ERP Microsoft Dynamics AX 2012 R3 Combo-Technical

Microsoft Dynamics AX 2012 R3 Combo-Technical

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  • Course Delivery: Virtual Classroom
  • Duration: 112 
  • Language: English

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Description

This course endeavors to cover the complete knowledge of Microsoft Dynamics AX 2012 R3 Development modules. The course modules are intended to enhance the know-how of participants about the fundamentals through advanced features and functionalities including X++ and MorphX. Detailed reporting, Enterprise portal development and Application Integration are the main highlights of this training.

 

Topics Covered

Development I in Microsoft Dynamics AX 2012

Module 1: Architecture

This module describes the architecture of Microsoft Dynamics AX 2012. Microsoft Dynamics AX is a completely integrated solution and is web-enabled and supports Microsoft SQL Server. With customizable source code, the solution can be modified however and whenever it is necessary

Lessons:

  • Introduction
  • Features of Microsoft Dynamics AX
  • Architecture
  • Development Environment
  • Model Driven Architecture
  • Licensing and Configuration

Lab : Create a New Model and a Development Project

After completing this module, students will be able to:

  • Describe the basic features of Microsoft Dynamics AX 2012.
  • Review basic form navigation.
  • Review the architecture of Microsoft Dynamics AX 2012.
  • Describe the options for making development changes in Microsoft Dynamics AX 2012.
  • Describe the theory of Model Driven Architecture in Microsoft Dynamics AX 2012.
  • Review licensing and configuration.

Module 2: Data Dictionary

This chapter introduces the tools and procedures used to create tables, data types, and relations that are required in Microsoft Dynamics AX.

Lessons:

  • Introduction
  • MorphX and the Application Object Tree
  • Tables
  • Data Types: Primitive and Extended
  • Creating Tables
  • Indexes
  • Relations
  • Base Enumerations
  • Views

Lab : Create a New EDT

Lab : Create a New Table

Lab : Create a Primary Key

Lab : Create a Relation

Lab : Add an Enum

After completing this module, students will be able to:

  • Explain the MorphX development environment and the Application Object Tree .
  • Design tables using MorphX.
  • Describe the different data types within Microsoft Dynamics AX.
  • Create a new table .
  • Learn how to create and modify indexes using MorphX .
  • Describe relations on Microsoft Dynamics AX tables.
  • Learn how to create and modify Enumerated data types
  • Learn how to create and modify views.

Module 3: User Interfaces

This module discusses how to develop the user interface without having to write any code.Forms are created so that the end-user can enter and view data. To make navigation easier for the end-user, menus and menu items will be created.

Lessons:

  • Introduction
  • Forms
  • Joining Data Sources
  • Menus Items
  • Form Templates
  • List Pages
  • FactBoxes

Lab : Create a Form

Lab : Create a Form from a Template

After completing this module, students will be able to:

  • Design and build Forms in Microsoft Dynamics AX
  • Join two data sources on a form.
  • Create customized menus and menu items.
  • Create a form using form templates.
  • Know the components of a list page.
  • Create a new FactBox.

Module 4: Security

This module describes the elements of Role Based Security in Microsoft Dynamics AX 2012.

Lessons:

  • Introduction
  • Definitions
  • Set Up a New User
  • Assign a User to a Role
  • Change Duties on a Role
  • Change Privileges on a Duty
  • Assign a Permission to a Privilege
  • Investigate Access

Lab : Create a New Security Role

After completing this module, students will be able to:

  • Describe the elements of Role Based Security in Microsoft Dynamics AX.
  • Setup a new user.
  • Assign roles to a user.
  • Assign a security role to a user.
  • Edit duties assigned to a role.
  • Edit privileges assigned to a duty
  • Edit permissions assigned to a privilege.
  • Search for roles with access to a menu item.

Development II in Microsoft Dynamics AX 2012

Module 1: Introduction to X++

This module introduces the students to the characteristics of X++.

Lessons:

  • Introduction
  • Characteristics of X++
  • Development Tools
  • Reverse Engineering
  • Best Practices

Lab : Print to the Screen

Lab : Debug the Job

Lab : Create a Data Model

Lab : Create an XML Developer Document

After completing this module, students will be able to:

  • Identify key features of developing with X++.
  • Describe the basic foundation of object-oriented programming.
  • Use the development tools available within Microsoft Dynamics AX 2012
  • Create object and data models from existing application elements by using the Reverse Engineering tool.
  • Use best practices to instill good programming habits.

Module 2: X++ Control Statements

This module explains how to use control statements in X++.

Lessons:

  • Introduction
  • Introduction to Variables
  • Operators
  • Conditional Statements
  • Loops
  • Built-in Functions
  • Communication Tools

Lab : Create a Times Table Using a While Loop

Lab : Create a Times Table Using a Do while Loop

Lab : Create a Times Table Using a for Statement

Lab : Create a YesNo Box

Lab : Create a Infolog Tree

Lab : Create a Dialog Box

Lab : Use X++ Control Statements

After completing this module,students will be able to:

  • Declare and use extended data types for variables.
  • Use the various operators available in X++.
  • Control program flow using conditional statements in X++.
  • Repetitively call the same blocks of code by using Loop statements.
  • Use standard functions that are built in to the application .
  • Use output commands to display data and messages to the user.

Module 3: Classes and Objects

This module discusses how to use classes and objects within Microsoft Dynamics AX 2012.

Lessons:

  • Introduction
  • Classes
  • Method Access Control
  • Inheritance
  • Objects
  • Scoping and Parameters in X++
  • Methods
  • Referencing Object Methods
  • Method Types
  • Table as Classes
  • Eventing

Lab : Create a New Class

Lab : Allow Access to Methods

Lab : Instantiating a Class

Lab : Use Method Parameters

Lab : Create a Run Method

Lab : Create a Calculator Class

After completing this module, students will be able to:

  • Use the classes within Microsoft Dynamics AX 2012 X++ development
  • Control access to methods using Access Control Method Modifiers
  • Extend a class using the concept of inheritance
  • Describe the differences between an object and a class
  • Initialize variables in the appropriate place according to scoping rules
  • Call methods within the same class
  • Use the different method types available
  • Describe the similarities and differences between tables and classes
  • Use the eventing publisher and subscriber model when modifying code in the application.

Module 4: Accessing the Database

This module explains how to develop modifications that interact with the database.

Lessons:

  • Introduction
  • Retrieving Data
  • Data Manipulation
  • Queries

Lab : Retrieving Data

Lab : Update

Lab : Create Query Using X++

After completing this module, students will be able to:

  • Retrieve data from the database using a select statement.
  • Create, update and delete data in the database
  • Use and build queries using kernel classes.

Module 5: Exception Handling

This module discusses the mechanisms built in Microsoft Dynamics AX 2012 to help with exceptionhandling.

Lessons:

  • Introduction
  • Exceptions
  • Try and Catch Exceptions
  • Throwing Exceptions
  • Optimistic Concurrency Exceptions

Lab : Handle an Exception

After completing this module, students will be able to:

  • Examine the exception handling mechanism in Microsoft Dynamics AX.
  • Use the Try, Catch, and Retry statements.
  • Throw an exception from code.
  • Identify and create code used to handle optimistic concurrency exceptions.

Module 6: Security for Developers

This module introduces some more advanced security features of Microsoft Dynamics AX 2012.

Lessons:

  • Introduction
  • Permissions
  • Security Policies
  • Code Access Security
  • Display Method Authorization

Lab :

After completing this module, students will be able to:

  • Set permissions on application elements
  • Design and create security policies .
  • Secure unsafe Application Programming Interfaces (APIs) using the Code Access Security framework .
  • Authenticate data returned from display methods.

Development III in Microsoft Dynamics AX 2012

Module 1: X++ Unit Test Framework

This module describes how the X++ Unit Test framework allows for unit tests to be created along with the code they are designed to test.

Lessons:

  • Introduction
  • Creating Test Cases
  • Adding Methods to Test Cases
  • Running Test Cases
  • Build Test Projects and Suites

Lab : Create a Test Case

After completing this module, students will be able to:

  • Create a test case.
  • Add methods to a test case.
  • Run a test case.
  • Build a test project and suite.
  • Isolate test cases appropriately.

Module 2: Working with Data

This chapter explains the correct approach to database functions when processing large amount of data in Microsoft Dynamics AX.

Lessons:

  • Introduction
  • While Select
  • Query
  • Caching
  • Locking
  • Temporary Tables
  • InitFrom
  • ParmTables
  • Date Effectiveness
  • Computed Columns in Views
  • Data Integration

Lab : Fetching Data

Lab : Converting Queries

Lab : Reducing Locking

Lab : Temporary Tables

Lab : Integrating External Data

After completing this module, students will be able to:

  • Explain the MorphX development environment and the Application Object Tree
  • Program optimal database access using a "while select" statement.
  • Program optimal database access using queries.
  • Describe the caching mechanisms in Microsoft Dynamics AX.
  • Prevent and resolve database locking.
  • Use temporary tables in classes, forms, and reports.
  • List the reasons for using InitFrom methods.
  • Use ParmId and ParmTables.
  • Discuss date effectiveness and describe how to build date effective forms.
  • Add a computed column to a view.
  • Employ the various techniques available for integrating external data with Microsoft Dynamics AX.

Module 3: Classes

This lesson introduces some of the most commonly used system classes, and demonstrates ways they can be used to support modifications.

Lessons:

  • Introduction
  • Collection Classes
  • Application Object Classes
  • Application Substituted Kernel Classes
  • RunBase Framework
  • Args Object

Lab : Create a Map

Lab : Create a Query from Code

Lab : Create a Global Method

Lab : Make a RunBase Class

Lab : Using Args

After completing this module, students will be able to:

  • Use collection classes to store data in X++
  • List which application objects control different Graphical User Interface (GUI) components.
  • Modify and use the Application Substituted Kernel Classes
  • Extend the RunBase framework to create new batch processes.
  • Transfer information using the Args object.

Module 4: Form

This module provides a comprehensive foundation for using forms in Microsoft Dynamics AX 2012 tointeract with the end-user.

Lessons:

  • Introduction
  • Architecture
  • Data Sources
  • Form Controls
  • Form Methods
  • Placement of Code
  • Additional Controls

Lab : Create a Form

Lab : Use Unbound Controls

Lab : Initialize a Form

Lab : Add a Window Control

After completing this module, students will be able to:

  • Identify the main sections that make up a form.
  • Add data sources to a form to define what data is displayed by the form.
  • Add controls to a form to display data.
  • Modify form methods to the control how the form behaves when it opens and closes.
  • Make decisions about where to place the code.
  • Make runtime modification of the fetch of data

Module 5: Visual Studio Integration

This module explains the Visual Studio tools built specifically for Microsoft Dynamics AX development.

Lessons:

  • Introduction
  • Application Explorer
  • Visual Studio Projects
  • Managed Code Projects
  • Deploying Managed Code
  • Visual Studio Debugging Experience for X++

Lab : Create a Managed Code Project

Lab : Create an Event Handler in Managed Code

After completing this module, students will be able to:

  • Explore the Application Object Tree (AOT) from Visual Studio.
  • Create a project in Visual Studio.
  • Write .NET managed code that uses X++ objects.
  • Deploy managed code.
  • Debug code using Visual Studio.

Module 6: Workflow

This module introduces the development side of creating a workflow. Workflow is a system in Microsoft Dynamics AX 2012 that allows business processes to be automated.

Lessons:

  • Workflow Configuration
  • Create a Workflow Category
  • Create a Query
  • Create a Workflow Type
  • Enable Workflow on a Form
  • Create a Workflow Approval
  • Create Event Handlers
  • Author a Workflow

Lab : Add another Condition to the Submit Action

Lab : Enable Resubmit

After completing this module, students will be able to:

  • Configure how the workflow engine is executed on a server.
  • Specify which application module a workflow is applicable to using a workflow category.
  • Link tables to workflows using a query.
  • Create a new workflow type.
  • Apply a workflow to a form.
  • Define what happens when the workflow is approved or denied.
  • Create Event Handlers and apply them to a workflow.
  • Configure a workflow.

Development IV in Microsoft Dynamics AX 2012

Module 1: Number Sequences

This module explains how developers can perform customizations using the number sequence framework.

Lessons:

  • Introduction
  • Set Up and Administration
  • Extensibility Scenarios
  • Using Number Sequences in Forms

Lab : 1.1 Implement a New Number Sequence

After completing this module, students will be able to:

  • Describe the features of number sequences in Microsoft Dynamics AX 2012.
  • Describe the steps for setting up and administering a number sequence.
  • Develop new number sequences by extending the NumberSeqApplicationModule class.
  • Use the Form Handler to create number sequences in a form.

Module 2: Framework Features

This module provides descriptions of some frameworks, subsystems and features in Microsoft Dynamics AX 2012.

Lessons:

  • Introduction
  • Event Handlers for Customization
  • Integration with Microsoft Dynamics AX
  • Interop to X++
  • Interop from X++
  • Deploy .NET Assemblies for Interop

Lab :

After completing this module, students will be able to:

  • Describe the concept of events and how they can be used in Microsoft Dynamics AX
  • Describe the various methods for integrating with Microsoft Dynamics AX.
  • Describe the various types of services available in Microsoft Dynamics AX.
  • Use a proxy class for .NET interop to X++.
  • Access managed assemblies from X++.
  • Explain how .NET Framework assemblies are deployed

Module 3: Application Foundation Features

There are many application foundation features in Microsoft Dynamics AX 2012. This module introduces several of these features.

Lessons:

  • Introduction
  • Global Address Book
  • Extensible Data Security Policy Framework
  • Financial Dimension Framework
  • Organization Model Framework
  • Case Management Framework
  • Policy Framework

Lab : 3.1 Extensible Data Security Policies

Lab : 3.2 Extend Case Management

After completing this module, students will be able to:

  • Describe how to set up and use the Global Address Book.
  • Review the data model and classes for the Global Address Book framework.
  • Create a new entity for the Global Address Book.
  • Modify the Extensible Data Security policy for the new Global Address Book entity.
  • Retrieve an address from the Global Address Book on a transaction.
  • Describe how extensible data security policies can be used to help secure your data.
  • Create and use extensible data security policies.
  • Describe how financial dimensions are used.
  • Describe the various types of organizations available in Microsoft Dynamics AX 2012.
  • Describe how the organization model is used throughout the system.
  • Create a custom operating unit, and organization type.
  • Describe how cases are used in Microsoft Dynamics AX 2012.
  • Create a new case association type.
  • Add case management to a form.
  • Explain how policy rules are used.
  • Review the data model for the policies framework.
  • Create a new policy type and policy rule.

Module 4: Use and Design of the Ledger Module

This module describes a series of tasks that show the functionality used in the General Ledger,Budgeting, and Fixed Assets modules.

Lessons:

  • Introduction
  • General Ledger Overview
  • Chart of Accounts
  • Journals and Transactions
  • Budgeting Overview
  • Fixed Asset Overview

Lab : 4.1 Create a System-Defined Dimension

Lab : 4.2 Import Ledger Transactions

After completing this module, students will be able to:

  • Describe currencies, exchange rates, fiscal calendars, and periods.
  • Describe the components that comprise the chart of accounts.
  • Review the steps for adding financial dimension controls to a form.
  • Create a new system-defined dimension.
  • Describe how journals and transactions are used to update the general ledger.
  • Describe how the Budgeting module is used.
  • Review the data model and key classes used for budgeting and budget checking.
  • Describe how the Fixed Assets module is used.
  • Review the data model for Fixed Assets.

Module 5: Use and Design of the Product Information Management Module

This module highlights the new patterns used to represent item-product master data.

Lessons:

  • Introduction
  • Products
  • Inventory Dimensions
  • Managing Inventory Policies

Lab : 5.1 Product Information Management Workshop

After completing this module, students will be able to:

  • Describe how products are set up, released, and finalized.
  • Describe how inventory dimensions and groups are used to manage product information.
  • Review the data model for inventory dimensions.

Module 6: Use and Design of the Inventory and Warehouse Management Module

This module explains the functionality offered by the Inventory and Warehouse Management module by describing a series of tasks that are performed by using the module.

Lessons:

  • Introduction
  • Reservations and Marking
  • Inquiries and Transactions
  • Inventory Journals
  • Quarantine and Quality Management
  • Other Functionality

Lab : 6.1 Import Beginning Balances

Lab : 6.2 Inventory Blocking

After completing this module, students will be able to:

  • Describe how reservations and marking are used in the system.
  • Review the inventory transactions and on hand inquiries.
  • Describe the data model for inventory transactions and on hand inventory.
  • Review the structure of the InventOnHand Class.
  • Explain how inventory journals are used.
  • Discuss the inventory journals data model and the structure of the InventJournalCheckPost classes.
  • Describe how quarantine management and quality management are used in the system.
  • Explain inventory blocking.
  • Describe other functionality that is available in the Inventory and Warehouse Management module.

Module 7: Use and Design of the Accounts Receivable and Accounts Payable

This module reviews the functionality that is available for customers and vendors and the primary transactions that occur for each module. /p>

Lessons:

  • Introduction
  • Customers
  • Vendors
  • Free Text Invoices
  • Vendor Invoices
  • Payments
  • Collection and Interest
  • Bills of Exchange
  • Promissory Notes

Lab : 7.1 Export Vendor Payments

Lab : 7.2 Transfer Balances

After completing this module, students will be able to:

  • Describe the activities and transactions that can be created for customers.
  • Review the customer data model.
  • Describe the activities and transactions that can be created for customers.
  • Describe how free text invoices are used.
  • Review the data model and framework that is used for processing free text invoices.
  • Review the various ways that vendor invoices can be generated.
  • Describe the set up that is required for payments and review the data model for payment setup.
  • Describe how customer and vendor payments are made.
  • Review the customer payment data model and discuss the framework that is used for making and generating payments.
  • Describe how collections and interest notes are used.
  • Review the data model and framework for interest notes.
  • Describe the functionality that is available for bill of exchanges.
  • Describe the functionality that is available for promissory notes.

Module 8: Use and Design of the Sales and Purchase Module

This module introduces the features in Microsoft Dynamics AX 2012 that support the sales and purchase processes, and it also reviews the data models and coding patterns for many of the features.

Lessons:

  • Introduction
  • Sales and Purchase Orders
  • Agreements
  • Charges
  • FormLetter Framework
  • Other Features

Lab : 8.1 Add a Field to the Sales Invoice

After completing this module, students will be able to:

  • Describe how reservations and marking are used in the system.
  • Review the general features that are supported with sales and purchase orders.
  • Describe how sales and purchase orders integrate with other modules.
  • Discuss the primary tables used in the purchase order flow.
  • Describe how the PurchType, PurchLineType, and PurchTotals classes work.
  • Describe how trade agreements are used and set up..
  • Review the data model for trade agreements.
  • Discuss how the trade agreement classes are used and can be extended.
  • Describe how sales and purchase agreements are used and set up.
  • Describe how sales and purchase agreements are used and set up.
  • Review the data model for sales and purchase agreements.
  • Discuss how the sales and purchase agreement classes are used and can be extended.
  • Describe how pricing policies are used.
  • Describe how charges are used and set up.
  • Review the data model for charges.
  • Describe how the FormLetter framework is used.
  • List the various documents that are processed through the FormLetter framework.
  • Describe the data model for updating documents.
  • Describe how the FormLetter classes relate to each other and generally work.
  • Describe how to make modifications to the FormLetter framework.
  • Describe the differences between the sales order and the sales quotation features, data model, and classes.
  • Describe the differences between the purchase order and the request for quotation features,data model, and classes.
  • Describe the differences between the purchase order and the purchase requisitions features,data model, and classes.
  • Explain how to use and set up categories and category hierarchies.
  • Review the data model for categories and category hierarchies.

Module 9: Use and Design of the Project Management and Accounting Module

This module introduces students to the Project management and Accounting module of Microsoft Dynamics AX.

Lessons:

  • Introduction
  • Projects
  • Work Breakdown Structure
  • Journals and Transactions
  • Budgets and Forecasting
  • Project Contracts
  • Invoicing
  • Estimates and Revenue Recognition
  • Project Management and Accounting Add-In

Lab : 9.1 Warranty Item

Lab : 9.2 Put and Invoice Proposal on Hold

After completing this module, students will be able to:

  • Describe how projects are created, and the various types of projects that are available.
  • Review the data model for projects.
  • Discuss the significant classes that are used with projects.
  • Describe how the work breakdown structure is used with projects and how the data model relates to the project data model.
  • Discuss the transaction types that are used for journals in the Project management and Accounting module and how categories, pricing, and line properties control the posting of these transactions.
  • Review the data model and the ProjTrans class hierarchy that is used for posting transactions against a project.
  • Describe how budgeting and forecasting works with projects.
  • Review the data model for budgets and forecasts.
  • Describe how project contracts are used.
  • Review the data model for project contracts.
  • Describe how project invoice proposals and invoices are generated in Microsoft Dynamics AX.
  • Review the data model and classes used for generating invoice proposals and invoices.
  • Review how estimate projects and cost templates are used in the system.
  • Describe the Project Management and Accounting Add-In.

Module 10: Use and Design of the Production Control Module

This module discusses the major components of the Production Control module in Microsoft Dynamics AX 2012.

Lessons:

  • Introduction
  • Bill of Materials
  • Routes
  • Production Orders
  • Scheduling
  • Planned Production Orders
  • LEAN Manufacturing
  • Process Industries
  • >

Lab : 10.1 Bill of Material

After completing this module, students will be able to:

  • Review the basics of bill of materials and the data model.
  • Introduce routes and operations.
  • Describe the major features of production orders.
  • Review scheduling methods, resources and jobs.
  • Describe master planning and the planned production order journal model.
  • Introduce lean manufacturing, Kanban, and production flow models.
  • Review Process Industries in Microsoft Dynamics AX 2012.

Module 11: Workflow

This module introduces advanced development topics that explain how to implement line-itemworkflows, create workflow work item queues, create new workflow providers, implement currency support in the Condition Editor, and implement conditions on fields that represent hierarchies in the Condition Editor.

Lessons:

  • Introduction
  • Line-Item Workflows
  • Workflow Providers
  • Work Item Queues
  • Currency in the Condition Editor
  • Hierarchy Type Fields in the Condition Editor

Lab : 11.1 Workflow Workshop

After completing this module, students will be able to:

  • Implement a new line-item workflow.
  • Review the workflow providers in Microsoft Dynamics AX 2012.
  • Create a custom workflow provider.
  • Enable queues for a workflow document.
  • Discuss how currency type fields function within the Condition Editor.
  • Review the steps required to implement a new hierarchy type field to be used in the Condition Editor.

Module 12: Reporting.

This module introduces students to the features of SSRS and shows how to create simple reports by using a query and an auto-design. In addition, a complex report using by the new report data provider framework in a precision design is reviewed.

Lessons:

  • Introduction
  • Reporting Features Overview
  • Report Data Overview
  • Creating Basic Reports from a Query
  • Create a Precision Design Report from a Report Data Provider
  • Manage Report Execution by Using X++
  • Business Logic in Report Data Methods
  • Print Management.

Lab : 12.1 Report Workshop.

After completing this module, students will be able to:

  • Explain the report capabilities in Microsoft Dynamics AX 2012.
  • Describe the key concepts involved when specifying data for your reports.
  • Create a new query and then bind the query to a new SQL Server Reporting Services report together with an auto design.
  • Add sorting, grouping, filters, and parameters to a report.
  • Save, deploy, and view a report in Microsoft Dynamics AX.
  • Discuss the Model-View-Controller (MVC) pattern.
  • Define the report dataset.
  • Create a temporary table to store the report dataset.
  • Manage report parameters in a data contract class in X++.
  • Create a report data provider (RDP) class.
  • Work with report precision design.
  • Explain how to print a report, set the print settings, prevent the display of print setup, set the query range, and set a report parameter value in X++.
  • Review how reports bound to a report data method can contain business logic to access data.
  • Describe the components of print management and the steps that are used to implementeach component of print management.

Reporting in Microsoft Dynamics AX 2012

Module 1: Overview

This module provides a general overview of the features and functionality of Reporting and Business Intelligence in Microsoft Dynamics AX 2012.

Lessons:

  • Introduction
  • SQL Server Reporting Services
  • SQL Server Analysis Services
  • Microsoft Dynamics AX Role Center

Lab :

After completing this module, students will be able to:

  • Identify available reporting features in Microsoft Dynamics AX 2012.
  • Explain how reporting features are used in Microsoft Dynamics AX 2012.
  • Explain how role centers make use of other reporting features in Microsoft Dynamics AX 2012 .

Module 2: SQL Server Reporting Services

This module defines the reporting architecture,describes the development tools and explains procedures for developing reports.

Lessons:

  • Introduction
  • Installation
  • Report Development Tools
  • Develop Reports
  • Deploy Reports
  • Integrate SSRS with Microsoft Dynamics AX 2012

    Lab : Create a Simple Report

    After completing this module, students will be able to:

    • Create a Query .
    • Create a New Report in Visual Studio .
    • Apply Layout Template.
    • Add Column Sorting .
    • Group Report Data.
    • Filter Report Data.
    • Add a Dynamic Parameter .
    • Save and Deploy the Report.
    • Display the Report in Microsoft Dynamics AX 2012 .

    Lab : Create a Report with X++ Business Logic

    After completing this module, students will be able to:

    • Create a Temporary Table .
    • Define a Report Provider Class .
    • Define a Data Contract Class .
    • Define a Data Contract Method .
    • Define a Method to Return Data to Reporting Services.
    • Add Business Logic for the Report .
    • Create a Reporting Project .
    • Bind a Report to a Report Data Provider Class .

    Lab :

    After completing this module, students will be able to:

    • Describe the SQL Server Reporting Services installation procedure and prerequisites .
    • Identify the tools used to develop and deploy reports for Microsoft Dynamics AX 2012 .
    • Explain the process for developing reports by using Visual Studio .
    • List the three options for deploying reports .
    • Describe how SSRS reports can be used within Microsoft Dynamics AX 2012 .

    Module 3: SQL Server Analysis Services

    This module describes business analysis features, defines analysis cube structure and demonstrates the process for creating cubes and using cube data in reports.

    Lessons:

    • Introduction
    • Analysis Overview
    • Develop Cubes
    • Define KPI to Display in Role Center
    • Develop a Report to Display in Microsoft Dynamics AX 2012
    • Analyze Cube Data

    Lab : Create a Report Using Cube Data

    Create a report using OLAP data

    After completing this module, students will be able to:

    • Provide an overview of SQL Server Analysis Services features and capabilities.
    • Describe the SQL Server Analysis Services installation procedure and prerequisites.
    • Develop cubes by using Business Intelligence Development Studio .
    • Display data in a Role Center web part using SQL Server Analysis Services .
    • Create a report in Microsoft Dynamics AX 2012 that uses data from a SQL Server Analysis Services cube.
    • Analyze cube data .

    Module 4: Enterprise Portal and Role Centers

    This module provides a list of Enterprise Portal improvements, describes the Enterprise Portal installation procedure, and demonstrates how to modify or create a role center.

    Lessons:

    • Introduction
    • Enterprise Portal Improvements
    • Install Enterprise Portal and Role Centers
    • Modify Existing Role Centers
    • Create New Role Center
    • Troubleshooting

      Lab : Create a Report to Display in a Role Center

      After completing this module, students will be able to:

      • Define a Query
      • Create a Reporting Project .
      • Create a Report .
      • Configure Report Parameters.
      • Apply Layout and Style Templates .
      • Create a Menu Item
      • Create a Role Center
      • Add Report to Role Center

      Lab :

      After completing this module, students will be able to:

      • Describe Enterprise Portal improvements.
      • Install Enterprise Portal and role centers.
      • Modify existing role centers.
      • Create new role centers .
      • Troubleshoot issues with role centers .

      Application Integration Framework and Services in Microsoft Dynamics AX 2012

      Module 1: Introduction to Services and Application Integration Framework

      This module introduces students to the array of services available in Microsoft Dynamics AX. It also provides basic information about how services can be used to integrate Microsoft Dynamics AX with other systems.

      Lessons:

      • Concepts
      • Integrations

      After completing this module, students will be able to:

      • Identify the high-level features of Services and Application Integration Framework (AIF).
      • Discuss integration planning and options.

      Module 2: Architecture

      This module explains how AIF helps integrate Microsoft Dynamics AX with other external business processes and systems.

      Lessons:

      • High Level Features and Concepts
      • Topology
      • Usability
      • Support for Data Model Changes

      After completing this module, students will be able to:

      • Identify high-level flows in Services and AIF.
      • Discuss the topology of the Services and AIF model
      • Describe moving service configurations by using integration ports in AIF
      • Discuss the process of change tracking.
      • Identify the transforms available for customization in banking.
      • Demonstrate Excel Document Service Registration.
      • Identify support data model changes in Microsoft Dynamics AX 2012.

      Module 3: Installation and Upgrade

      This module discusses installation and upgrade considerations for Services and AIF in Microsoft Dynamics AX.

      Lessons:

      • Installation.
      • Upgrade

      Lab : Configure Services to Use IIS.

      Lab : Install MSMQ.

      After completing this module, students will be able to:

      • Discuss the installation process and the special considerations to be aware of for Services and AIF in Microsoft Dynamics AX.
      • Identify the upgrade considerations for Services and AIF.

      Module 4: Administration

      This module explains how to set up AIF batch jobs, set up integration ports and identifies theadapters that are available which enable Microsoft Dynamics AX to communicate by using various transport protocols.

      Lessons:

      • Set Up Batch
      • Integration Ports
      • Adapters

      Lab : Set Up Batch.

      After completing this module, students will be able to:

      • Set up batch for AIF and Services.
      • Describe the types and options for integration ports.
      • Identify the adapters that are available in Services and AIF.

      Module 5: Development Concepts

      This module explains the key development concepts that are necessary to use AIF and Services with Microsoft Dynamics AX.

      Lessons:

      • Service Types
      • Document Services
      • Custom Services
      • System Services
      • How AIF Exchanges Data
      • Customizing the AIF Pipeline
      • Business Operations Framework
      • Security

      Lab : Add Validation and Defaulting to a Web Service

      Lab : AIF Document Service Wizard.

      Lab : Business Operations Framework

      After completing this module, students will be able to:

      • Describe the Service Types that are available in Services and AIF.
      • Discuss the Document Service Type.
      • Define the Custom Services Service Type.
      • Describe the System Services Service Type.
      • Understand the communication format that AIF uses
          to transmit data.
        • Explain how to manipulate requests in the AIF pipeline
        • Use the Business Operations Framework.
        • Describe how services are secured in Microsoft Dynamics AX.

        Module 6: Working with Services

        This module explains and reinforces the concepts learned in the previous modules of this course by providing hands-on labs and provides additional information to use the major functions in AIF and Services.

        Lessons:

        • Call an External Service
        • Create and Call a Custom Service by Using a Basic Port
        • Call a Document Service by Using NetTcp
        • Call a Document Service with the File Adapter
        • Create a Synchronous Document Exchange between BizTalk and AIF
        • Exchange Documents by Using the MSMQ Adapter
        • Call the Metadata Service
        • Create and Deploy Outbound Exchange

        Lab : Create and Call a Custom Service by Using a Basic Port

        Lab : Call a Document Service by Using NetTcp.

        Lab : Call a Document Service with the File Adapter

        Lab : Call the User Session Service.

        Lab : Create and Deploy an Outbound Exchange.

        After completing this module, students will be able to:

        • Call an external service from X++.
        • Use the NetTcp adapter to call a custom service.
        • Create a new document exchange by using the NetTcp adapter.
        • Create a new document exchange by using the file system adapter.
        • Use the NetTcp adapter to synchronously exchange documents between BizTalk and AIF.
        • Create an MSMQ queue and exchange documents by using the queue.
        • Create a reference to the metadata service.
        • Call and retrieve data from a metadata service.
        • Set up the AIF components for an outbound exchange.
        • Create and test an outbound exchange.

        Module 7: Troubleshooting and Logging

        This module explains the benefits of troubleshooting and logging integrations and introduces several new capabilities to improve the troubleshooting and logging experience.

        Lessons:

        • Monitoring Services and AIF
        • Troubleshooting

        Lab : Debugging Services

        After completing this module, students will be able to:

        • Monitor Services and AIF capabilities
        • Debug Services and identify common errors.

        Enterprise Portal Development in Microsoft Dynamics AX 2012

        Module 1: Overview

        This module provides a general overview of the features and functionality of Reporting and Business Intelligence in Microsoft Dynamics AX 2012.

        Lessons:

        • What is Enterprise Portal
        • Enterprise Portal Architecture

        After completing this module, students will be able to:

        • Review the concepts and uses of the Enterprise Portal.
        • Explain the major components of the Enterprise Portal.
        • Explain the architecture of the Enterprise Portal.

        Module 2: Installing the Enterprise Portal

        This module explains how to install Enterprise Portal.

        Lessons:

        • Enterprise Portal Requirements
        • Installing the Enterprise Portal
        • Configuring Enterprise Search
        • Installing the Visual Studio Tools

        After completing this module, students will be able to:

        • Explain the Enterprise Portal prerequisites.
        • Install the Enterprise Portal.
        • Configure Microsoft Dynamics AX data and metadata to be searchable through Enterprise Search.
        • Install the development tools for the Enterprise Portal.

        Module 3: Enterprise Portal Structure and Permissions

        This module explains the students the terms of the navigation elements of the Enterprise Portal page and how these elements interact. In addition, it explains the security and permissions features.

        Lessons:

        • Structure of the Enterprise Portal
        • Security and Permissions

        After completing this module, students will be able to:

        • Review navigation elements in the Enterprise Portal.
        • Explain the different types of pages and their composition.
        • Explain security and permissions for the Enterprise Portal.
        • Install the development tools for the Enterprise Portal.

        Module 4: Customizing Enterprise Portal Pages

        This module explains how to customize and personalize Enterprise Portal Web Part Pages.

        Lessons:

        • Customizing Enterprise Portal Appearance
        • Customizing Pages
        • Web Parts
        • Lab : Edit a Page

          Lab : Create a New Role Center Page

          After completing this module, students will be able to:

          • Create and apply new SharePoint themes
          • Edit and create SharePoint pages.
          • Explain the different Enterprise Portal web parts

          Module 5: Modeling Enterprise Portal Pages

          This module explains to students how modeling pages allows them to create pages quickly and easily by using drag-and-drop and setting properties, without writing code.

          Lessons:

          • List Pages
          • Modeling List Pages
          • Creating a Detail Page
          • Linking the Detail Page and the List Page

          Lab : Creating a List Page

          Lab : Create a Preview Pane

          Lab : Create a Cue Group FactBox

          Lab : Create a Data Set

          Lab : Create a User Control

          Lab : Create a Detail Page

          Lab : Link the Detail Page and the List Page

          After completing this module, students will be able to:

          • Describe the composition of a List Page.
          • Create a List Page with a Preview Pane and a FactBox, and publish it to the Enterprise Portal.
          • Describe the composition of a Detail Page.
          • Model a Data Set, create a User Control and add a Detail Page to the Enterprise Portal in SharePoint.
          • Link a Detail Page to the Action Pane and list links on a List Page.

          Module 6: Debugging in the Enteprise Portal

          This module focuses on the different debugging methods that can be used in Enterprise Portal development

          Lessons:

          • Overview of Debugging in Enterprise Portal Development
          • Debugging X++ in the Enterprise Portal
          • Debugging User Controls in Visual Studio
          • Debugging User Controls on Enterprise Portal Pages

          After completing this module, students will be able to:

          • Explain the different debugging techniques that are used with the Enterprise Portal.
          • Configure Internet Information Services (IIS) and the Microsoft Dynamics AX Business Connector for debugging X++ in the Enterprise Portal.
          • Explain how to debug X++ code running in the Enterprise Portal.
          • Explain how to debug User Controls running in the ASP.NET Development Server Environment in Visual Studio 2010.
          • Configure the Enterprise Portal to allow debugging.
          • Explain how to debug User Controls running in the Enterprise Portal.
          • Module 7: Common X++ and C# Development for Enterprise Portal

            This module introduces the students to the most common Microsoft Dynamics AX User Control elements available in Visual Studio.

            Lessons:

            • Data Set Methods
            • Data Set Parameters
            • Common User Control Elements

            Lab : User Control with Grid

            After completing this module, students will be able to:

            • Describe common Data Set methods and their uses.
            • Describe the Args class and how it can be used to pass parameters to a Data Set.
            • Describe the different Microsoft Dynamics AX ASP.NET controls available to a User Control

            Module 8: Additional X++ and C# Development for Enterprise Portal

            This module introduces the students to the some additional Microsoft Dynamics AX User Control elements available in Visual Studio.

            Lessons:

            • Additional User Control Elements
            • Record Context
            • Eventing
            • Labels
            • Metadata
            • Page Redirection
            • Proxies

            Lab : Connecting Web Parts

            Lab : Setting the Detail Page Edit Mode

            Lab : Managed Metadata

            After completing this module, students will be able to:

            • Describe additional less commonly used controls that can be added to a User Control.
            • Explain record context in the Enterprise Portal.
            • Explain eventing and describe common events used by developers in the Enterprise Portal.
            • Explain how to use labels on the Enterprise Portal.
            • Explain what metadata is and how to retrieve it from the Enterprise Portal.
            • Explain page redirection from code and modal dialog behavior.
            • Explain proxies for Microsoft Dynamics AX objects and how to create them.

            Module 9: Deploying the Enterprise Portal

            This module explains the AOT elements involved in the customizations, and how these elements canbe deployed across environments.

            Lessons:

            • Elements in the AOT
            • Model Store
            • Deployment

            After completing this module, students will be able to:

            • Describe the Enterprise Portal elements in the Application Object Tree (AOT) and their relationship to the Enterprise Portal website.
            • Explain the Model Store and deployment of customizations across environments.
            • Describe how to deploy the Enterprise Portal.
 

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