Lab 03 – Add a Rolecenter and Profile

Overview

In this assignment, you will design a personalized dashboard, known as a “Role Center,” in Microsoft Dynamics 365 Business Central, tailored to the specific needs of a chosen job role within the organization.

The layout of the new rolecenter page will contain two parts. The first part is will be the “Headline RC Business Manager” and the second part is the “O365 Activities.

High Level Tasks

Complete the following tasks:

1. Create a new app: Lab 03 Rolecenter

2. Create a Rolecenter page

3. Create a Profile object

4. Deploy your Rolecenter app.

Detailed Steps

Create a new app: Lab 03 Rolecenter

To create a new app: Lab 03 Rolecenter, follow these steps:

1. Press the Alt+A, Alt+L shortcut keys to trigger the AL Go!command, and then choose a path to a new empty folder and the version torun.

2. Use Lab 03 Rolecenter as the name of the project.

3. In the the launch.json file, make sure the EnvironmentName parameter exactly matches the name of your sandbox.

4. In the Command Palette, select AL: Download Symbols.

5. If there are any errors, then update your launch.json file and download symbols again.

6. Delete the HelloWorld.al file.

7. Create a new folder named: src.

Create a Rolecenter page

To create a Rolecenter page, follow these steps:

1. Create a new .al file in the src folder.

2. Name the file MyRolecenter.Page.al.

3. Add the following code in the MyRolecenter.Page.al file:

       al-languageCopy  
       page 50300 MyRoleCenter
          {
              PageType = RoleCenter;
              Caption = 'My Role Center';
              layout
              {
                  area(RoleCenter)
                  {
                      part(Part1; "Headline RC Business Manager")
                      {
                          ApplicationArea = All;
                      }
                      part(Part2; "O365 Activities")
                      {
                          ApplicationArea = All;
                      }
                  }
              }
              actions
              {
                  area(Sections)
                  {
                      group(PostedInvoices)
                      {
                          Caption = 'Posted Invoices';
                          Image = RegisteredDocs;
                          action(PostedServiceInvoices)
                          {
                              Caption = 'Posted Service Invoices';
                              RunObject = Page "Posted Service Invoices";
                              ApplicationArea = All;
                          }
                          action(PostedSalesInvoices)
                          {
                              Caption = 'Posted Sales Invoices';
                              RunObject = Page "Posted Sales Invoices";
                              ApplicationArea = All;
                          }
                          group(SalesDocuments)
                          {
                              Caption = 'Sales Documents';
                              action("Sales Document Entity")
                              {
                                  ApplicationArea = All;
                                  RunObject = page "Sales Document Entity";
                              }
                              action("Sales Document Line Entity")
                              {
                                  ApplicationArea = All;
                                  RunObject = page "Sales Document Line Entity";
                              }
                          }
                      }
                  }
                  area(Embedding)
                  {
                      action(Sales)
                      {
                          Caption = 'Sales lists';
                          RunObject = Page "Sales list";
                          ApplicationArea = All;
                      }
                      action(Services)
                      {
                          Caption = 'Service lists';
                          RunObject = Page "Service list";
                          ApplicationArea = All;
                      }
                  }
                  area(Processing)
                  {
                      action(SeeSalesInvoices)
                      {
                          Caption = 'See Sales Invoices';
                          RunObject = Page "Posted Sales Invoices";
                          ToolTip = 'See Sales Invoices';
                          ApplicationArea = All;
                      }
                  }
                  area(Creation)
                  {
                      action(AddSalesInvoice)
                      {
                          Caption = 'Add Sales Invoice';
                          ToolTip = 'Add Sales Invoice';
                          Image = NewInvoice;
                          RunObject = Page "Sales Invoice";
                          RunPageMode = Create;
                          ApplicationArea = All;
                      }
                  }
                  area(Reporting)
                  {
                      action(SalesInvoicesReport)
                      {
                          Caption = 'Sales Invoices Report';
                          ToolTip = 'Sales Invoices Report';
                          Image = "Report";
                          RunObject = Report "Standard Sales - Invoice";
                          ApplicationArea = All;
                      }
                  }
              }
          }
   

Create a profile page

To create a profile page, follow these steps:

1. Create a new .al file in the src folder.

2. Name the file MyProfile.Profile.al.

3. Add the following code in the MyProfile.Profile.alfile:

al-languageCopy profile MyProfile {     ProfileDescription = 'Sample Profile';     RoleCenter = MyRoleCenter;     Caption = 'My profile'; }

Deploy your Lab 03 Rolecenter app.

To deploy your Lab 03 Rolecenter app, follow these steps:

1. In VScode, use the CTRL+F5 shortcut, or the command Palette to publish your app.

2. Business Central now opens.

3. In My Settings, in the Role field select: My Profile.

4. Select Ok.

5. Your Business Central start page now displays your new rolecenter.