Creating Consolidated User Menus in Dynamics AX 2012

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CREATING CONSOLIDATED USER MENUS

Dynamics AX

People wear a number of different hats in the organization, and usually need to access a number of different modules within Dynamics AX. Also, people usually don’t need access to all of the menu items that are available within the individual modules.

Wouldn’t it be nice if all of the menu items that a user used on a daily basis were available in just one menu?

In this worked example we will show how you can easily create a consolidated user menu for your users with just the menu items that they needs.


Create A New

Menu

To create a new menu, just open AOT and go to the Menus section.


Create A New

Menu

From the context menu, choose the New Menu option.


Create A New

Menu

Now that you have a new menu, just rename it to something a little more understandable to the user.


Create A New

Menu

Now you can start copying over your sub-menu groups to the new menu.


Create A New

Menu

Rather than add each menu item individually, it’s easier to copy them from the other menu’s and delete the items that you don’t want.

To do this, just open up the source menu, and drop it over into your new menu.


Create A New

Menu

The copied menu will have all of the sub folders as well.


Create A New

Menu

Now just rename the submenu to something a little more descriptive.


New Menu Defined

After adding a few more menu groups, we now have a consolidated financials menu.


Assign An Icon

To make the menu look a little more consistent with the other modules, we will now assign it an icon. We can link to a file, an embedded icon from AX, or to a resource file that we add ourselves.


Assign An Icon

To import an new icon to use, just go to the Resources section and create a resource from a file.


Assign An Icon

Here is the icon that I am going to use.


Assign An Icon

This step creates a resource for me to reference in the menu.


New Icon Linked To

The Menu

In the menu definition, I can now use that resource identifier as the normal icon for the menu.


Add Menu To The

Main Menu

Now we just need to add our menu to the main menu. To do this, find the main menu definition, and add a new Menu reference.

Note: We could just copy the menu over, but this way we can use the menu in a number of other menus, but only change it once.


Add Menu To The

Main Menu

This will open up a menu tree.


Add Menu To The

Main Menu

Just drag and drop the new menu into the Main Menu.


New Menu

Available in AX

Now the financials menu is available within the AX menu.


New Menu

Available in AX

And we can access a number of different module items from one place.


Rearrange The

Menu Order

This is a menu that I will be using all of the time, so rather than have it at the bottom of the menu, I would like it at the top.

To do this, choose the Navigation Pane Options from the quick menu at the bottom of the navigation pane.


Rearrange The

Menu Order

And move it up to the top part of the menu.


Most Used Menu’s

At The Top

This should make the users a little happier.

About

Murray Fife

Creating Consolidated User Menus in Dynamics AX 2012

Technology

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