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Introduction
The Contoso Entertainment Systems has been operating and providing outstanding service to its customers for over 50 years. Recently, customer communication issues have arisen in the Accounts Receivable Department. Customers have complained that the level of service they receive from the Contoso Entertainment Systems Company has not been satisfactory. The department manager has decided the best way to handle this problem is to create a customer contact log. By keeping a log, the manager feels that customer service will improve. As a Microsoft Dynamics AX 2009 developer for the Contoso Entertainment Systems, it is your responsibility to add this functionality to Microsoft Dynamics AX 2009. The goal of the case study is to create an application called the Customer Contact log. The log will track the medium used to contact the customer, such as e-mail, telephone, or mail, and last contact date, and a note about the issue. The Contoso Entertainment Systems Company hopes that by keeping this log, customer communication will no longer be an issue.
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Metadata Design
In Part 1, create the basic metadata design necessary for the Customer Contact log.
Creating metadata involves building data dictionaries that define entity relationships, primary and foreign key relations, and the assignment of data types. Accomplish the metadata design, using familiarity with the CustTable table, by creating a single new table within the Microsoft Dynamics AX 2009 Data Dictionary.
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The table holds non-duplicated information about all contacts made by Customer Service Representatives. The form you create shows the data from the new table and serves as the graphical user interface for entering and displaying information about all customer contacts made by Customer Service Representatives.
An Extended Data Type for ContactType is not apparent using the existing data types. Enter Custom into the table as a place holder to later build an extended data type for the ContactType field.
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Create a Project
Create a project to store all the application objects that are created throughout this project. Projects are an important organizational tool when developing in Microsoft Dynamics. Create one here to store all the application objects. 1. Open the Projects tree from the icon on the toolbar and expand the Private node. 2. Right-click the Private node and select NEW -> PROJECT. Rename the project CustContactLogProject. After creating an object in the AOT during this Case Study, drag it from the AOT and drop it on the project node. In this manner, when modifying the customization later, it is easier to find all the relevant application objects. This action creates a link to the object in the AOT.
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7. Save the ContactMethods base enumeration. 8. Next, create an extended data type for the ContactMethods base enumeration that can be assigned to the ContactType field.
Table Creation
1. Start with creating the table. Open the Tables branch and select the New Table method. Rename the table CustContactLog. 2. Create a String field named AccountNumber. Give this field an extended data type of AccountNum. 3. Create a String field named ContactName. Give this field an extended data type of Name. 4. Create a Date field named ContactDate. Give this field an extended data type of DatePhysical. 5. Create an Enum field named ContactType. Assign this field the ContactTypes extended data type created in the previous exercise. 6. The last field to create is the ContactNotes field. Assign this field the Notes extended data type.
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NOTE: To understand more about Memo data types consult the Microsoft Dynamics AX 2009 Developer Help.
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5. To test that the table is created correctly, view the table in the Table Browser. Review the section titled Viewing and Searching Data in Microsoft Dynamics AX 2009 Tables in Course 2 for more information.
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Now that the data sources for this report are added, create the design. 1. First, right-click the Design node of the report and select New Report Design. 2. Expand the ReportDesign1 node to reveal the AutoDesignSpecs node. Right-click and select Generate Specs from Query. This adds two Body sections to the design, one for each data source in the query. 3. Add the fields shown in the following figure to each of the Body sections.
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3. The final step is to add the CustomerService menu as a reference on the main menu. Right-click the MainMenu menu in the AOT and select NEWMENU REFERENCE. 4. Drag the CustomerService menu reference onto the MainMenu. 5. To view the changes to the navigation pane, close and reopen the navigation pane. Reopen the navigation pane using the icon on the toolbar shown in the following figure.
6. The Customer Contact Log project is now completed, and is ready for use.
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Summary
This Case Study did a walk-through of how to develop a full project without needing to write a single line of code. The first part of the Case Study reviewed the tasks required to define the Metadata for the rest of the case study. The second part of the Case Study reviewed the steps required to build the data dictionary objects necessary to store information for the customer contact log that was created. The last part of this case study reviewed the steps required to build the customer contact log graphical interface, including forms, menu items, and menus developed using MorphX.
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