Using SharePoint Wikis in AX for Collaborative Knowledge

© 2013. All rights reserved.

USING SHAREPOINT WIKIS IN AX FOR

COLLABORATIVE KNOWLEDGE

Dynamics AX | SharePoint

A Wiki is a great way to store all of the unstructured knowledge and data that is lurking within the organization, because it allows everyone to contribute to the knowledgebase with just a couple of mouse clicks.

In this worked example we will show how easy it is to create a Wiki for product information, and then integrate it into Dynamics AX to help your users with information sharing.


Create A Wiki Site

The first step is to create a Wiki. To do this you just need to create a new Site Collection inside of SharePoint Central Administration.


Create A Wiki Site

To create a Wiki, just choose the Enterprise Wiki template.


Wiki Created

SharePoint will create the site for you in just a minute or so.


Wiki Created

If you click on the link to the site you will be taken into the clean Wiki site.


Build Your Wiki

Content

Now we can start building our Wiki content. All you need to do is click on the “Edit” link.

For this example we will create a Product knowledge base. To create a top level link for the products, we just create a link like this:

[[Products]].


Build Your Wiki

Content

This will turn the tag into a link.


Build Your Wiki

Content

When we click on the link, since there is not a page already created, the Wiki will ask you if you want to create one.


Build Your Wiki

Content

Then we will create a product index page with all of the products that we want to add information on.


Build Your Wiki

Content

Now we have the shell for our product knowledge base.


Build Your Wiki

Content

Clicking on any of the links will allow us to create a new page.


Build Your Wiki

Content

Now we can add the content.


Build Your Wiki

Content

We can add a picture directly from our computer to the Wiki site.


Build Your Wiki

Content

We just need to tell SharePoint where we want to store the image.


Build Your Wiki

Content

And then find the image on our local computer.


Build Your Wiki

Content

We can add some additional information if we like.


Build Your Wiki

Content

And now the image is on the Wiki site.


Build Your Wiki

Content

We can change the formatting of the image…


Build Your Wiki

Content

And also resize and change the border format for the image.


Everything You

Need To Know

About Ahi

Now we have a page that everyone would access to find out about Ahi.


Change Indexing

We want to link these pages to Dynamics AX, and using the name is not the most reliable way to cross reference. So we will change the links just a little for the products and use the following format:

[[PRODUCT14001|Ahi Tuna]]

This will index the page with PRODUCT14001, but display Ahi Tuna as the link.


Change Indexing

Unfortunately this breaks the reference link that we just created.


Change Indexing


Change Indexing

To fix that, we just need to find the page that we created…


Change Indexing

And change the name of the page.


Page Still Linked

Now everything is linked up again.


Add Wiki As Tab

The final step is to add a tab to the Products form that includes a web browser.


Add Wiki As Tab

The final step is to add a tab to the Products form that includes a web browser.


Add Wiki As Tab

And then overwrite the activate method for the form to populate the browser with the Wiki page.


Collaborative

Knowledge In AX

Now we have our Knowledge Base inside of Dynamics AX.

Very Cool.

About

Murray Fife

Using SharePoint Wikis in AX for Collaborative Knowledge

Technology

wiki content

wiki sitethe

wiki createdsharepoint

wiki createdif

wiki siteto

theclean wiki site

product information

edit link