Introduction
to Microsoft Dynamics™ AX 4.0
Course 8627: Two days; Instructor-Led
Prerequisites
Before attending this course, students must have basic familiarity with Microsoft Windows.
Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are associated with this course currently.
Course Materials
The student kit includes a comprehensive workbook and other necessary materials for this class.
The following software is provided in the student kit: Evaluation copy of Windows XP Professional for classroom use only.
Course Outline
Module 1: Introduction to Microsoft Dynamics AX 4.0
This module introduces the Microsoft Dynamics AX 4.0 Enterprise Resource Planning (ERP) solution. The various modules are described in addition to the interrelations between the modules. Key features and benefits of the modules are also described.
Lessons
• Module
Integration
• Customer-Vendor
Collaboration
• Application
Integration Framework Enables Internet Commerce
• Microsoft
Dynamics AX 4.0 Modules
• Technology
• One
Implementation
• Fast
and Inexpensive Customization
• Layering
• Connectivity
• Ease
of Use
• Unlimited
Growth and Expansion
• Unicode
• Trustworthy
Computing and Microsoft Dynamics AX 4.0
Test Your
Knowledge
• Module
Integration
• Microsoft
Dynamics AX 4.0 Modules
• Technology
The goals
of this module is to enable students to:
• Describe
the module integration in Microsoft Dynamics AX 4.0.
• Explain
the key features of Microsoft Dynamics AX 4.0.
• Explain
the benefits of the unique Microsoft Dynamics AX 4.0.
Module 2: Demonstration of Microsoft Dynamics AX 4.0 Functionality
This module provides a demonstration of the basic functionality of Microsoft Dynamics AX 4.0.
Lessons
• Enter
a Sales Quote
• Customize
the Order with Product Builder
• Determine
the Cost of the Order
• Check
Item Availability
• Convert
Quotation to Sales Order
• Determine
Delivery Date
• Run
Master Scheduling
• Firm
the Planned Order
• Produce
the Custom Item
• Purchase
Needed Parts
• Receiving
Parts
• Schedule
and Complete the Production Order
• Ship
Order
• Check
Order Status
• Check
Inventory
• Pick
Inventory
• Pack
Order
• Load
Order
• Send
the Invoice for the Order
• Check
Invoiced Amount
• Post
the Payment
• Apply
the Payment
• Check
Accounts to Verify Posting
Test Your
Knowledge
• Microsoft
Dynamics AX 4.0 Functionality
The goals
of this module is to enable students to view:
• A
demonstration of Microsoft Dynamics AX 4.0 basic modules
• How
to create a sales order
• How
to create a purchase order
• How
to create a production order and the production process
• Assembling
an order
• A
demonstration that traces an order from Sales to Production to General
ledger
Module 3: User Interface
This module provides an introduction to the user interface within the Microsoft Dynamics AX 4.0 system. The base window of the program is introduced and instruction on how to maneuver within the system is provided. In addition, the Microsoft Dynamics AX 4.0 help system is explored.
Lessons
• Windows
Authentication Logon
• Adding
New Users
• Microsoft
Dynamics AX 4.0 Application Window
• New
Application Windows
• Shortcut
Keys
• Configure
the Workspace
• Navigate
the Help System
• On-Screen
User Help
• Microsoft
Dynamics Community
• Check
for Updates
• About
Microsoft Dynamics AX
Procedures
• Configure
List Views
• Find
and Use Shortcut Keys
• Hide
and Show Workspace Panes
• Resize
the Panes
• Configure
the Favorites Pane
• Navigation
Pane Options
• Searching
for Help
Test Your
Knowledge
• Application
Window and Shortcut Keys
• Microsoft
Dynamics AX 4.0 Help System
Labs
• Navigate
the Application Window
• Configure
Your Workspace
The goals
of this module is to enable students to:
• Logon
to Microsoft Dynamics AX 4.0.
• Navigate
the Microsoft Dynamics AX 4.0 application window.
• Find
and use keyboard shortcuts.
• Use
the Microsoft Dynamics AX 4.0 Help system.
Module 4: Users
This module provides an introduction to user setup.
Lessons
• User
Group Setup
• User
Setup
• User
Form Functionality
• User
Permissions
• User
Log
• Pivot
Table Functionality
• Online
Users
• Viewing
Online users
• Ending
Client Sessions
• Refreshing
Client and Server Information
Procedures
• Create
a New User Group
• Create
a New User with the Import Wizard
• Create
a New User Manually
• Assign
User Groups
• Relate
Users to Internal Employees
• Cleaning
up Log Information
Test Your
Knowledge
• Tracking
Online Users
Labs
• Create
a User Group
• Create
a User
The goals
of this module is to enable students to:
• Create
User groups
• Create
Users By Using the Active Directory Import Wizard
• Create
Users manually
• Define
parameters for the User log
• Monitor
client and server activity in the Microsoft Dynamics AX 4.0 system
Module 5: Number Sequences
This module introduces creating number sequences, both manually and using a wizard. Parameters for number sequences are also discussed.
Lessons
• Number
Sequences
• Create
Number Sequences
• Set
Individual Parameters
Procedures
• Create
Number Sequences Using the Wizard
• Create
Number Sequences Manually
• Set
Number Allocations
• Set
Usage Status
• Enable
User Changes
• Set
Cleanup Parameters
• Set
Performance Parameters
• Number
Sequence References
• Modifying
References
• Number
Sequence History
Test Your
Knowledge
• Module
Integration
• Microsoft
Dynamics AX 4.0 Modules
• Technology
Labs
• Create
Number Sequences
• Set
Number Sequence Parameters
The goals
of this module is to enable students to:
• Define
number sequences
• Create
number sequences using the Set up number sequences wizard
• Create
number sequences manually
• Define
parameters on number sequences
• View
references
• View
history
Module 6: Company Accounts
This module introduces the concept and set up of a company in Microsoft Dynamics AX 4.0.
Lessons
• Company
Structure in Microsoft Dynamics AX 4.0
• Virtual
Company Accounts
• Company
Accounts and Domains
• Company
Account Setup
• Create
Domains
• Create
Table Collections
• Create
Virtual Company Accounts
• Create
Information Data Setup
• Create
Number Sequences
• Entering
Company Information
• Fill
in the Contact Info Tab
• Fill
in the Other Tab
• Fill
in the BTL91 Tab
• Fill
in the Tax 1099 Tab
• Create
Alternate Company Addresses
• Import
and Export Data
• Set
up Definition Groups
• Export
the Chart of Accounts from DMO
• Import
Chart of Accounts into Company LDI
• Exporting
and Importing Data in Microsoft Dynamics AX 4.0
Procedures
• Create
a Company Account
• Create
a New Domain
• Create
a Table Collection
• Create
a Virtual Company Account
• Set
up Address Formats
• Set
up Countries/Regions
• Set
up States
• Set
up Counties
• Set
up ZIP/Postal Codes
• Fill
in the General Tab
• Fill
in the Number Sequences Tab
• Import
a Company Logo
• Set
up the Export Definition Group
• Create
the Import Definition Group Using the Copy Feature
Labs
• Create
a Company Account
• Create
a Domain
• Create
a Table Collection
• Create
a Virtual Company Account
• Set
up Company Information
• Enter
Company Information for the New Company
• Export
and Import Cost Categories
The goals
of this module is to enable students to:
• Define
the company structure
• Create
a company account
• Create
domains for security
• Create
table collections
• Create
a virtual company to enable table data sharing across companies
• Set
up company information
• Enter
company information
• Export
data from Microsoft Dynamics AX 4.0
• Import
data from Microsoft Dynamics AX 4.0
Module 7: Tools Menu
This module introduces the Tools menu which provides access to auxiliary tools in Microsoft Dynamics AX 4.0.
Lessons
• Tools
Menu Overview
• Telephone
List
• System
Date
• Calculator
• Calculator
for Units
• Print
Archive
• Select
Company Accounts
• Managing
Alert Rules
• Development
Tools
• Reporting
Tools
• Customize
Display Options
• Toolbar
Options
• Tool
Tips
• Set
User Options
Procedures
• Store
a Job in the Print Archive
Test Your
Knowledge
• Tools
Menu Functionality
Labs
• Create
a Unit Conversion
The goals
of this module is to enable students to:
• Access
the employee telephone list
• Change
the system date
• Display
and use the calculator
• Use
the unit calculator to convert between different units
• Archive
print jobs
• Switch
between company accounts
• Customize
Toolbars
• Configure
user settings
Module 8: Command Menu
This module introduces the Command menu which provides display and action options for Microsoft Dynamics AX 4.0.
Lessons
• Command
Menu
• Go
to the Main Table
• Use
Restore Feature
• User
Setup Feature
• Modify
Form Properties
• Edit
Form Name
• View
Form Information
• Query
AOT Information
• Retrieve
from User Button
• Use
Hide/Show Features
• Show
Hidden Objects
• Show
All
• Use
Alert Rules
• Create
Alert Rules
• Manage
Alert Rules
• View
Record Information
• Use
Document Handling Feature
• Delete
Records
• Edit
Records
Procedures
• Use
the Go to the Main Table Form
• Restore
Options
• Modify
Form Layout
• Modify
Form Properties
• Modify
the Form Name
• Hide
Fields
• Hide
Field Groups
• Hide
Tabs
• Show
all Hidden Fields, Groups, and Tabs
• Create
an Event Alert Rule
• Manage
Alert Rules
Test Your
Knowledge
• Command
Menu
Labs
• Modify
a Form
• Hide/Show
Form
• Create
an Alert
• Attach
a Document to a Record
The goals
of this module is to enable students to:
• Use
Go to the Main Table Form
• Use
restore feature
• Use
setup feature
• Use
hide and show features
• Create
alert rules
• View
record information
• Unselect
records
• Use
document handling feature
• Delete
records
• Edit
records
Module 9: Install Microsoft Dynamics AX 4.0
This module introduces the core components of a Microsoft Dynamics AX 4.0 installation including the Application Object Server, Application file server, database, and client. In addition, students will view a single computer installation for a test/demo environment, and view how to complete the installation checklist.
Lessons
• Core
System Installation Overview
• Application
Object Server
• Application
File Server
• Database
• Client
• Single
Computer Installation of Microsoft Dynamics AX 4.0
• Installation
Prerequisites
• Verify
Rights
• Starting
Microsoft Dynamics AX 4.0
• Installation
Checklist
• Restart
and Verify Data in Demo Company
Procedures
• Install
Microsoft Dynamics AX 4.0
• Complete
the Installation Checklist
Test Your
Knowledge
• Microsoft
Dynamics AX 4.0 Core System
• Installing
Microsoft Dynamics AX 4.0
• Installation
Checklist
The goals
of this module is to enable students to:
• List
the core components of the Microsoft Dynamics AX 4.0 installation
• Perform
a single computer installation of Microsoft Dynamics AX 4.0
• Complete
the Installation checklist
• Restart
Microsoft Dynamics AX 4.0 and verify sample data
Module 10: Differentiating Features
This module introduces some of the features of Microsoft Dynamics AX 4.0 that set this product apart from other applications such as Microsoft MorphX, Business Connectors, Reporting Services in SQL Server 2005, and Integration with other Microsoft applications.
Lessons
• Microsoft
MorphX
• Using
MorphX to Modify Lists
• Other
MorphX Features
• Version
Control Management System
• Reverse
Engineering Tool
• Using
Enterprise Portal
• The
Architecture
• Access
SQL Data Tables
• Optimistic
Concurrency Control
• Microsoft
SQL Service Reporting Services
• SQL
Service Reporting Services Architecture and Design
• Report
Server
• Report
Manager
• Report
Builder
• Using
SQL Service Reporting Services
• Business
Connector
• .Net
Business Connector
• COM
Business Connector
• Application
Integration Framework
• Integration
to Other Microsoft Applications
• Synchronize
Microsoft Dynamics AX 4.0 and Outlook
• Microsoft
RFID Infrastructure
Procedures
• Modify
a Lookup List
• Using
Enterprise Portal to Take a Sales Order
• Access
Customer Data
• Using
Report Builder
• View
a Report Using Report Manager
Test Your
Knowledge
• Differentiating
Features
Labs
• Modify
a Lookup List
• Take
an Order Using Enterprise Portal
• Change
Name in Data Table
• Creating
a Report Using Report Builder
The goals
of this module is to enable students to:
• Modify
a list using MorphX
• Use
Enterprise Portal to enter a sales order
• Access
SQL data tables
• Use
SQL Server Reporting Services
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