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Technical
Microsoft Dynamics AX 2012 Technical Training Course Content

1: Introduction to Microsoft Dynamics AX Product

2: Features of Dynamics AX

3: Architecture of Microsoft Dynamics AX

1. Client – Server Architecture

2. Database Architecture

3. Layered Architecture

4: Introduction to Content Pane

5: Introduction to AOT

6: Project Creation steps

1. Private
2. Shared

7: Neccessity of Project Creation

8: Working with AOT Objects

1. Tables Creation
2. Types of Tables in AX

a) Regular

b) Temp Table

c) In Memory

3. Introduction to various types of Forms


a) Entity type

b) Source Documents

c) Journal

d) Sample List & Detail

e) Table of Contents

f) Inquiry

g) Dialog

h) Drop Dialog

4. Form Templates in AX 2012

a) Details Form Master

b) Details Form Transactions

c) Dialog

d) Drop Dialog

e) List Page

f) Sample List

g) Sample List details

h) Table of Contents

5. Sample Forms Creation

9: Form Desigining Controls:

1. Gird

a) Grid Control Properties

2. Tab & TabPages


3. Field Groups in the Form
4. Form Caption
5. Title Fields in the Form
6. Form Maximize and Minimize
7. Labels
8. Help Texts in the Form
9. Action Pane

a) Action pane Tab

b) Button Group in the Action pane Tab

1. Button Controls
1. Button
2. Menu Item Button
3. Drop Dialog Button
4. Menu Button
5. Command Button (New , Delete , Save, Refresh, etc..)
2. Introduction to Enums creation ( Check box, Combo Box, Radio Button)

10: Creating Relations in the Table

 Introduction to Lookups
 Parent & Child Form designing through Relation Concept
 Header & Line concept ( Form Datasource à JoinSource Property)

11: Creating Index on Table

12: X++ Language Overview

1. Introduction to Variables creation


2. Print Statements in X++
1. Print command
2. Info , error , warning
3. Box Class
3. Controls statements
1. If and If else
2. For loop
3. While loop
4. Switch case

13: Accessing Data base

1. X++ Select statement & SQL Select statement


2. While Select
3. Accessing Enum values ( Check box/Combo box) in Coding
4. Using Index keyword in Coding
5. Order by Clause
6. Aggregate Functions
7. Group by Clause
8. Join command
9. DML Operations

For Single Record DML Operations

1. Insert
2. Update
3. Delete

For Multiple Record DML Operations

1. Insert_Recordset Keyword
2. Update_recordset Keyword
3. Delete_from keyword

14: Container Concept

1. Conpeek()
2. conIns()
3. Condel()
4. Conpoke()
5. Conlen()
6. Connull()

15: Date Functions in X++

1. Today 2. Date2str 3. Str2date


2. dayName 5. dayOfMth 6. dayOfWk

7. dayOfYr 8. WkOfYr 9. Year

10. prevMth 11. PrevQtr 12. PrevYr

13.nextMth 14. nextQtr 15. nextYr

16. endMth 17.dateStartMth 18.dateMthFwd

16: Difference between two date values

Usage of ‘Intvno’ function and ‘intvscale’ baseEnum

17: Extended Data Types creation and usage


a) Inheritance

b) Coding level usage of EDTs

c) Getting Lookup for unbounded Controls

18: Methods:

Form methods

1. Form datasource methods


1. Init b. initValue c. validateWrite
2. validateDelete e. Create f. active
2. Form datasource field methods
1. Validate b. Modified c. lookup
3. Form methods
1. Init b. Activate c. run
4. Form Control / design methods
1. Validate b. Modifed c. tooltip

Table Methods

a. InitValue b. modifiedFeild c. validateWrite

d. validateDelete e. validateField f. delete

5. User defined methods


1. Display
2. Exist ( eliminating duplicate record insertion )

19: Delete Actions in Table

a) Cascade

b) Restricted

c) Cascade + Restricted

20: Introduction to MenuItems

1. Display 2. Action 3. Output


1. Display menuItem:

 Creating child form


 Linking Child form through Menu Item button on Parent Form
 Getting default value in Child form from Parent form by args class

2. Action MenuItem:

 Creating a Dialog box through Job


 Creating a Class
 Converting Class as a Action Menu Item

21: Query creation

22: Info parts in the Form design

23: Number Sequence Development

24: Dynamic Lookup in the Form

1. SysTableLookup Class
2. Eliminating duplicates in the dynamic lookup
3. Getting selected criteria in the lookup

3. Output Menu Item:

Creating a Sample Report by using following Sections

Reports:

1. X++ Reports

1. Prolog
2. Page Header
3. Header
4. Section Group
5. Footer
6. Page Footer
7. Epilog
8. Programmable Section

2. SSRS Reports

a) Query based Report development


b) Report Data Provider base (RDP) Model

25. Security Roles:

1. User creation

2. Assign a role to a User

3. Giving permissions to particular User

Worked out Examples:

1. Parameters form usage.


2. How to shut down the AX Application.
3. How to get the selected record in the Grid
4. Image Loading in a form
5. FormSplitter concept
6. Restore the AX Database
7. Close the form through coding
8. SQL Server Database restore
9. Excel work book operation through Standard AX Classes
10. Project Import & Export, Comparing the Layer objects while importing.

Installation & Configuration of Microsoft Dynamics AX 2012

1. Introduction to AX Product Configuration Issues

2. Explaining Client Server Architecture in terms of Installation

3. Installing the AX Product in a standalone system

4. Live installations Procedure

Installation Procedure Steps:

1. Domain Creation

2. Installing Pre-Requisite Software

a. MS Word
b. Dotnet Frameworks

c. SQL server 2008 R2 Installation & Configuration

d. Installing required updates of SQL Server 2008 R2

e. Installation of Visual Studio 2010

f. Installing Required updates of Visual Studio for AX

3. Installation of Microsoft Dynamics AX 2012 R2 Product

4. Integration with Visual Studio of AX Product

5. Configuring with Business Intelligence tools (Reporting server & Analysis server)

6. SharePoint Configuration for Enterprise Portal

7. Introduction about Check List

a. Compilation

b. Load License

c. Synchronization

System Configuration for Installing Microsoft Dynamics

AX 2012 R2 Product

Software Requirements:

1. Windows Server 2008 R2 / 2012 / 2012 R2

2. MS office 2007 / 2010 / 2013

3. NET FW 4.0 (STAND ALONE VERSION)

4. HOT FIX FOR .NET FW 4.0(MANDADTORY)


5. SECURITY UPDATE FOR MICROSOFT OFFICE 2007 SYSTEM
(KB2289158)
6. OPEN XML SDK 2.0 FOR MICROSOFT OFFICE

7. SQL Server 2008 R2 Enterprise Edition


8. SQL SERVER CUMULATIVE UPDATE 3

9. Visual Studio 2010 Professional / 2012 version

10. VISUAL STUDIO 2010 SP1

11. Micrsoft Dynamics AX 2012 R2 Setup

Hardware Requirements:

1. HDD: 160 GB or +

2. Ram: Min 4 GB recommended

3. Processor: dual core / Core2duo / i3 / i5 / i7

Finance Module
Microsoft Dynamics AX 2012 R2 Finance Course Outline

1 General Ledger Setup

• Setup currencies and Exchange Rates

• Create Periods in a new Fiscal Year

• Create Date Intervals

• Create a Dimension Value

• Create a Dimension Focus

2 Chart of Account Setup

• Creation of new accounts in COA


• Setup account Allocation Terms

• Setup System Accounts

• Inquiries and Reports related to COA

3 Journal Setup

• Setup Journal Names

• Setup Journal Controls

• Create Journal Texts

• Setup Balance Control Accounts

• Setup General Ledger Parameters

4 General Ledger Daily Procedures

• Create and Post Periodic Journals

5 Bank Management Setup

• Setup Bank Transaction Types & Transaction Groups

• Setup Bank Groups

• Setup Payment Purpose codes

• Setup Bank Parameters

• Create a Bank account

• Define a Check Layout for a bank account

6 Accounts Payable Setup

• Create a Payment schedule

• Create terms of Payment

• Create a Payment Day

• Create a Method of Payment


• Setup Vendor Groups

• Setup Posting Profile

• Create a New Vendor

7 Accounts Payable Daily Procedures

• Create a Payment Journal

• Generate a Payment

8 Accounts Receivable Setup

• Create a Payment schedule

• Create Terms of Payment

• Create a Payment Day

• Create a Method of Payment

• Setup Customer groups

• Setup Posting Profiles

• Create a New customer

9 Accounts Receivable Daily Procedures

• Create a Free text Invoice

• Create a Payment Journal

10 Bank Management Daily Procedures

• Create Checks
• Delete Checks

• Create a Bank Deposit Entry

FINANCIAL STATEMENTS

1 Multicurrency

• Run Exchange Rate Adjustments in GL

• Run Exchange Rate Adjustments in AR and AP

• Setup Currency rounding

2 Inter company accounting

• Review Posting Intercompany Transactions

• Review setup for Intercompany accounting

• Post an Intercompany Transaction

• Trace an intercompany Transaction

3 Consolidations

• Setup a Consolidation Company

• Perform a Consolidation

• View and Delete Consolidation Transactions

4 Dimensions Hierarchy

5 Year-End Close

• Create a New Fiscal Year

• Control Transactions in a Closing Period

• Stop or Close a Period


• Change a Module Status in a period

• Create a Closing sheet

• Make Adjustments or Transfers between Accounts

• Setup Fiscal Year Close Parameters

• Transfer Opening Balances

6. Overview on “Cost Accounting, Inventory Management, and Product Information


Management”

Trade & Logistics


Microsoft Dynamics AX 2012 R2 Trade & Logistics Course Outline

1. Introduction to Trade and Logistics

Logistics and Inventory Management

Logistics and Inventory Features

Information Flow

 Inventory

1. Item Groups
2. Inventory Model Groups
3. Dimension Groups
4. The Inventory Dimensions Form
5. Item Dimension Combinations
6. Item Setup
7. Default Order Settings
8. Units of Measure
9. Warehouse Management
10. Item Pricing

 Purchase Orders and Purchase Order Posting

1. Working with Purchase Orders


2. Purchase Order Types
3. Set up Accounts Payable Parameters
4. Ship to Multiple Addresses
5. Purchase Order Posting
6. Post a Purchase Order
7. Post a Receipts List
8. Post a Packing Slip
9. Post a Purchase Order Invoice
10. Accounts Payable Invoice Matching
11. Purchase Order Financial Posting

 Serial and Batch Numbers

1. Dimension Group — Storage Dimensions


2. Manual Allocation
3. Automatic Allocation
4. Tracing

 Item Arrival and Registration

1. Item Registration Setup


2. Item Arrival using the Arrival Overview Form
3. Quarantine Warehouse Setup Parameters
4. Quarantine Item Management
5. Inventory Transactions on Quarantine Items

 Quarantine Management

1. Quarantine Warehouse Setup Parameters


2. Quarantine Item Management
3. Inventory Transactions on Quarantine Items

 Vendor Returns

1. Create Vendor Returns


2. Create Vendor Returns for Serialized Items

 Sales Orders and Sales Order Posting

1. Working with Sales Orders


2. Sales Order Types
3. Sales Parameters
4. Ship to Multiple Addresses
5. Enhanced Delivery Date Control
6. Available Ship and Receipt Dates
7. Order Entry Deadlines
8. Create a Sales Order in a Multi Time Zone Environment
9. Direct Delivery
10. Sales Order Posting
11. Post a Sales Order Confirmation
12. Post a Sales Order Picking List
13. Post a Picking List Registration
14. Post a Sales Order Packing List
15. Post a Sales Order Invoice
16. Post an Invoice Based on Packing Slips
17. Sales Order Financial Posting
18. Multisite
19. Shipping Carrier Interface

 Sales Order Picking

1. Item Pick Registration Setup


2. Automatic Registration of a Pick
3. Manual Registration of a Pick
4. Item Pick Registration of Serialized and Batch Inventory
5. Edit, Reverse, and Split a Pick
6. Release Sales Order Picking

 Customer Returns

1. Set up Customer Returns


2. Create a Return Order
3. Item Arrival and Receipt Registration
4. Quarantine Orders
5. Replacement Orders
6. Reports and Statistics

 Over/Under Delivery and Miscellaneous Charges

1. Over/Under Delivery
2. Miscellaneous Charges
3. Price Miscellaneous Charges
4. Miscellaneous Charges Codes
5. Manual Miscellaneous Charges
6. Automatic Miscellaneous Charges
7. Landed Cost Miscellaneous Charges
8. Add Miscellaneous Charges to a Purchase Order Invoice
 Item Reservations

1. Why Perform Reservations and What Can You Reserve


2. Manual Reservations
3. Automatic Reservations
4. Automatic Reservations and Selection of Lots
5. Explosion Reservations
6. View Reservations
7. Lock Reservations
8. Cancel Reservations
9. Batch Reservation
10. Picking Reserved items

 Customer and Vendor Trade Agreements

1. Set Up Trade Agreements


2. Activate Trade Agreements
3. Trade Agreement Parameters
4. Make Adjustments to Agreements
5. Supplementary Items

 Request For Quote

1. Create a Request For Quote Case


2. Record Request For Quote Replies
3. Compare Request For Quote Replies
4. Accept a Request For Quote

 Purchase Requisition

1. Managing Purchase Requisitions


2. Setting Up Purchase Requisitions
3. Define User Groups and security Settings for Purchase Requisitions
4. Purchase Requisition Workflow

 Sales Quotation

1. Sales Quotation Setup


2. Working with Quotations
3. Various Functions

 Quality Management

1. Set Up Quality Management Basics


2. Set Up Automatic Quality Order Generation
3. Create a Manual Quality Order
4. Work with a Non Conformance
5. Non Conformance Corrections
6. Quality Reports and Certificates

 Transfer Orders

1. Setup of Transfer Orders


2. Using the Transfer Orders Form
3. Picking Items For a Transfer Order
4. Shipping and Receiving a Transfer Order

 Commissions

1. Set Up a Commission
2. View Commission Transactions
3. Commission Transactions For Return Items

 Inventory Journals

1. Set Up of Inventory Journals


2. Profit/Loss and Movement Journals
3. Transfer Journals
4. Bill of Material Journals
5. Counting Journals
6. Counting Journal Specific Setup
7. Creating and Processing a Counting Journal
8. Tag Counting Journals

 Inventory Reports

1. ABC Inventory Classification


2. Forecasting Reports

 Bill of Materials Overview

1. General Overview
2. Bill of Material Concepts
3. BOMs/Routes in Multisite Environment
4. Features of BOMs in Microsoft Dynamics AX 2009
5. BOM Levels
6. BOM Lines
7. BOM Line Type and its Usage
8. Bill of Material Form Overview
9. Item Form
10. BOM Form
11. BOM Line Form
12. BOM Designer Form
13. Bill of Material Creation Process

 Creating Simple BOMs

1. Create BOMs in the BOM form


2. Create and Edit BOMs in the BOM Designer
3. Using the BOM Designer from the BOM Form
4. Editing BOMs using the BOM Designer
5. Deleting BOM Component Lines in the BOM Designer

 Creating BOMs with Versions

1. BOM Versions Overview


2. Version Control Methods
3. Version Control Using Date and Quantity
4. Version Control Using Site
5. Deactivate BOM Versions
6. BOM/Route Version Assigned to Multiple Items Based on Site
7. Creating BOMs Using the Item form
8. Activate Multiple BOM Versions
9. Activating BOM Versions and Validating Lines
10. Copy BOM Versions
11. Copying BOMs
12. Change BOM Versions
13. Create BOMs with a Version from the BOM Form
14. Create BOMs with Versions in the BOM Designer
15. Overview of the BOM Designer Functionality
16. Quantity Dependent BOMs
17. Working with Validity Dates and Sub-BOMs on Component Lines
18. Validity Dates of BOM Lines
19. Using Validity Dates
20. Sub-BOMs on Component Items

 Working with BOM and Item Configurations

1. BOM Configurations
2. Configuration Groups
3. Configuration Route
4. Configuration Rule
5. Item Configuration
6. Item Configuration Prerequisites

 Working with BOM Calculations

1. BOM Calculation Structure


2. Cost Breakdown
3. Cost Groups, Profit Settings, and Calculation Groups
4. Cost Groups
5. Profit Settings
6. Cost Breakdown Calculation Groups
7. Setup of Costing Version
8. Use of Costing Version
9. Cost Data Maintenance
10. Item Price Form
11. BOM Calculation Form
12. Summary Function
13. Complete BOM Calculation Form
14. Cost and Sales Price Calculations
15. Access Cost and Sales Price Calculation Form
16. BOM Calculation Form Accessed from the Item Form
17. BOM Calculation Form Accessed from the Periodic Folder
18. Explosion Mode and BOM Stop Explosion
19. Explosion Mode Options
20. Explosion Mode

 Sales Orders and BOMs

1. Configurable BOMs and Sales Orders


2. Viewing BOMs on a Sales Order
3. View BOMs using the Composed of — Tree Form
4. Designer Tab
5. Setup Tab
6. Changing BOM Components from the Sales Order
7. Explode a BOM from a Sales Order
8. Calculate BOMs from a Sales Order
9. Transfer BOM Calculation Prices and Quantities
10. Transfer Quantities

 Scrap and Measurement

1. BOM Scrap
2. Specifying Scrap
3. Scrap Setting on the BOM
4. Scrap and Calculation
5. BOM Measurement
6. Setting up Measurement Configuration
7. Rounding-up
8. Measurement Settings
9. Measurement Conversion Factors

 Report a BOM as Finished


1. Report a BOM as Finished
2. Max. Report as Finished Form
3. Sub-BOMs
4. Report as Finished Process
5. Report as Finished from the Periodic Folder
6. Report as Finished from the Item Form
7. Report as Finished from the BOM Journal

 Reports and Other BOM Functionality

1. Standard BOM Reports


2. Lines Report
3. Where-used Report
4. Where-used Inquiry from the Item Form
5. Where-used Inquiry from the BOM Line Form
6. BOM Calculation Report
7. Other BOM Functionality
8. Changing BOMs
9. Checking BOMs
10. Sorting BOM Lines

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SQL Server DBA


SQL SERVER DBA Course Content

SQL Server overview

 SQL Server editions and components


 SQL Server databases
 SQL Server tools

Installing & configuring SQL Server

 preparing to install SQL Server


 collations
 multiple instance support
 SQL Server start up account selection
 authentication mode selection
 SQL Server attended installation
 automating SQL Server installation
 remote installation of SQL Server
 testing the installation
 applying service packs

SQL Server security

 configuring SQL Server authentication modes


 managing SQL Server logins
 managing logins with management studio
 default logins
 users and roles
 assigning logins to database users
 managing permissions

Creating and managing database objects

 creating tables
 managing indexes
 creating and dropping indexes
 creating views

Database backups

 understanding SQL Server recovery models


 setting the recovery model
 understanding and planning SQL Server backups
 backup types
 performing full backups
 performing differential backups
 backing up transaction log backups
 backing up differential backups
 using light speed for backups

Database restores

 over view of SQL Server recovery


 restoring and recovering databases
 using light speed for restores

Attaching and detaching databases


Automating SQL Server administration

 Creating jobs
 creating maintenance plans
 setting up db mail

Performance tuning

 SQL profiler
 checking blocking
 DTA – database tuning advisor
 setting windows counters – performance
 windows system monitor

SQL Server replication

Types of replication

Managing distributed databases

Creating and managing linked servers

Logshipping

Mirroring