Table of Contents

Introduction to Microsoft Dynamics AX 2009

0-1

Welcome ............................................................................................................ 0-1

Microsoft Dynamics Courseware Contents ........................................................ 0-2
Documentation Conventions .............................................................................. 0-3
Student Objectives ............................................................................................. 0-4

Chapter 1: Introduction to Microsoft Dynamics AX 2009

1-1

Objectives ........................................................................................................... 1-1

Introduction ......................................................................................................... 1-1
Scenario ............................................................................................................. 1-2
Microsoft Dynamics AX 2009 Technology .......................................................... 1-2
Financials ......................................................................................................... 1-14
Supply Chain Management .............................................................................. 1-21
Project Accounting ........................................................................................... 1-43
CRM ................................................................................................................. 1-46
Summary .......................................................................................................... 1-59
Test Your Knowledge ....................................................................................... 1-60

Chapter 2: Functionality Demonstrations

2-1

Objectives ........................................................................................................... 2-1

Introduction ......................................................................................................... 2-1
Scenario ............................................................................................................. 2-2
Enter a Sales Quote ........................................................................................... 2-2
Customize the Order with Product Builder ......................................................... 2-2
Check the Item Availability ................................................................................. 2-5
Convert the Quotation to the Sales Order .......................................................... 2-6
Run Master Scheduling ...................................................................................... 2-6
Produce the Custom Item ................................................................................... 2-7
Ship the Order .................................................................................................. 2-10
Send an Invoice for the Order .......................................................................... 2-12
Check the Amount Invoiced ............................................................................. 2-12
Post Payment ................................................................................................... 2-13
Apply Payment ................................................................................................. 2-14
Check the Account to Verify Posting ................................................................ 2-15
Summary .......................................................................................................... 2-16
Quick Interaction: Lessons Learned ................................................................. 2-19

Chapter 3: User Interface

3-1

Objectives ........................................................................................................... 3-1

Introduction ......................................................................................................... 3-1
Navigate Microsoft Dynamics AX 2009 .............................................................. 3-2
Lab 3.1 - Explore the Application Window ........................................................ 3-14
Configure Menus .............................................................................................. 3-15
Lab 3.2 - Configure Your Workspace ............................................................... 3-20
Exploring the Help System ............................................................................... 3-22
Role Center Use in Microsoft Dynamics AX 2009 ............................................ 3-30
Summary .......................................................................................................... 3-37
Test Your Knowledge ....................................................................................... 3-39
Quick Interaction: Lessons Learned ................................................................. 3-41

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Introduction to Microsoft Dynamics AX 2009

Chapter 4: User Setup

4-1

Objectives ........................................................................................................... 4-1

Introduction ......................................................................................................... 4-1
Scenario ............................................................................................................. 4-2
Set Up Users ...................................................................................................... 4-2
Lab 4.1 - Create a User .................................................................................... 4-12
Install User Role Centers ................................................................................. 4-14
Set Password Parameters ................................................................................ 4-16
Monitor Client and Server Activity .................................................................... 4-16
Summary .......................................................................................................... 4-18
Test Your Knowledge ....................................................................................... 4-19
Quick Interaction: Lessons Learned ................................................................. 4-21
Solutions ........................................................................................................... 4-22

Chapter 5: Number Sequences

5-1

Objectives ........................................................................................................... 5-1

Introduction ......................................................................................................... 5-1
Scenario ............................................................................................................. 5-2
Create Number Sequences ................................................................................ 5-2
Lab 5.1 - Create Number Sequences ................................................................. 5-6
Set Individual Parameters .................................................................................. 5-7
Lab 5.2 - Set Number Sequence Parameters .................................................. 5-12
View Number Sequence References ............................................................... 5-13
View Number Sequence History....................................................................... 5-14
Summary .......................................................................................................... 5-15
Test Your Knowledge ....................................................................................... 5-16
Quick Interaction: Lessons Learned ................................................................. 5-18

Chapter 6: Company Accounts

6-1

Objectives ........................................................................................................... 6-1

Introduction ......................................................................................................... 6-1
Scenario ............................................................................................................. 6-2
Create Domains ................................................................................................. 6-2
Lab 6.1 - Create a Domain ................................................................................. 6-5
Create Table Collections .................................................................................... 6-6
Lab 6.2 - Create a Table Collection .................................................................... 6-8
Create Company Accounts .............................................................................. 6-10
Lab 6.3 - Create a Company Account .............................................................. 6-12
Create Virtual Company Accounts ................................................................... 6-14
Lab 6.4 - Create a Virtual Company Account ................................................... 6-16
Set up Company Information ............................................................................ 6-18
Lab 6.5 - Set up Company Information ............................................................ 6-25
Enter Company Information ............................................................................. 6-28
Lab 6.6 - Enter Company Information for the New Company........................... 6-34
Import and Export Data .................................................................................... 6-36
Lab 6.7 - Export and Import Cost Categories ................................................... 6-40
Summary .......................................................................................................... 6-42
Test Your Knowledge ....................................................................................... 6-43
Quick Interaction: Lessons Learned ................................................................. 6-44

ii

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Table of Contents
Chapter 7: Tools Menu

7-1

Objectives ........................................................................................................... 7-1

Introduction ......................................................................................................... 7-1
Scenario ............................................................................................................. 7-2
Tools Menu Overview ......................................................................................... 7-2
Lab 7.1 - Create a Unit Conversion .................................................................. 7-12
Set User Options .............................................................................................. 7-13
Summary .......................................................................................................... 7-23
Test Your Knowledge ....................................................................................... 7-24
Quick Interaction: Lessons Learned ................................................................. 7-27
Solutions ........................................................................................................... 7-28

Chapter 8: Command Menu

8-1

Objectives ........................................................................................................... 8-1

Introduction ......................................................................................................... 8-1
Scenario ............................................................................................................. 8-2
Command Menu Overview ................................................................................. 8-2
Use Setup Feature ............................................................................................. 8-3
Lab 8.1 - Modify a Form ..................................................................................... 8-9
Use Hide/Show Features ................................................................................. 8-11
Lab 8.2 - Hide/Show a Form ............................................................................ 8-14
Create Alert Rules ............................................................................................ 8-16
Lab 8.3 - Create an Alert .................................................................................. 8-19
View Record Information .................................................................................. 8-20
Mark Records ................................................................................................... 8-24
Use Document Handling Feature ..................................................................... 8-26
Lab 8.4 - Attach a Document to a Record ........................................................ 8-30
Delete Records ................................................................................................. 8-31
Summary .......................................................................................................... 8-31
Test Your Knowledge ....................................................................................... 8-32
Quick Interaction: Lessons Learned ................................................................. 8-35
Solutions ........................................................................................................... 8-36

Chapter 9: Differentiating Features

9-1

Objectives ........................................................................................................... 9-1

Introduction ......................................................................................................... 9-1
Scenario ............................................................................................................. 9-2
Microsoft MorphX ............................................................................................... 9-2
Lab 9.1 - Modify a Lookup List ........................................................................... 9-5
Using Enterprise Portal ...................................................................................... 9-6
Lab 9.2 - Take an Order Using Enterprise Portal ............................................. 9-10
Access SQL Data Tables ................................................................................. 9-12
Lab 9.3 - Change Name in Data Table ............................................................. 9-13
Integration with Other Microsoft Applications ................................................... 9-14
Using Workflows ............................................................................................... 9-15
Summary .......................................................................................................... 9-18
Test Your Knowledge ....................................................................................... 9-19
Quick Interaction: Lessons Learned ................................................................. 9-21
Solutions ........................................................................................................... 9-22

Microsoft Official Training Materials for Microsoft Dynamics

Your use of this content is subject to your current services agreement

iii

Introduction to Microsoft Dynamics AX 2009

iv

Microsoft Official Training Materials for Microsoft Dynamics

Your use of this content is subject to your current services agreement