Introduction to Microsoft Dynamics™ AX 4.0

Course 8627: Videos equivalent of 2 days intense instructor led training
One user license for 1 month and media available via internet downloads for only $450.00

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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