Create an Enterprise Portal site

Dynamics AX 4.0

You can create an Enterprise Portal Web site through Microsoft Windows SharePoint Services.

  1. On the SharePoint site you would like to add Microsoft Dynamics AX as a subsite of, click Site Settings.

  2. Under Administration, click Manage sites and workspaces.

  3. On the Manage Sites and Workspaces page, click Create.

  4. On the New SharePoint Site page, in the Title and Description section, type the title and description for the new subsite.

  5. In the URL name box, type the URL for your subsite.

  6. In the User Permissions section, if you are running on Windows SharePoint Services (version 2), (SP2), select Unique Permissions. If you are running on Windows SharePoint Services (version 3), Beta 2, or Microsoft Office SharePoint Server 2007, Beta2, you may use any method of managing permissions.

  7. In the Language section, select the language to use.

  8. Click Create.

  9. On the Template Selection page, select one of the following options, and then click OK.

    Option

    Description

    Microsoft Dynamics Enterprise Portal

    Choose this option to create personalized, role-based Web portals so that specific customers, vendors, business partners, and employees can access business information and conduct transactions.

    NoteNote
    All members of Enterprise Portal must be validated through Active Directory directory service.

    Microsoft Dynamics Public

    Choose this option to create Web sites for customers and prospective customers. You can publish relevant product and campaign information from Microsoft Dynamics AX, or create surveys that store data in Microsoft Dynamics AX. Customer Web allows anonymous access to the site by default.

  10. On the Register Site page, select a company to associate the site with, and then click Register.

  11. After registering, you must then set up user relations in Microsoft Dynamics AX. For details, see Granting users access to Enterprise Portal.

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