Course 8643: Four days; Instructor-Led Training (lecture and labs)

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Introduction Introduction
Audience Audience
At Course Completion At Course Completion
Prerequisites Prerequisites
Microsoft Certified Professional Exams Microsoft Certified Professional Exams
Course Materials Course Materials
Course Outline Course Outline
Take This Training Take This Training

Introduction

This four-day Development IV in Microsoft Dynamics AX course teaches the student advanced X++ development techniques and examines how the Microsoft Dynamics AX application is structured.

It covers both technical and application specific areas of Microsoft Dynamics AX. The technical section ensures that the student has obtained all necessary technical knowledge before progressing to the application specific section. It only covers areas that have not been included in Microsoft Dynamics AX Development classes I, II & III.

The application specific section aims at helping the student understand the more complicated processes within Microsoft Dynamics AX. The training material is useful as a reference when a refresher of the process is needed. It covers six key Microsoft Dynamics AX modules; Ledger, Trade, Inventory, Production, Project and Application Integration Framework, and goes into detail about the technical aspects of some of the main functions within each of these modules.


Audience

This course is intended for Microsoft Dynamics AX developers who are familiar with the Morph X and X++ development environment, and are looking to further their knowledge of the complete Microsoft Dynamics AX application and development environment.


At Course Completion

After completing this course, students will be able to:

Be aware of the availability, functionality and use of some more advanced functions and procedures

Feel comfortable with the more complex and involved processes within Microsoft Dynamics AX.

Understand how the standard application has been designed and to apply similar design ideas to their own modifications.

Know how to integrate modifications into Microsoft Dynamics AX correctly and efficiently

Be able to apply the technical knowledge they already have to application design to produce consistent, efficient and workable solutions

Be able to easily identify possible areas where changes need to be made due to modifications required or bugs found


Prerequisites

Before attending this course, students must have

Have completed Microsoft Dynamics AX Development III: X++ Advanced

Be familiar with the development tool suite

Be able to make changes to the Data Dictionary including best practices with regards to design and implementation

Be able to create and implement forms

Be able to manipulate data within forms, including building queries, display and edit methods,

Be able to create and implement classes

Understand the main concepts of Object Oriented Design (OOD), including inheritance, overriding & overloading, polymorphism, constructors and static methods.

Be familiar with Exception handling

Be familiar with foundation classes

Be familiar with the RunBase set of classes

Have a basic knowledge of the application


Microsoft Certified Professional Exams

No Microsoft Certified Professional exams are associated with this course currently.


Course Materials

The student materials includes a comprehensive workbook, exercises and solutions, and other necessary items for this class.


Course Outline

Introduction

This chapter gives students a general overview of Microsoft Dynamics AX Development IV course.

Main Topic

About this class

What you will learn

Pre-requisites

After completing this module, students will be able to:

Aware of the course structure

Chapter 1: Development Guidelines

This chapter covers some advanced X++ functions that are used frequently in the application, and that the student may not be familiar with.

Main Topics

Data Migration

InitFrom

Parm Tables

Labs

Field initialized on salesLine from inventTable

After completing this module, students will be able to:

Make informed decisions about the method used during data migration

Understand the reasons for using InitFrom methods

Use ParmId and ParmTables

Chapter 2: Writing Secure Code

The Microsoft trustworthy computing goals are designed to deliver the level of trust and responsibility that people expect from the computing industry.

Main Topics

Introduction to Trustworth Computing.

Writing Secure X++ code.

Server-bound Batch Processing

Record Level Security

Display and Edit Methods

Explicit and Implicit Authorization Checks

Best Practice Deviations

Classes Protected by Permission Classes

Labs

Using Secure Code Features

After completing this module, students will be able to:

Implement secure X++ code.

Be familiar with security involved with protected classes

Understand server-bound batch processing.

Identifying disclosure threats in record level security.

Performing implicit and explicit data authorization.

Chapter 3: Number Sequences

Number sequences are created and used by all programmers regularly. This chapter highlights the correct way to create a new number sequence and how to use a number sequence in code. It also explores the more advanced options available.

Main Topics

Technical Overview

Tables

Classes

Assigning a new number

Continuous Number Sequences

Format a Number

Use of Number Pre-Allocation

Clean Up Process

Use of Form Handler

Use of NumberSeqReference

Labs

Create a new number sequence

Use NumberSeqFormHandler in POS form

After completing this module, students will be able to:

Assign a New Number

Use of Continuous Number Sequences

Format a Number

Use of Number Pre-Allocation

Clean Up Process

Use of Form Handler

Use of NumberSeqReference

Chapter 4: Print Job Settings

Print Job Settings are used to control and retrieve settings when writing to a printer. This chapter details how to use these correctly.

Main Topics

Setting Print Options

Retrieving Print Options

Use of Pack and Unpack to store Settings

Use of SysPrintOptions

Labs

Enable print options to be saved per POS register

Print a receipt to the correct printer according to the logged in register

Print a receipt with no user options

After completing this module, students will be able to:

Set Print Options

Retrieve Print Options

Use Pack and Unpack to store Settings

Use SysPrintOptions

Chapter 5: Business Connector

When using the Microsoft Dynamics AX Business Connector, other applications can access Microsoft Dynamics AX as a .NET or COM object. This means that the application can gain access to the data and business logic of Microsoft Dynamics AX, which enables the use of such applications as front ends, to Microsoft Dynamics AX.

Main Topics

Overview

.NET Business Connector

COM Business Connector

Business Connector setup and configuration

Business Connector Architecture

Labs

Create an interface to a C# .NET Front end to the POS module

After completing this module, students will be able to:

Understand what the Business Connector can be used for.

Distinguish between the .NET and the COM Business Connectors

Know how to setup and manage the Business Connector.

Be able to debug code through the Business Connector.

Learn the architecture of the Business Connector and use its managed classes.

List various uses of the Business Connector.

Chapter 6: XML

This chapter explores the use of XML within Microsoft Dynamics AX. It gives the student an idea of some of the possibilities available with XML and gives examples of where XML is used today.

Main Topics

Creating XML files

Reading XML files

Schemas

Labs

Enable print options to be saved per POS register

Print a receipt to the correct printer according to the logged in register

Print a receipt with no user options

After completing this module, students will be able to:

Make informed decisions about the method used during data migration

Understand the reasons for using InitFrom methods

Use ParmId and ParmTables

Chapter 7: ActiveX

In this chapter the student learns how to add Active-X controls, how to manipulate them and how to find more information about how to use other active-x controls.

Main Topics

ActiveX in Microsoft Dynamics AX

After completing this module, students will be able to:

Use ActiveX control in Microsoft Dynamics AX

Understand the possibilities of using ActiveX controls

Find more information on using specific ActiveX controls

Chapter 8: DLL

This chapter discusses DLL’s. It describes what they are, how they are created and how to use them in Microsoft Dynamics AX 4.0.

Main Topics

Creating a DLL

Implementing DLL’s in Dynamics AX

ChartFX

Labs

Create a graph of customer balance over time

After completing this module, students will be able to:

Understand what DLL’s are and what they can be used for

Find more information about individual DLL’s

Understand how and where the use of DLL’s has been implemented in Microsoft Dynamics AX.

Write Microsoft Dynamics AX methods to make using DLL’s easier

Chapter 9: CLR Integration

TBD

Main Topics

Reference CLR Assemblies in the AOT

Adding assemblies to the Global Assembly Cache or client.

Leverage CLR Managed Code within X++ Code.

InteropPermission class.

Labs

CLR Interoperability

After completing this module, students will be able to:

Reference CLR assemblies in Microsoft Dynamics AX AOT.

Add to the Global Assembly Cache

Write X++ code that interacts with managed code in external applications.

Be familiar with the CLRInterop classes

Chapter 10: Ledger

This chapter helps the student understand two methods of posting transactions to the General Ledger. Due to the many varied situations that this could occur, there are a number of ways to approach this.

Main Topics

LedgerVoucher

Instantiation of LedgerVoucher

Instantiation of LedgerVoucherObject

Registering the LedgerVoucherObject with the LedgerVoucher

Instantiation of LedgerVoucherTransObject

Providing the transaction text

Registering the LedgerVoucherTransObject with the LedgerVoucher

Finalizing the posting

LedgerJournal

Creating the Journal

Creating Lines

Posting Journals

Labs

Write an End of Day routine for the POS Module

Import opening balances into ledger

After completing this module, students will be able to:

Understand the concepts behind the two main methods of posting transactions to the general ledger

Determine which is the best method to use in the different situations faced while making modifications

Make decisions regarding voucher numbers, currency, transaction types etc.

Chapter 11: Trade

The most common area for modifications in Microsoft Dynamics AX is the sales and purchase updates. This chapter explores the FormLetter constructs, and takes the students throught the code. There are also an number of journals associated with these modules and the are also be discussed.

Main Topics

TableType and LineType

Post and Print Document Updates

Posting Transactions

Settlement

Trade Agreement

Labs

Post payments to AR

Post the sales order invoice when posting payments

Settle invoice and payment transactions

Calculate a special offer campaign price

After completing this module, students will be able to:

Use SalesTableType, SalesLineType, PurchTableType, and PurchLineType

Post and Print Document Updates

Post Transactions

Use Settlements

Use Trade Agreements

Chapter 12: Inventory

This chapter explores both ways in which to post inventory transactions, and also how to manipulate inventory dimension during both posting and when retrieving data. Inventory dimension are discussed in detail and once the student has seen examples of how to use them, they will understand the concept easily.

Main Topics

Inventory Journals

Creating an Inventory Journal

Creating the Journal Header

Creating Lines

Posting Journals

Inventory Dimensions

InventMovement

InventUpdate

InventUpd_Reservation

InventSum

InventAdj

Labs

Add inventory dimensions to the POS form

Create a reservation classification function

After completing this module, students will be able to:

Create and post inventory journals

Use inventory dimensions

Use InventMovement

Use inventUpdate

Use inventSum

Use InventAdj

Chapter 13: Production

This chapter introduces the student to the workings of the production module. The update of production order status is introduced as well as the requirement calculation

Main Topics

ProdMulti

ProdStatusType

ProdUpd

Scheduling

Labs

Initialise a field on the BOM journal lines from the production order

Initialise a field on production table from sales lines, in requirement calculation

After completing this module, students will be able to:

Use of ProdMulti

Use of ProdStatusType

Use of ProdUpd

Scheduling production orders

Chapter 14: Project

This chapter introduces the project module and some of the basic constructs within it. The student will learn to create the different types of journals, how invoice proposals are created and how invoices are posted.

Main Topics

Design

Transactions

Forecast

Invoice Proposal

Invoice

ProjTrans Class

Posting Transactions

Invoice Proposal

Invoice

Labs

Stamp timesheets with a warranty item

Enable an invoice proposal to be put on hold

After completing this module, students will be able to:

Understand the structure and design of the project module

Post transactions to the project module

Make modifications to the project invoice proposal procedure

Make modifications to the project invoice procedure

Chapter 15: Application Integration Framework

In this chapter the student will learn about how Microsoft Dynamics AX integrates with other applications by exchanging XML documents.

Main Topics

AIF Architecture

Outbound Document Flow

Inbound Document Flow

AIF Document Structure

The AxdBase Class

The AxInternalBase (Ax) Class

The Query

The Axd Wizard

Security

After completing this module, students will be able to:

Understand the overall AIF Architecture.

Understand the outbound document flow.

Understand the inbound document flow.

Become familiar with the XML document structure.

Become familiar how to modify an existing XML Document.

Chapter 16: Case Study

This chapter outlines the case study that will be undertaken throughout the course. As the different technical and application specific areas are taught, the POS module is developed. This chapter introduces the initial basic design from which the student will build the module, and the students contribute to their own final design.

Main Topics

Introduction to Point-of-Sales Module

POS Module basic design

Labs

Create basic design elements

After completing this module, students will be able to:

Practice using the knowledge and skills of this course in developing a Point-of-Sale (POS) module.

Appendix A: Solutions

This Appendix contains all the answers to the chapter exercises, Test Your Knowledge, and Test Your Skills sections.




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