Microsoft Dynamics AX 2009 Introduction (80020)

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Vendor: 
Microsoft
Subject: 
ERP
Overview: 

This two-day instructor-led course provides students with the knowledge and skills to maneuver within Microsoft Dynamics AX 2009. The course focuses on basic modules and functionality, user interfaces, number sequences, tools and command menus, basic installation, and differentiating features.
This is the first course in the Microsoft Dynamics AX 2009 curriculum and will serve as the entry point for other Microsoft Dynamics AX 2009 courses.

Course Contents: 

Module 1: Introduction to Microsoft Dynamics AX 2009
This module introduces the Microsoft Dynamics AX 2009 Enterprise Resource Planning (ERP) solution, its architecture and the technologies used. In addition, key features and benefits of the various modules are described.
Lessons

  • Microsoft Dynamics AX 2009 Technology
  • Financials
  • Supply Chain Management
  • Project Accounting
  • Customer Relationship Management
    After completing this module, students will be able to:
  • Present the benefits of the unique Microsoft Dynamics AX 2009 architecture.
  • Identify the key features of Microsoft Dynamics AX 2009.
    Module 2: Functionality Demonstrations
    This module provides a demonstration of the basic functionality of Microsoft Dynamics AX 2009.
    Lessons
  • Enter a Sales Quote
  • Customize the Order with Product Builder
  • Check the Item Availability
  • Convert the Quotation to the Sales Order
  • Run Master Scheduling
  • Produce the Custom Item
  • Purchase Needed Parts
  • Ship the Order
  • Send an Invoice for the Order
  • Check the Amount Invoiced
  • Post Payment
  • Apply Payment
  • Check the Account to Verify Posting
    After completing this module, students will be able to:
  • View sales quotation order creation.
  • View order customization with Product Builder functionality.
  • View on-hand inventory for the sales quotation.
  • View the process of the quotation confirmation.
  • View the procedure of scheduling an order.
  • View the producing of the custom item process.
  • View the process of checking, packing, and loading order.
  • View the invoicing process.
  • View customer transactions.
  • View the process of payment posting.
  • View how transactions are updated with the payment.
  • Check the connection between sales and purchase orders and general ledger accounts.
    Module 3: Navigate User Interface
    This module introduces the user interface of Microsoft Dynamics AX 2009.
    Lessons
  • Navigate Microsoft Dynamics AX 2009
  • Configure Menus
  • Exploring the Help System
  • Role Center Use in Microsoft Dynamics AX 2009
    Lab : Explore the Application Window
  • Open the Vendor form, access balance and balance details for Fabrikam Supplier and close the forms.
    Lab : Configure Your Workspace
  • Hide and re-sort the menus, add links to the Sales Order Details and Purchase Order Details forms to the My Favorites pane, and rename the My Favorites group.
    After completing this module, students will be able to:
  • Explore the Microsoft Dynamics AX 2009 navigation.
  • Configure the Microsoft Dynamics AX menus.
  • Use the Microsoft Dynamics AX 2009 Help system.
  • Explain the use of Role Centers in Microsoft Dynamics AX 2009.
    Module 4: Set up Users
    This module focuses on the user setup in Microsoft Dynamics AX 2009.
    Lessons
  • Set up Users
  • Install User Role Center
  • Set Password Parameters
  • Monitor Client and Server Activity
    Lab : Create a User
  • Create a user account in Active Directory, and set the history limit in the User log form to "45 days". Set up user log batch processing, and set the Recurrence field to today's date without an ending date, and then run the cleanup batch job.
    After completing this module, students will be able to:
  • Create users and assign them to user groups.
  • Install Role Centers and assign users.
  • Get basic knowledge on setting passwords for Dynamics AX 2009 users.
  • Monitor client and server activity in the Microsoft Dynamics AX 2009.
    Module 5: Set Up Number Sequences
    This module demonstrates how to create number sequences in Microsoft Dynamics AX 2009 using both a wizard and a manual process.
    Lessons
  • Create Number Sequences
  • Set Individual Parameters
  • View Number Sequence References
  • View Number Sequence History
    Lab : Create Number Sequences
  • Open the Set up number sequences wizard and follow the prompts.
    Lab : Set Number Sequence Parameters
  • Open the Number sequences form for the Inve_90 serial numbers, and modify the parameters.
    After completing this module, students will be able to:
  • Define number sequences.
  • Create number sequences using the wizard.
  • Create number sequences manually.
  • Define number sequence parameters.
  • View number sequence references.
  • View number sequence history.
    Module 6: Set up Company Accounts
    This module explains the steps of setting up a company in Microsoft Dynamics AX 2009.
    Lessons
  • Create Domains
  • Create Table Collections
  • Create Company Accounts
  • Create Virtual Company Accounts
  • Set up Company Information
  • Enter Company Information
  • Import and Export Data
    Lab : Create a Domain
  • Create the new intercompany domain, and add the three intercompany company accounts.
    Lab : Create a Table Collection
  • Create a new table collection. Open another instance of the AOT and add the two tables to the new table collection.
    Lab : Create a Company Account
  • Create a new company account and verify the domain. Open the new company from the form.
    Lab : Create a Virtual Company Account
  • Create a new virtual company account and add only the three intercompanies. Add all the table collections and close the form, and then restart Microsoft Dynamics AX 2009.
    Lab : Set up Company Information
  • Open the company that you created. Open the Address format form and use the Create address format wizard to create the US (North America) address format. Open the County/region form and add the new state information. Open the County form and add the new county. Open the ZIP/postal Codes form. Add the new zip/postal code information. Fill the Country/region, State, and County fields.
    Lab : Enter Company Information for the New Company
  • Open the company that you created. Open the Company information form and import a logo for the company.
    Lab : Export and Import Cost Categories
  • Open the CEU company, open the Data export/import form. Create a new definition group and export the cost categories to a location on drive C. Open the company created and verify that cost categories do not exist. Open the Import options form and keep all defaults, and then import the file. Verify that the Cost categories form is filled with data.
    After completing this module, students will be able to:
  • Create domains for security.
  • Create table collections.
  • Create company accounts.
  • Create a virtual company to enable table data sharing across companies.
  • Set up company information.
  • Enter company information.
  • Export data from Microsoft Dynamics AX 2009.
  • Import data into Microsoft Dynamics AX 2009.

    Module 7: Work with Tools Menu
    This module introduces the Tools menu which provides access to many of the auxiliary tools available in Microsoft Dynamics AX 2009.
    Lessons

  • Tools Menu Overview
  • Set User Options
    Lab : Create a Unit Conversion
  • Open the Calculator for units form, and convert feet into square feet for the Hardwood veneer - 8" X item.
    After completing this module, students will be able to:
  • Access the employee telephone list.
  • Change the session date.
  • Display and use the Calculator.
  • Use the Unit Calculator to convert between different units.
  • View the print jobs stored in the print archive
  • Switch between company accounts.
  • Set up and use reporting services.
  • Customize toolbars.
  • Configure user settings.
    Module 8: Work with Command Menu
    This module introduces the Command menu which provides display and action options for Microsoft Dynamics AX 2009.
    Lessons
  • Command Menu Overview
  • Use Setup Feature
  • Use Hide/Show Features
  • Create Alert Rules
  • View Record Information
  • Mark Records
  • Use Document Handling Feature
  • Delete Records
    Lab : Modify a Form
  • Open the Set up number sequences wizard and make modifications.
    Lab : Hide/Show a Form
  • On the Command menu or using the right-click menu, use the Hide, Show, and Show all tools.
    Lab : Create an Alert
  • Create an alert rule for purchase price fluctuations on the 8003 item, and set the end date.
    Lab : Attach a Document to a Record
  • Create a note regarding purchase price fluctuations on the item 8003, and open the note using the toolbar.
    After completing this module, students will be able to:
  • Examine the Go to the Main Table Form option.
  • Introduce the Restore option.
  • Review the form setup options.
  • Use the Hide and Show features.
  • Create alert rules.
  • View record information.
  • Update multiple records.
  • Examine the document handling options.
  • Delete records.
    Module 9: Understand Cross-Over Features
    This module demonstrates some of the features of Microsoft Dynamics AX 2009 that set this product apart from other applications such as Microsoft MorphX, Enterprise Portal, Business Connectors, Integration with other Microsoft applications and Workflows.
    Lessons
  • Microsoft MorphX
  • Using Enterprise Portal
  • Access SQL Data Tables
  • Integration with Other Microsoft Applications
  • Using Workflows
    Lab : Modify a Lookup List
  • Access the Application Object Tree, and add the fields to the Auto Lookup field group.
    Lab : Take an Order Using Enterprise Portal
  • Open Enterprise Portal and create and complete a sales order for Sparrow Wholesales, for 10 High End Speakers - ash/12 inches.
    Lab : Change Name in Data Table
  • Access the User setup form for the customer table, and use the Table browser to find the data and make changes.
    After completing this module, students will be able to:
  • Modify a list using Microsoft MorphX.
  • Use Enterprise Portal.
  • Access data tables from Microsoft Dynamics AX 2009.
  • Integrate with other Microsoft applications.
  • Understand the use of workflows in Microsoft Dynamics AX 2009.
    • Prerequisites: 

    Before attending this course, students must have basic familiarity with Microsoft Windows.

    Benefits: 

    After completing this course, students will be able to:

  • Explain the benefits of Microsoft Dynamics AX 2009 architecture.
  • Describe the module integration and key features of Microsoft Dynamics AX 2009.
  • Log on and maneuver within Microsoft Dynamics AX 2009 windows and help system, and use keyboard shortcuts.
  • Create users and user groups.
  • Define parameters for the user log.
  • Monitor client and server activity in Microsoft Dynamics AX 2009.
  • Validate user input for fields, controls, and forms.
  • Create number sequences and define parameters on number sequences.
  • View references and history.
  • Create company accounts and set up company information.
  • Create domains.
  • Create table collections and enable table data sharing across companies.
  • Export and import data from and to Microsoft Dynamics AX 2009.
  • Use the Tools menu to access data and customize views.
  • Use the Command menu to access system features including hide and show, restore, setup, alert rules, and delete and edit records.
  • Perform a single computer installation of Microsoft Dynamics AX 2009.
  • Modify a list using MorphX.
  • Use Enterprise Portal to enter a sales order.
  • Access SQL data tables.
  • Describe Microsoft Dynamics AX 2009 integration to other Microsoft applications including Microsoft Outlook.
    • Audience: 

    This course is intended for novice users of Microsoft Dynamics AX. Students must have basic Microsoft Windows navigation skills.

    Materials Available: 
    Yes
    Duration: 
    16 hours
    For more information on Microsoft Dynamics AX 2009 Introduction (80020) please feel free to contact us online or call us at 416-513-1535.