Module Integration

Customer-Vendor Collaboration

Application Integration Framework Enables Internet Commerce

Microsoft Dynamics AX 4.0 Modules

Technology

One Implementation

Fast and Inexpensive Customization

Layering

Connectivity

Ease of Use

Unlimited Growth and Expansion

Unicode

Trustworthy Computing and Microsoft Dynamics AX 4.0

Module Integration

Microsoft Dynamics AX 4.0 Modules

Technology

Describe the module integration in Microsoft Dynamics AX 4.0.

Explain the key features of Microsoft Dynamics AX 4.0.

Explain the benefits of the unique Microsoft Dynamics AX 4.0.

Enter a Sales Quote

Customize the Order with Product Builder

Determine the Cost of the Order

Check Item Availability

Convert Quotation to Sales Order

Determine Delivery Date

Run Master Scheduling

Firm the Planned Order

Produce the Custom Item

Purchase Needed Parts

Receiving Parts

Schedule and Complete the Production Order

Ship Order

Check Order Status

Check Inventory

Pick Inventory

Pack Order

Load Order

Send the Invoice for the Order

Check Invoiced Amount

Post the Payment

Apply the Payment

Check Accounts to Verify Posting

Microsoft Dynamics AX 4.0 Functionality

A demonstration of Microsoft Dynamics AX 4.0 basic modules

How to create a sales order

How to create a purchase order

How to create a production order and the production process

Assembling an order

A demonstration that traces an order from Sales to Production to General ledger

Windows Authentication Logon

Adding New Users

Microsoft Dynamics AX 4.0 Application Window

New Application Windows

Shortcut Keys

Configure the Workspace

Navigate the Help System

On-Screen User Help

Microsoft Dynamics Community

Check for Updates

About Microsoft Dynamics AX

Configure List Views

Find and Use Shortcut Keys

Hide and Show Workspace Panes

Resize the Panes

Configure the Favorites Pane

Navigation Pane Options

Searching for Help

Application Window and Shortcut Keys

Microsoft Dynamics AX 4.0 Help System

Navigate the Application Window

Configure Your Workspace

Logon to Microsoft Dynamics AX 4.0.

Navigate the Microsoft Dynamics AX 4.0 application window.

Find and use keyboard shortcuts.

Use the Microsoft Dynamics AX 4.0 Help system.

User Group Setup

User Setup

User Form Functionality

User Permissions

User Log

Pivot Table Functionality

Online Users

Viewing Online users

Ending Client Sessions

Refreshing Client and Server Information

Create a New User Group

Create a New User with the Import Wizard

Create a New User Manually

Assign User Groups

Relate Users to Internal Employees

Cleaning up Log Information

Tracking Online Users

Create a User Group

Create a User

Create User groups

Create Users By Using the Active Directory Import Wizard

Create Users manually

Define parameters for the User log

Monitor client and server activity in the Microsoft Dynamics AX 4.0 system

Number Sequences

Create Number Sequences

Set Individual Parameters

Create Number Sequences Using the Wizard

Create Number Sequences Manually

Set Number Allocations

Set Usage Status

Enable User Changes

Set Cleanup Parameters

Set Performance Parameters

Number Sequence References

Modifying References

Number Sequence History

Module Integration

Microsoft Dynamics AX 4.0 Modules

Technology

Create Number Sequences

Set Number Sequence Parameters

Define number sequences

Create number sequences using the Set up number sequences wizard

Create number sequences manually

Define parameters on number sequences

View references

View history

Company Structure in Microsoft Dynamics AX 4.0

Virtual Company Accounts

Company Accounts and Domains

Company Account Setup

Create Domains

Create Table Collections

Create Virtual Company Accounts

Create Information Data Setup

Create Number Sequences

Entering Company Information

Fill in the Contact Info Tab

Fill in the Other Tab

Fill in the BTL91 Tab

Fill in the Tax 1099 Tab

Create Alternate Company Addresses

Import and Export Data

Set up Definition Groups

Export the Chart of Accounts from DMO

Import Chart of Accounts into Company LDI

Exporting and Importing Data in Microsoft Dynamics AX 4.0

Create a Company Account

Create a New Domain

Create a Table Collection

Create a Virtual Company Account

Set up Address Formats

Set up Countries/Regions

Set up States

Set up Counties

Set up ZIP/Postal Codes

Fill in the General Tab

Fill in the Number Sequences Tab

Import a Company Logo

Set up the Export Definition Group

Create the Import Definition Group Using the Copy Feature

Create a Company Account

Create a Domain

Create a Table Collection

Create a Virtual Company Account

Set up Company Information

Enter Company Information for the New Company

Export and Import Cost Categories

Define the company structure

Create a company account

Create domains for security

Create table collections

Create a virtual company to enable table data sharing across companies

Set up company information

Enter company information

Export data from Microsoft Dynamics AX 4.0

Import data from Microsoft Dynamics AX 4.0

Tools Menu Overview

Telephone List

System Date

Calculator

Calculator for Units

Print Archive

Select Company Accounts

Managing Alert Rules

Development Tools

Reporting Tools

Customize Display Options

Toolbar Options

Tool Tips

Set User Options

Store a Job in the Print Archive

Tools Menu Functionality

Create a Unit Conversion

Access the employee telephone list

Change the system date

Display and use the calculator

Use the unit calculator to convert between different units

Archive print jobs

Switch between company accounts

Customize Toolbars

Configure user settings

Command Menu

Go to the Main Table

Use Restore Feature

User Setup Feature

Modify Form Properties

Edit Form Name

View Form Information

Query AOT Information

Retrieve from User Button

Use Hide/Show Features

Show Hidden Objects

Show All

Use Alert Rules

Create Alert Rules

Manage Alert Rules

View Record Information

Use Document Handling Feature

Delete Records

Edit Records

Use the Go to the Main Table Form

Restore Options

Modify Form Layout

Modify Form Properties

Modify the Form Name

Hide Fields

Hide Field Groups

Hide Tabs

Show all Hidden Fields, Groups, and Tabs

Create an Event Alert Rule

Manage Alert Rules

Command Menu

Modify a Form

Hide/Show Form

Create an Alert

Attach a Document to a Record

Use Go to the Main Table Form

Use restore feature

Use setup feature

Use hide and show features

Create alert rules

View record information

Unselect records

Use document handling feature

Delete records

Edit records

Core System Installation Overview

Application Object Server

Application File Server

Database

Client

Single Computer Installation of Microsoft Dynamics AX 4.0

Installation Prerequisites

Verify Rights

Starting Microsoft Dynamics AX 4.0

Installation Checklist

Restart and Verify Data in Demo Company

Install Microsoft Dynamics AX 4.0

Complete the Installation Checklist

Microsoft Dynamics AX 4.0 Core System

Installing Microsoft Dynamics AX 4.0

Installation Checklist

List the core components of the Microsoft Dynamics AX 4.0 installation

Perform a single computer installation of Microsoft Dynamics AX 4.0

Complete the Installation checklist

Restart Microsoft Dynamics AX 4.0 and verify sample data

Microsoft MorphX

Using MorphX to Modify Lists

Other MorphX Features

Version Control Management System

Reverse Engineering Tool

Using Enterprise Portal

The Architecture

Access SQL Data Tables

Optimistic Concurrency Control

Microsoft SQL Service Reporting Services

SQL Service Reporting Services Architecture and Design

Report Server

Report Manager

Report Builder

Using SQL Service Reporting Services

Business Connector

.Net Business Connector

COM Business Connector

Application Integration Framework

Integration to Other Microsoft Applications

Synchronize Microsoft Dynamics AX 4.0 and Outlook

Microsoft RFID Infrastructure

Modify a Lookup List

Using Enterprise Portal to Take a Sales Order

Access Customer Data

Using Report Builder

View a Report Using Report Manager

Differentiating Features

Modify a Lookup List

Take an Order Using Enterprise Portal

Change Name in Data Table

Creating a Report Using Report Builder

Modify a list using MorphX

Use Enterprise Portal to enter a sales order

Access SQL data tables

Use SQL Server Reporting Services