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MICROSOFT DYNAMICS AX2009 CUSTOMIZATION

By

Rehman Adeel

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Microsoft Dynamics AX 2009

Introduction

Features

Structure

Application Object Layers

Customization and Development

System Objects

Adding New Modules

Customization Tools

MorphX, Application Object Tree(AOT) etc.

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Introduction

AX 2009 at a glance

Customizable and Scalable ERP

Multi-language and Multi-currency support

Financial Management

Supply Chain Managment

Manufacturing

E-business

Wholesales

Services Industry

Supports SQL Server and Oracle

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Features

Functional Features

Single Database architecture for all the companies in

an organization

Highly integrated design between functional areas

Dimension based system for manufacturing and

financial modules

Multi-currency and multi-language support

Forecasting and Master planning is available

Security

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Features

Development Tools and Features

MorphX

.NET Business Connector

Application Object Tree(AOT)

IntelliMorph

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Structure

Microsoft Dynamics AX is built upon tier structure

First Tier

Intelligent Client

Second Tier

AOS

Third Tier

Database Server

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Application Object Layers

Ease of customization

Drag & Drop

UI Adjustments (by end users)

Customization versioning

Safety of original code using layers concept

Newest customization has priority

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Application Object Layers

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Standard Layers

SYS

The innermost layer; the System or SYS layer

GLS

Country-Specific Functionality

HFX

Hot Fixes

Service Packs

SL1, SL2, and SL3

Vertical Partner Solutions Layer

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Modifiable Layers

BUS

Develop and distribute vertical solutions

License is mandatory

VAR

Separate layer for Value Added Reseller

Any developments can be added

CUS Modification of installation media

Add generic enterprise modifications

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Modifiable Layers

USR

Companies use this layer to make unique

customizations on customer installation media which

may include reports etc

Patch Layers

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Developers

AX 2009 Developer Groups

Microsoft Business Solution Developers

Individuals, who developed the application

Business Partners and Developers

Partners, with internal customization facilities

End-Users

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Customization and Development

AX 2009 Development Tools

IntelliMorph

MorphX

X++

IntelliMorph

IntelliMorph is the automatic layout generation offorms, reports, and menus

Example

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IntelliMorph

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Drag and Drop (Grid Columns)

Automatic layout control through IntelliMorph

Forms, Reports and Menus Layouts

IntelliMorph

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MorphX

MorphX is a superior tool than IntelliMorph

MorphX helps in performing, for example:

Adding a new field on Forms

Reports modification

Menu items

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X++

Microsoft Dynamics AX 2009 is built upon

Object Oriented

Inheritance isthe key concept

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MorphX and the AOT

Application Object Tree (AOT) contains:

Data dictionary

Reports

Forms

Classes etc.

Node = A unique object type Drag & Drop

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Application Object Tree

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Data Dictionary contains:

Tables, Maps, Views, Extended Data Types, Base

Enums etc

Example

Application Object Tree

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Table Elements

Fields

Field Groups

Indexes Relations

Delete Actions

Methods

Application Object Tree

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Classes

Forms

Reports

Menus

Menu Items etc

Application Object Tree

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Creating a Form

The basic object categories of a form are as

follows:

Methods

Data Sources

Designs

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Customer Form

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Customer Form

Data Sources

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Customer Form

Design Node

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Customer Form

Methods

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Reports

Printable documents

Creating a Report

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Report Design

Visual Report Designer

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Report Design

Auto Design

Generated Design

Sections within a Report

Prolog

Page Header

Header

Section Group

Footer

Page Footer

Epilog

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Menu Items

There are three typesof menu itemsthatcan be

created:

Display

Output

Action

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Creating a Menu Item

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Menus Node

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Content Pane

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Q&A Session

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