MOC 80020 - Introduction to Microsoft Dynamics AX 2009


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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.

  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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