Role Centers are default home pages for AX client and EP that provide an overview of the information that pertains to the work of people such as CFOs, CEOs, Accountants... It consist of the following web parts:
1 - Work list
2 – Activities
3 - Frequently used links
4 - Business intelligence information.
a) KPIs (Business Overview webpart)
b) KPI Reports
There is difference between the Role center page that displays on AX Client and on EP. Client Forms will not be visible and cannot be opened from the EP but can be accessed from the AX Client.
1 – Unified Work list web part:
The Dynamics Unified Work list Web part displays the list of activities, alerts, workflow approvals, and workflow tasks.
It can be added using
a - Add a web part on EP page
b – Select Dynamics AX and Select ‘Unified work list’ webpart.
2 – AX Report web part:
The AX report web part is usually used to show reports on a role center.
3 – Quick Links web part
Quick links web part provides a quick access to EP pages, reports and forms. Usually we group Quick Links into two parts.
a - Form Links
b - Report Links
AX Client Form links can be accessed only from the Role Center. AX forms cannot be accessed from the EP.
4 – Activity web part
The activity web part can be used to see the information in terms of statistical data. The activity web part shows the information according the query defined for it.
