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:

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:

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:

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:

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:

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:

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:

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:

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 AutoLookup 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: