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Microsoft Dynamics Ax Tutorial Pdf

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Microsoft Dynamics AX supports your entire business and allows you to choose from like Office, and automates critical business processes, eliminates manual. Training Manual/ Manual Guide/Training Book Dynamics AX i got it from another ERP, training manual is a manual book with demo B2B, its explain master data we must Then you have the TechNet (bestthing.infooft. com/. This product overview is intended to convey a high-level understanding of the structure, key modules, features, and benefits of Microsoft Dynamics AX

We could use the button on the AOT window, but this takes time. Using keyboard shortcuts is much faster than using the mouse, so this should always be the preference. You might be slower at first, but it pays off later. The following links contain useful shortcuts.

Although these may seem safe to adjust, any change made to any property sheet is still a modification and will move the object into your layer and model, even if you change the property back.

This menu is context aware, and we will go through this when we perform the task. This is of limited value.

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It is useful for testing forms as we modify them. Many have assumed that it would open the code editor. It is of limited use. It will open a new AOT window starting from the currently selected node.

This is great for the drag-and-drop functionality. So, if you change CustTable, you can delete your changes and revert to the next layer below.

This is discussed in more detail in the next section. Also, this is useful for loading the changes made by another developer working in the same system, or to refresh a form's data source if we add fields to the table it references. If the object is a table, it does not copy the data.

If the copied object contains static methods, they are not refactored to the new object name. This automatic save does not occur while editing the code in the code editor, which is good. This works everywhere in the IDE except the code editor. This is because the code editor is actually the code editor from Visual Studio, where this particular hotkey makes whitespace characters visible.

When the work is saved, AX writes the changes to the model store database. If the element for example, a class method is new, AX will create a unique element ID for it. If two developers open the same method, the first person to save the method "wins"; the other developer will be told that the method is newer on the server.

Using the Restore option from the right-click menu will retrieve the version from the server. This could be thought of as a painter's palette. Any changes made to an object in a project are not sandboxed into that project. There are two types of project: private and shared. Private projects are collections only visible to the user who created them, and are generally of little use.

Some projects automatically created by AX are an exception to this, as the elements tables, methods, and so on can contain a status indicating whether the object is complete or not. To create a shared project, we follow these steps: 1. Right-click on the Shared node and choose Project, which is under New. This will create a new project named Project1 if not, it means we have not given a previously created project a proper name.

We should rename this with a suitable name. This is done by double-clicking on the object as you do to rename a file in Windows explorer or choosing Rename from the right-click context menu. The double-click method is faster. Naming conventions are critical to getting maintainable code. These are discussed later in this chapter. To open the project, simply double-click on it.

AX will display a window with a single node. Elements can now be dragged from the AOT as required. The next step is to create the project structure. The best structure to use is the same structure as that of the AOT, as this makes items easier to find.

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This is done by the following steps: 1. Right-click on the root node and choose Group, which is under New.

Open the properties of this node and change ProjectGroupType to DataDictionary from the drop-down list , as shown in the following screenshot. You would then continue this process for the nodes in the AOT.

This is clearly time-consuming. The good practice is to do this once and name the project ProjectTemplate. Then, simply duplicate the project every time you need it. Creating a project and changing the project group type has an additional benefit; AX now understands that the element contains objects of that type, and the right-click New menu will then offer to create an object of that type. Source control — the options Source control has become more prevalent with AX development in the last 5 years.

Initially, there was no specific source control with the development environment, but we survived. This was done through heavy use of comments and adding a dummy method for the development history to each modified object. We have had version control for a few versions now, and in AX , it has been improved further.

We prefer to avoid shared development and use TFS internally, which is integrated with our project management methodology. The developer's machine usually a virtual server would need to be reasonably powerful in order to run the environment at a suitable speed.

It also has a more involved process; that is, the developer has to check in their work which is file-based , and then a build has to be created. We also have an advantage in that the source is also held in a separate repository.

Objects are still checked out and therefore locked and checked in with comments. It also allows the use of the built-in code compare tool to review the changes between different versions. This is a simple, yet clever, version control solution, but it also has one drawback. The version control information is stored in a set of tables in the business database.

This means you lose the version control data if you rebuild the business database from the live business database. General development practices Efficient software development means following good and consistent development practices. This is not just about creating fantastic, well-designed code, but also about the seemingly little things such as naming conventions and comments.

We will not cover all the best practice guidelines here, as it is more pertinent to explain them as we use them. We'll cover some general guidelines before we start.

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Naming First, all the objects you create or elements added to an object authored by another party must be prefixed. The prefix cannot be of any three characters; for example, Sys would be a bad prefix because it is also used by Microsoft for their system objects. When adding element to your own objects, do not prefix them.

All type names extended data types, tables, classes, and so on must begin with a capital letter, and all instance variables and methods must have a lowercase first letter. It is nonetheless good practice to write code as if it is case-sensitive. This also helps make the code much easier to read. The second part of naming is that you should capitalize the first letter of each word in the type, method, or variable name; for example, CustTable and the initFromCustTable method. This, again, makes the code much easier to read.

Commenting A version control system cannot replace good code commenting. If you add a method to an existing object, you should add a header comment. It should contain the comment line, as shown in the preceding code snippet. Otherwise, you may realize that it gets lost when another developer applies an update or hotfix. This content format is up to your organization; this would normally be a list of changes formatted in a table in the same format as the earlier change tag. Adding comments is often a pain and, when focused on writing an exciting piece of code, they are easily forgotten.

One way to solve this is by making the addition easy by modifying the EditorScripts class. The EditorScripts class has methods that create code blocks and even entire methods for you, either through the right-click menu or by typing a keyword.

The class can be modified by adding a public method that accepts an Editor instance. Appendix A, Code Editor Scripts, covers this topic. Editor scripts Editor scripts are code snippets that insert code into the current method, and can even ask for information as part of the process.

They insert either statement blocks, such as a switch statement block, or an entire method. They are simple to enter; simply type the script name and press the Tab key. Both are very important. Although patterns do not contain actual code, they are critical for ensuring that what we write is consistent, extendable, and easy to understand by members of our team.

This removes a lot of thinking about how a task is performed, so we can focus on the actual problem. Patterns A good example of how patterns can be used is demonstrated by the following requirement: we require a method to edit the customer credit limit from the customer list page. This should be a button on the action page that will open a dialog, showing the current credit limit and allowing the user to update it.

When the user clicks on OK, it will update the customer's credit limit. There are many ways to do this, and it may seem appropriate to create a form that initializes from the current customer on the list page, and updates the record when the user presses OK. The preceding requests are clearly additional work, but the code should require only extending and not rewriting. What often happens is that the design is changed to such an extent to try to fit the requirement that it is barely readable by the original developer.

They can also cross tiers across the architecture and be marshalled to external services. The additional work is to create two classes and about 10 lines of code. This will make the solution much easier to extend, and if adopted by a team, easier to read and maintain.

Many development teams spend some effort in adopting patterns, and sometimes evolving them over time. We have many patters in AX, and most of the tasks we need to perform can be done by following an existing pattern.

Frameworks The frameworks in Dynamics AX are designed to be either used or extended. They are often a complicated set of tables and classes, and sometimes contain a user interface.

Most of the key functionality in AX is accessed through the existing business logic; this is true for some master data tables, and certainly true of all transactional data.

For example, in order to post a sales order confirmation, we would use the FormLetter framework. In the preceding example, we could've used the SysOperation framework, which allows us to interact with the batch framework, thereby allowing asynchronous code execution.

We will use and extend these frameworks as we progress through the chapters. It may take longer, but it will save time when the development goes through integration testing. Using patterns can help with this. The solution we write should look and feel like any other part of AX, which means less training and better adoption by our users.

In some cases, it is appropriate to prototype the solution. It implies that there can only be one urgent delivery mode.


The more standard code we change, the more the work required to maintain the system in terms of updates and upgrades. We discuss minimizing this footprint in the next section. Most of the functionality that we write in AX a new solution or customization of an existing functionality is data-based. We use forms to create, maintain, and view this data; tables to store and validate this data; and classes to act upon it. Not only is PayPal secure, but none of your credit card information will be shared with us.

This is a one-time payment. There are no hidden fees or future charges. We honor all refund requests, no questions asked. Simply contact us within 90 days and we will immediately refund your download. The Financials course for DAX is For example, a company makes a one time project to upgrade their existing infrastructure. Financial Accounting How does a company record financial transactions in such a way that they meet legal and regulatory requirements — aka externally present information Management Accounting How does a company record financial transactions in such a way to where they support internal decision making by management What is Dynamics AX?

There is a similar product known as Dynamics NAV which has a lot in common with Dynamics AX but offers a scaled down version of the AX product which is more appropriate for smaller companies. What are Dynamics AX Modules? This is done for licensing and cost. So, someone can download modules within Dynamics AX to gain additional software functionality.

This will be an ongoing series over time.Game Dev. Features Free Trial. The Windows AX client is the application that the users use to perform their tasks. This means we have two sets of executable code, p-code and CIL. This book is an invaluable tutorial if you are moving from another ERP system or language, or if you are a technical consultant with a desire to create efficient functional designs and business solutions.

This shredding of elements, into individual controls on a form for instance, exposed another problem for ISVs developing add-ons on AX. Dynamics AX Training.

Much of the complexity is hidden from us, and we do not have to remember every nuance of the integration between the tiers. The double-click method is faster. Presence on the Internet[ edit ] One of the most notable sources of information about Axapta prior to the Microsoft download was technet.

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