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    Please refer to our detailed course outlines below.

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MOC 80020 - Introduction to Microsoft Dynamics AX 2009

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Course duration

  • 2 Days

Course Outline

This Microsoft Dynamics AX training class provides students with the knowledge and skills to maneuver within Microsoft Dynamics AX 2009. The Dynamics AX course focuses on basic modules and functionality, user interfaces, number sequences, tools and command menus, basic installation, and differentiating features.

This is the first course in the Microsoft Dynamics AX 2009 curriculum and will serve as the entry point for other Microsoft Dynamics AX 2009 courses.

  • Learn to explain the benefits of Microsoft Dynamics AX 2009 architecture.
  • Learn to describe the module integration and key features of Microsoft Dynamics AX 2009.
  • Learn to log on and maneuver within Microsoft Dynamics AX 2009 windows and help system, and use keyboard shortcuts.
  • Learn to create users and user groups.
  • Learn to define parameters for the user log.
  • Learn to monitor client and server activity in Microsoft Dynamics AX 2009.
  • Learn to validate user input for fields, controls, and forms.
  • Learn to create number sequences and define parameters on number sequences.
  • Learn to view references and history.
  • Learn to create company accounts and set up company information.
  • Learn to create domains.
  • Learn to create table collections and enable table data sharing across companies.
  • Learn to export and import data from and to Microsoft Dynamics AX 2009.
  • Learn to use the Tools menu to access data and customize views.
  • Learn to use the Command menu to access system features including hide and show, restore, setup, alert rules, and delete and edit records.
  • Learn to perform a single computer installation of Microsoft Dynamics AX 2009.
  • Learn to modify a list using MorphX.
  • Learn to use Enterprise Portal to enter a sales order.
  • Learn to access SQL data tables.
  • Learn to describe Microsoft Dynamics AX 2009 integration to other Microsoft applications including Microsoft Outlook.
  • Basic familiarity with Microsoft Windows
  1. Introduction to Microsoft Dynamics AX 2009
    1. Microsoft Dynamics AX 2009 Technology
    2. Financials
    3. Supply Chain Management
    4. Project Accounting
    5. Customer Relationship Management
  2. Functionality Demonstrations
    1. Enter a Sales Quote
    2. Customize the Order with Product Builder
    3. Check the Item Availability
    4. Convert the Quotation to the Sales Order
    5. Run Master Scheduling
    6. Produce the Custom Item
    7. Purchase Needed Parts
    8. Ship the Order
    9. Send an Invoice for the Order
    10. Check the Amount Invoiced
    11. Post Payment
    12. Apply Payment
    13. Check the Account to Verify Posting
  3. Navigate User Interface
    1. Navigate Microsoft Dynamics AX 2009
    2. Configure Menus
    3. Exploring the Help System
    4. Role Center Use in Microsoft Dynamics AX 2009
    5. Lab: Explore the Application Window
    6. Lab: Configure Your Workspace
  4. Set up Users
    1. Set up Users
    2. Install User Role Center
    3. Set Password Parameters
    4. Monitor Client and Server Activity
    5. Lab: Create a User
  5. Set Up Number Sequences
    1. Create Number Sequences
    2. Set Individual Parameters
    3. View Number Sequence References
    4. View Number Sequence History
    5. Lab: Create Number Sequences
    6. Lab: Set Number Sequence Parameters
  6. Set up Company Accounts
    1. Create Domains
    2. Create Table Collections
    3. Create Company Accounts
    4. Create Virtual Company Accounts
    5. Set up Company Information
    6. Enter Company Information
    7. Import and Export Data
    8. Lab: Create a Domain
    9. Lab: Create a Table Collection
    10. Lab: Create a Company Account
    11. Lab: Create a Virtual Company Account
    12. Lab: Set up Company Information
    13. Lab: Enter Company Information for the New Company
    14. Lab: Export and Import Cost Categories
  7. Work with Tools Menu
    1. Tools Menu Overview
    2. Set User Options
    3. Lab: Create a Unit Conversion
  8. Work with Command Menu
    1. Command Menu Overview
    2. Use Setup Feature
    3. Use Hide/Show Features
    4. Create Alert Rules
    5. View Record Information
    6. Mark Records
    7. Use Document Handling Feature
    8. Delete Records
    9. Lab: Modify a Form
    10. Lab: Hide/Show a Form
    11. Lab: Create an Alert
    12. Lab: Attach a Document to a Record
  9. Understand Cross-Over Features
    1. Microsoft MorphX
    2. Using Enterprise Portal
    3. Access SQL Data Tables
    4. Integration with Other Microsoft Applications
    5. Using Workflows
    6. Lab: Modify a Lookup List
    7. Lab: Take an Order Using Enterprise Portal
    8. Lab: Change Name in Data Table

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