The Enterprise Portal provides Web-enabled access to data stored in Microsoft Dynamics AX. From the Enterprise Portal, you can also manage documents that are attached to records in the Microsoft Dynamics AX database, search for data stored in Microsoft Windows SharePoint Services, and use SharePoint announcements, surveys, and discussion lists to collaborate with customers, business partners, and other employees.
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This Help file provides information about features that are specific to the Enterprise Portal for Microsoft Dynamics AX. Because the Enterprise Portal is integrated with Windows SharePoint Services, you can use standard SharePoint functionality from within the browser to customize many features on the Enterprise Portal site. For information about using SharePoint features, see Windows SharePoint Services Help.
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Role-based functionality
The Enterprise Portal for Microsoft Dynamics AX is role-based. This means that you can access only the specific parts of the Enterprise Portal functionality that you need to complete your work.
Depending on the roles that are assigned to you, you can perform the following types of tasks:
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Employees – Maintain contact details, qualifications, and absences, and view appraisals and development plans.
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Sales representatives – View customer records, give quotations, submit orders, change prices, and track current orders and backorder lines.
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Consultants – Submit time reports, browse invoices, and browse transactions.
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Vendors – Track orders, view documents and diagrams, enter prices, and change contact information.
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Customers – View the product catalog, get price and delivery quotations, and submit and track orders.
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Contact your Enterprise Portal administrator if you need to change your role and permissions on the site.
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