Introduction

• Welcome
• Microsoft Dynamics Courseware Contents
• Documentation Conventions
• Student Objectives

Chapter 1: Number Sequences 1-1

• Objectives
• Introduction
• Overview
• Set Up and Administration
• Extensibility Scenarios
• Using Number Sequences in Forms
• Lab 1.1 – Implement a New Number Sequence
• Summary
• Test Your Knowledge
• Quick Interaction: Lessons Learned
• Solutions

Chapter 2: Framework Features 2-1

• Objectives
• Introduction
• Event Handlers for Customization
• Integration with Microsoft Dynamics AX
• Interop to X++
• Interop from X++
• Deploy .NET Assemblies for Interop
• Summary
• Test Your Knowledge
• Quick Interaction: Lessons Learned
• Solutions

Chapter 3: Application Foundation Features 3-1

• Objectives
• Introduction
• Global Address Book
• Extensible Data Security Policy Framework
• Lab 3.1 – Extensible Data Security Policies
• Financial Dimension Framework
• Organization Model Framework
• Case Management Framework
• Lab 3.2 – Extend Case Management
• Policy Framework
• Summary
• Test Your Knowledge
• Quick Interaction: Lessons Learned
• Solutions

Chapter 4: Use and Design of the Ledger Module 4-1

• Objectives
• Introduction
• General Ledger Overview
• Chart of Accounts
• Lab 4.1 – Create a System-Defined Dimension
• Journals and Transactions
• Lab 4.2 – Import Ledger Transactions
• Budgeting Overview
• Fixed Asset Overview
• Summary
• Test Your Knowledge
• Quick Interaction: Lessons Learned
• Solutions

Chapter 5: Use and Design of the Product Information Management

• Objectives
• Introduction
• Products
• Inventory Dimensions
• Managing Inventory Policies
• Lab 5.1 – Product Information Management Workshop
• Summary
• Test Your Knowledge
• Quick Interaction: Lessons Learned
• Solutions

Chapter 6: Use and Design of the Inventory and Warehouse

• Objectives
• Introduction
• Reservations and Marking
• Inquiries and Transactions
• Inventory Journals
• Lab 6.1 – Import Beginning Balances
• Quarantine and Quality Management
• Other Functionality
• Lab 6.2 – Inventory Blocking
• Summary
• Test Your Knowledge
• Quick Interaction: Lessons Learned
• Solutions

Chapter 7: Use and Design of the Accounts Receivable and Accounts

• Objectives
• Introduction
• Customers
• Vendors
• Free Text Invoices
• Vendor Invoices
• Payments
• Lab 7.1 – Export Vendor Payments
• Collections and Interest
• Bills of Exchange
• Promissory Notes
• Lab 7.2 – Transfer Balances
• Summary
• Test Your Knowledge
• Quick Interaction: Lessons Learned
• Solutions

Chapter 8: Use and Design of the Sales and Purchase

• Objectives
• Introduction
• Sales and Purchase Orders
• Agreements
• Charges
• FormLetter Framework
• Lab 8.1 – Add a Field to the Sales Invoice
• Other Features
• Summary
• Test Your Knowledge
• Quick Interaction: Lessons Learned
• Solutions

Chapter 9: Use and Design of the Project Management and Accounting

• Objectives
• Introduction
• Projects
• Work Breakdown Structure
• Journals and Transactions
• Lab 9.1 – Warranty Item
• Budgets and Forecasting
• Project Contracts
• Invoicing
• Lab 9.2 – Put an Invoice Proposal on Hold
• Estimates and Revenue Recognition
• Project Management and Accounting Add-In
• Summary
• Test Your Knowledge
• Quick Interaction: Lessons Learned
• Solutions

Chapter 10: Use and Design of the Production Control

• Objectives
• Introduction
• Bill of Materials
• Routes
• Production Orders
• Scheduling
• Planned Production Orders
• LEAN Manufacturing
• Process Industries
• Lab 10.1 – Bill of Material
• Summary
• Test Your Knowledge
• Quick Interaction: Lessons Learned
• Solutions

Chapter 11: Workflow

• Objectives
• Introduction
• Line-Item Workflows
• Workflow Providers
• Work Item Queues
• Currency in the Condition Editor
• Hierarchy Type Fields in the Condition Editor
• Lab 11.1 – Workflow Workshop
• Summary
• Test Your Knowledge
• Quick Interaction: Lessons Learned
• Solutions

Chapter 12: Reporting

• Objectives
• Introduction
• Reporting Features Overview
• Report Data Overview
• Creating Basic Reports from a Query
• Lab 12.1 – Report Workshop
• Create a Precision Design Report from a Report Data Provider
• Manage Report Execution by Using X++
• Business Logic in Report Data Methods
• Print Management
• Summary
• Test Your Knowledge
• Quick Interaction: Lessons Learned
• Solutions