To create a back office page, complete the following procedure.

1. Go to the Create a New Back Office Page page.

Click Site Settings > Portal Elements > Manage Back Office Pages. The Manage Back Office Pages page appears. Click the Create a new back office page link, located at the bottom of the Back Office Page List web part. The Create a new Back Office Page page appears.

2. Configure your new back office page.

On the Create a new Back Office Page page, do the following:

Name the page   Enter a name for your back office page. The name assigned to the back office page should be the display name of the back office window being accessed.

Describe the page   Enter a short and long description of the page. Follow the guidelines listed in Page descriptions.

Select roles   Select the roles that should have access to your back office page.

Select the back office window   Select the Great Plains or Solomon window you want displayed on your new back office page.

If you’re using the Great Plains version of Business Portal, the windows you added to the MbfDynamicsForm table will be listed. For more information, see Adding a Great Plains window.

If you’re using the Solomon version of Business Portal, the windows you added to the Screens table will be listed. For more information, see Adding a Solomon window.

Click Create.

The Manage Back Office Pages page reappears. Your back office page has been created and is listed in the Back Office Page List web part. In order for users to access the page, you’ll need to set up a default task. For more information, see Setting up default tasks.