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Microsoft Dynamics Project Management - Excel by bmx93256

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Microsoft Dynamics Project Management document sample

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									MICROSOFT DYNAMICS AX
Course # Title
8621A    What's New - Technology in Microsoft Dynamics AX 4.0
         (2 days)




8622A    What's New - Application in Microsoft Dynamics AX 4.0
         (3 days)




8623A    Development I in Microsoft Dynamics AX 4.0
         (3 days)




8624A    Sales and Marketing in Microsoft Dynamics AX 4.0
         (2 days)




8625B    Trade and Logistics I in Microsoft Dynamics AX 4.0
         (3 days)
8626B   Installation & Configuration for Microsoft Dynamics AX 4.0
        (3 days)




8627A   Introduction to Microsoft Dynamics™ AX 4.0
        (2 days)




8628A   Reporting and Business Analysis in Microsoft Dynamics AX 4.0
        (2 days)




8629B   Financials I in Microsoft Dynamics AX 4.0
        (3 days)
8630A   Project Accounting I in Microsoft Dynamics AX 4.0
        (3 days)




8631A   Trade and Logistics II in Microsoft Dynamics AX 4.0
        (2 days)




8632A   Project Accounting II in Microsoft Dynamics AX 4.0
        (2 days)




8633A   Development II in Microsoft Dynamics AX 4.0
        (2 days)




8634A   Administration in Microsoft Dynamics AX 4.0
        (2 days)
8635A   Bill of Material in Microsoft Dynamics AX 4.0
        (2 days)




8636A   Enterprise Portal Development I in Microsoft Dynamics AX 4.0
        (2 days)




8637B   Financials II in Microsoft Dynamics AX 4.0
        (2 days)




8638A   Fixed Assets in Microsoft Dynamics AX 4.0
        (2 days)




8639A   Intercompany in Microsoft Dynamics AX 4.0
        (1 days)




8640A   Master Planning in Microsoft Dynamics AX 4.0
        (2 days)
8641A   Production Series I in Microsoft Dynamics AX 4.0
        (2 days)




8642A   Warehouse Management in Microsoft Dynamics AX 4.0
        (2 days)




8643A   Development IV in Microsoft Dynamics AX 4.0
        (4 days)




8644A   Production Series II in Microsoft Dynamics AX 4.0
        (2 days)
8645A   Development III in Microsoft Dynamics AX 4.0
        (4 days)




8646A   Service Management in Microsoft Dynamics AX 4.0
        (1 day)




8647A   Enterprise Portal Development II in Microsoft Dynamics AX 4.0
        (2 days)
Module                                              Duration    BP>>
Chapter 1: Introduction                                     5   CRM>>
Chapter 2: General Functionality                           60   GP>>
Chapter 3: Alerts                                          60   NAV>>
Chapter 4: Development Tools                               60
Chapter 5: Installation and Setup                         120
Chapter 6: Reporting and Business Intelligence            120
Chapter 7: Enterprise and Portal Framework                 60
Chapter 8: Deployment of Enterprise Portal                 30
Chapter 9: .NET Business Connector                         30
Chapter 10: Application Integration Format                 90
Chapter 1: Introduction                                    10
Chapter 2: General New Functionality                       60
Chapter 3: Financial Management                           240
Chapter 4: Cost Accounting                                180
Chapter 5: Supply Chain Management                         15
Chapter 6: Trade and Logistic                             120
Chapter 7: Intercompany                                    90
Chapter 8: Master Planning                                 30
Chapter 9: Production Series                               90
Chapter 10:Product Builder                                 60
Chapter 11: RFID in Warehouse Management                   45
Chapter 12: Shop Floor Control                             60
Chapter 13: Project Accounting                            150
Chapter 14: Human Resources                                60
Chapter 15: Balanced Scorecard                             60
Chapter 16: Sales and Marketing                           120
Chapter 17: Service Management                             90
Chapter 1: Microsoft Dynamics AX Architecture             210
Chapter 2: Data Dictionary                                270
Chapter 3: User Interfaces                                270
Chapter 4: Report Adjustments                             210
Chapter 5: Case Study                                     240
Chapter 1: Overview                                        30
Chapter 2: Customer Relationship Management                60
Chapter 3: Sales and Marketing Setup                       60
Chapter 4: Business Relations                             120
Chapter 5: Contact Persons                                 30
Chapter 6: Sales Quotations                                90
Chapter 7: The Marketing Organization                     120
Chapter 8: Telemarketing                                   60
Chapter 9: Sales Management                                60
Chapter 10: Common Tools Setup                             90
Chapter 1: System Overview                                 15
Chapter 2: Working with Purchase and Sales Orders         230
Chapter 3: Sales Quotations                                           100
Chapter 4: Inventory                                                  180
Chapter 5: Purchase Order and Sales Order Postings                    180
Chapter 6: Serial and Batch Numbers                                   120
Chapter 7: Over/Under Delivery & Miscellaneous Charge                 120
Chapter 8: Quarantine Management                                       60
Chapter 9: Reporting and Statistics                                    60
Chapter 1: Microsoft Dynamics AX 4.0 Overview                          60
Chapter 2: Planning Microsoft Dynamics AX 4.0 Install                  90
Chapter 3: Installing the Development System                           60
Chapter 4: Installing a Core System                                    60
Chapter 5: Configuring Microsoft Dynamics AX 4.0                       60
Chapter 6: Deploying Microsoft Dynamics AX 4.0                         60
Chapter 7: Set Up and Configure Application Integration Server         60
Chapter 8: Installing Microsoft Dynamics AX 4.0 Enterprise Portal      60
Chapter 9: Install Microsoft Dynamics AX 4.0 Reporting                 60
Chapter 1: Introduction to Microsoft Dynamics AX 4.0                   60
Chapter 2: Demonstration of Microsoft Dynamics AX 4.0 Functionality    70
Chapter 3: User Interface                                              60
Chapter 4: Users                                                       50
Chapter 5: Number Sequences                                            40
Chapter 6: Company Accounts                                           100
Chapter 7: Tools Menu                                                  75
Chapter 8: Command Menu                                                90
Chapter 9: Install Microsoft Dynamics AX 4.0                           40
Chapter 10: Differentiating Features                                   75
Chapter 11: Conclusion                                                  5
Chapter 1: Understanding The Reporting Continuum                       70
Chapter 2: Working With Standard Reports                              136
Chapter 3: Working With Auto-Reports                                   30
Chapter 4: Working With The Report Wizard                              75
Chapter 5: Introduction to SQL Server Reporting Services               60
Chapter 6: Using Report Builder for Ad hoc Reporting                  100
Chapter 7: Deploying And Managing SSRS                                 70
Chapter 8: Working with OLAP and Business Analysis                     65
Introduction                                                           30
Chapter 1: Basic Setup                                                120
Chapter 2: Chart Of Account Setup                                      90
Chapter 3: Journal Setup                                               60
Chapter 4: General Ledger daily procedures                            120
Chapter 5: Sales Tax Setup                                            200
Chapter 6: Bank Management Setup                                       60
Chapter 7: Accounts Payable Setup                                     120
Chapter 8: Accounts Payable Daily Procedures                          120
Chapter 9: Accounts Receivable Setup                                   30
Chapter 10: Accounts Receivable Daily Procedures                       30
Chapter 11: Bank Management Daily Procedures                                       60
Chapter 12: Financial statements                                                  160
Introduction                                                                       60
Chapter 1: Project Setup                                                          120
Chapter 2: Project Setup Options                                                  120
Chapter 3: Registering and Adjusting Project Transactions                         120
Chapter 4: Invoicing Projects                                                     120
Chapter 5: Budgets, Forecasts & Estimates                                          60
Chapter 6: Project Quotations                                                      40
Chapter 7: Project Inquiries and Reports                                           60
Chapter 8: Time Scheduling                                                        120
Chapter 9: Internal Cost Project                                                   60
Chapter 10: Basic Time and Material Project                                        40
Chapter 11: Basic Fixed Price Project                                              40
Introduction                                                                       20
Chapter 1: Item Registration                                                      110
Chapter 2: Item Reservations and Marking                                          110
Chapter 3: Item Returns                                                           110
Chapter 4: Customer and Vendor Trade Agreements                                   110
Chapter 5: Inventory Closing                                                      150
Chapter 6: Inventory Journals                                                     140
Chapter 7: Transfer Orders                                                         70
Chapter 8: Commission                                                              70
Introduction                                                                       60
Chapter 1: Setup                                                                   60
Chapter 2: Advanced Setup Options                                                  60
Chapter 3: Project control for Internal and Time & Material Projects              120
Chapter 4: Fixed price project estimate control                                   120
Chapter 5: Internal Cost Project with WIP                                          60
Chapter 6: Time & Material Project with WIP                                        60
Chapter 7: Time & Material Project with Accruals                                   60
Chapter 8: Fixed Price Project No WIP No Match                                     60
Chapter 9: Fixed Price Project with Completed Contract and Sales Value             60
Chapter 10: Fixed Price Project with Completed Contract and Production + Profit    60
Chapter 11: Fixed Price Project with Completed Percentage and Sales Value          90
Chapter 12: Fixed Price Project with Completed Percentage Production and Profit    90
Chapter 1: X++ Overview                                                            90
Chapter 2: Objects and classes                                                    180
Chapter 3: X++ Control statements                                                 210
Chapter 4: Accessing the Databas                                                  120
Chapter 5: Exception Handling                                                      90
Chapter 1: Security Considerations                                                 45
Chapter 2: Managing Security                                                       60
Chapter 3: Managing Data                                                           60
Chapter 4: Maintaining AOS                                                         30
Chapter 5: AIF                                                                     60
Chapter 6: monitoring and tuning                                   30
Chapter 7: Managing alerts                                         60
Chapter 8: managing changes                                        30
Chapter 9: Processing Batch Jobs                                   30
Chapter 1: Bill of Materials Overview                              60
Chapter 2: Create Simple BOMs                                      60
Chapter 3: BOM Versions                                           120
Chapter 4: BOM Configurations                                     120
Chapter 5: BOM Calculations                                       120
Chapter 6: Sales Orders and BOMs                                   60
Chapter 7: Scrap and Measurement                                  120
Chapter 8: Report a BOM as Finished                                45
Chapter 9: Reports and Other BOM Functionality                     60
Chapter 1: Introduction to the Enterprise Portal                   60
Chapter 2: Installation                                           120
Chapter 3: Introduction to Enterprise Portal Framework             60
Chapter 4: Sharepoint Page Design Mode                             60
Chapter 5: Customization − Enterprise Portal Objects in the AOT    60
Chapter 6: Web Part Page Creation                                  60
Chapter 7: Case Study                                             150
Introduction                                                       10
Chapter 1: Budgeting                                              100
Chapter 2: Cash Flow Management                                   100
Chapter 3: Multicurrency                                           60
Chapter 4: Advanced Payments                                      150
Chapter 5: Intercompany Accounting                                 60
Chapter 6: Consolidations                                         140
Chapter 7: Collection Letters and Interest                         90
Chapter 8: Dimensions Hierarchies                                  70
Chapter 9: XBRL Taxonomy                                           30
Chapter 10: Year-End Close                                         30
Chapter 1: Introduction to Fixed Assets                            30
Chapter 2: Setup Procedures                                       420
Chapter 3: Setup of Assets                                         90
Chapter 4: Asset Transactions                                     210
Chapter 5: Inquiries and Reports                                   60
Chapter 1: Introduction to intercompany                            30
Chapter 2: Basic setup                                             60
Chapter 3: Basic intercompanyChapter 4: Advanced intercompany      90
Chapter 4: Advanced intercompany                                   90
Chapter 5: Add-ons                                                 90
Introduction                                                       20
Chapter 1: Master Planning Overview                                30
Chapter 2: Master Plans, Parameters, and Planned Orders           110
Chapter 3: Coverage Groups                                        130
Chapter 4: Coverage Settings                                140
Chapter 5: Forecast Planning                                110
Chapter 6: Intercompany                                      60
Introduction                                                 20
Chapter 1: Introduction to Production series I               30
Chapter 2: Bill of Materials                                110
Chapter 3: Calendars, Work Centers and Reports              130
Chapter 4: Operations and Routes                            140
Chapter 5: Parameters, Production Orders and Life Cycle     110
Chapter 6: Production Scheduling and Subcontracting          60
Chapter 7: Production Control and End                        60
Chapter 8: Inquiries and Reports                             30
Chapter 9: Hands on Case Study                               60
Chapter 1: Introduction                                      30
Chapter 2: RFID in warehouse management                      40
Chapter 3: Setting up Warehouse Management                  120
Chapter 4: Receipt and Storage of Items                      80
Chapter 5: Item Picking and Shipping                         80
Chapter 6: Inventory Model Groups in Warehouse Management    70
Chapter 7: Storage Dimensions                                60
Chapter 8: Quarantine Management                             60
Chapter 9: Inquiries and Reports                             60
Introduction: POS Case Study                                 60
Chapter 1: Development Guidelines                            30
Chapter 2: Writing Secure Code                              120
Chapter 3: Number Sequences                                  30
Chapter 4: PrintJobSettings                                  30
Chapter 5: Business Connector                                90
Chapter 6: XML                                               60
Chapter 7: ACTIVEX                                           60
Chapter 8: DLL                                               60
Chapter 9: CLR Inteoperability                               60
Chapter 10: Ledger                                           90
Chapter 11: Trade                                           120
Chapter 12: Inventory                                       140
Chapter 13: Production                                      130
Chapter 14: Project                                          90
Chapter 15: Application Integration Framework                90
Chapter 16: POS Case Study                                  240
Chapter 1: Production Series I Review                        60
Chapter 2: Inventory Dimensions                              60
Chapter 3: Subcontractor Work                                60
Chapter 4: Advanced Production Scheduling                    60
Chapter 5: Scrap and Waste                                   60
Chapter 6: General Ledger and the Producation Series         60
Chapter 7: Manufacturing Strategies                          60
Chapter 8: Implementing the Production Strategy                      60
Start the Class                                                      30
Chapter 1: Development Environment and Tools                        240
Chapter 2: Fetch of data                                            240
Chapter 3: Classes                                                  240
Chapter 4: Forms                                                    180
Chapter 5: Reports                                                  180
End the Class                                                        30
Chapter 1: Introduction                                              15
Chapter 2: Service agreements                                        90
Chapter 3: Service order                                            100
Chapter 4: Repair                                                    30
Chapter 5: BOM Versioning                                            50
Chapter 6: Service Subscription                                      90
Chapter 1: Microsoft Dynamics AX Enterprise Portal Administration   120
Chapter 2: Enhancements to Web Forms                                 90
Chapter 3: Weblets                                                  120
Chapter 4: Advanced Enterprise Portal Components                     90
Chapter 5: Enterprise Portal Case Study                             180
MICROSOFT DYNAMICS BP
Course # Title
8672A    Business Portal 4.0 Installation and Configuration in Microsoft Dynamics
         (2 days)
Module                                                                               Duration
Introduction                                                                                15
Chapter 1: Overview                                                                         40
Chapter 2: System Configuration, Install, and Uninstall                                    200
Chapter 3: Administration, Security, and Maintenance                                       240
Chapter 4: Query Administration, Personalization, and Search                               240
Chapter 5: Key Performance Indicators, Executive Center, and Report Administration         200
<<AX
CRM>>
GP>>
NAV>>
MICROSOFT DYNAMICS CRM
Course # Title
8910A    What’s New in Microsoft Dynamics CRM 4.0
         (1 day)




8911A    Installation and Deployment in Microsoft Dynamics CRM 4.0
         (2 days)




8912A    Customization and Configuration in Microsoft Dynamics CRM 4.0
         (3 days)




8913A    Applications in Microsoft Dynamics CRM 4.0
         (3 days)
Module                                                                    Duration    <<AX
Chapter 1: Overview                                                               5   <<BP
Chapter 2: Installation and deployment                                           30   GP>>
Chapter 3: Configuration                                                         90   NAV>>
Chapter 4: Data Management                                                       50
Chapter 5: Microsoft Dynamics CRM for Outlook and Business Applications          25
Chapter 6: customization                                                         45
Chapter 7: Workflow                                                              70
Chapter 8: Programmability                                                       40
Chapter 1: Microsoft Dynamics CRM Components                                     60
Chapter 2: Planning the Microsoft Dynamics CRM Installation                      75
Chapter 3: Microsoft Dynamics CRM Server                                        120
Chapter 4: Microsoft Dynamics CRM E-mail Router                                 120
Chapter 5: Microsoft Dynamics CRM for Microsoft Office Outlook                   90
Chapter 6: Redeploying Microsoft Dynamics CRM 4.0                               120
Chapter 7: Upgrading to Microsoft Dynamics CRM 4.0                               60
Chapter 8:Uninstalling and Repairing Microsoft Dynamics CRM 4.0                  60
Introduction                                                                     30
Demonstration of Microsoft Dynamics CRM at Start of Day 1                        30
Chapter 1: Configuring Business Units                                            35
Chapter 2: Configuring Security                                                  80
Chapter 3: Configuring Users and Teams                                           85
Chapter 4: Configuring Organizational Settings                                  160
Chapter 5: Customization Overview                                                60
Chapter 6: Customizing Forms and Views                                          150
Chapter 7: Customizing Entities and Attributes                                  130
Chapter 8: Customizing Relationships and Mappings                               240
Chapter 9: Renaming Entities and Translating Customizations                      50
Chapter 10: Maintaining Organizations Through Deployment Manager                 50
Chapter 11: Introduction to Advanced Customizations                             195
Chapter 1: Introduction to Microsoft Dynamics CRM                                30
Chapter 2: Understanding Microsoft Dynamics CRM Software                         60
Chapter 3: Using Microsoft Dynamics CRM in a Global Market                       30
Chapter 4: The Customer Centered View                                            60
Chapter 5: Using Microsoft Dynamics CRM for Microsoft Office Outlook             90
Chapter 6: Introduction to Sales
Chapter 7: Opportunity Management
Chapter 8: Managing Leads
Chapter 9: Using the Product Catalog
Chapter 10: Sales Order Processing
Chapter 11: Sales Reporting
Chapter 12: Understanding Marketing Campaigns
Chapter 13: Planning and Creating Marketing Campaings
Chapter 14: Managing Marketing Campaigns
Chapter 15: Understanding Service Managment
Chapter 16: Contract management
Chapter 17: Case Management
Chapter 18: Creating a Knowledge Base
Chapter 19: Managing Service Queues
Chapter 20: Service Scheduling Live Cycle
Chapter 21: Scheduling Services for your Customers
Chapter 22: Maintaining Users and Resources
MICROSOFT DYNAMICS GP
Course # Title
8671A    Bank Reconciliation I in Microsoft Dynamics GP 10.0
         (1 day)



8690A     Developer Toolkit for Microsoft Dynamics GP 10.0
          (3 days)




8691A     Fixed Assets I in Microsoft Dynamics GP 10.0
          (1 day)




8811A     Foundation I in Microsoft Dynamics GP 10.0
          (1 day)




8812A     General Ledger I in Microsoft Dynamics GP 10.0
          (1 day)




8813A     Human Resources and Payroll - US in Microsoft Dynamics GP 10.0
          (4 days)
8814A   Installation and Configuration in Microsoft Dynamics GP 10.0
        (3 days)




8815A   Integration Manager in Microsoft Dynamics GP 10.0
        (2 days)




8816B   Inventory Control in Microsoft Dynamics GP 10.0
        (1 day)




8817A   Manufacturing Applications in Microsoft Dynamics GP 10.0
        (4 days)




8819A   Payables Management I in Microsoft Dynamics GP 10.0
        (1 day)




8820A   Payroll - US in Microsoft Dynamics GP 10.0
        (2 days)
8821A   Project Series in Microsoft Dynamics GP 10.0
        (3 days)




8822B   Purchase Order Processing in Microsoft Dynamics GP 10.0
        (1 day)




8823A   Receivables Management I in Microsoft Dynamics GP 10.0
        (1 day)




8824B   Sales Order Processing in Microsoft Dynamics GP 10.0
        (2 days)




8884A   Workflow in Microsoft Dynamics GP 10.0
        (1 day)

8885A   Human Resources in Microsoft Dynamics GP 10.0
        (3 days)
8917A   Using Microsoft SQL Server Reporting Services with Microsoft Dynamics GP 10.0
        (1 day)
Module                                                                          Duration    <<AX
Chapter 1: Overview and Setup Procedures                                               60   <<BP
Chapter 2: Daily Procedures                                                            90   <<CRM
Chapter 3: Reconcile Bank Statements                                                   60   NAV>>
Chapter 4: Maintaining Records                                                         60
Introduction                                                                           15
Chapter 1: Getting Started with Web Services for Microsoft Dynamics GP                 40
Chapter 2: Elements of a Web Service Call                                              50
Chapter 3: Use the Web Service                                                        180
Chapter 4: Extend the Web Service                                                     240
Chapter 5: Management Tools                                                            60
Chapter 6: Use Web Services and Visual Studio Tools for Office                         40
Chapter 7: eConnect                                                                   210
Chapter 8: Getting Started with Visual Studio Tools for Microsoft Dynamics GP          60
Chapter 9: Debugging and Working with Third-Party Dictionaries                        180
Chapter 10: Resource Reference                                                        180
Conclusion                                                                             10
Chapter 1: Overview and Setup Procedures                                              100
Chapter 2: Daily Procedures Error! Bookmark not defined.                              100
Chapter 3: Maintaining Records 12                                                      80
Chapter 4: Period-End Processing                                                       75
Appendices                                                                             25
Chapter 1: Overview and Basic elements                                                120
Chapter 2: Smartlist, Reports and Inquiries                                            60
Chapter 3: System and Posting Setup                                                    70
Chapter 4: Company Setup Procedures                                                   130
Chapter 5: Customization and Utilities                                                 70
Chapter 1: Overview and Setup                                                         165
Chapter 2: Daily Procedures                                                            90
Chapter 3: Additional Functionality                                                    60
Chapter 4: Maintaining Records                                                         45
Chapter 5: Period-End Procedures                                                       60
Chapter 1: System and Organization Setup                                               20
Chapter 2: Payroll Setup                                                              150
Chapter 3: Deduction and Benefit Setup                                                100
Chapter 4: Other Human Resources Setups                                               100
Chapter 5: Applicants                                                                  90
Chapter 6: Employee Maintenance                                                       200
Chapter 7: Employee Attendance                                                        160
Chapter 8: Employee Benefits                                                          140
Chapter 9: Daily Payroll Procedures                                                   120
Chapter 10: Employee Assets and Development                                            40
Chapter 11: Employee Performance                                                       40
Chapter 12: Employee History                                                           40
Chapter 13: Inquiries, Reports, and Organization Explorer               60
Chapter 14: Utilities and Routines                                      90
Introduction to Microsoft Dynamics GP Installation and Configuration    15
Chapter 1: System Requirements and SQL Server Installation             180
Chapter 2: Data Server Installation and Utilities                      270
Chapter 3: Components, and Maintenance                                 180
Chapter 4: System Manager                                               90
Chapter 5: Installation Administration                                 180
Chapter 6: Performance and Troubleshooting                             240
Chapter 7: Process Server                                               60
Chapter 8: Reporting                                                   150
Chapter 1: Microsoft Dynamics GP Tools Overview 3                      120
Chapter 2: Import Utility 5                                            120
Chapter 3: Integration Manager Overview and Installation 8             180
Chapter 4: Creating Integrations 10                                    180
Chapter 5: Advanced Topics                                             180
Chapter 1: Overview and General Setup                                   90
Chapter 2: Item Setup                                                  170
Chapter 3: Daily Procedures                                            110
Chapter 4: Editing and Receiving Records                                30
Chapter 5: Period and Year-end Procedures                               20
Appendix A: Job Aids                                                    10
Appendix B: Case Study                                                  50
Chapter 1: Module Integration and Process Overview                      60
Chapter 2: Prerequisites − Inventory Control                            90
Chapter 3: Prerequisites− Bills of Material                            120
Chapter 4: Prerequisites − Manufacturing Facility                       60
Chapter 5: Prerequisites − Manufacturing Setup                         120
Chapter 6: Execution − Standard Costing                                 60
Chapter 7: Execution − Manufacturing Order Processing                  300
Chapter 8: Execution − Outsourcing                                      90
Chapter 9: Execution − Sales Order Processing                          120
Chapter 10: Execution − Sales Configurator                              60
Chapter 11: Planning − Material Requirements Planning                  300
Chapter 12: Planning − Forecasting and Master Production Scheduling     60
Chapter 13: Planning − Capacity Requirements Planning                   60
Chapter 1: Overview and Setup Procedures                               120
Chapter 2: Daily Procedures                                             70
Chapter 3: Entering Payments                                            80
Chapter 4: Intercompany Transactions                                    30
Chapter 5: Maintaining Records                                          80
Chapter 6: Period-End Procedures                                        40
Chapter 1: Company And Organizational Setup Procedures                  75
Chapter 2: Payroll Records Setup                                       135
Chapter 3: Employee Setup                                              180
Chapter 4: Daily Procedures                                                120
Chapter 5: Inquiries And Reports                                            60
Chapter 6: Payroll Utilities                                                60
Chapter 7: Period, Quarter and Year End Procedures                          60
Chapter 1: Overview and System Setup                                        40
Chapter 2: Project Accounting Setup                                        150
Chapter 3: Configuring Master Records                                      120
Chapter 4: Contracts and Projects                                          240
Chapter 5: Transaction Entry                                               200
Chapter 6: Purchasing and Inventory                                        150
Chapter 7: Billing and Revenue Recognition                                 240
Chapter 8: Maintaining Records                                              30
Appendix A: Job Aids                                                        15
Appendix B: Case Study                                                      10
Appendix C: Reporting                                                       15
Chapter 1: Overview and Setup                                               90
Chapter 2: Entering Purchase Orders                                         90
Chapter 3: Entering Shipments                                               90
Chapter 4: Purchasing Invoice Entry, Returns, and Automatic PO Generator   100
Chapter 5: Editing and Removing Records                                     90
Conclusion                                                                  20
Chapter 1: Overview and Setup Procedures                                   125
Chapter 2: Daily Procedures                                                180
Chapter 3: Maintaining Records                                              50
Chapter 4: Period-End Processing                                            60
Appendix A: Job Aids                                                        10
Chapter 1: Overview and Setup                                              120
Chapter 2: Entering Quotes, Orders, Back Orders and Returns                120
Chapter 3: Using Special Item Types                                         40
Chapter 4: Printing Posting and Transferring                                40
Chapter 5: Fulfilling, Allocating and Committing Documents                 110
Chapter 6: Editing and Removing Records                                     40
Appendices                                                                  60
Chapter 1: Administration                                                  150
Chapter 2: Using Workflows                                                 150
Chapter 3: Reporting and Approvals                                          90
Chapter 1: System and Company Setup                                         30
Chapter 2: Other Human Resources Setup                                     120
Chapter 3: Applicants                                                       90
Chapter 4: Employee Maintenance                                             90
Chapter 5: Employee Attendance                                             100
Chapter 6: Employee Benefits                                               120
Chapter 7: Employee Assets and Development                                 120
Chapter 8: Employee Performance                                             90
Chapter 9: Employee History                                                 40
Chapter 10: Inquiries, Reports and Organization Explorer    60
Chapter 11: Utilities                                       30
Introduction                                                15
Chapter 1: Overview and Administration                      40
Chapter 2: Plan a Report                                    60
Chapter 3: Author, Enhance, and Deploy Reports             180
Chapter 4: Report Models and Report Builder                120
Conclusion                                                   5
MICROSOFT DYNAMICS NAV
Course # Title                                                            Module                                                   Duration    <<AX
8601A    Introduction to Microsoft Dynamics NAV 5.0                       Chapter 1: Technology Overview                                  60   <<BP
         (2 days)                                                         Chapter 2: Use General Functions                               180   <<CRM
                                                                          Chapter 3: Work with G/L Accounts                               90   <<GP
                                                                          Chapter 4: Add and View Dimensions                              60
                                                                          Chapter 5: Manage Items                                        120
                                                                          Chapter 6: Process Purchases                                   180
                                                                          Chapter 7: Process Sales                                       120
                                                                          Chapter 8: Approve Purchase and Sales Documents                 60
                                                                          Chapter 9: Browse other Application Areas                       30
8611A    Inventory Management in Microsoft Dynamics NAV 5.0               Chapter 1: Control Inventory Presentation:                      60
         (2 days)                                                         Chapter 2: Reserve and Order Track Items Presentation:          30
                                                                          Chapter 3: Use Multiple Locations Presentation:                 90
                                                                          Chapter 4: Transfer Between Locations Presentation:             90
                                                                          Chapter 5: Perform Basic Warehouse Tasks Presentation:         120
                                                                          Chapter 6: Handle Serial/Lot Numbers Presentation:             180
8713A    What's New in Microsoft Dynamics NAV 5.0 - Application Part I    Chapter 1: Online Map integration                               30
         (2 days)                                                         Chapter 2: Export to Word and Excel                            120
                                                                          Chapter 3: Outlook Synchronization                             120
                                                                          Chapter 4: Record Links                                         30
                                                                          Chapter 5: Document Approval - Setup Guide                     120
                                                                          Chapter 6: Document Approval - User Guide                      120
                                                                          Chapter 7: Prepayments                                          65
                                                                          Chapter 8: General Ledger                                       45
                                                                          Chapter 9: Service Posting                                      90
                                                                          Chapter 10: Standard Service Codes                              30
                                                                          Chapter 11: Additional Information on Service                   30
8714A    What's New in Microsoft Dynamics NAV 5.0 - Application Part II   Chapter 1: Item Tracking – Usability                            80
         (2 days)                                                         Chapter 2: Item Tracking – Transparency                         70
                                                                          Chapter 3: Item Tracking – Integration                          30
                                                                          Chapter 4: Order Tracking                                       20
                                                                          Chapter 5: Costing – Trustworthiness                            60
                                                                          Chapter 6: Costing – Transparency                               60
                                                                          Chapter 7: Costing – Usability                                  60
                                                                          Chapter 8: Jobs –Setup and Use                                 120
                                                                          Chapter 9: Jobs –Advanced Facilities                            60
                                                                          Chapter 10: Jobs – WIP Concepts                                 60
8870A    Installation and Configuration in Microsoft Dynamics NAV 5.0     Chapter 1: Architecture                                         60
         (2 days)                                                         Chapter 2: Hardware and Software Requirements                   30
                                                                          Chapter 3: Install and Configure the Client                     60
                                                                          Chapter 4: Standard Database Server                             60
                                                                          Chapter 5: SQL Server Option                                    60
                                                                          Chapter 6: ODBC Driver                                          30
                                                                          Chapter 7: Security                                             60
                                                                          Chapter 8: Database Administration                              60
                                                                          Chapter 9: Daatabase Optimization                               90
                                                                          Chapter 10: Troubleshooting                                     60
                                                                          Chapter 11: Online Map Integration                              30
                                                                          Chapter 12: Outlook Synchronization                             60
                                                                          Chapter 13: Application Server                                  30
8871A    Finance in Microsoft Dynamics NAV 5.0                            Chapter 1: Finance management setup                             60
         (3 days)                                                         Chapter 2: General Ledger                                       90
                                                                          Chapter 3: General Journals                                     60
                                                                          Chapter 4: Cash Management                                      90
                                                                          Chapter 5: Receivables Management                              180
                                                                          Chapter 6: Payables Management                                 120
                                                                          Chapter 7: Prepayment                                           90
                                                                          Chapter 8: VAT and Intrastat                                    90
                                                                          Chapter 9: Multicurrency Operations                             90
                                                                          Chapter 10: Annual Closing Procedures                           90
8872A    Application Setup in Microsoft Dynamics NAV 5.0                  Chapter 1: Set up a Company Using the RIM Toolkit              180
         (2 days)                                                         Chapter 2: Set up Number Series                                 60
                                                                          Chapter 3: Set up Journal Batches and Templates                 60
                                                                          Chapter 4: Set up Posting Groups                               120
                                                                          Chapter 5: Set up Dimensions                                    90
                                                                          Chapter 6: Manage User Rights                                  120
                                                                          Chapter 7: Customize the Navigation Pane                        90
                                                                          Chapter 8: Set up and Manage Document Approvals                 60
8873A    C/SIDE Solution Development in Microsoft Dynamics NAV 5.0        Introduction                                                    60
         (5 days)                                                         Chapter 1: Client Requirements                                  60
                                                                          Chapter 2: Master Files                                        240
                                                                          Chapter 3: Registrations                                       300
                                                                          Chapter 4: Posting                                             360
                                                                          Chapter 5: Integration                                         120
                                                                          Chapter 6: Reporting                                           240
                                                                          Chapter 7: Statistics                                          120
                                                                          Chapter 8: Dimensions                                          240
                                                                          Chapter 9: Interfaces                                           90
                                                                          Chapter 10: Deployment                                          60
                                                                          Chapter 11: Optimizing SQL Server                               30
8874A    C/SIDE Introduction in Microsoft Dynamics NAV 5.0                Course Logistics and Introduction                               60
        (5 days)                                                                      Chapter 1: Introduction to Microsoft Dynamics NAV Development            60
                                                                                      Chapter 2: Tables                                                       180
                                                                                      Chapter 3: Forms                                                        180
                                                                                      Chapter 4: to C/AL Programming                                           15
                                                                                      Chapter 5: Data Types                                                    15
                                                                                      Chapter 6: and Variables                                                 30
                                                                                      Chapter 7: Statements                                                    30
                                                                                      Chapter 8: Expressions, Terms, and Operators                             30
                                                                                      Chapter 9: Expressions                                                   30
                                                                                      Chapter 10: Logical and Relational Expressions                           30
                                                                                      Chapter 11: The IF and EXIT Statements                                   30
                                                                                      Chapter 12: Compound Statements and Comments                             30
                                                                                      Chapter 13: Arrays                                                       30
                                                                                      Chapter 14: Repetitive Statements                                        30
                                                                                      Chapter 15: WITH and CASE Statements                                     30
                                                                                      Chapter 16: Functions                                                    30
                                                                                      Chapter 17: Using Intrinsic C/AL Functions                               30
                                                                                      Chapter 18: Creating Your Own Functions                                  30
                                                                                      Chapter 19: Reports                                                      30
                                                                                      Chapter 20: Dataports                                                    30
                                                                                      Chapter 21: XMLports                                                     30
                                                                                      Chapter 22: Codeunits                                                    30
                                                                                      Chapter 23: MenuSuites                                                   30
                                                                                      Chapter 24: Automation Server                                            30
8875A   Business Intelligence for Information Workers in Microsoft Dynamics NAV 5.0   Chapter 1: Business Intelligence for Information Workers                 30
        (1 day)                                                                       Chapter 2: Financial Reporting                                           90
                                                                                      Chapter 3: XBRL                                                          60
                                                                                      Chapter 4: Financial Analysis                                            90
                                                                                      Chapter 5: Analytics                                                     90
                                                                                      Chapter 6: Analyze Microsoft Dynamics NAV 5.0 Data in Microsoft Excel    90
8914A   Finance in Microsoft Dynamics NAV 5.0 (North America)                         Introduction                                                             10
        (3 days)                                                                      Chapter 1: Finance management setup                                      60
                                                                                      Chapter 2: General Ledger                                                90
                                                                                      Chapter 3: General Journals                                              60
                                                                                      Chapter 4: Cash Management                                               90
                                                                                      Chapter 5: Receivables Management                                       180
                                                                                      Chapter 6: Payables Management                                          120
                                                                                      Chapter 7: Prepayment                                                    90
                                                                                      Chapter 8: Tax                                                           90
                                                                                      Chapter 9: Multicurrency Operations                                      90
                                                                                      Chapter 10: Annual Closing Procedures                                    90
8939A   Trade in Microsoft Dynamics NAV 5.0                                           Chapter 1: Introduction                                                   5
        (2 and a 1/2 days)                                                            Chapter 2: Sales Order Management                                       120
                                                                                      Chapter 3: Sales Prices and Discounts                                   120
                                                                                      Chapter 4: Customer Service Features                                     60
                                                                                      Chapter 5: Purchase Order Management                                     90
                                                                                      Chapter 6: Requisition Management                                        60
                                                                                      Chapter 7: Item Charges                                                  75
                                                                                      Chapter 8: Order Promising                                              150
                                                                                      Chapter 9: Returns Management                                            90
8621A: What's New − Technical in Microsoft Dynamics AX 4.0

Introduction
This two day instructor-led course provides students with the knowledge and skills to recognize the key ifferences in the
new technical features found in Microsoft Dynamics™ AX 4.0. This course does not cover functionality that has not changed
since the previous version of Microsoft Dynamics AX. It assumes course participants have a baseline of knowledge on the
previous version of Microsoft Dynamics AX.

Audience
This course is intended for people who plan to install, implement, configure, customize, consult, or support Microsoft AX.
The class is targeted toward administrators, developers, consultants, and implementers who need to understand the
technical aspects of Microsoft AX and gain knowledge of the differences from Microsoft AX version 3.0.

At Course Completion
After completing this course, students will be able to:
���� Identify the new technical features in Microsoft Dynamics AX 4.0.

Prerequisites
To successfully participate in this course, participants should be familiar with past versions of Microsoft Dynamics Ax,
specifically with version 3.0, so that they can better understand the significance of the new features. The material is not
suitable for new consultants who should attend one of Global Training's core Microsoft Dynamics Ax courses. More
information on core course material can be found on Partnersource and Customersource.
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8623A: Microsoft Dynamics™AX 4.0 Development I: MorphX

Introduction
This 3-day course introduces the student to the Microsoft Dynamics AX 4.0 MorphX® development environment. This
course develops your understanding of the integrated development environment of the Microsoft Dynamics AX MorphX
Development Suite. By learning the basics of MorphX, you will understand the building blocks of the Microsoft Dynamics
AX solution. These are necessary toward building customizations to add to a customer’s final solution.
The course covers an introduction to developing in the MorphX development environment. Topics include Microsoft
Dynamics AX Architecture, data objects, user interfaces in Microsoft Dynamics AX, reporting, and a case study to
incorporate all the tools. This course provides a solid foundation for development in Microsoft Dynamics AX and will enable
the student to be successful in more advanced development courses.

Audience
This course is intended for individuals who will be developing and customizing Microsoft Dynamics AX applications. This
audience typically includes application consultants who are tasked with creating a customized application that is based on
specific client requirements. Additionally, consultants who are responsible for training or supporting the customer will
benefit from the course.

At Course Completion
After completing this course, students will be able to:

���� Understand the architecture of Microsoft Dynamics AX
���� Understand the main elements of Microsoft Dynamics AX development
���� Understand the MorphX development environment and the AOT
���� Design and create tables, forms, reports, and menus
���� Modify objects within each major Data Dictionary category
���� Create a customized user interface
���� Understand and use the Microsoft Dynamics AX Help documentation
���� Create report and section templates
���� Build a customized application that is based on specific requirements

Prerequisites
Before attending this course, students must have:
���� Some working knowledge of Microsoft® Windows® 2000 or Microsoft® Windows® XP.
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8623A: Microsoft Dynamics™AX 4.0 Development I: MorphX

Introduction
This 3-day course introduces the student to the Microsoft Dynamics AX 4.0 MorphX® development environment. This
course develops your understanding of the integrated development environment of the Microsoft Dynamics AX MorphX
Development Suite. By learning the basics of MorphX, you will understand the building blocks of the Microsoft Dynamics
AX solution. These are necessary toward building customizations to add to a customer’s final solution.
The course covers an introduction to developing in the MorphX development environment. Topics include Microsoft
Dynamics AX Architecture, data objects, user interfaces in Microsoft Dynamics AX, reporting, and a case study to
incorporate all the tools. This course provides a solid foundation for development in Microsoft Dynamics AX and will enable
the student to be successful in more advanced development courses.

Audience
This course is intended for individuals who will be developing and customizing Microsoft Dynamics AX applications. This
audience typically includes application consultants who are tasked with creating a customized application that is based on
specific client requirements. Additionally, consultants who are responsible for training or supporting the customer will
benefit from the course.

At Course Completion
After completing this course, students will be able to:

���� Understand the architecture of Microsoft Dynamics AX
���� Understand the main elements of Microsoft Dynamics AX development
���� Understand the MorphX development environment and the AOT
���� Design and create tables, forms, reports, and menus
���� Modify objects within each major Data Dictionary category
���� Create a customized user interface
���� Understand and use the Microsoft Dynamics AX Help documentation
���� Create report and section templates
���� Build a customized application that is based on specific requirements

Prerequisites
Before attending this course, students must have:
���� Some working knowledge of Microsoft® Windows® 2000 or Microsoft® Windows® XP.
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8624A: Microsoft Dynamics™ AX 4.0 Sales and Marketing

Introduction
This two-day instructor-led course provides students with the knowledge and skills to implement, adjust, or use the Sales
and Marketing module. It assumes course participants have a basic working knowledge of Microsoft Dynamics AX.

Audience
This course is intended for both professionals that are implementing the Sales and Marketing module and also end users of
the module.

At Course Completion
After completing this course, students should be able to:
! Understand the theory and concepts of contemporary customer relationship management
! Perform the necessary setup involved in the use of the Sales and Marketing module
! Set up the categorizations necessary to use the business relations functionality correctly
! Create and maintain business relations
! Set up and maintain the contact person(s) connected with a business relation
! Set up and maintain (plan) activities for business relations
! Create and send quotations to business relations
! Create and structure a campaign
! Associate a campaign to a project
! Define campaign targets
! Execute a telemarketing initiative using Microsoft Dynamics AX Sales and Marketing functionality
! Reflect the sales organization by creating sales units
! Attach employees to the created sales units and maintain them
! Define sales targets for the sales unit and sales personnel
! Set up and maintain synchronization from the Sales and Marketing module to Microsoft® Outlook®.
! Create and attach a document to an activity, business relation, or contact person.

Prerequisites
Before attending this course, students must have:
! A working knowledge of the navigation and use of Microsoft Dynamics AX
! A working knowledge of the use of sales orders in Microsoft Dynamics AX

In addition, we recommend, but do not require, that students have completed:
! Microsoft Dynamics AX Introduction 4.0
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8625B: Trade & Logistics I in Microsoft Dynamics. AX 4.0

Introduction
The three-day Microsoft Dynamics. AX 4.0 Trade & Logistics, Series 1, course explores the basics of trade and inventory
flow in Microsoft Dynamics AX 4.0. This course shows you how to manage sales and purchase transactions, manage
inventory that includes quarantine management, post sales and purchase transactions, assign, manage, and trace serial
and batch numbers. This course also teaches you how to allow for over/under delivery of both sales and purchases, assign
miscellaneous charges, assign ABC Classifications to items, and report on inventory, sales, and purchasing activities.

Audience
Customers wishing to learn the basic features and to develop a working knowledge of the typical day-to-
required to effectively use Microsoft Dynamics AX 4.0 Trade & Logistics functionality. The class is targeted toward sales and
purchase managers, salespeople, and purchasers, and other people in organizations responsible for the setup and
administration of trade and logistics, and inventory management functionality.

At Course Completion
After completing this course, students should be able to:
! Create Purchase and Sales orders
! Create and manage inventory and inventory dimensions
! Post Purchase and Sales transactions
! Assign and manage serial and batch numbers
! Allow for over/under delivery of goods
! Assign miscellaneous charges
! Set up and manage quarantine management functionality
! Assign ABC Classifications to items
! Report on inventory, sales, and purchasing activities

Prerequisites
Before attending this course, students must have:
! General knowledge of Microsoft® Windows®
! The ability to use Microsoft Dynamics AX 4.0 for basic processing

In addition, students should have:
! Basic knowledge of trade and logistics
! Basic knowledge of inventory management concepts
                                     << BACK
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8626B: Installation and Configuration of Microsoft Dynamics® AX 4.0

Introduction
This three-day instructor-led course shows students how to install and configure Microsoft Dynamics AX 4.0. The course
explores the components used within a Microsoft Dynamics AX 4.0 deployment, the hardware and software requirements
needed to successfully deploy Microsoft Dynamics AX 4.0, and the installation instructions for the four primary Microsoft
Dynamics AX 4.0 components: the database, the Application File Server, the Application Object Server, and the Microsoft
Dynamics AX 4.0 Client.

Audience
Installation and Configuration for Microsoft Dynamics AX 4.0 training is recommended for people who plan to install,
implement, configure, consult, or support Microsoft Dynamics AX 4.0. The class is targeted toward administrators,
implementers, developers, and consultants who need to understand the technical aspects and administrative functionality
of Microsoft Dynamics AX 4.0. The course is not intended for non-technical staff.

At Course Completion
The goal of this course is to enable students to:
! Identify the primary components that support Microsoft Dynamics AX 4.0, including the Microsoft® SQL Server®
database, Application File Server, Application Object Server, Microsoft Dynamics AX 4.0, Microsoft SQL Server,
Microsoft SQL Server Reporting Services, Microsoft SQL Analysis Server, Internet Information Services, harePoint® Services
and Active Directory®.
! Identify the Hardware and Software requirements for the various Microsoft Dynamics AX 4.0deployment scenarios.
! Recognize the requirements that must be in place prior to installing Microsoft Dynamics AX 4.0
! Complete the Installation procedures for the SQL Server database, Application File Server, Application Object Server, and
Microsoft Dynamics AX 4.0 Client for both the live and test environments.
! Complete the Installation Checklist
! Complete several Post-installation tasks, including entering preliminary data in the core Microsoft Dynamics AX 4.0
modules
! Configure Microsoft Dynamics AX 4.0 to work between live, test, and development environments.
! Import data into Microsoft Dynamics AX 4.0

Prerequisites
Before attending this course, students must have a working knowledge of Microsoft® Windows Server 2003, and Windows
XP, Microsoft® SharePoint, Microsoft® SQL Server® 2005, Active Directory, and Internet Information
Services.
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8627A: Microsoft Dynamics AX 4.0 Introduction

Introduction
This two-day instructor-led course provides students with the knowledge and skills to maneuver within Microsoft Dynamics
AX 4.0. The 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 4.0 curriculum
and will serve as the entry point for other Microsoft Dynamics AX 4.0 courses.

Audience
This course is intended for novice users of Microsoft Dynamics AX. Students must have basic Windows navigation skills.

At Course Completion
The goal of this course is to enable students to:
! Describe the module integration and key features of Microsoft Dynamics AX 4.0.
! Explain the benefits of Microsoft Dynamics AX 4.0 architecture.
! Logon and maneuver within Microsoft Dynamics AX 4.0 windows and help system, and use keyboard shortcuts
! Create users and user groups
! Define parameters for the user log
! Monitor client and server activity in Microsoft Dynamics AX 4.0
! Validate user input for fields, controls, and forms.
! Create number sequences and define parameters on number sequences.
! View references and history.
! Create company accounts and set up company information.
! Create domains.
! Create table collections and enable table data sharing across companies.
! Export and import data from and to Microsoft Dynamics AX 4.0.
! Use the Tools menu to access data and customize views.
! Use the Command menu to access system features including hide and show, restore, setup, alert rules, and delete and
edit records.
! Perform a single computer installation of Microsoft Dynamics AX 4.0.
! Modify a list using MorphX.
! Use Enterprise Portal to enter a sales order.
! Access SQL data tables.
! Describe Microsoft Dynamics AX 4.0 integration to other Microsoft applications
including Microsoft Outlook.

Prerequisites
Before attending this course, students must have basic familiarity with Microsoft® Windows®.
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8628A: Reporting and Business Analysis

Introduction
This course develops your understanding of the reporting capabilities present within Microsoft Dynamics. AX 4.0. By
learning the basics, this course gives you the tools and knowledge to create custom reports using all the different reporting
tools and technologies available. The course introdcues the different tools and methods for reporting in Microsoft
Dynamics AX. Topics include Understanding the Reporting Continuum, Working With
Standard Reports, Working with Auto-Reports, Using the Report Wizard, SQL Server Reporting Services, and OLAP/Business
Analysis. This course provides a solid foundation for reporting in Microsoft Dynamics AX and enables the student to be
successful in designing and authoring reports.

Audience
The class is targeted toward end users, power users, implementers, developers, and consultants who want to understand
the basic reporting capability in Microsoft Dynamics AX.

At Course Completion
After completing this course, students should be able to:
! Describe the components that make up the Reporting Continuum in Microsoft Dynamics AX 4.0.
! Explain the characteristics of report requirements which help identify which tool is most appropriate for a given report.
! Introduce and summarize the report tools available in Microsoft Dynamics AX.
! Understand the query concept used for reporting.
! Understand the range selection used for determining data with queries.
! Demonstrate sorting, and the related totaling and heading options that are used with queries.
! Review the print and output options available to standard reports.
! Understand the new Print Drill Down functionality and how it works with standard reports.
! Explain the batch and recurrence options available.
! Explain the purpose of auto-reports in Microsoft Dynamics. AX 4.0, and how to generate them.
! Understand how auto-reports are generated, and when they can be used.
! Describe the functionality available with the Report Wizard.
! Demonstrate the use of the Report Wizard.
! Differentiate the Report Wizard from auto-reports and the Auto-report Wizard.
! Define the components related to Dynamics AX within SSRS.
! Explain the use of Perspectives in the Report Model.
! Understand the AOT properties related to SSRS.
! Demonstrate the configuration steps required to enable SSRS with Microsoft Dynamics AX.
! Explain the key concepts of Report Builder.
! Explain the different types of reports that can be created by using Report Builder.
! Create an ad hoc report by using Report Builder.
! Explain how to deploy reports with the Report Manager.
! Explain how to manage reports.
! Explain how to configure report properties.
! Describe how to interact with cubes within Dynamics AX using Pivot Table technology.
! Understand the underlying components that are required to configure and manage cubes in Microsoft Dynamics AX.

Prerequisites
Before attending this course, students must have:
! Microsoft Dynamics AX Introduction
! Familiarity with OLAP concepts
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8629B: MICROSOFT DYNAMICS™ AX 4.0 FINANCIALS I

Introduction
This three day course explores the basic financial functionality available in Microsoft Dynamics™ AX. Students learn how to
set up the General Ledger, Accounts Payable, Accounts Receivable, and Bank Modules of Microsoft Dynamics AX, as well as
how to create transactions. Labs encompassing the topics covered allow the students hands on practice in setting up
financials in Microsoft Dynamics AX. Students completing this course should acquire a basic understanding of the General
Ledger, Accounts Payable, Accounts Receivable, and Bank Modules.

Audience
This course is intended for individuals who are on the implementation team, administering or using the financial
management modules in Microsoft Dynamics AX. This audience typically includes individuals who are tasked with assessing
a customers business needs and advising them on the use, configuration and customization of the application. Additionally,
individuals responsible for training or supporting Microsoft Dynamics AX benefit from this course.

At Course Completion
After completing this course, students should be able to:
���� Create and set up the Chart of Accounts, General Ledger, Accounts Payable, Accounts Receivable and Bank modules,
and Financial Statements in Microsoft Dynamics AX.
���� Set up Sales Tax.
���� Understand the General Ledger, Accounts Payable, Accounts Receivable, and Bank Management daily procedures.
���� Enter transactions in journals – including invoices and payments.

Prerequisites
Before attending this course, students must have:
���� Basic knowledge of accounting principles.
���� An understanding on how to navigate within Microsoft Dynamics AX.

In addition, it is recommended, but not required, that students have completed:
���� The Microsoft Dynamics AX Introduction course
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8630A: Microsoft Dynamics™ AX Project Accounting I

Introduction
The three-day Microsoft Dynamics AX Project Series I course will help students understand the project module and work
with the functionality of the project module related to the job tasks involved in planning and running internal, fixed price
and time and material projects. The course comprehensively explores the project management functionality. The course
covers topics including setup, configuration, and transaction processing.
A thorough understanding of these topics enables students to manage these projects by keeping information consistent
and accurate. Students learn to use comprehensive reporting features to preview data in different ways. This course also
covers how to create invoices for customers based on project transactions

Audience
People who want to learn basic features and develop a working knowledge of typical day to day procedures required for
effective usage of the Project Module. Project I training is recommended for anyone who plans to implement, use,
maintain, consult, or support Microsoft Dynamics AX Project. The class is targeted toward data
entry clerks, administrators, office managers, CEOs and consultants who must understand the technical aspects of Project
and gain foundational knowledge of the application functionality.

At Course Completion
After completing this course, students should be able to:
• Setup and configure projects to fit their business needs.
• Perform all project related data entry functions
• Print standard reports to verify data entry
• Enter project related transactions.
• Troubleshoot and correct input errors including incorrect amounts and incorrect posting date.
• Invoice projects.

Prerequisites
Before attending this course, students must have:
• General knowledge of Microsoft® Windows®
• Basic knowledge of project accounting principles
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8631A: Microsoft Dynamics. AX 4.0 Trade & Logistics Series II

Introduction
The two-day Microsoft Dynamics. AX 4.0 Trade & Logistics, Series 2, course introduces advanced Trade & Logistics
functionality in Dynamics AX 4.0, Series 2 builds on information taught in Series 1 that serves as an introduction to
Microsoft Dynamics AX 4.0 Trade & Logistics functionality. Series 2 covers Item Registration, Item Reservations and
Marking, Item Returns, Customer and Vendor Trade Agreements, Inventory Closing, Inventory Journals, Transfer Orders
and Commissions.

Audience
This course is for customers wishing to learn more advanced features and functions offered in Microsoft Dynamics AX 4.0
Trade & Logistics. This course is intended to follow Microsoft Dynamics AX 4.0 Trade & Logistics, Series 1.
The class is targeted toward sales and purchase managers, salespeople, purchasers, and others in an organization who are
responsible for the setup and administration of trade and logistics, and inventory management functionality.

At Course Completion
After completing this course, students should be able to:
! Understand the role of item registration during the pick process
! Register serialized and batch inventory
! Reverse and split a pick
! Edit Item dimensions during picking
! Manually reserve inventory
! Set up automatic and explosion inventory reservation
! Query, cancel, or change a reservation
! Use the Marking functionality to link item issues to receipts
! Create Vendor returns
! Create Return actions
! Create Customer credit notes
! Set up, activate, and modify Customer and Vendor trade agreements
! Understand Customer and Vendor Price/Discount groups
! Set up and use Supplementary items
! Understand the issues involved in inventory costing
! Identify different inventory models and the effects these have on inventory valuation
! Close inventory and perform inventory recalculations
! Perform manual adjustments to transactions and on hand
! Use inventory costing and adjustment reports
! Understand the use of journals to make inventory adjustments
! Understand how to use the Counting journal to support and adjust physical inventory counts
! Use Tag Counting to count physical inventory
! Create a transfer order
! Use Release Transfer Order Picking to pick inventory for transfer orders
! Ship and receive transfer orders
! Set up sale commission based on percentage of revenue or contribution margin
! Understand and view commission transactions created during Invoice updating a Sales order

Prerequisites
Before attending this course, students must have:
! General knowledge of Microsoft® Windows®
! The ability to use Microsoft Dynamics AX 4.0 for basic processing
! Completed Microsoft Dynamics AX 4.0 Trade & Logistics, Series 1
In addition, students should have:
! Knowledge of trade and logistics
! Knowledge of inventory management conceptsntory counts
Microsoft Dynamics. AX 4.0 Trade & Logistics Series II

Introduction
The two-day Microsoft Dynamics. AX 4.0 Trade & Logistics, Series 2, course introduces advanced Trade & Logistics
functionality in Dynamics AX 4.0, Series 2 builds on information taught in Series 1 that serves as an introduction to
Microsoft Dynamics AX 4.0 Trade & Logistics functionality. Series 2 covers Item Registration, Item Reservations and
Marking, Item Returns, Customer and Vendor Trade Agreements, Inventory Closing, Inventory Journals, Transfer Orders
and Commissions.

Audience
This course is for customers wishing to learn more advanced features and functions offered in Microsoft Dynamics AX 4.0
Trade & Logistics. This course is intended to follow Microsoft Dynamics AX 4.0 Trade & Logistics, Series 1.
The class is targeted toward sales and purchase managers, salespeople, purchasers, and others in an organization who are
responsible for the setup and administration of trade and logistics, and inventory management functionality.

At Course Completion
After completing this course, students should be able to:
! Understand the role of item registration during the pick process
! Register serialized and batch inventory
! Reverse and split a pick
! Edit Item dimensions during picking
! Manually reserve inventory
! Set up automatic and explosion inventory reservation
! Query, cancel, or change a reservation
! Use the Marking functionality to link item issues to receipts
! Create Vendor returns
! Create Return actions
! Create Customer credit notes
! Set up, activate, and modify Customer and Vendor trade agreements
! Understand Customer and Vendor Price/Discount groups
! Set up and use Supplementary items
! Understand the issues involved in inventory costing
! Identify different inventory models and the effects these have on inventory valuation
! Close inventory and perform inventory recalculations
! Perform manual adjustments to transactions and on hand
! Use inventory costing and adjustment reports
! Understand the use of journals to make inventory adjustments
! Understand how to use the Counting journal to support and adjust physical inventory counts
! Use Tag Counting to count physical inventory
! Create a transfer order
! Use Release Transfer Order Picking to pick inventory for transfer orders
! Ship and receive transfer orders
! Set up sale commission based on percentage of revenue or contribution margin
! Understand and view commission transactions created during Invoice updating a Sales order

Prerequisites
Before attending this course, students must have:
! General knowledge of Microsoft® Windows®
! General knowledge of Microsoft® Windows®
! The ability to use Microsoft Dynamics AX 4.0 for basic processing
! Completed Microsoft Dynamics AX 4.0 Trade & Logistics, Series 1

In addition, students should have:
! Knowledge of trade and logistics
! Knowledge of inventory management conceptsntory counts
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8632A: Project Accounting II in Microsoft Dynamics™ AX

Introduction
The two-day Project Accounting II course will help provide you with in-depth knowledge of the projects module. The
course comprehensively explores all the project types; which includes principles of the project type, examples of use and
how to process them. The course covers topics including setup, configuration, and transaction processing. In Project
Accounting I, you learned the essentials to start using Microsoft Dynamics AX Project. In this course you will greatly expan
your knowledge of the software. You may already know how to set up Project, now you will understand setup reasoning
and concepts to help make sure Microsoft Dynamics AX Project meets your business needs.

Audience
This course is for people who want to learn the more advanced features and enhance their Microsoft Dynamics AX Project
user and implementation skills. Project II training is recommended for anyone who plans to implement, use, maintain, or
support Microsoft Dynamics AX Project. The class is targeted toward implementers
and accountants who must understand the advanced technical and business aspects of Project and also gain foundational
knowledge of the application functionality.

At Course Completion
After you complete this course, students should be able to:
• Setup and configure any project type in Microsoft Dynamics AX Project.
• Understand and use all Project related advanced setup options.
• Understand the differences between the project types.
• Use Work In Process (WIP) Projects.

Prerequisites
Before attending this course, students must have:
• General knowledge of Microsoft® Windows®
• Basic knowledge of project accounting principles
• Basic user and conceptual understanding of Microsoft Dynamics AX Project
                                     << BACK
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f the projects module. The           <<CRM
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8633A: Development II: Introduction to X++

Introduction
This 2-day course introduces the student to development in Microsoft Dynamics. AX using X++. This course starts with
learning the basics of X++ and its relationship to object-oriented programming in addition to the tools that are required to
develop in Microsoft Dynamics AX. The student then learns more about specific control
structures, accessing the database using X++, and handling exceptions in Microsoft Dynamics AX. This course is meant to be
an introductory course to development in Microsoft Dynamics AX using X++.

Audience
This course is intended for individuals who will be developing within Microsoft Dynamics AX using X++. This audience
typically includes technical consultants who will be working with Microsoft Dynamics AX to develop customizations and
modifications to meet clients. needs. This course will be most beneficial for someone
who is new to the concepts of object-oriented programming and programming using X++. Additionally, consultants who are
responsible for training or supporting the customer will benefit from this course.

At Course Completion
After completing this course, students will be able to:
. Understand the basics of X++ programming and the development tools needed
. Understand object-oriented concepts in Microsoft Dynamics AX
. Create basic application modifications using X++ constructs
. Access the Microsoft Dynamics AX database using X++ code and catch exceptions throughout the program

Prerequisites
It is required that students have completed:
! Development I: MorphX
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8634A: Administration in Microsoft Dynamics™ AX 4.0

Introduction
This course introduces the student to Microsoft Dynamics™ AX 4.0 Administration module. This course covers security,
both inside and outside of the system. The course also covers export/import of data into the system. There are sections on
maintaining the AOS, monitoring and tuning, and managing changes in the system. The student learns about managing
alerts and managing external connections using AIF. This course is intended as an advanced course for the Administration
module.

Audience
This course is intended for individuals who will be utilizing the administrative functionality of Microsoft Dynamics AX 4.0.
The audience typically includes application consultants and system administrators who are tasked with configuring and
tuning the application. Additionally, consultants who are responsible for training or supporting the customer will benefit
from the course. At Course Completion After completing this course, students should be able to:
  Perform basic setup and manage security in Microsoft Dynamics AX 4.0
  Utilize the tuning and tracing capabilities, batch job, and alerts
  Create and manage configurations in the Configuration Utility
  Have a general understanding of AIF administration

Prerequisites
It is required that students have completed:
   Microsoft Dynamics AX 4.0 Introduction
   Knowledge of Microsoft® Windows Server®
   Knowledge of Microsoft® SQL Server®
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8635A: Microsoft Dynamics AX 4.0 Bill of Materials

Introduction
This two-day instructor-led course provides students with the knowledge and skills to work with Bills of Material in a non
production environment.

Audience
This course is intended for Partners, customers, and Microsoft team members with moderate to extensive knowledge of
Bill of Material functionality in a Trade & Logistics environment.

At Course Completion
After completing this course, students should be able to:
 Describe Microsoft Dynamics AX 4.0 Bill of Materials concepts, forms, and functionality
 Outline the standard BOM creation processes
 Create and edit simple BOMs
 Explain the concepts, purposes, and processes of BOM versions
 Describe and create quantity-dependent BOMs
 Explain the purpose and use of BOM and Item configurations
 Outline the BOM calculation structure, including its set up and processing
 Create sales orders from configurable BOMs
 Set up and describe constant and variable scrap on the BOM
 Explain and set up measurement configuration on the BOM
 Outline the purpose and process of reporting a BOM as finished
 Describe standard Microsoft Dynamics AX 4.0 BOM reports
 Change and check BOMs
 Sort BOM lines

Prerequisites
Before attending this course, students must have:
  Introduction to Microsoft Dynamics AX 4.0.
  Microsoft Dynamics AX 4.0 Trade & Logistics Series I & II
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8636A: Microsoft® Dynamics™AX 4.0 Enterprise Portal Development I

Introduction
This two-day course introduces the student to Microsoft Dynamics AX Enterprise Portal. This course will begin with the
basic installation and configuration of Enterprise Portal. The student will then be exposed to the development environment
of Enterprise Portal and will be able to build a functional Web site using new and existing
Enterprise Portal application objects. This course is meant to be an introductory course to Enterprise Portal, and more
advanced development will be handled in the next course.

Audience
This course is intended for individuals who will be developing Enterprise Portal Web sites. This audience typically includes
application consultants who are tasked with creating a customer’s Web site based on the configuration and customization
of the application. Additionally, consultants who are responsible for training or supporting the
customer will benefit from the course.

At Course Completion
After completing this course, students will be able to:
! Describe the usage and purpose of the major components that comprise Enterprise Portal.
! Identify the driving concepts behind Enterprise Portal.
! Describe the overall architecture of Enterprise Portal.
! Create a Web site, Web pages, and build a functional web application in Enterprise Portal.
! Set up users for use with an Enterprise Portal Web application.
! Develop new Enterprise Portal roles, and assign them the proper security access.
! Describe the different processes within the Web application framework.
! Understand and create Web application elements.
! Understand the concepts of Weblets.
! Use different types of Weblets in your Web pages.

Prerequisites
Before attending this course, students should have:
! General knowledge of Microsoft® Windows®.
! Microsoft Dynamics AX navigation is helpful but not required for this course.
! General Knowledge of Windows SharePoint Services.

In addition, it is recommended, but not required, that students have completed:
! Microsoft Dynamics AX 4.0 Development I
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8637B: Microsoft Dynamics™ AX Financials II

Introduction
This 2 day course explores the advanced financial functionality available in Microsoft Dynamics AX. Some of the topics
covered include the set up and usage of budgeting, cash flow management, multi-currency, intercompany, and
consolidated accounting. Additionally, students learn the multiple advanced payment options available in Microsoft
Dynamics AX, XBRL taxonomy, collection letters and interest and year-end close functionality. This course is meant to be an
extension of the Financials I - Microsoft Dynamics AX course by adding advanced topics to the base knowledge covered in
Financials I.

Audience
This course is intended for individuals on the implementation team, administrating or using the financial management
modules in Microsoft Dynamics AX. This audience typically includes individuals tasked with assessing a customer’s business
needs and advising them on the use, configuration and customization of the application. Additionally, individuals
responsible for training or supporting Microsoft Dynamics AX benefit from this course.

At Course Completion
After completing this course, students should be able to:
• Understand how to set up and maintain budgets within Microsoft Dynamics AX.
• Understand the cash flow functionality in Microsoft Dynamics AX.
• Setup multicurrency and know how to create multicurrency transactions.
• Understand the steps involved in using the Advanced Payments functionality within Microsoft Dynamics AX.
• Understand how to set Intercompany accounting and create transactions in more than one company.
• Understand the setup and steps involved in consolidating companies.
• Understand the steps necessary to set up and process collection letters.
• Understand how to create and use dimensions hierarchies.
• Understand how to import and use XBRL taxonomy for financials statements.
• Understand the processes available for a year end close within Microsoft Dynamics AX.

Prerequisites
Before attending this course, students must have:
���� Basic knowledge of accounting principles.
���� An understanding on how to navigate within Microsoft Dynamics AX.

In addition, it is recommended, but not required, that students have completed:
���� The Microsoft Dynamics AX Financials I – Microsoft course.
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8638A: Microsoft Dynamics AX 4.0 Fixed Assets

Introduction
This two-day instructor-led course provides students with the knowledge and skills to use the Fixed Assets functions in
Microsoft Dynamics AX 4.0. The course focuses on the various setup requirements for Fixed Assets, transactions, and
reports and inquiries.

Audience
This course is intended for individuals on the implementation team, administrating or using the Fixed Assets and Financial
management modules in Microsoft Dynamics AX 4.0. This audience typically includes individuals who are tasked with
assessing a customer’s business needs and advising them on the use, configuration and customization of the application.
Additionally, individuals responsible for training or supporting Microsoft Dynamics AX 4.0 benefit from this course.

At Course Completion
After completing this course, students will be able to:
���� Understand the purpose of Fixed Assets.
���� Understand the required functionality for Fixed Assets.
���� Describe the integration of Fixed Assets with the General Ledger, Accounts Payable, Accounts Receivable, and Inventory
Management modules.
���� Complete the system setup for Fixed Assets.
���� Complete the basic setup requirements for the Fixed Assets module.
���� Explore depreciation methods.
���� Understand depreciation conventions.
���� Explore country specific setup requirements for Fixed Assets.
���� Use depreciation books.
���� Mass update depreciation conventions for a depreciation book.
���� Use the fields and functionality available in the Fixed Asset table.
���� Distinguish between financial and non-financial information for assets.
���� Set up a fixed asset.
���� Demonstrate the use of inquiries in the Fixed Asset table.
���� Use asset lending.
���� Assign bar codes to assets.
���� Use the features of asset budgeting.
���� Use asset transaction types.
���� Use journals to manually enter fixed asset transactions.
���� Use proposals to enter fixed asset transactions.
���� View data inquiries in Fixed Assets.
���� Create reports in Fixed Assets.

Prerequisites
Before attending this course, students must have:
���� Completed Microsoft Dynamics AX 4.0 Introduction, Microsoft Dynamics AX 4.0 Financials I, Microsoft Dynamics AX 4.0
Financials II, or have equivalent knowledge of Microsoft Dynamics AX processes.
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8639A: Intercompany in Microsoft Dynamics AX 4.0

Introduction
This one day instructor-led course provides students with the knowledge and skills to set up, manage and use company
                                                          AX
spanning business relations using the Microsoft Dynamics™ 4.0 Intercompany functionality.
This course builds on knowledge learned in Trade & Logistics Series I & II. It covers the settings that have to be made and
different methods of building intercompany chains as well as the operation of intercompany orders.

Audience

This course is intended for customers wishing to learn about Microsoft Dynamics AX 4.0 Intercompany.
The class is targeted at IT professionals, sales and purchase managers, sales people, purchasers and others in an
organization who are responsible for the setup and administration of the intercompany, trade and logistics and inventory
management functionality in Microsoft Dynamics AX 4.0.

At Course Completion

After completing this course, students should be able to:
! Explain the difference between data and process integration
! Set up the Application Integration Framework (AIF) for the purpose of using Intercompany
! Understand the difference and classification of the AIF and Intercompany
! Have a fundamental understanding of the Intercompany functionality
! Set up Endpoints, Constraints and Action policies for Intercompany
! Identify necessity of value mapping
! Set up basic value mapping
! Set up basic purchase order driven intercompany process
! Create an intercompany chain based on a sales order
! Check the on-hand inventory in different companies
! Understand the information flow and the references between orders
! Use Intercompany posting journals
! Create an Intercompany chain automatically
! Create an Intercompany chain automatically with direct delivery
! Synchronize information between Intercompany sales orders and purchase orders
! Use document handling within Intercompany chains
! Use the settlement functionality in Intercompany
! Use automatic picking
! Set up manual and automatic batch and serial number handling in Intercompany chains
! Set up non-direct and direct return orders
! Set up a three company Intercompany chain
! Implemen

Prerequisites
Before attending this course, students must have:
! General knowledge of Microsoft® Windows®
! The ability to use Microsoft Dynamics AX 4.0 for basic processing
! Completed Microsoft Dynamics AX 4.0 Trade & Logistics I & II

In addition, it is recommended, but not required, that students have:
! Knowledge of trade and logistics
! Knowledge of inventory management concepts
! Basic knowledge of Master planning
! Basic knowledge of Master planning
! Basic knowledge of e-business conceptst the Intercompany Master Scheduling for a three company intercompany chain
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8640A: Microsoft Dynamics AX Master Planning

Introduction
This two-day course explains the Microsoft Dynamics™ AX Master planning module from the consultant's perspective. It
covers the most important functionality of the module, including it's setup and processes.
The course does not cover the module interaction with the Microsoft Dynamics AX Production module. Instead, it should
be seen as preparation for attending the production courses. All material used in this course is based on Microsoft
Dynamics AX Version 4.0.

Audience
This course is designed for employees of Microsoft Dynamics Partners who work with and set up the Master planning
module. This audience typically includes application consultants who are responsible for assessing a customers' business
needs and advising them on the use, configuration, and customization of the application. Students are usually individuals
that work with the purchasing, production, and material management parts of the software. This course can also be useful
for key users of Microsoft Dynamics AX who want to gain a deeper knowledge of this part of the software.
After completing this course, students should understand how to:
• Create, set up, and process Master plans
• Judge when to use one and two Master plan strategies
• Create, set up and process Forecast models and Forecast plans
• Create, set up and process Master plans with Intercompany
• Handle generated planned orders
• Set up and understand reduction keys
• Set up and understand period allocation keys and item allocation keys
• Create, set up, and understand coverage groups and the item coverage

Prerequisites
Before attending this course, students must have:
• Completed the basic Microsoft Dynamics AX courses
• Know how to navigate through the system

In addition, it is recommended, but not required, that students have:
• A basic knowledge about master planning
• Some practical experience in the use of a master planning module
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8641A: Microsoft Dynamics AX Production Series I

Introduction
This 2-day course includes training on how the Microsoft® Business Solutions . Axapta® Production Series works for your
business. This includes training on setting up of Work Centers, Operations, Routes, Scheduling, and Costing. Training is also
offered on the different options Microsoft Business Solutions . Axapta offers for
Reporting and Inquiries. All material and examples used in the Production Series I course is based on Microsoft Dynamics
AX 3.0.

Audience
This course is intended for professionals involved with implementing Microsoft Dynamics AX in the Production area, or
anyone who wants to pursue certification in Production. This audience typically includes application consultants who are
tasked with assessing a customer.s business needs and advising them on the use,
configuration, and customization of the application. Additionally, consultants who are responsible for training or
supporting the customer benefit from the course.

At Course Completion
! After completing this course, students should understand:
! How to set up Work Centers and Routes and Operations.
! The Production Order concept and cycle and states.
! How to perform scheduling of Production Orders.
! How to End Production Orders.
! Which options you have for changing your setup using the different parameters.
! Which reporting and Inquiries options you have.

Prerequisites
Before attending this course, students must have:
! Axapta Introduction and Working with BOM.s is recommended

In addition, it is recommended, but not required, that students have completed:
! Production Series I eCourse
! As well as having a fair understanding of the Trade and Logistics functionality of
Microsoft Dynamics AX
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8642A: Warehouse Management in Microsoft Dynamics. AX

Introduction
This course is specifically designed for Microsoft Dynamics. AX customers. As an attendee, you gain an in
understanding of the Warehouse Management module. You become familiar with the components of the module, as well
as the different ways that the module allows a company to optimize and streamline item flow through the
warehouse. Also, you gain an understanding of how the module integrates with those others within Microsoft Dynamics
AX. You will be asked to complete different exercises to help familiarize you with the product in every way.

Audience
This course is intended for professionals involved with implementing Microsoft Dynamics AX in the Production Warehouse
areas or anyone who wants to pursue certification in Warehouse Management. This audience typically includes application
consultants who are tasked with assessing customers business needs and advising
them on the use, configuration, and customization of the application. Additionally, consultants who are responsible for
training or supporting the customer will benefit from the course.

At Course Completion
After completing this course, students should be able to:
• Create and set up Warehouse Management including inventory dimensions, inventory model groups, store areas, zones,
inventory aisles, and locations.
• Receive and store items.
• Complete the item picking and shipping process.
• Access inquiries and reports to obtain information needed.
• Explain RFID functionality in Warehouse Management.

Prerequisites
Before attending this course, students must have competed:
• Microsoft Dynamics AX Introduction and Production series

In addition, it is recommended, but not required, that students have completed:
• Finance 1 & 2 eCourse
• Production Series I eCourse
• As well as having a fair understanding of the Trade and Logistics functionality of Microsoft Dynamics AX.
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8643A: Development IV in Microsoft Dynamics AX 4.0

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 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 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
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8644A: Production Series II in Microsoft Dynamics AX

Introduction
                                                                     AX
This 2-day course includes training on how the Microsoft Dynamics™ Production Series works for your business. This
course continues the training on the Microsoft Dynamics AX Production module introduced in Microsoft Dynamics AX
Production Series I. This course follows up on the Production Series I course with additional
details on some topics as well as information about some new topics of the Microsoft Dynamics AX Production module. The
course uses instructor lead discussion, course material review, and exercises to help the user learn the extended use of the
Production module.

Audience
This course is intended for professionals that need to know how to use, sell, and implement the Production module in
Microsoft Dynamics AX. A solid background in manufacturing and production environments will be most helpful. Those
taking this class should have a fair understanding of the Trade and Logistics functionality of
Microsoft Dynamics AX.

After completing this course, students will understand:
! The use of Inventory Dimensions in the production environment.
! How to introduce the use of subcontractors to the Microsoft Dynamics AX Production module.
! Some of the advanced uses of Production Scheduling in Microsoft Dynamics AX.
! How to account for scrap and waste in production orders.
! How the general ledger transactions that are posted as production orders are processed.
! Various types of manufacturing environments and strategies for implementing Microsoft Dynamics AX in those
environments.

Prerequisites
Before attending this course, students must have:
! Completed the Production Series I ILT course.

In addition, it is recommended, but not required, that students have completed:
! Production Series I and II eCourses
! As well as having a fair understanding of the Trade and Logistics functionality of Microsoft Dynamics AX.
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8645A: Microsoft Dynamics™ Development III

Introduction
This four-day course introduces the student to advanced development in Microsoft Dynamics AX using X++ and
development tools. This course begins with learning the development environment and tools including application
architecture, debugging, performance monitoring and application upgrade. The student will then learn more about
Fetch of data from the database, Classes, Forms and Reports. The exercises included in this course will focus on typical
additions to and modifications of the standard application. This course is meant to be a more advanced course
covering practical development in Microsoft Dynamics AX.

Audience
This course is intended for individuals who will be developing within Microsoft Dynamics AX using X++. This
audience typically includes technical consultants who will be working with Microsoft Dynamics AX to develop
customizations and modifications to meet clients' needs. This course will be most beneficial for someone who is familiar
with the concepts of object oriented programming, SQL and basic programming in X++. Additionally, consultants who
are responsible for training or supporting the customer will benefit from this course.

At Course Completion
After completing this course, students will be able to:
• Use the integrated development tools in Microsoft Dynamics AX.
• Examine, analyze and understand the structures of the standard application.
• Monitor the application with respect to execution and performance.
• Optimize the database access
• Design and create a solution with respect to best practices.
• Create advanced forms with filtering, sorting, aggregation, and joins.
• Use of advanced form controls as Tables, Tree, ActiveX, and Window.
• Create advanced reports containing consolidated data from multiple sources.

Prerequisites
It is required that students have general knowledge on the following subjects:
• Object Oriented Analysis, Design and Programming
• Database Design and SQL

Please refer to the section Suggested Reading to obtain references covering the
subjects above.

It is required that students have completed:
• Development II: Introduction to X++

It is assumed that the student has been working with development in Microsoft
Dynamics AX and has gained some experience on the topics covered by Development
I & II
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8646A: Service Management in Microsoft Dynamics. AX 4.0

Introduction
This one-day instructor-led course provides students with the knowledge and skills to use Microsoft Dynamics. AX 4.0
Service module. The course focuses on:
! Setting up service agreements with customers.
! Creating service orders, that is manually created and scheduled service activities at the customer site.
! Management and tracking of repair activities at the customer or service company sites.
! Use of BOM structures on which to record replacement and change history for customer service objects.
! Creation and processing of service subscriptions as a means of paying for service.

Audience
This course is intended for anybody involved in the planning, execution, and registration of service using the Microsoft
Dynamics AX 4.0 Service module.

At Course Completion
After completing this course, students should be able to:
! Set up all the elements that constitute a service agreement.
! Create a service agreement and associated agreement lines.
! Copy lines into a service agreement.
! Set up all the elements used for creating and processing a service order.
! Create a service order manually.
! Create a service order automatically.
! Process and post a service order.
! Create repair lines to track and register the progress of a repair.
! Register resource consumption for repairs.
! Create and edit a template BOM.
! Create a service BOM.
! Use a service BOM to record component replacement history for a service object.
! Create a service subscription.
! Create service subscription transactions.
! Process, post, and invoice service subscription transactions.
! Create credit notes for service subscription transactions.
! Accrue revenue for service subscription.

Prerequisites
Before attending this course, students must have completed:
! Project I in Microsoft Dynamics AX 4.0 course.
In addition, it is recommended, but not required, that students have completed:
! Project II in Microsoft Dynamics AX 4.0 course.
                               << BACK
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8647A: Enterprise Portal Development II in Microsoft Dynamics. AX 4.0

Introduction
This two-day course is an extension of the Enterprise Portal Development I course. The focus of this course is on
programming and developing custom Web parts and their integration with Enterprise Portal. Because Enterprise Portal in
Microsoft Dynamics. AX 4.0 is dependent on Windows SharePoint Services, much of this course
works within SharePoint Services. The intended audience is those individuals who are developers and system implementers
who are familiar with the Microsoft Dynamics AX MorphX and X++ programming environment and who have experience
developing Web sites using Windows SharePoint Services and customizing and creating Enterprise Portal application
objects.

Audience
This course is intended for both novice and experienced programmers who have a minimum of three months programming
experience and have basic Windows navigation skills.

At Course Completion
After completing this course, participants will be able to:
! Review Enterprise Portal concepts and architecture.
! Review Microsoft® Windows® SharePoint Services.
! Learn how to configure licenses for Enterprise Portal.
! Learn how to configure Users, User groups, and Web users.
! Learn how to configure Security for your Portal site.
! Use Microsoft Office FrontPage to edit Enterprise Portal Web pages.
! Use X++ code to enhance Web forms.
! Demonstrate how to place lookup forms on Web grids.
! Demonstrate how to filter Web published data depending on the user type.
! Describe Weblets and what they do.
! Create and work with common Weblet methods and properties.
! Use the Web<object>HTML and WebFormHandler classes.
! Create a Weblet.
! View State information.
! Secure Web forms and reports using Web content.
! Manage the online product catalog using the Product Catalog Manager.
! Manage company communication using the Content Manager to organize articles.
! Configure the Questionnaire module to integrate properly with the Enterprise Portal.
! Understand and install new Web parts.
! Create a Web page that displays data from a table in Microsoft Dynamics AX 4.0.

Prerequisites
Before attending this course, participants must have:
! Completed Course 8636A, Microsoft Dynamics AX 4.0 Enterprise Portal Development I.
! Completed Course 8623, Development I in Microsoft Dynamics AX 4.0

In addition, it is recommended, but not required, that students have completed:
! Microsoft Windows SharePoint Portal Services course.
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8672A: Business Portal 4.0 Installation & Configuration in Microsoft Dynamics™

Introduction
The two-day Business Portal 4.0 Installation & Configuration in Microsoft Dynamics™ course explores the installation and
setup required to manage Business Portal.

Audience
The audience for this course includes customers wanting to learn the basic features and develop a working knowledge of
the typical day-to-day procedures required to effectively use Business Portal. Business Portal training is recommended for
anyone who plans to implement, use, maintain, consult, or support Business Portal.

At Course Completion
After completing this course, students should be able to:
���� Configure the setup of Business Portal to fit business needs
���� Create Business Portal roles, add users to a role, and modify that role
���� Perform query creation and administration
���� Create web parts that connect
���� Set up and modify site content in Business Portal
���� Add KPIs to a Business Portal installation and customize KPI queries
���� Locate reports in Business Portal Prerequisites

Prerequisites
Before attending this course, students must have:
���� General knowledge of Microsoft® Windows® Server 2003
���� General knowledge of Microsoft Dynamics GP or Microsoft Dynamics SL
���� Experience with Microsoft Office SharePoint Server 2007

Suggested courses include:
5061: Implementing Microsoft® Office SharePoint® Server 2007
5060A: Implementing Windows® SharePoint® Services 3.0
                                  << BACK
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                                  <<GP
                                  <<NAV

velop a working knowledge of
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8910A: What’s New in Microsoft Dynamics CRM 4.0

Introduction
This one-day instructor-led course provides students with the knowledge and skills to begin planning for Microsoft
Dynamics CRM 4.0.

Audience
This course is intended primarily for Microsoft partners and customers who are already familiar with Microsoft Dyanmics
CRM 3.0. The material covers functionality that applies to a wide range of audiences, from business users to system
administrators to developers.

At Course Completion
After completing this course, students will be able to:
���� Describe key new features of Microsoft Dynamics CRM 4.0.
���� Add an organization and add business units to it
���� Export, edit, and import data by using the Import Data Wizard.
���� Import a customization
���� Create, publish, and monitor a simple workflow.

Prerequisites
Before attending this course, students must have:
���� Familiarity with Microsoft Dynamics CRM 3.0.
                                 << BACK
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                                 <<GP
                                 <<NAV

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8911A: Installation and Deployment in MicrosoftDynamics ™ CRM 4.0

Introduction
This two-day instructor-led course provides students with the tools to install and configure Microsoft Dynamics CRM 4.0.
The course focuses on the components used within a Microsoft Dynamics CRM deployment, the hardware and software
requirements needed to successfully deploy Microsoft Dynamics CRM, and the
installation instructions for the primary Microsoft Dynamics CRM components: the Microsoft Dynamics CRM Server, the E
Mail Router, and Microsoft Dynamics CRM for Office Outlook.

Audience
This course is intended for novice and experienced system administrators, implementation consultants, system integrators,
technical staff, or support professionals who plan to install and deploy Microsoft Dynamics CRM 4.0 and understand the
technical aspects and administrative functionality of Microsoft Dynamics CRM.

At Course Completion
The course completion objectives are:
���� Identify the Hardware and Software requirements for the various Microsoft Dynamics CRM deployment scenarios.
���� Execute the pre-installation checklist requirements that must be in place before installing Microsoft Dynamics CRM
Server
���� Complete the Installation procedures for the Microsoft Dynamics CRM Server, Microsoft Dynamics CRM for Microsoft
Office Outlook, and Microsoft Dynamics CRM E-mail Router.
���� Complete the Post-installation review that verifies the validity of the installation.
���� Complete several Post-installation tasks. This includes loading of sample data.
���� Upgrade a Microsoft Dynamics CRM v3.0 installation to 4.0
���� Uninstall Microsoft Dynamics CRM 4.0

Prerequisites
Before attending this course, students must have:
���� Working knowledge of Microsoft Dynamics Windows Server 2003, Active Directory, Internet Information Services (IIS),
Microsoft ® Exchange, Microsoft SQL ® Server 2005, and Microsoft ® Outlook.
                                    << BACK
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                                    <<BP
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8912A: Customization and Configuration in Microsoft Dynamics CRM 4.0

Introduction
This three-day instructor-led course provides students with the tools to configure and customize Microsoft Dynamics CRM
4.0. Configuration topics include setting up business management functions such as:
���� Business units
���� Users
���� Teams
���� Security privileges and roles
���� System Settings
���� Multilingual User Interface Language Packs
���� Currency Exchange Rates
���� Multiple Organizations
The course also focuses on using the Microsoft Dynamics CRM 4.0 Customization tools to customize the following system
components:
���� Forms
���� Views
���� Entities
���� Attributes
���� Relationships
���� Entity Mappings
The following customization topics are outside the scope of this course, but are introduced here to provide students with
insight into potential advanced customization features:
���� Application Event Programming
���� Client Extensions
���� Workflow
���� SiteMap
���� URL Addressable Forms
���� IFrames
���� SDK

Audience
This course is intended for Microsoft Dynamics CRM Implementation Consultants and System Administrators and
Customizers who will configure the application’s organizational settings and customize the application using its built
customization tools. The course is not intended for developers who customize the application using
Web development, JavaScript (JScript), DHTML, and the Microsoft Dynamics CRM SDK.

At Course Completion
The course completion objectives are:
���� Configure a company’s organizational structure within Microsoft Dynamics CRM
���� Add user accounts
���� Create and maintain security roles
���� Create teams of users
���� Create and configure multiple organizations within one implementation
���� Configure system settings, currency exchange rates, and multilingual user interface language packs
���� Import and export customizations
���� Customize forms and views
���� Customize database entities and attributes
���� Customize entity relationships and mappings
���� Identify areas where advanced customization functionality can be implemented
Prerequisites
Participants in this course must have a working knowledge of how to use Microsoft Dynamics CRM 4.0. It is recommended,
but not required, that students have completed Microsoft Dynamics CRM 4.0 Applications training. Because this course
focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that students have a
basic understanding of Microsoft SQL Server and relational database functionality.
                                  << BACK
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8913A: Microsoft Dynamics CRM 4.0 Applications

Introduction
This three-day course explores the Microsoft® Dynamics CRM application from a user's perspective. Application
functionality covered in the course includes:
���� Sales Management
���� Marketing Automation
���� Service Management
���� Service Scheduling
This three-day instructor-led course provides students with the knowledge and skills to improve their business processes by
using the key features of sales management, marketing automation, service management, and service scheduling.

Audience
This course is intended for individuals or anyone that plans to implement, use, maintain, or support Microsoft CRM in their
organization. The class is targeted toward service schedulers, administrators, office managers, CEO’s, and consultants who
want to understand the technical aspects of Microsoft CRM and gain foundational
knowledge of the application functionality.

At Course Completion
After completing this course, students will be able to:
���� Microsoft CRM User Interface and application terminology
���� Basic and advanced navigation and record maintenance
���� Microsoft CRM Client for Outlook functionality and synchronization
���� Planning and budgeting tasks related to marketing campaigns
���� Create and manage customer lists
���� Create marketing campaigns
���� Manage campaigns and track campaign responses
���� Account, Contact, and Activity record management
���� Service Scheduling functionality. This includes Scheduling Services, Scheduling Administration, and Defining Services.
���� Microsoft CRM Advanced Find functionality to evaluate customer data
���� Service functionality. This includes Contract, Case, Knowledge Base, and Queue management
���� Account, Contact, Lead, Opportunity and Activity record management
���� Sales functionality, including Lead, Opportunity, Quote, Order, Invoice, and Product Catalog management

Prerequisites
Before attending this course, students must have:
���� General knowledge of Microsoft® Windows®
���� An understanding of Customer Relationship Management solution processes and practices
                                    << BACK
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                                    <<GP
                                    <<NAV



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8671A: Bank Reconciliation I in Microsoft Dynamics GP 10.0

Introduction
The one-day Microsoft Dynamics™ GP Bank Reconciliation course explores the accounting cycle and the processes required
to manage cash receipts, cash disbursements, and other transactions that affect checkbook balances. This course shows
you how to perform the reconciliation process, ensuring accuracy of your financial data and its relation to your financial
institution. A thorough understanding of these topics allows you to reconcile your checkbooks with your bank statements,
keeping information consistent and accurate. You will learn to use comprehensive reporting features to preview data in
different ways prior to performing the reconciliation process, as well as how to use the Checkbook Register report, which
may be printed at any time. This course also teaches you how to define default values that automatically populate data
fields and gather the information you
need to make better business decisions by exploring powerful inquiry and lookup functions.

Audience
Customers wanting to learn the basic features and to develop a working knowledge of the typical day-to
required to effectively use Microsoft Dynamics GP Bank Reconciliation. Bank Reconciliation training is recommended for
anyone who plans to implement, use, maintain, consult, or support Microsoft Dynamics GP. The class is targeted toward
data entry clerks, administrators; office managers, CEOs, and consultants who need to
understand the technical aspects of Bank Reconciliation and gain foundational knowledge of the application functionality.

At Course Completion
After completing this course, students should be able to:
���� Customize the setup of Bank Reconciliation to fit their business needs.
���� Perform all Bank Reconciliation related data entry functions, including bank transactions, bank deposits, and bank
transfers.
���� Perform maintenance on Bank Reconciliation documents and records such checkbooks.
���� Print standard reports for audit trail purposes, financial analysis, and to verify data entry.
���� Identify the impact of the Bank Reconciliation module on other modules.
���� Troubleshoot and correct input errors, including incorrect posting date or incorrect document amounts.
���� Perform the bank reconciliation process.

Prerequisites
Before attending this course, students must have:
• General knowledge of Microsoft® Windows®
• Basic knowledge of accounting principles
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8690A: Developer Toolkit for Microsoft Dynamics GP 10.0

Introduction
This three-day Developer Toolkit for Microsoft Dynamics™ GP course explores the Web Services for Microsoft Dynamics
GP, eConnect for Microsoft Dynamics GP (eConnect), and Visual Studio Tools for Microsoft Dynamics GP.

Audience
The audience for this course includes Partners wanting to extend their development skills to include topics in the
Developer Toolkit for Microsoft Dynamics GP. These topics include using the Dynamics GP Web Service, the Web Services
Management Tools, eConnect, and the Dynamics GP form available with the Microsoft Dynamics GP
Add-in in Microsoft® Visual Studio® 2005.

At Course Completion
The course completion objectives are:
���� Explain features, benefits, and components of the Web Services for Microsoft Dynamics GP, eConnect, and the Visual
Studio Tools for Microsoft Dynamics GP.
���� Determine requirements to install each component of the Developer Toolkit.
���� Explain when and how to use the web methods available in the Web Services for Microsoft Dynamics GP.
���� Develop secure customizations that use the Dynamics GP Web Service.
���� Use extensions together with the Web Services for Microsoft Dynamics GP.
���� Use the Management Tools available for the Web Services for Microsoft Dynamics GP.
���� Create a basic application using the Web Services for Microsoft Dynamics GP together with Visual Studio Tools for
Microsoft® Office®.
���� Explain the integration capabilities of eConnect, and describe the namespaces, classes, methods, and enumerations
available in the eConnect .NET assemblies.
���� Use the Microsoft.Dynamics.GP.eConnect and Microsoft.Dynamics.GP.eConnect.Serialization assemblies to create
customizations.
���� Create a form that looks like a Microsoft Dynamics GP form by using the Visual Studio Tools for Microsoft Dynamics GP.
���� Use the Dictionary Assembly Generator tool.
���� Use resources, register, and respond to events that occur in Microsoft Dynamics GP.
���� Debug, build, and deploy an application.

Prerequisites
Before attending this course, students must have:
���� Experience with Visual Studio 2005 development environment
���� Experience with either the Visual Basic® .NET or Visual C#® programming language
���� General knowledge of Microsoft Dynamics GP 10.0
���� General knowledge of Microsoft® SQL Server® 2005
                                  << BACK
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8691A: Fixed Assets I in Microsoft Dynamics™ GP 10.0

Introduction
The one-day Microsoft Dynamics™ GP Fixed Assets course delves into the accounting cycle and the processes required to
enter, depreciate, and retire fixed assets. This course shows how to perform additional functions such as changing asset
information, mass changes, partial transfers, partial retirements, and retirement undo.
A thorough understanding of these topics allows companies to keep accurate records and learn to use comprehensive
reporting features to present data in different ways. This course also teaches how to define default values that
automatically populate data fields and gather the information you need to make better business decisions by exploring
powerful inquiry and lookup functions.

Audience
Customers wanting to learn the basic features and to develop a working knowledge of the typical day-to
required to effectively use Fixed Assets. The class is targeted toward data entry clerks, administrators; office managers,
CEOs, and consultants who need to understand the technical aspects of Fixed Assets and
gain foundational knowledge of the application’s functionality.

At Course Completion
Course completion objectives are:
���� Perform all Fixed Assets related data entry functions including creating asset records
���� Maintain asset records using transfers, changes, and retirements
���� Print detailed reports to verify data and financial analysis for audit trail purposes such as posting journals, depreciation
registers, financial details and other asset reports
���� Identify the impact of the Fixed Assets module on other Microsoft Dynamics GP modules
���� Troubleshoot and correct input errors including an incorrect posting period and how to delete records

Prerequisites
Before attending students should have:
���� General knowledge of Microsoft® Windows®
���� Basic knowledge of accounting principles
                                   << BACK
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8811A: Foundation I in Microsoft Dynamics GP

Introduction
This one-day Microsoft Dynamics™ GP Foundation course explores the basic elements of Microsoft Dynamics GP. Topics
covered during this session include: system and company setup procedures, how to use reports and inquiries, how to use
SmartList to expand inquiry and analysis capabilities, business alerts, process server and tips for the user to personalize
shortcuts and checklists to streamline business practices.

Audience
Customers wanting to learn the basic features and elements required to effectively use each Microsoft Dynamics GP
module. The class is targeted toward data entry clerks, administrators; office managers, CEOs, and consultants who need to
understand the technical aspects of Microsoft Dynamics GP Foundation and gain basic general
knowledge of the application functionality.

At Course Completion
After completing this course, students should be able to:
���� Use basic elements such as lookup windows, browse buttons and zooms to access data in Microsoft Dynamics GP.
���� Enter record and window level notes.
���� Attach OLE Notes.
���� Use SmartList to export data to Microsoft® Word or Microsoft® Excel for further analysis.
���� Use the Posting Setup options to define posting processes.
���� Customize system and company setup procedures using the Setup Checklist.
���� Assign and track the completion of setup tasks using the Setup Checklist.
���� Set up fiscal periods, account formats, credit cards and payment terms.
���� Use inquiries and reports to get at the information needed.
���� Customize Microsoft Dynamics GP toolbars, home pages and display settings.
���� Describe the benefits of using Business Alerts and Process Servers.
���� View and use resource descriptions for tables and fields in Microsoft Dynamics GP.
���� Use the SQL backup system to back up a company database.

Prerequisites
Before attending this course, students must have:
���� General knowledge of Microsoft® Windows®
���� Basic knowledge of accounting principles
                                   << BACK
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8812A: General Ledger in Microsoft Dynamics GP 10.0

Introduction
The one-day Microsoft Dynamics™ GP General Ledger course explores the accounting cycle and the processes required to
enter financial data into the system. This course also shows how to perform additional functions such as account
reconciliation, budgeting, allocation, period-end and year-end closing procedures. A thorough understanding of these
topics allows to streamline monthly and year-end closing processes by learning how to automate routine activities such as
account allocations, and reports. This course teaches how to accelerate data entry with transaction batch options while
reducing data entry errors. This course also teaches how to define default values that automatically populate data fields
and gather the information needed to make better business decisions by exploring powerful inquiry and reporting options.

Audience
Customers wanting to learn the basic features and to develop a working knowledge of the typical day-to
required to effectively use General Ledger. The class is targeted toward data entry clerks, administrators, office managers,
CEOs, and consultants who need to understand the technical aspects of Microsoft Dynamics GP General Ledger and gain
foundational knowledge of the application functionality.

At Course Completion
After completing this course, students should be able to:
���� Customize General Ledger settings
���� Set up a chart of accounts including: posting, unit, and allocation accounts
���� Enter and post transactions using transaction or batch posting methods
���� Perform key inquiries and print reports in General Ledger
���� Print financial statements
���� Complete period-end and year-end procedures

Prerequisites
Before attending this course, students must have:
���� General knowledge of Microsoft® Windows®
���� Basic knowledge of accounting principles
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8813A: Microsoft Dynamics GP, Human Resources and Payroll

Introduction
This comprehensive course provides you with an in-depth view of the extensive functionality contained within the Human
Resources and Payroll applications. Besides learning the functionality, you will also learn tips and techniques that can help
make an implementation successful, and you will gain a thorough understanding of the HR and Payroll applications and its
capabilities. The course covers the setup of the Payroll and Human Resources modules. It covers the processing of Payroll
checks, and the everyday tracking of Human Resources. It also covers the Applicant functionality found in Human
Resources so you can track the necessary information to hire quality employees. The class also discusses the Attendance
functionality which can be used to track employee attendance and absences using time codes. The integration of Payroll
and Human Resources is also a focus of this class.

Audience
This class is targeted toward administrators, implementers, consultants and end-users who need to understand the
technical aspects of using the Microsoft Dynamics GP Human Resources and Payroll modules and want to gain the ability to
manage employee and applicant information. Direct Deposit is also covered in this course. This
course focuses on an integrated Human Resources and Payroll system.

At Course Completion
After completing this course, students should be able to:
• Use Payroll Setup windows to customize the application to organizational needs
• Understand the available global setups that are available in Human Resources
• Set up Benefits and Deductions in Human Resources and Payroll.
• Set up Attendance including time codes and accruals and how they are attached to employees
• Create pay codes, deduction codes, benefit codes, taxes and other employee related items used to calculate Payroll
checks
• Assign methods to calculate vacation and sick time for employees
• Process, generate and void Payroll checks for employees
• Use Human Resource Employee windows and be familiar with how they may be used to track necessary data about
employees
• Use the Applicant system to better suit your organizational needs
• Use miscellaneous Payroll and Human Resources tools such as Payroll Gross Up, To-Do Lists and Compensation
Management
• Create Human Resources and Payroll report options and produce desired reports
• Print numerous other Payroll documents such as W-2’s, 1099R's and others
• Use Direct Deposit instead of generating checks for certain employees
• Close the Payroll year and prepare the system for the next year

Prerequisites
Before attending this course, it is recommended that students have:
• Some working knowledge of Microsoft Dynamics GP
• Some basic understanding of Payroll law and regulations
                                      << BACK
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8814A: Microsoft Dynamics GP Installation & Configuration

Introduction
The three-day Microsoft Dynamics™ GP Installation and Configuration course develops understanding of technologies and
techniques necessary to successfully install Microsoft Dynamics GP. By covering the basics of installation and setup, as well
as advanced topics such as optimization and troubleshooting, this course builds
confidence and minimizes the installation time for your customers. Microsoft® SQL Server® 2005 is discussed as it applies
specifically to Microsoft Dynamics GP. The course covers the installation of Microsoft Dynamics GP and the installation of
the related products listed in the agenda. This course does not go into the setup and use
of the application as these topics are covered by other classes offered by Microsoft Training.

Audience
Microsoft Dynamics GP Installation and Configuration training is recommended for people who plan to install, implement,
configure, consult, or support Microsoft Dynamics GP. The class is targeted toward administrators, implementers,
developers, and consultants who need to understand the technical aspects of Microsoft Dynamics
GP. The course is not intended for non-technical staff.

At Course Completion
After completing this course, students should be able to:
���� Identify the hardware requirements for Microsoft SQL Server 2005 and Microsoft® SQL Server® 2005 Express in a
Microsoft Dynamics GP environment.
���� Identify the hardware requirements for Microsoft Dynamics GP with Terminal Server.
���� Install Microsoft SQL Server 2005 and Microsoft SQL Server 2005 Express as they relate to Microsoft Dynamics GP.
���� Identify Microsoft SQL Server recommended settings for use with Microsoft Dynamics GP, including collation and
authentication mode.
���� Install Microsoft Dynamics GP in a Client/Server environment.
���� Identify account framework parameters and other system settings.
���� Create additional companies.
���� Recreate system and company database initializations.
���� Create a client installation package.
���� Install Microsoft Dynamics GP on a client workstation.
���� Add and remove components and features from Microsoft Dynamics GP.
���� Identify the different hardware and software requirements for a Microsoft Dynamics GP client.
���� Understand how to create automatic updates for customization and service pack deployment.
���� Create users and grant user access in Microsoft Dynamics GP.
���� Register Microsoft Dynamics GP.
���� Setup security using tasks and roles in Microsoft Dynamics GP.
���� Identify components and files installed by Microsoft Dynamics GP, including settings in the dex.ini and Dynamics.set
files.
���� Understand the purpose of DEX_ROW_ID fields.
���� Identify stored procedures based on the Microsoft Dynamics GP naming conventions.
���� Set User Preferences for Microsoft Dynamics GP.
���� Backup and restore the company and system databases.
���� Configure SQL database options.
���� Setup a database maintenance plan.
���� Perform SQL maintenance.
���� Define the settings for optimizing Microsoft Dynamics GP performance.
���� Identify counters used in optimizing performance.
���� Identify the tools and steps used to troubleshoot Microsoft Dynamics GP.
���� Become familiar with troubleshooting tools, including SQL Profiler and dexsql.logs.
���� Set up and configure Process Server.
���� Set up and configure Process Server.
���� Understand the functionality of Report Writer in Microsoft Dynamics GP.
���� Identify the differences between modified and custom reports.
���� Identify the characteristics of Microsoft FRx.
���� Understand the purpose of Report Scheduler.
���� Configure Report Scheduler.
���� Understand the relationship between Microsoft SQL Server Reporting Services and Microsoft Dynamics GP.
���� Use the SQL Server Report Wizard to create a SQL Report based on Microsoft Dynamics GP data.

Prerequisites
Before attending this course, students must have:
Working knowledge of Microsoft® Windows® 2003, Microsoft® Windows® XP, or Microsoft® Windows® Vista, and
Microsoft® SQL Server® 2000 or Microsoft® SQL Server® 2005.
                                      << BACK
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8815A: Microsoft™ Dynamics GP Integration Manager

Introduction
The two-day Microsoft Dynamics GP Integration Manager course develops your understanding of how to integrate outside
systems with the Microsoft Dynamics GP accounting application through the use of tools designed to import records. You
will find value in using Integration Manager for converting data into a new Microsoft
Dynamics GP installation, or as an ongoing way to integrate data from your external business databases, e
solutions and desktop applications with Microsoft Dynamics GP. An overview of the available integration and development
tools is presented, including the benefits and required skills for each tool. Instruction is provided on the Import Utility.
Import Utility enables you to quickly transfer data into any table in any module
in Microsoft Dynamics GP, providing for increased import capabilities.

Audience
Microsoft Dynamics GP Integration Manager training is recommended for people who plan to install, implement, configure,
consult, or support the tools used to integrate data with Microsoft Dynamics GP. This class is targeted towards individuals
that want to increase their knowledge and the skills necessary to create integrations between
Microsoft Dynamics GP and other data sources.

At Course Completion
After completing this course, students will be able to:
• Understand the development tools available for use with Microsoft Dynamics GP
• Understand the features and benefits of the Import Utility
• Understand how to determine import specifications and field structures
• Understand the steps to create integrations with the Import Utility
• Describe the features and benefits of using Integration Manager
• Understand the step-by-step instructions to install and start Integration Manager
• Register Integration Manager
• Understand the security considerations when using Integration Manager
• View Integration Manager version information
• Create and convert integration databases
• Navigate the Integration Manager Workspace
• Understand the key steps involved in planning an integration
• Understand how Integration Manager integrates with Microsoft Dynamics GP
• Identify the key components of an integration
• Create an integration using the Integration Properties window
• Define the source of the integration by using the Add Source window
• Define relationships between multiple sources by using the Relationships window
• Add a destination to the integration using the Destination window
• Map the source data to the destination data by using the Integration Mapping window
• Save and run an integration in Integration Manager or Microsoft Dynamics GP
• Examine the Integration Log for any errors
• Modify the location of the integration database and translate source file paths
• Use the Object Browser
• Understand local and global translations
• Modify the type of relationship between two source queries
• Use ODBC sources
• Implement VBScripting to customize integrations
• Use the Script Library
• Understand how to schedule an integration to run automatically

Prerequisites
Prerequisites
Before attending this course, students must have:
• General knowledge of Microsoft® Windows®
• Basic knowledge of Microsoft Dynamics GP 10.0
                                      << BACK
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                                      <<BP
ding of how to integrate outside      <<CRM
esigned to import records. You        <<GP
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 is targeted towards individuals
8816B: Inventory Control In Microsoft Dynamics™ GP 10.0

Introduction
The Microsoft Dynamcis™ GP Inventory Control course explores all aspects of the Inventory module from the initial setup
of inventory items and the multiple methods of valuation supported, to the types of inventory transactions available and
the tight integration to the Purchase Order Processing and Sales Order Processing modules. You learn how to control
inventory challenges and maximize your company's net profits based on the way you do business. This course shows you
how to define default inventory account numbers, COGS, variances, sites, product classes, valuation methods and more,
which will improve efficiency and cut down on costly data entry errors. This course shows you how to group items for
pricing, promotional, or analytical purposes and by type, such as finished goods, raw material, component, and more. You
learn how to quickly find information such as inventory quantity on hand, quantity available, quantity on back order, costs,
and list prices, and where to
drill down to transaction details. You learn how to manage multiple sites, multiple bins within sites, negative quantities,
and lot/serial numbers. You see how Lot/Serial Number tracking is streamlined during inventory transaction entry. You can
simplify entry and reconciliation of physical inventory counts with a variety of
options.

Audience
Inventory Control training is recommended for anyone who plans to implement, use, maintain, consult, or support any part
of the Inventory and Order Processing series. The class is targeted toward administrators, office managers, CEOs, and
consultants who need to understand the technical aspects of Inventory Control and gain
foundational knowledge of the application functionality.

At Course Completion
After completing this course, students should be able to:
���� Understand how Inventory Control module transactions integrate with other Dynamics GP modules and improve your
business bottom line
���� Use the Inventory Control module to process receipts, make adjustments to inventory, and transfer transactions
���� Use Inventory Control inquiry screens and reports to extract and analyze appropriate information to maintain and
improve inventory business processes
���� Create and assemble kits
���� Understand how maintenance screen options affect transactions in the Inventory module
���� Process physical inventory transactions and record the results
���� Document month end processes and close the Inventory module
���� Define setup options for the Inventory module that allow you to customize your system to better fit your organization's
unique needs

Prerequisites
Before attending this course, students must have:
���� General knowledge of Microsoft® Windows®
���� Knowledge of basic navigation functions in Microsoft Dynamics GP
���� Completion of General Ledger, Receivables Management, and/or Payables Management training course required
                                     << BACK
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8817A: Manufacturing Applications in Microsoft Dynamics GP

Introduction
The four-day Microsoft Dynamics™ GP Manufacturing course on the Microsoft Dynamics GP Manufacturing Series helps
prepare students to set up and begin to use Manufacturing. This comprehensive course will provide you with an in
view of the extensive functionality contained within the Microsoft Dynmics GP Manufacturing
Series. Besides learning the functionality, you will also learn tips and techniques that will help make your implementation
successful, and you will gain a thorough understanding of the Microsoft Dynamics GP Manufacturing Applications and its
capabilities.

Audience
Partners that are assisting customers with Microsoft Dynamics GP Manufacturing Series implementations, support or
performing sales product demonstrations are encouraged to attend this class. Customer employees that will be using the
Microsoft Dynamics GP Manufacturing Series are encouraged to attend this class.

At Course Completion
After completing this course, students should be able to:
���� Effectively setup the Manufacturing system options that apply to your production process and organizational needs.
���� Explain how the Microsoft Dynamics GP distribution and financial modules are integrated with Manufacturing.
���� Properly create component and manufactured items.
���� Properly structure Bills of Materials and Routings to fit specific manufacturing environments.
���� Create and schedule Manufacturing Orders for your production needs.
���� Make the necessary setups to use Outsourcing.
���� Understand the relationship between Manufacturing and Sales Order Processing.
���� Order, allocate, and fulfill manufactured items using Sales Order Processing.
���� Properly set up the Sales Configurator.
���� Understand basic MRP calculations and how to work with the outputs of MRP.
���� Plan production using the Sales Forecasting, MPS, MRP and CRP modules.
���� Use the Manufacturing report options to produce desired reports.

Prerequisites
Before attending this course, students should have:
���� Working knowledge of Microsoft Dynamics GP.
���� You must be proficient with the Inventory Control, Sales Order Processing and
Purchase Order Processing modules. A Distribution Series training course is available to assist you with gaining this
knowledge prior to attending this Manufacturing class.
                                  << BACK
                                  <<AX
                                  <<BP
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8819A: Payables Management I in Microsoft Dynamics™ GP

Introduction
The one-day Microsoft Dynamics™ GP Payables Management course examines the accounting cycle and the processes
required to enter vendor invoices and process checks. This course also shows how to perform additional functions such as
adjustments, prepayments, month-end closing, and cash flow control. A thorough understanding of these topics allows for
capitalizing on vendor discount dates to reduce payable liabilities and easily select the right vouchers for payment by date,
vendor, number, or custom query to control cash outlay. This course teaches
how to use comprehensive reporting features that present data in different ways, including many standard reports and
inquiry windows. This course also provides guidance on how to define default values that automatically populate data
fields and how to gather the information needed to make better business decisions by exploring
powerful inquiry and lookup functions.

Audience
Customers wanting to learn the basic features and to develop a working knowledge of the typical day-to
required to effectively use Microsoft Dynamics GP Payables Management. The class is targeted toward data entry clerks,
administrators, office managers, CEOs, and consultants who need to understand the technical aspects of Payables
Management and gain foundational knowledge of the application functionality.

At Course Completion
After completing this course, students should be able to:
���� Set up the Payables Management module and identify the customizable options available in the setup windows.
���� Perform all Payables Management related data entry functions including vendor invoicing, check processing, recurring
vouchers, and manual checks.
���� Perform maintenance on Payables Management documents and other records such as vendors and recurring invoices.
���� Select documents for payment and make appropriate adjustments to payment amounts prior to check processing.
���� Print standard reports to verify data and financial analysis for audit trail purposes.
���� Identify the impact of the Payables Management module on other Microsoft Dynamics GP modules.
���� Correct input errors using the Edit Transaction Information window.
���� Understand the steps and requirements to void checks and invoices.

Prerequisites
Before attending this course, students must have:
���� General knowledge of Microsoft® Windows®
���� Knowledge of accounting principles
                                    << BACK
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GP modules.
8820A: Payroll-US in Microsoft Dynamics™ GP

Introduction
This course provides an in-depth view of the extensive functionality contained within the Payroll application. Besides
learning the functionality, this course also explains tips and techniques that can help make an implementation successful,
and gain a more thorough understanding of the Payroll application and its capabilities.
The course covers the setup of the Payroll module. It covers the setup windows that are necessary to complete to start
using Payroll, and the processing of Payroll checks, including information on using Direct Deposit. It also focuses on the
options available to maintain and retrieve key Payroll data. Closing periods, quarters and the year-end is also covered in
this course.

Audience
Customers and partners wanting to learn the basic features and to develop a working knowledge of the typical day
procedures required to effectively use Microsoft Dynamics™ GP Payroll. The class is targeted toward data entry clerks,
administrators, office managers, CEOs, and consultants who need to understand the technical aspects of Payroll and gain
foundational knowledge of the application functionality.

At Course Completion
After completing this course, students should be able to:
���� Use the Payroll Setup windows to customize the application to their organizational needs.
���� Understand the benefits of using employee classes.
���� Set up tax information for federal, state and local taxes for employees in Payroll.
���� Create pay codes, deduction codes, benefit codes and other employee related information used to calculate Payroll
checks.
���� Assign methods to calculate vacation and sick time for employees.
���� Build and calculate checks.
���� Generate and void Payroll checks for employees.
���� Use inquiries to access Payroll information.
���� Create Payroll report options and produce desired reports.
���� Print numerous other Payroll documents such as Advice Slips, 1099Rs and others.
���� Use Direct Deposit instead of generating checks for certain employees.
���� Close periods and quarters in Payroll.
���� Close the Payroll year and prepare the system for the next year.
���� Print W-2 forms for employees.

Prerequisites
Before attending this course, it is recommended that students have:
���� Some working knowledge of Microsoft Dynamics GP..
���� Some basic understanding of Payroll law and regulations.
                                    << BACK
                                    <<AX
                                    <<BP
 ayroll application. Besides        <<CRM
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8821A: Project Series in Microsoft Dynamics GP 10.0

Introduction
The 3-day Microsoft Dynamics™ GP Project Accounting course explores project management from an accounting
perspective. This course teaches you how to create Contracts, Projects, and Cost Categories, and budget. You also learn
how to enter costs for projects and perform both Time & Materials and Progress Billing and revenue
recognition. During this class, we discuss nearly every feature in the Project Accounting module. This course will also teach
you how to define default values that automatically populate data fields and gather the information you need to make
better business decisions by exploring powerful inquiry and lookup functions.

Audience
People who would like to learn features and procedures required to effectively use Microsoft Dynamics GP Project
Accounting. Project Accounting training is recommended for anyone who plans to implement, use, maintain, consult, or
support Microsoft Dynamics GP. The class is targeted toward data entry clerks, administrators,
office managers, and consultants who need to understand the technical aspects of Project Accounting and gain knowledge
of the application functionality.

At Course Completion
After completing this course, students should be able to:
• Perform all Project Accounting related data entry functions including customer invoicing and cost transactions
(Timesheets, Employee Expenses, etc.).
• Perform maintenance on Project Accounting documents and maintenance records such as customers, employees, and
vendors.
• Configure Contracts, Projects, and Cost Categories.
• Set up and configure Billing Cycles to facilitate automated billing.
• Create and assign rate tables to manage cost and billing rates.
• Create and use Contract and Project Templates.
• Use reports and inquiry windows in Project Accounting to extract whatever project related information is applicable to
your business.

Prerequisites
Before attending this course, students must have:
• General knowledge of Microsoft® Windows®
• Working knowledge of Microsoft Dynamics GP
• Basic knowledge of accounting principles
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8822B: Purchase Order Processing in Microsoft™ Dynamics GP

Introduction
The Purchase Order Processing in Microsoft™ Dynamics GP course explores the details for the purchasing module from
how to enter simple purchase orders with minimal to very detailed information based on your own business rules. You
learn to make informed decisions using a variety of comprehensive reports that enable you to negotiate the best prices
with your vendors by understanding what products and services your company needs, the right time to order them, and
the best vendors. You will learn how Purchase Order transactions integrate with the Microsoft Dynamics™ GP Inventory
Control, General Ledger, Payables Management, Sales Order Processing, and Fixed Assets modules. You use the automatic
Purchase Order Generator to warn you when inventory
quantities are running and allow your business to take a proactive role to order new items. You learn how to enter receipts,
track open orders, override unit costs, and receive quantities larger than original purchase orders. You discuss Standard
Purchase Orders, Drop-Ship Purchase Orders, and Blanket Purchase Orders and how each of these can benefit your
business needs. This class discusses topics such as how an item's receipt unit of measure can differ from an item's stocking
unit of measure and how the receipt can automatically be converted to the stocking unit measures, so that inventory is
accurately updated. You will also cover how to set up Vendor defaults,
such as shipping addresses, accounts and sub accounts to be used on new Purchase Orders, which allows you to create
Purchase Orders and Receipts with a minimum amount of manual data entry. You learn about Purchase order
commitments in which you may "commit" a purchase order to a Back Order document in the Sales Order Processing
Module.

Audience
Purchase Order Processing training is recommended for anyone who plans to implement, use, maintain, consult, or support
Microsoft Dynamics GP. The class is targeted toward data entry clerks, administrators, office managers, CEOs, and
consultants who need to understand the technical aspects of purchasing and gain foundational knowledge of the
application functionality.

At Course Completion
After completing this course, students should be able to:
���� Enter Purchase Orders, Receipts, and Returns
���� Enter Drop-Ship and Standard Blanket Purchase Orders
���� Copy item details from an existing Purchase Order
���� Use inquiry screens and reports to extract and analyze appropriate information to maintain and improve business
processes
���� Understand how Purchase Order Processing integrates with the Accounts Payable module
���� Enter Landed Costs at the time you enter the receipt of inventory
���� Enter Landed Costs after the items have been received
���� Close the Purchasing module
���� Define set up options for the module that allow you to customize your system to better fit your organization's unique
needs

Prerequisites
Before attending this course, students must have:
���� General knowledge of Microsoft® Windows®
���� Knowledge of basic navigation functions in Microsoft Dynamics GP
���� Completed General Ledger and/or Payables Management training
                                     << BACK
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8823A: Receivables Management I in Microsoft Dynamics™ GP 10.0

Introduction
The one-day Microsoft Dynamics™ GP Receivables Management course explores the accounting cycle and the processes
required to enter invoices and receive payments from customers. This course shows you how to perform additional
functions such as credit memos, prepayments, small balance write off, print customer statements, enter and void
scheduled payments, and month-end closing procedures. Learn to set terms
for calculating document discount dates and due dates, use balance forward and open-item statements, and apply any mix
of the comprehensive service and finance charges available. A thorough understanding of these topics allows you to apply
payments and credit memos to specific unpaid invoices by using several automatic payment application options. This keeps
customer payment information consistent and accurate. You learn to use comprehensive reporting features to present
data in different ways, including many standard reports such as Aged Accounts Receivables, Customer Aged Receivables
and the Receivables Trial Balance report. This course also demonstrates how to define default values that automatically
populate data fields and gather the information you need to make better business decisions by exploring powerful inquiry
and lookup functions.

Audience
Customers wanting to learn the basic features and to develop a working knowledge of the typical day-to
required to effectively use Microsoft Dynamics GP Receivables Management. Receivables Management training is
recommended for anyone who plans to implement, use, maintain, consult, or support Microsoft Dynamics GP. The class is
targeted toward data entry clerks, administrators, office managers, CEOs, and
consultants who need to understand the technical aspects of Receivables Management and gain foundational knowledge
of the application functionality.

At Course Completion
After completing this course, students should be able to:
���� Perform all Receivables Management related data entry functions including customer invoicing, customer payment
application and recurring invoices
���� Perform maintenance on Receivables Management documents and maintenance records such as customers, customer
classes and scheduled payments
���� Apply payments and prepayments to customer balances or against specific invoices
���� Print standard reports for audit trail purposes, financial analysis and to verify data entry
���� Identify the impact of the Receivables Management module on other modules
���� Troubleshoot and correct input errors including incorrect posting date or incorrect document amounts
���� Perform month-end procedures including aging customer documents, closing statement cycles and printing customer
statements.

Prerequisites
Before attending this course, students must have:
���� General knowledge of Microsoft® Windows®
���� Completed the Microsoft Dynamics GP Tutorial
���� Basic knowledge of accounting principles
                                     << BACK
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8824B: Sales Order Processing In Microsoft Dynamics GP™10.0

Introduction
In this one information-packed day, the Microsoft Dynamics™ GP Sales Order Processing class explores the accounting cycle
and the processes required to enter and ship sales orders. This course shows you how to easily manage the life
your customer’s order from the initial quote to the shipment documentation and final
invoicing. You learn how to perform additional functions setting up process holds for quality assurance and linking order
documents to purchase orders. A thorough understanding of these topics allows you to boost sales order processing
productivity and help improve customer service by automating sales order workflow procedures. Microsoft Dynamics GP
Sales Order Processing gives you precise control over the flow of sales documents by defined quality insurance steps
throughout the sales transaction life cycle. Unique ship to addresses per line item allows you to enter multiple items on a
single document and ship to multiple locations. This course shows you how to eliminate unnecessary steps in the order
process, set up required steps according to your own business needs, and how to automate routine steps. You learn how to
manually change quantity, units of measure, and prices to
existing sales documents. You see what you can do when orders exceed quantity on hand.

Audience
Sales Order Processing is recommended for anyone who plans to implement, use, maintain, consult, or support Microsoft
Dynamics GP. The class is targeted toward administrators, office managers, CEOs, and consultants who need to understand
the technical aspects of Sales Order Processing and gain foundational knowledge of the
application functionality.

At Course Completion
After completing this course, students should be able to:
���� Create Quotes, Sales Orders, Back Orders, Invoices, and Returns
���� Allocate and fulfill item quantities automatically and manually
���� Execute comprehensive reports and use inquiry screens to obtain information which you can use to analyze and
improve business processes
���� Understand how the Sales Order Processing module interacts with the Microsoft Inventory Control and Purchase Order
Processing
���� Define set up options for the module that allow you to customize your system to better fit your organization’s unique
needs
���� Link sales orders to purchase orders

Prerequisites
Before attending this course, students must have:
���� General knowledge of Microsoft® Windows®
���� Knowledge of basic navigation functions in Microsoft Dynamics GP
                                  << BACK
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ass explores the accounting cycle <<CRM
asily manage the life-cycle of    <<GP
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ost sales order processing
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8884A: Workflow in Microsoft Dynamics™ GP10.0

Introduction
The Workflow in Microsoft Dynamics™ GP course explores workflow from both an implementers perspective and an end
user perspective. This course teaches you how to deploy workflow but, also how to submit document for approval and
process them. During this class, we discuss the most common workflow scenarios. This course also includes labs that
provide students with hand-on experience with deploying and using the workflow system. This course content assumes the
students have already received training on either Microsoft Office SharePoint Services or Windows SharePoint Services and
are familiar with those systems.

Audience
People who would like to learn features and procedures required to effectively implement and use the workflow system in
Microsoft Dynamics GP and SharePoint. Workflow training is recommended for anyone who plans to implement, use,
maintain, consult, or support Workflow in Microsoft Dynamics GP. The class is targeted toward
data entry clerks, administrators, office managers, and consultants who need to understand the functional aspects of the
workflow system.

At Course Completion
After completing this course, students should be able to:
• Install the Workflow system.
• Assign user security and determine participant roles in workflow for users.
• Activate workflows.
• Configure steps for workflows that meet various business needs.
• Use reporting features in Microsoft SharePoint to view information about workflow documents and batches.
• Deploy the workflow system for Microsoft Dynamics GP.

Prerequisites
Before attending this course, students must have:
• Working knowledge of Microsoft Dynamics GP. Specifically, students should be familiar with Receivables Management,
Sales Order Processing, Purchase Order Processing, and batch processing.
• Attended Microsoft SharePoint Services training (Course 5060 or 5061).
                                   << BACK
                                   <<AX
                                   <<BP
enters perspective and an end      <<CRM
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8885A: Human Resources in Microsoft Dynamics™ GP

Introduction
This comprehensive course provides you with an in-depth view of the extensive functionality contained within the Human
Resources application. Besides learning the functionality, you will also learn tips and techniques that can help make an
implementation successful, and you will gain a thorough understanding of the HR
application and its capabilities. The course covers the setup of the Human Resources module. It covers Employee
maintenance and recordkeeping in Human Resources. It also covers the Applicant functionality found in Human Resources
so you can track the necessary information to hire quality employees. The class also discusses the Attendance functionality
which can be used to track employee attendance and absences using time codes.

Audience
The class is targeted toward administrators, implementers, consultants and end-users who need to understand the
technical aspects of using Microsoft Dynamics Human Resources and want to gain the ability to manage employee and
applicant information.

At Course Completion
After completing this course, students should be able to:
• Understand the global and system setups needed to effectively use the Human Resources module.
• Set up the Human Resources Benefit and Deduction system.
• Set up Attendance including time codes and accruals and how they are attached to employees.
• Assign methods to calculate vacation and sick time for employees.
• Use Human Resource Employee windows and be familiar with how they can be used to track necessary data about
employees.
• Use the Applicant system to better suit organizational needs.
• Use miscellaneous Human Resources tools such as To-Do Lists and Compensation Management.
• Create Human Resources report options and produce desired reports.

Prerequisites
Before attending this course, it is recommended that students have:
• Some working knowledge of Microsoft Dynamics™ GP
• Some basic understanding of the Human Resources function.
                                   << BACK
                                   <<AX
                                   <<BP
ty contained within the Human      <<CRM
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8917A: Using Microsoft SQL Server Reporting Services with Microsoft Dynamics GP 10.0

Introduction
This one-day course, Using Microsoft® SQL Server® Reporting Services with Microsoft Dynamics™ GP explores report
design, creation, enhancement, and deployment.

Audience
The audience for this course includes people who plan to implement, configure, consult, or support Microsoft Dynamics GP
and want to modify existing reports or create their own custom reports using Microsoft SQL Server Reporting Services. The
class is targeted toward application administrators, implementers, and end users of
the reports who need to understand technical aspects of using Microsoft SQL Server Reporting Services together with
Microsoft Dynamics GP and gain foundational knowledge of the application functionality and capabilities.

At Course Completion
The course completion objectives are:
���� List the benefits of using SQL Server Reporting Services together with Microsoft Dynamics GP.
���� Install the SQL Server Reporting Services Wizard.
���� List available reports, models, and data sources.
���� Demonstrate how to deploy data connections and reports, and make reports available in Microsoft Dynamics GP.
���� Make reports available on the My Reports list.
���� Explain the components of SQL Server Reporting Services.
���� Explain data regions available on reports and how they can be used.
���� Determine the needs for a report.
���� Describe how data is stored in Microsoft Dynamics GP.
���� Determine where information exists in Microsoft Dynamics GP.
���� Identify main tables, sorting and restricting requirements.
���� Identify table relationships to assist in creating SQL statements or stored procedures.
���� Describe global collections that can be used on a report.
���� Create a report, data source, and data set.
���� Enhance a report by making modifications to the layout.
���� Show how to modify properties of items on a report.
���� Describe and use parameters.
���� Publish reports with Report Designer and view them in Report Manager.
���� Describe subscriptions and when to use them.
���� Describe and create a report model.
���� Use Report Builder to work with entities and folders, group, sort, and filter data, and view and publish a report.

Prerequisites
Before attending this course, students must have:
���� Experience with SQL Server Reporting Services
o Suggested course - 2793A: Implementing and Maintaining Microsoft SQL Server 2005 Reporting Services
o Suggested Exam - 70-445: TS: Microsoft SQL Server 2005 Business Intelligence – Implementation and Maintenance
���� Experience with SQL Server Business Intelligence Development Studio or Visual Studio 2005 development environment
���� General knowledge of Microsoft Dynamics GP 10.0
���� Knowledge of Microsoft® SQL Server® 2005 - Suggested courses:
o 2787: Designing Security for Microsoft SQL Server 2005
o 2779: Implementing a Microsoft SQL Server 2005 Database
o 2780: Maintaining a Microsoft SQL Server 2005 Database
o 2778: Writing Queries Using Microsoft SQL Server 2005 Transact- SQL
                                   << BACK
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mics™ GP explores report           <<CRM
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                                   <<NAV

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ting Services together with
nd capabilities.




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8601A: Introduction to Microsoft Dynamics™ NAV 5.0

Introduction
This two-day instructor-led course provides students with the knowledge and skills to explain the basic concepts and
general functions of Microsoft Dynamics NAV and to use central application functionality for the most common business
tasks.

Audience
This course is intended for people who are new to Microsoft Dynamics NAV and who plan to work with the program at any
level. All students of the Introduction course are expected to continue a learning path by attending other courses that build
on top of the content in this course.

At Course Completion
The goal for completing this course is to enable students to identify, describe, and use basic Microsoft Dynamics NAV
features within:
���� Platform and development
���� General functions
���� G/L accounts and posting groups
���� Dimensions
���� Inventory
���� Purchases
���� Sales
���� Document approvals

Prerequisites
None
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                                    <<AX
                                    <<BP
ain the basic concepts and          <<CRM
or the most common business         <<GP
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8611A: Inventory Management in Microsoft Dynamics™ NAV 5.0

Introduction
This 2-day course covers all aspects of the inventory and basic warehousing functionality available for Microsoft Dynamics
NAV, as well as conceptual information on inventory management in general. This course also provides background
information to set up Microsoft Dynamics NAV for inventory management. Typical inventory tasks are covered, such as
availability analysis, inventory reclassification and adjustment. All possible inbound, internal, and outbound item handling
tasks are described, including how to perform these for assigned serial/lot numbers. Lastly, the comprehensive Item
Tracing feature is covered in detail.

Target Audience
The intended audience for this course is individuals who want to learn how to set up and use inventory management
functionality in Microsoft Dynamics NAV. The course is targeted toward sales people, consultants, and implementers within
a Microsoft partner staff who need to master the inventory management functionality in
order to support or teach it to end users, such as order processors, account managers, and purchasing agents.

At Course Completion
Completing this course allows students to:
���� Determine actual and projected item availability.
���� Make manual adjustments to inventory quantities.
���� Count and record how many items are physically present in inventory.
���� Reclassify an inventory item by changing information attached to its item ledger entry.
���� Reserve items on inventory or inbound.
���� Track from demand to matching supply and vice versa.
���� Distinguish reservations from order tracking links.
���� Set up a company with multiple locations.
���� Link customers and vendors to locations.
���� Set up responsibility centers.
���� Link users, customers, and vendors to responsibility centers.
���� List multi-location setup guidelines.
���� Get an overview of Cronus setup data.
���� Create sales and purchase orders for multiple locations.
���� Create and set up stockkeeping units.
���� Set the program up to handle transfers.
���� Explain central transfer concepts.
���� Create and post manual transfers.
���� Identify the locations and quantities of items in transit.
���� View inventory value of items in transit.
���� Set up locations for warehousing, including bin setup.
���� Receive and put away items using the purchase order, inventory put-away, or warehouse receipt documents.
���� Pick and ship items using the sales order, inventory pick, or warehouse shipment documents.
���� Move items between bins.
���� Adjust item quantities in bins.
���� Set up Item Tracking.
���� Distinguish when and how to use serial/lot numbers.
���� Handle inbound serial lot numbers.
���� Handle serial/lot numbers on inventory.
���� Handle outbound serial/lot numbers.
���� Trace posted serial/lot numbers throughout the supply chain.
���� Navigate with serial/lot numbers.
���� Print serial/lot number documents and reports.
���� Print serial/lot number documents and reports.
���� Reserve items with serial/lot numbers.

Prerequisites
Before attending this course, students must have:
���� Taken the Introduction to Microsoft Dynamics NAV 5.0 course
���� Knowledge of basic business processes and ERP user roles
���� Basic knowledge of distribution and logistics
                                   << BACK
                                   <<AX
                                   <<BP
vailable for Microsoft Dynamics    <<CRM
 lso provides background           <<GP
ry tasks are covered, such as      <<NAV
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se inventory management
ultants, and implementers within

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e receipt documents.
8713A: What's New in Microsoft Dynamics™ NAV 5.0 – Application, Part I

Introduction
This two-day instructor-led course provides students with the knowledge and skills to recognize the key differences in the
new features found in Microsoft Dynamics NAV 5.0. This course does not cover functionality that has not changed since the
previous version of Microsoft Dynamics NAV. It assumes course participants have a baseline of knowledge about previous
versions of Microsoft Dynamics NAV. This course also provides information on installing Microsoft Dynamics NAV 5.0, and
enhancements to the C/SIDE development environment.

Audience
This course is intended for people who plan to implement, configure, customize, consult, or support Microsoft Dynamics
NAV. The class is targeted toward consultants who need to understand the technical aspects of Microsoft Dynamics NAV
and gain foundational knowledge of the new application functionality differences from Microsoft Dynamics NAV 4.0.

At Course Completion
After completing this course, students should be able to identify, describe, and use new Microsoft Dynamics NAV features
within:
• MapPoint Integration
• Export to Word and Excel
• Outlook Synchronization
• Record Links
• Document Approval
• Prepayments
• Miscellaneous G/L improvements
���� Service Management
���� C/Side Client Installation and Enhancements

Prerequisites
To successfully participate in this course, participants should be familiar with past versions of Microsoft Dynamics NAV,
specifically with NAV 4.0, so that they can better understand the significance of the new features. The material is not
suitable for new consultants, who should attend one of Global Training's core Microsoft Dynamics NAV courses. More
information about core course material can be found on PartnerSource and CustomerSource.
                                    << BACK
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8714A: What’s New in Microsoft Dynamics™ NAV 5.0 . Application, Part II
This two-day instructor-led course provides students with the knowledge and skills to recognize the key differences in the
new features found in Microsoft Dynamics NAV 5.0. This course does not cover functionality that has not changed since the
previous version of Microsoft Dynamics NAV. It assumes course participants have a baseline of knowledge about the
previous version of Microsoft Dynamics NAV.

Audience
This course is intended for people who plan to implement, configure, customize, consult, or support Microsoft Dynamics
NAV. The class is targeted toward consultants who need to understand the technical aspects of Microsoft Dynamics NAV
and gain foundational knowledge of the new application functionality differences from Microsoft Dynamics NAV 4.0.

At Course Completion
The goal for completing this course is to enable students to identify, describe, and use new Micorosoft Dynamics NAV
features within:
! Item Tracking
! Inventory Costing
! Order Tracking
! Jobs

Prerequisites
To successfully participate in this course, participants must be familiar with past versions of Microsoft Dynamics NAV,
specifically with NAV 4.0, so that they can better understand the significance of the new features. The material is not
suitable for new consultants, who must attend one of Global Training’s core Microsoft Dynamics NAV courses. More
information about core course material can be found on PartnerSource and CustomerSource.
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gnize the key differences in the    <<AX
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8870A: Microsoft Dynamics™ NAV Installation and Configuration

Introduction
This two-day course is designed for students who are preparing to complete the installation and configuration of Microsoft
Dynamics™ NAV. The course primarily provides explanation of the databases and servers associated with Microsoft
Dynamics NAV, client hardware and software requirements, and various database administrative tasks.

Audience
This course is intended for Microsoft Dynamics Partner professionals and Consulants who are responsible for the
installation and configuration of a customer’s hardware and software environment.

At Course Completion
After completing this course, students will be able to:
 Understand the Architecture
 Know Hardware and Software Requirements
 Complete Microsoft Dynamics NAV Client Installation
 Install and Configre the Microsoft Dynamics NAV Database Server
 Connect to the Microsoft Dynamics NAV SQL Server 2005 Option
 Install and Configure Microsoft Dynamics NAV Application Server
 Know the Microsoft Dynamics NAV ODBC Driver
 Comprehend Microsoft Dynamics NAV Security
 Use Database Administration Tools
 Understand Microsoft Dynamics NAV Optimization
 Do Troubleshooting of Microsoft Dynamics NAV

Prerequisites
Before attending this course, students must have:
  A strong understanding of Clients and Servers
  A strong understanding of Microsoft® SQL Server®2005

In addition, it is recommended, but not required, that students understand the Microsoft Dynamics NAV development
environment.
                                   << BACK
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n and configuration of Microsoft   <<CRM
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are responsible for the




Dynamics NAV development
8871A: Finance in Microsoft Dynamics™ NAV 5.0

Introduction
The three-day Finance in Microsoft Dynamics NAV 5.0 course explores the activities required to handle key financial
functions within the organization such as the Cash Management, the management of VAT, Journal
development and transactions, the General Ledger, and Receivables and Payables Management.

Audience
This course is intended for individuals on the implementation team, administrating or using the financial management
functions in Microsoft Dynamics NAV 5.0. This audience typically includes individuals who are tasked with assessing a
customer’s business needs and advising them on the use, configuration, and customization of the
application. It is also designed for customers wishing to learn the basic features and to develop a working knowledge of the
typical day-to-day procedures required to effectively use Finance in Microsoft Dynamics NAV 5.0 activities. Additionally,
individuals responsible for training or supporting Microsoft Dynamics NAV 5.0 benefit from the course.

At Course Completion
The goal of this course is to enable students to identify, describe, and use basic Microsoft Dynamics NAV features:
• Maintain and work with the General Ledger
• Process a bank reconciliation
• Use Journals and Batches
• Understand Receivables Management
• Understand Payables Management
• Setup and work with Multicurrency
• Perform standard end of year financial closing operations

Prerequisites
• Introduction to Microsoft Dynamics™ NAV 5.0
• General knowledge of Microsoft® Windows
• Basic knowledge of accounting principles and procedures
                                   << BACK
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ed to handle key financial         <<CRM
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elop a working knowledge of the
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 the course.


Dynamics NAV features:
8872A: Application Setup in Microsoft Dynamics™ NAV 5.0

Introduction
This two-day instructor-led course provides students with the knowledge and skills to initiate a new NAV company with the
Rapid Implementation Methodology toolkit and to set up selected cross-application rules and data.

Audience
This course is intended for NAV partner staff and administrators/super users who are responsible for implementing and
maintaining application setup data in NAV installations.

At Course Completion
The goal for completing this course is to enable students to identify, describe, and use application setup features within:
• RIM toolkit
• Number series
• Journal templates and batches
• Posting groups
• Dimensions
• Database logins, including roles and permissions
• Navigation Pane Designer
• Document approvals

Prerequisites
• Introduction to Microsoft Dynamics NAV 5.0 course
• Knowledge of basic accounting principles and ERP user roles
                                 << BACK
                                 <<AX
                                 <<BP
te a new NAV company with the    <<CRM
                                 <<GP
                                 <<NAV

onsible for implementing and



ication setup features within:
8873A: C/SIDE Solution Development in Microsoft Dynamics™ NAV 5.0

Introduction
This 5-day course is programming intensive. Knowledge from the Introduction in Microsoft Dynamics NAV 5.0 course is vital
to the understanding of the concepts and for participation in this course. In this course you’ll learn
programming documentation, debugging tools, performance issues, complex data variables and their internal member
functions, multi-language functionality, analysis of objects, posting routines, interfaces to Microsoft
Dynamics NAV 5.0, and some Microsoft SQL Server 2005 issues.

Audience
This training material is intended for Microsoft・ Certified Business Solutions Partner employees who sell and implement
Microsoft Navision solutions. The curriculum is designed for participants who have completed the Microsoft Navision
Development I course and passed the Navision Programming certification exam.

At Course Completion
After completing this course, students will understand:
• Creating solutions following the Navision Implementation Methodology
• Internal documentation
• Debugging tools
• Performance issues
• Complex data variables and their member functions
• Multilanguage functionality
• Analysis of objects
• Posting routines
• Architecture of a basic Microsoft Navision document
• Microsoft Navision dimensions
• Deploying customized software solutions

Prerequisites
Before attending this course, it is strongly recommended that students have:
• Completed Introduction in Microsoft Dynamics NAV 5.0
• Passed the Introduction in Microsoft Dynamics NAV 5.0 exam
                                  << BACK
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                                  <<BP
 Dynamics NAV 5.0 course is vital <<CRM
                                  <<GP
s and their internal member       <<NAV




 oyees who sell and implement
ted the Microsoft Navision
8874A: C/SIDE Introduction in Microsoft Dynamics™ NAV 5.0

Introduction
This five-day instructor-led course provides students with the knowledge and skills to begin creating objects in Microsoft
Dynamics NAV, including tables, forms, and reports, as well as codeunits, MenuSuites, and dataports. In
addition, this course provides an intensive introduction to C/AL, the Microsoft Dynamics NAV coding language.

Audience
This course is intended for Microsoft Dynamics NAV partner developers who are responsible for creating application
objects in Microsoft Dynamics NAV installations.

At Course Completion
The goal for completing this course is to enable students to create application objects using Microsoft Dynamics NAV code
and designers, including:
• Table Designer
• Form Designer
• C/AL Code
• Report Designer
• Dataport Designer
• XMLport Designer
• MenuSuite Designer
• Automation Server functionality

Prerequisites
• Introduction to Microsoft Dynamics NAV 5.0 course
• Basic knowledge of ERP user roles
                                  << BACK
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                                  <<BP
n creating objects in Microsoft   <<CRM
 dataports. In                    <<GP
AV coding language.               <<NAV


le for creating application



g Microsoft Dynamics NAV code
8875A: Business Intelligence for Information Workers in Microsoft Dynamics™ NAV 5.0

Introduction
This one-day instructor-led course provides participants with a background in concepts of business intelligence, and the
means for gaining business intelligence from their company’s Microsoft Dynamics NAV database.

Audience
This course is intended for Microsoft Dynamics NAV partner financial analysts who are responsible for creating business
intelligence solutions for Microsoft Dynamics NAV installations.

At Course Completion
Microsoft Dynamics NAV partner financial analysts who are responsible for creating business intelligence solutions for
Microsoft Dynamics NAV installations gain experience with:
• Business intelligence concepts
• Financial reports
• XBRL
• Financial analysis
• Business Analytics functionality.
• Analyzing Microsoft Dynamics NAV data in Microsoft Office Excel.

Prerequisites
• Introduction to Microsoft Dynamics NAV 5.0
• Knowledge of basic ERP user roles is desirable.
                                 << BACK
                                 <<AX
                                 <<BP
business intelligence, and the   <<CRM
                                 <<GP
                                 <<NAV

ponsible for creating business



ss intelligence solutions for
8914A: Finance in Microsoft Dynamics™ NAV 5.0 (North America)

Introduction
The three-day Finance in Microsoft Dynamics NAV 5.0 course explores the activities required to handle key financial
functions within the organization such as the Cash Management, Budgets, the management of Sales Tax,
Journal development and transactions, the General Ledger, and Receivables and Payables Management.

Audience
This course is intended for individuals on the implementation team, administrating or using the financial management
functions in Microsoft Dynamics NAV 5.0. This audience typically includes individuals who are tasked with assessing a
customer’s business needs and advising them on the use, configuration, and customization of the
application. It is also designed for customers wishing to learn the basic features and to develop a working knowledge of the
typical day-to-day procedures required to effectively use Finance in Microsoft Dynamics NAV 5.0 activities. Additionally,
individuals responsible for training or supporting Microsoft Dynamics NAV 5.0 benefit from the course.

At Course Completion
The goal of this course is to enable students to identify, describe, and use basic Microsoft Dynamics NAV features:
• Maintain and work with the General Ledger
• Process a bank reconciliation
• Use Journals and Batches
• Understand Receivables Management
• Understand Payables Management
• Setup and work with Multicurrency
• Perform standard end of year financial closing operations

Prerequisites
• Introduction to Microsoft Dynamics™ NAV 5.0
• General knowledge of Microsoft® Windows
• Basic knowledge of accounting principles and procedures
                                   <<BACK
                                   <<AX
                                   <<BP
ed to handle key financial         <<CRM
 t of Sales Tax,                   <<GP
Management.                        <<NAV


g the financial management
are tasked with assessing a

elop a working knowledge of the
AV 5.0 activities. Additionally,
 the course.


Dynamics NAV features:
8939A: Trade in Microsoft Dynamics NAV™ 5.0

Introduction
This two and a half day Microsoft Dynamics™ NAV Trade course explores all of the activities required to handle the
purchase, sale, and return of inventory in the program. This course will show you how to manage sales and purchase
transactions, including prices and discounts, item charges and order promising. Requisition
management will be covered, as well as returns management and customer service features.

Audience
The intended audience includes individuals wanting to learn the basic features and to develop a working knowledge of the
typical day-to-day procedures required to effectively use Microsoft Dynamics NAV Trade.
The class is targeted toward sales and purchase managers, salespeople and purchasers, and others in an organization who
are responsible for the setup and administration of trade functionality, including item prices, discounts, and substitutions.

At Course Completion
Completing this course allows students to:
���� Manage sales transactions
���� Create and use sales prices and discounts
���� Process sales of items with substitutions and cross references
���� Process sales of nonstock items
���� Manage purchase transactions
���� Create and process purchase requisitions
���� Set up and use item charges
���� Use the order promising functionality
���� Process returns from customers and to vendors
���� Create analysis reports
���� Perform analysis by dimensions
���� Create sales and purchase budgets

Prerequisites
Before attending this course, students must have:
���� General knowledge of Microsoft® Windows®
���� The ability to use Microsoft Dynamics NAV financials for financials processing
���� Basic knowledge of distribution and logistics
                                    <<BACK
                                    <<AX
                                    <<BP
s required to handle the            <<CRM
anage sales and purchase            <<GP
                                    <<NAV



lop a working knowledge of the

d others in an organization who
 s, discounts, and substitutions.

								
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