Role Center pages contain Web parts, which are the individual pieces that display information on the page. You can add Web parts to Role Center pages, and customize the individual Web Parts to create a page that fits your needs.

Note Note

For more information about Web parts and pages, see Modify Role Center pages, or the help for Microsoft Windows SharePoint Services or Microsoft Office SharePoint Server.

Role Centers include the following standard types of Web parts that display business data from Microsoft Dynamics AX.

Quick links

Quick links Web parts display links that are relevant for users in your role. The links provide access to forms, reports, list pages, and Web pages that you frequently use. You can modify these links to meet your needs. For more information, see Manage quick links.


Cues Web parts display a visual representation of your workload and give an overview of your remaining work items, such as sales leads or overdue activities, and other tasks that you need to complete. You can create and modify the Cues, which are saved filtered views of form or list page information. When you click a Cue, the associated form or list page opens with the filtered view displayed. For more information, see Manage Cues.

Work lists

Work lists display alerts, Workflow work items, and activities that you can act on or need to be notified about. You can use this list to view the status of these items and see when action is required. For more information, see Alerts, Workflow, and Create an activity. When you click the links in the work list, information about the list item is displayed. For more information about work lists, see Manage and use work lists.

Reports and key performance indicator (KPI) lists

Reports Web parts display Microsoft SQL Server Reporting Services reports and charts that display Microsoft Dynamics AX information from the database or from online analytical processing (OLAP) cubes that are set up in SQL Server Analysis Services. You also can use these Web parts to display lists of KPIs, which are business metrics that can be summarized in terms of a comparison, goal, value, and status. For example, you might use KPIs to compare actual expenditures with budgeted amounts. For more information about reports and other business intelligence features, see Reporting. For information about specifying which report or KPI information to display, see Manage report and KPI list views.

Business overviews

You can use business overview Web parts to display measures (calculations) from the OLAP cubes, and compare those measures for various periods. You also can display KPIs that include period comparison information. For example, you might use this Web part to display information about this month's sales versus last month's sales. For more information, see Manage and use business overview information.

See Also