How to add new action under Context menu in Dynamics AX

Each node in the AOT contains a set of available actions. You can access these actions from the
context menu, which you can open by right-clicking any node.
You can create custom actions for any element in the AOT by enlist a class as a new add-in by following:
1. Create a new menu item and give it a meaningful name, a label, and Help text.
2. Set the menu item’s Object Type property to Class.
3. Set the menu item’s Object property to the name of the class to be invoked by the add-in.
4. Drag the menu item to the SysContextMenu menu.
5. If you want the action available only for certain nodes, you need to modify the verifyItem
method on the SysContextMenu class.

Common prefixes in Microsoft Dynamics AX

Prefix	Description
As	Microsoft Dynamics AX typed data source
Axd	Microsoft Dynamics AX business document
Asset	Asset Asset management
BOM	Bill of material
COS	Cost accounting
Cust Customer	Customer
Dir	Directory, global address
EcoRes	Economic resources
Human resources	Human resources
Invent	Inventory management
JMG	Shop floor control
KM	knowledge management
Ledger	General Ledger
PBA	Product builder
Prod	Production
Proj	Project
Purch	Purchase
Req	Requirements
Sales	Sales
SMA	Service management
SMM	Sales and marketing management also called customer relationship management (CRM)
Sys	Application frameworks and development tools
Tax	Tax engine
Vend	Vendor
Web	Web framework
WMS	Warehouse management

How to add new action under Context menu in Dynamics AX

Each node in the AOT contains a set of available actions. You can access these actions from the
context menu, which you can open by right-clicking any node.
You can create custom actions for any element in the AOT by enlist a class as a new add-in by following:
1. Create a new menu item and give it a meaningful name, a label, and Help text.
2. Set the menu item’s Object Type property to Class.
3. Set the menu item’s Object property to the name of the class to be invoked by the add-in.
4. Drag the menu item to the SysContextMenu menu.
5. If you want the action available only for certain nodes, you need to modify the verifyItem
method on the SysContextMenu class.

Microsoft Dynamics 365: What You Need to Know

In July 2016, Microsoft announced it would be combining its CRM and ERP solutions into a single cloud-based bundle called Microsoft Dynamics 365. The announcement raised many questions among users about whether it will replace current Microsoft products and how users can implement these solutions.

One thing is clear, though – Dynamics 365 enables employees to work from anywhere at any time through their mobile devices, and Microsoft believes this will be a game changer for its customers. Read on to learn more about Dynamics 365 and mobility.

Microsoft’s New Approach to Business Applications

Microsoft has billed Dynamics 365 as “the next generation of intelligent business applications” that “enable organizations to grow, evolve, and transform.” But, what does that mean in practice?

According to Microsoft spokespeople, Dynamics 365 is a re-architecting and repackaging of the capabilities of Dynamics CRM, Dynamics AX, and a small business SaaS offering called “Project Madeira.” Furthermore, Dynamics 365 complements Microsoft’s current lineup of CRM and ERP solutions (the existing ERP systems will not go away). And, it will connect to Office 365, making it simple for users to communicate, share, and request information from within one platform.

A New Licensing Model

Microsoft offers two licensing models for Dynamics 365: an application-based model and a role-based model.

Under the application-based model, businesses can purchase as many apps as they need, even if it’s only a single app. Conversely, the role-based model enables employees to access mission-critical apps. For example, a salesperson doesn’t just need to use a CRM app. He or she also needs data from field service representatives and the customer service team. The information from those app categories allows the salesperson to not merely do his or her job, but excel at it.

What People Are Saying about Dynamics 365

The Dynamics 365 announcement attracted a great deal of attention from industry analysts. They note that it represents a new approach to CRM and ERP applications from the software giant.

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