80313: Development IV in Microsoft Dynamics AX 2012 Accelerated
This two-day accelerated instructor-led course dives deeper into the programming architecture of Microsoft Dynamics AX 2012. It provides students with a case study/hands-on approach to customizing the system. This course contains coding.
- » The intended audience is experienced systems consultants typically working for a Microsoft Dynamics partner that is selling, consulting, implementing, and supporting Microsoft Dynamics AX 2012.
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- » 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 NumberSeqApplication Module class.
- » Use the Form Handler to create number sequences in a form.
- » 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.
- » 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.
- » 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.
- » 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.
- » 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.
- » 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 set up.
- » 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.
- » 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.
- » 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.
- » 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.
- » 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.
- » 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.
- » 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 implement each component of print management.
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- Module 1: Number Sequences
- Set Up and Administration
- Extensibility Scenarios
- Using Number Sequences in Forms
- Module 2: Framework Features
- Event Handlers for Customization
- Integration with Microsoft Dynamics AX
- Interop to X++
- Interop from X++
- Deploy .NET Assemblies for Interop
- Module 3: Application Foundation Features
- Global Address Book
- Extensible Data Security Policy Framework
- Financial Dimension Framework
- Organization Model Framework
- Case Management Framework
- Policy Framework
- Module 4: Use and Design of the Ledger Module
- General Ledger Overview
- Chart of Accounts
- Journals and Transactions
- Budgeting Overview
- Fixed Asset Overview
- Module 5: Use and Design of the Product Information Management Module
- Inventory Dimensions
- Managing Inventory Policies
- Module 6: Use and Design of the Inventory and Warehouse Management Module
- Reservations and Marking
- Inquiries and Transactions
- Inventory Journals
- Quarantine and Quality Management
- Other Functionality
- Module 7: Use and Design of the Accounts Receivable and Accounts Payable
- Free Text Invoices
- Vendor Invoices
- Collection and Interest
- Bills of Exchange
- Promissory Notes
- Module 8: Use and Design of the Sales and Purchase Module
- Sales and Purchase Orders
- FormLetter Framework
- Other Features
- Module 9: Use and Design of the Project Management and Accounting Module
- Work Breakdown Structure
- Journals and Transactions
- Budgets and Forecasting
- Project Contracts
- Estimates and Revenue Recognition
- Project Management and Accounting Add-In
- Module 10: Use and Design of the Production Control Module
- Bill of Materials
- Production Orders
- Planned Production Orders
- LEAN Manufacturing
- Process Industries
- Module 11: Workflow
- Line-Item Workflows
- Workflow Providers
- Work Item Queues
- Currency in the Condition Editor
- Hierarchy Type Fields in the Condition Editor
- Module 12: Reporting
- 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
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We ensure your success by asking all
students to take a FREE Skill Assessment test.
These short, instructor-written tests are an objective measure of your current skills that help us determine whether or not you will be able to meet your goals by attending this course at your current skill level. If we determine that you need additional preparation or training in order to gain the most value from this course, we will recommend cost-effective solutions that you can use to get ready for the course.
Our required skill-assessments ensure that:
- All students in the class are at a comparable skill level, so the class can run smoothly without beginners slowing down the class for everyone else.
- NetCom students enjoy one of the industry's highest success rates, and pass rates when a certification exam is involved.
- We stay committed to providing you real value. Again, your success is paramount; we will register you only if you have the skills to succeed.
This assessment is for your benefit and best taken without any preparation or reference materials, so your skills can be objectively measured.
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Ramesh holds a Masters Degree in Computer Science with specialization in Information Security and is pursuing his Doctoral degree in IT from the University of South Australia (UniSA). He is a one of a kind trainer - he has been working in the IT field since 1995 and is an expert in C#, VB.NET, ASP.NET, Java/J2EE, PL/SQL, VB, ASP, and XML technologies. Ramesh also has extensive experience developing and implementing BizTalk and SharePoint in large corporations, as well as more than 10 years experience working with Oracle and SQL server/Sybase databases.
With more than 19 certifications, Ramesh is an IT guru and trainer with worldwide experience, which includes presentations and trainings across US, Asia, and Middle East. He is a full time instructor at NetCom Learning and we couldn't be happier in having him as one of our Subject Matter Experts.
- Expert in Microsoft Office applications such as Excel, Word, PowerPoint, Outlook, Project, Visio, and Access as well as Adobe Graphic and Web Designer (InDesign, Acrobat, Photoshop, Illustrator, Dreamweaver and Flash Catalyst)
- Holds an A.A.S in Graphic Design as well as various Awards and Affiliations, including MCT, MCP, MCAS, and Office 2007 Master.
- Senior Lead Trainer for over 10 years.
Charles is a Technical Trainer & Instructional Designer for over 10 years. He is a Microsoft Certified Trainer and dedicates himself to Microsoft Office applications such as Excel, Word, PowerPoint, Outlook, Project, Visio, and Access. He is also an Adobe specialist and holds a degree in Graphic Design.
Charles is well known for his high evaluation scores, achieving 8.75 out of 9 on a regular basis, teaching in one-on-one, instructor-led, and web-based environments; one of the reasons for his high evaluation is his expertise in increasing personnel performance by developing and implementing programs constructed from the job task analysis process. Charles currently teaches Adobe Graphic and Web Designer, and Microsoft Office Specialist courses at NetCom Learning.
David is a hands-on, dynamic and experienced financial systems consultant with successful work history of implementing large scale ERP systems, managing and directly responsible for data migration, financial report validation and customization, end-user training, process documentation and automation.
David has been a trainer for more 21 years.
- Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University.
- Over 9 years of experience as a Master Certified Trainer. Expert in MS Dynamics GP Financials, Installation, HR/Payroll, Project Accounting, Inventory and Integration Manager.
- Project Manager to various MS Dynamics Great Plains implementations.
Ginger holds a Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. Her career started as an Auditor for Deloitte & Touch and over the years she developed her passion for Microsoft Dynamics, implementing Dynamics GP and Project Cost in the Professional Services, Commercial Real Estate and Medical Facilities vertical markets.
Ginger's experience with Microsoft Dynamics is unparalleled. As a Certified Master Dynamics trainer, she stays abreast of the latest Dynamics modules and shares experience with a very hands-on training technique at NetCom Learning.
- Over 25 years of experience working as Senior Financial Analyst and Senior Auditor.
- Professor of Graduate Management and Business School at the University of Phoenix since 2007.
- Microsoft Certifications in Financials, Trade & Logistics, Production and Human Resources Management as well as Microsoft Certified Trainer (MCT) since 2009.
Lynn is a very accomplished Senior Financial Analyst and Senior Auditor with over 25 years of experience. She has been a Microsoft Certified Trainer since 2009 and a Professor of Graduate Management and Business School at University of Phoenix since 2007. In addition to several other Microsoft certifications, she is also a specialist in Microsoft Dynamics AX.
Lynn has taught several Microsoft Dynamics AX courses at NetCom Learning and is described by her students as very knowledgeable, qualified, and patient with her approach. Her classes are very dynamic and energetic, just as the course per se.
- Founder and Managing Partner of Guided Technology Inc. which provides Microsoft
consulting expertise and educational services for corporate and government.
- At Guided Technology, Ron was responsible for creating a strategic roadmap for
First Data Corporation.
- At New York City Department of Finance, as Senior Manager & Design Architect,
Ron designed and implemented IBM Servers collecting $15 billion in tax revenue.
Ron has always enjoyed teaching and instructing others, whether in the installation
process of software and hardware upgrades, or as working as the Head of Training
for Valinor, a Microsoft Consulting Partner, where Ron managed the company's
training centers and worked as a Senior Instructor (MCT).
In addition to working in the management level of the business and software
consulting market for over 18 years, Ron also worked as a Surface Warfare Officer
and Weapons Officer in the United States Navy, serving two tours of duty. He served
aboard the USS Tuscaloosa from 1984 -1987, and participated in two Western Pacific
Ron loves basketball and played on Trinity College's varsity basketball team for all
four years of college.
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