar from Role Centers -- Removing the navigation bar from Role Centers -- Embedding Role Centers into Outlook -- Summary -- Index.