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Walkthrough: Adding a Page to Navigation

Dynamics AX 2009

When you create a page in Enterprise Portal, you will have to add it to the navigation to enable users to access it. This walkthrough demonstrates how to add the tutorial_CustomerList page to the Quick Launch navigation for the Sales module site in Enterprise Portal. It illustrates the following tasks:

  • Creating a Web Menu Item

  • Modifying the Quick Launch Menu

  • Viewing the Page in Enterprise Portal

To complete this walkthrough, you will need:

  • Microsoft Dynamics AX

  • Enterprise Portal

A Web menu item points to a specific page in Enterprise Portal. You must create a Web menu item for each page that you will be adding to the navigation.

To create a Web menu item

  1. In the AOT, expand the Web node, and then expand the Web Menu Items node.

  2. Right-click URLs, and then click New URL.

  3. Right-click the new URL that you created in step 2, and then click Properties.

  4. Set the Name property to SampleCustomerList.

  5. Set the Label property to Sample Customer List.

  6. For the URL property, click the ellipsis button (…). The dialog box used to select pages will be displayed.

  7. Expand the Sales node, and within that group expand the Enterprise Portal node. The pages in the Sales module site will be listed.

  8. Click tutorial_CustomerList.aspx, and then click OK.

  9. Right-click the new URL item, and then click Save.

To add menu items to the Quick Launch area for a module site, you must first determine which Web menu resource is being used for the Quick Launch.

To modify the Quick Launch menu

  1. In the AOT, expand the Web node, expand the Web Modules node, and then expand the Home node.

  2. Right-click the Sales node, and then click Properties.

  3. Examine the QuickLaunch property. It is set to EPSalesQuickLaunch. This is the Web menu resource that defines the menu items displayed in the Quick Launch area for the Sales module site. The new Web menu item will be added to this Web menu.

  4. In the AOT, expand the Web node, and then expand the Web Menus node.

  5. Locate and expand the EPSalesQuickLaunch node.

  6. Right-click the Main Lists node. Click New, and then click Menu Item. A new menu item will be added at the end of the list.

  7. Right-click the node for the new menu item, and then click Properties.

  8. Use the drop-down list for the MenuItemName property to select the SampleCustomerList menu item you created in the previous procedure.

  9. In the AOT, right-click the EPSalesQuickLaunch Web menu, and then click Save.

After you have added the menu item to the Quick Launch, you can view it in Enterprise Portal.

To view the page in Enterprise Portal

  1. Using a Web browser, open Enterprise Portal. The typical URL to access Enterprise Portal is:

    http://<server>/sites/DynamicsAx/

    Substitute the name of the server on which Enterprise Portal is installed.

  2. Click Sales on the top link bar to display the Sales module site.

  3. In the Quick Launch, examine the last item in the Main Lists group. The Sample Customer List item should be listed.

  4. Click the Sample Customer List item to open the tutorial_CustomerList page.

To learn more about navigation in Enterprise Portal, see Enterprise Portal Site Structure and Navigation.

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