Radhika Technosoft head
Microsoft Dynamics
Radhika Technosoft head
  • Dynamics AX Version:  Microsoft Dynamics AX 2012 R2
  • Duration:  4-5 weeks
  • Levels:  Novice/Basic to Intermediate
  • Prerequisite:  None (Good if some programming kills)

This course is designed addressing all challenges of day to day technical activities in the industry. It is intended for Technical Analysts in any Development platform who wants to learn andmodify, develop, customize and implement Dynamics AX for the Vendor, Partner or end Client.

  • Study Material and Practice Material included in the training course.
  • All Sessions are Completely Practical.
  • Dynamics AX Technical Training course covers most of Real-time day to day development activities.

Course Topics Overview:

  • What is an ERP?
  • History & Versions & Introduction to Microsoft Dynamics AX (AXAPTA | DAX)
  • Why Microsoft Dynamics AX as an ERP from more of Technical perspective.
  • Look and feel of Dynamics AX 2012 R2 Navigation, Design and Layout
  • Installation Overview and Guidance 
  • Company setup, Configuration, Get the out-of-boxDynamics AX 2012 R2 running.
  • Overview of Dynamics AX 4.0, 2009 and 2012 versions with features and upgrade differences, comparisons.
  • Key development features and functionality
  • Architecture of Layers, Security
  • Theory of Model Driven Architecture
  • Licensing and Configuration
  • User Interfaces, IntelliMorph
  • FactBox, ListPages
  • Security and Basic administration
  • Users, Online users, Domain, Profiles
  • Introduction to Microsoft Dynamics AX Development
  • Features of Microsoft Dynamics AX MorphX Development IDE
  • Elements of Microsoft Dynamics AX 
  • Microsoft Dynamics AX Application Object Server (AOS)
  • Introduction to Microsoft Dynamics AX Data Dictionary
  • MorphX and the Application Object Tree
  • Features of the AOT
  • Objects in the Data Dictionary
  • Tables, Indexes, Views, Extended DataTypes and Base Enums
  • Inheritance, Classes, Table methods
  • Microsoft Dynamics AX Layered Architecture
  • Models and Model management
  • Forms, Inquiry, Functions and Reports
  • Security - Roles, Duties and Profiles
  • Microsoft Dynamics AX Table Structure 
  • Creating a Table in Microsoft Dynamics AX and How its in SQL Server
  • Relations and Indexes
  • Projects - Shared, Private and Template
  • Elements that Compose a Form
  • Form Designs, Data Sources and Methods
  • Menus and Menus Items
  • Macros, Jobs and Queries
  • SSRS Reports ( AX + SSRS integration)
  • Working with Report Design and Data sources
  • Basic Frameworks
  • GUI components
  • RunBase Framework
  • Data import/export/excel
  • Args Object
  • Working with Data
  • Accessing the Database
  • Optimal Database Access
  • Database Locking
  • Exception Handling
  • Introduction to Batches, AIF, Services

Dynamics AX Technical Advanced Module

  • Dynamics AX Version:  Microsoft Dynamics AX 2012 R2
  • Duration:  4 weeks
  • Levels:   Intermediate to Advanced
  • Prerequisite:  Dynamics AX Technical DEV Module

This training program is exclusively designed for those who have completed Dynamics AX Technical DEV Module and would want to learn advanced concepts of Dynamics AX Programming by understanding how Dynamics AX is Customized and Modifications are performed by the developers and consultants.

Less of MorphX and more of X++ capabilities and core possibilities by extending frameworks and by integration of AIF, Approvals framework and External components.

Deep dive into Batch framework with Services, Application Integration Framework (AIF), Import and Export functionality with other tools, BizTalk integration, FS setup etc.

Help in interview preparation with basic, core and advanced questions & answers and scenarios, examples from real-time implementations.

  • Study Material and Practice Material included in the training course.
  • All Sessions are Completely Practical.
  • Dynamics AX Technical Training course covers most of Real-time day to day development activities.

Course Topics Overview:

  • ERP Introduction
  • Introduction to AIF (Application Integration Framework)
  • AIF Architecture
  • Parm objects, AXD classes, AIF classes
  • AIF development concepts
  • Troubleshooting, Debugging and Logging
  • Integrations
  • BizTalk, File, Endpoints and Adapters setup, configuration.
  • Trace Parser, Schema genX
  • Visual Studio Integration
  • TFS, Source control setup
  • Advanced SQL and DAX Queries
  • Debugging in AIF, Batch, Visual Studio 
  • BP Best Practices
  • BATCH framework
  • Document handling
  • Dimension handling
  • Update conflicts
  • Code deployment practices, xpo and model 
  • How to deploy, move code between environments and best practices.
  • Sales order, Purchase order, Payment journals, Customer service functions from technical scope
  • Troubleshooting techniques
  • Number sequence framework
  • Code upgrade and Data upgrade path
  • Explain Design patterns, Core Functions and Modular and Granular development process

PART I – Applications in CRM

Introduction to Microsoft Dynamics CRM

Sales Process

  • Leads
  • Opportunities
  • Competitors
  • Products
  • Quotes, Orders and Invoices
  • Goals


  • Marketing Lists
  • Campaigns
  • Sales Literature
  • Quick Campaigns


  • Services
  • Service Calendar
  • Cases
  • Knowledge Base
  • Contracts

 PART II – Administration, Settings & Configuration


  • Creating and managing Business Units, Users and Teams
  • Privileges, Access Levels and Security Roles
  • Creating and managing Security Roles
  • Auto Numbering and System Settings
  • Installing MUI Language Packs

Settings & Configuration

  • Business Management
  • Sites, Sales Territories, Facilities and Resource Groups
  • Working with Multi Currency
  • System Queues and Custom Queues
  • Services and Business Closures
  • Fiscal Year Settings and Quotas
  • Subjects
  • Connections

Data Management

  • Duplication Detection Settings, Rules and Jobs
  • Bulk Record Deletion
  • Data Maps and Imports
  • Product Catalog
  • Understanding the Product Catalog
  • Unit Groups
  • Adding Products
  • Creating Price Lists
  • Creating Discount Lists
  • Using Deployment Manager
  • Redeploying Dynamics CRM

PART III – Basic and Advanced Customizations in MS Dynamics CRM

Entity Customization

  • Basic Form Customizations
  • Basic UI Customization Capabilities
  • Form Customization – Working with Tabs, Sections, Fields and IFrames
  • Introduction to Application Event Programming
  • Using Form and Field Events

 MS CRM Entity Model

  • Customization Concepts – Entity Types and Attributes
  • Creating Custom Entities and Attributes

Relationships, Views and Advanced Views

  • Types of Relationships
  • Relationship Behaviors
  • Creating Entity Relationships
  • Entity Mapping

 Views and Advanced Views

  • Public, Personal and System Views
  • View Customizations – Common Tasks
  • Advanced Views Customizations

 Form Scripting

  • Client side scripting using Java Script
  • Working with I Frames
  • Working with Web Resources
  • Report Wizard, Scheduling and Exporting Reports
  • Working with Dash Boards

PART IV – Extending MS Dynamics CRM

Processes (Workflows & Dialogs)

  • Overview of Workflow
  • Creating Workflows steps through Workflow Designer
  • Overview of Dialogs
  • Creating Dialog Pages, Prompt and Response
  • Working with Input Parameters in Dialogs

Ribbon Customizations

  • Creating & Hiding Ribbon Elements
  • Enabling & Disabling Ribbon Elements

 Introduction to Solutions

  • Managed & Unmanaged Solutions
  • Importing & Exporting Solutions

Advanced Client Side Scripting

  • Working with ODATA
  • Working with REST
  • Working with SOAP

 CRM Web Services

  • Introduction to Web Services
  • Query Expression & Query Attribute
  • Request & Response


  • The Event Execution Pipeline
  • IPluginExecutionContext Interface
  • Developing Plugins
  • Deploying Plugins
  • Debugging Plugins

Custom Workflows

  • Developing Custom Workflow Activities
  • Deploying Custom Workflow Activities
  • Debugging Custom Workflow Activities

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