80300: Introduction to Microsoft Dynamics AX 2012

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1 Let s Reach For Excellence! TAN DUC INFORMATION TECHNOLOGY SCHOOL JSC Address: 103 Pasteur, Dist.1, HCMC Tel: ; traincert@tdt-tanduc.com Website: : Introduction to Microsoft Dynamics AX 2012 Duration: 1 day Level: 100 This course provides students 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. Students will have the opportunity to use the application to perform typical end-user tasks. Authorized Training Silver Learning Authorized Training Authorized Training

2 AUDIENCE The intended audience is new users typically working for a Microsoft Dynamics partner that is selling, consulting, implementing, and supporting Microsoft Dynamics AX AT COURSE COMPLETION After completing this course, students 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 AX Understand the broad functionality provided in Microsoft Dynamics AX 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. [1]

3 Schedule a report to be ed 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 Describe the options for making development changes in Microsoft Dynamics AX COURSE OUTLINE Module 1: Overview This module provides a general overview of the features and benefits of using Microsoft Dynamics AX Powerful Solution Agile Solution Simple Solution Pervasive Interoperability Industry Focus Functionality 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. Module 2: Basic Navigation This module introduces participants to the application and the basic navigational tools in Microsoft Dynamics AX [2]

4 Rich client user interface Alerts View details Help Personalization Workflow Quicktips Lab: User Options Lab: Customer Inquiry Lab: Create a Purchase Order 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. Module 3: Enterprise Portal This module provides a general overview of Enterprise Portal in Microsoft Dynamics AX Enterprise Portal users Enterprise Portal user interface [3]

5 Lab: Order Products 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. Module 4: Reporting This module provides a general overview of the reporting and business intelligence options in Microsoft Dynamics AX 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 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 ed 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. [4]

6 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 Organization Structure Basic Data Setup Users Data Import/Export 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. Module 6: Technology This module provides a general overview of the architecture and development environment in Microsoft Dynamics AX System Architecture Development Environments Model Driven Architecture Lab: Add a field to a list page Describe the components of the System Architecture of Microsoft Dynamics AX Describe the options for making development changes in Microsoft Dynamics AX Describe the theory of Model Driven Architecture in Microsoft Dynamics AX [5]

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