Overview

This one-day instructor-led course provides delegate with an introduction to Microsoft Dynamics AX2012. The purpose of this course is to give new users an overview of the benefits of the application, the functionality available, and the underlying technology. Delegates will have the opportunity to use the application to perform typical end-user tasks.

Objectives

At the end of this course you will be able to:

  • Understand that Microsoft Dynamics AX provides a powerful solution.
  • Understand that Microsoft Dynamics AX provides an agile solution.
  • Understand that Microsoft Dynamics AX provides a simple solution.
  • Understand that Microsoft Dynamics AX provides a unified solution from Microsoft.
  • Understand the industry focus for Microsoft Dynamics AX2012.
  • Understand the broad functionality provided in Microsoft Dynamics AX2012.
  • Describe the components of the rich client user interface.
  • Navigate the Microsoft Dynamics AX menu structure.
  • Find a customer in the customer list page.
  • Create a sales order.
  • Create an alert rule.
  • Update a sales order to shipped.
  • View details of a selected field.
  • Invoice a sales order.
  • Use the Help.
  • Personalize a form.
  • Post a customer payment.
  • Use workflows.
  • Submit a workflow.
  • Describe quick navigation tips.
  • Describe the types of end-users who use Enterprise Portal.
  • Describe the functionality available to users on Enterprise Portal.
  • Describe the components of Enterprise Portal user interface.
  • Describe the Reporting and BI needs of different types of users.
  • Describe the tools available to view and analyze data in Microsoft Dynamics AX.
  • Create an advanced filter.
  • Save a filter as a cue on the role center.
  • Build a report in Microsoft Excel.
  • Create and use a template in Microsoft Word.
  • View a standard report.
  • Schedule a report to be emailed periodically.
  • Modify and add KPIs to a role center.
  • Create a pivot table using OLAP cubes.
  • Describe other reporting options available with Microsoft Dynamics AX.
  • Describe the organizational structure in Microsoft Dynamics AX.
  • Describe basic data setup and configuration.
  • Setup a new user in Microsoft Dynamics AX.
  • Create a definition group.
  • Import data using Microsoft Excel.
  • Describe the components of the System 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.

Audience

The intended audience is new users typically working for a Microsoft Dynamics partner that is selling, consulting, implementing, and supporting Microsoft Dynamics AX 2012.

Prerequisites

  • There are no prerequisites.

Syllabus

Module 1: Overview

This module provides a general overview of the features and benefits of using Microsoft Dynamics AX 2012.

Lessons

  • Powerful Solution
  • Agile Solution
  • Simple Solution
  • Pervasive Interoperability
  • Industry Focus
  • Functionality

Module 2: Basic Navigation

This module introduces delegates to the application and the basic navigational tools in Microsoft Dynamics AX 2012.

Lessons

  • Rich client user interface
  • Alerts
  • View details
  • Help
  • Personalization
  • Workflow
  • Quicktips

Lab : User Options
Lab : Customer Inquiry
Lab : Create a Purchase Order

Module 3: Enterprise Portal

This module provides a general overview of Enterprise Portal in Microsoft Dynamics AX 2012.

Lessons

  • Enterprise Portal users
  • Enterprise Portal user interface

Lab : Order Products

Module 4: Reporting

This module provides a general overview of the reporting and business intelligence options in Microsoft Dynamics AX 2012.

Lessons

  • Reporting and Business Intelligence (BI) users
  • Reporting and BI tools
  • Microsoft Dynamics AX tools
  • SQL Reporting Services
  • SQL Analysis Services
  • Other tools

Lab : Add an Open Sales Orders Cue
Lab : Create an Ad Hoc Vendor Report in Excel

Module 5: System Administration

This module provides a general overview of some features which that typically are used by a System Administrator in Microsoft Dynamics AX 2012.

Lessons

  • Organization Structure
  • Basic Data Setup
  • Users
  • Data Import/Export

Module 6: Technology

This module provides a general overview of the architecture and development environment in Microsoft Dynamics AX 2012.

Lessons

  • System Architecture
  • Development Environments
  • Model Driven Architecture

Lab : Add a field to a list page

Training provider

Teaching mode: Classroom - Instructor Led
Duration: 1 day
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