Microsoft Dynamics AX provides a set of Web modules that give you access to Microsoft Dynamics AX data and allow you to participate in business processes using Web-based Microsoft Dynamics AX forms. These modules and the portal system are collectively called Enterprise Portal. Enterprise Portal is built on Microsoft® Windows® SharePoint® Services or Microsoft Office SharePoint Server.

What's new

Enterprise Portal includes the following new features and modules.

Feature or module


Role Centers

Microsoft Dynamics AX and the Enterprise Portal framework include customizable home pages called Role Centers. Role Centers display reports and other business intelligence information, transaction data, alerts, links, and common tasks associated with a user's role in the company. Role Centers are available in both Enterprise Portal and the Microsoft Dynamics AX client.

Purchase Requisition

Purchase Requisition enables employees to enter requests for equipment, supplies, and other materials using Enterprise Portal. When the purchasing department approves a requisition, purchase orders automatically are created in the Microsoft Dynamics AX client.

Customer Relations Management (CRM)

CRM provides the tools necessary to create and maintain a comprehensive set of data about customers and their information using Enterprise Portal. Employees can track information about prospective customers from the first point of contact, to customer purchases, to post-sale activities. CRM integrates with Financials and Supply Chain Management.

Service Management

Service Management enables technicians to manage various aspects of their service requests using Enterprise Portal. Technicians can manage resource assignments, time tracking, customer history, future service plans, and resolution details.

Access to multiple companies

Users who have access to multiple Microsoft Dynamics AX companies can use the company list to access the Enterprise Portal pages for another company, rather than having to open a separate Web site.

Administration enhancements

Some of the biggest changes and enhancements in Enterprise Portal address the needs of Enterprise Portal administrators.


What's new

Windows SharePoint Services/Office SharePoint Server

This version of Enterprise Portal requires either Windows SharePoint Services 3.0 or Office SharePoint Server.


Enterprise Portal is installed using Microsoft Dynamics AX Setup. Setup verifies whether Internet Information Services (IIS) and either Windows SharePoint Services or Office SharePoint Server already are installed on the server. If these applications are not installed, Setup prompts you to install them. For more information about installing Enterprise Portal, see "Install Enterprise Portal and Role Centers" in the Microsoft Dynamics AX Installation guide.

Business Connector proxy configuration

Setup automates the process of configuring the proxy in various locations on the Enterprise Portal server. Setup prompts you for the proxy credentials when you install Enterprise Portal, and then configures the proxy credentials in the following locations:

  • Microsoft Dynamics AX

  • Windows user groups

  • IIS

  • Microsoft SQL Server™


Setup automates the process of configuring security, ASP.NET, and application pools in IIS.

Site creation and deployment

By default, when you install Enterprise Portal, Setup automatically creates an Enterprise Portal site, extends that site in Windows SharePoint Services or Office SharePoint Server, and deploys the site. For more information about creating and deploying an Enterprise Portal site, see "Creating Enterprise Portal sites" in the Enterprise Portal Administration guide, which is available from the Help menu in the Microsoft Dynamics AX client.

User profiles

You can use these profiles to assign users to specific Role Centers. Microsoft Dynamics AX includes several default profiles that are defined for common roles. You can customize these profiles or create new ones. For more information about Role Centers, see Setting up and maintaining Role Centers. For more information about user profiles, see Manage user profiles for Role Centers.