Microsoft Dynamics AX

Module 1: Dynamics AX Architecture & Navigation

• History of Dynamics AX: AX 2009, AX 2012, and the path to D365 F&O
• AX technical architecture: AOS, database tier, and client
• Navigating Dynamics AX: area pages, navigation pane, and workspaces (AX 2012 R3)
• Organisation model: companies, legal entities, and operating units
• Number sequences, parameters, and global configuration
• Understanding AX data model: tables, fields, and relationships

Module 2: Financial Management in AX

• General ledger: chart of accounts, financial dimensions, and posting profiles
• Accounts payable: vendor invoicing, payment processing, and 1099
• Accounts receivable: customer invoicing, collections, and aging
• Cash and bank management: reconciliation and payment formats
• Fixed assets: depreciation methods and asset groups
• Financial consolidation and statutory reporting in AX

Module 3: Supply Chain Management in AX

• Item master and product configuration in AX
• Procurement: purchase orders, vendor invoices, and RFQ
• Inventory management: dimensions, transactions, and costing
• Sales and distribution: order management and delivery
• Trade agreements and pricing configuration
• Warehouse management: basic vs advanced WMS in AX

Module 4: Manufacturing in Dynamics AX

• Bills of materials (BOM) and route configuration
• Production orders: scheduling, releasing, and reporting
• Master planning: MRP run and planned order management
• Lean manufacturing: Kanban rules and visual scheduling
• Process manufacturing: batch orders and formula management
• Production variance analysis and cost control

Module 5: Project Management & Accounting

• Project types in AX: time & material, fixed price, investment
• Project contracts and funding sources
• Project WBS and activity-based scheduling
• Project journals: hour, expense, item, and fee
• Project invoicing: invoice proposals and invoice control
• Project cost control: committed costs and revenue recognition

Module 6: Human Resources in AX

• Employee and worker management in AX HR module
• Position and job configuration
• Absence and leave management in AX
• Payroll setup: earnings codes, pay cycles, and pay statements (US payroll)
• Performance management and competency tracking
• HR reporting and workforce analytics

Module 7: AX Customisation & Development

• MorphX development environment and X++ language overview
• AOT (Application Object Tree) navigation and customisation
• Forms, reports, and class customisation in AX
• AIF (Application Integration Framework) and services
• Workflow framework: workflow types and configuration
• AX upgrade paths: migrating from AX 2012 to Dynamics 365 F&O

Module 8: Administration, Security & Upgrade Planning

• AX security: roles, duties, privileges, and segregation of duties
• System administration: batch jobs, alerts, and email configuration
• Data management framework (DMF) for data import/export
• AX performance tuning and monitoring
• Upgrade planning: Dynamics AX 2012 to D365 Finance migration strategy
• Support and maintenance best practices for AX environments

Veteran Dynamics AX Consultants with Upgrade Expertise Our Dynamics AX instructors have been implementing and supporting Microsoft Dynamics AX since version 3.0, giving them unparalleled depth across the platform's evolution. Many have led AX to D365 Finance & Operations migration projects for large enterprises.

Manufacturing & Distribution Domain Specialists With backgrounds in manufacturing operations, supply chain management, and financial accounting, our trainers understand the business processes that AX must support — not just the technical configuration steps.

X++ Development & Technical Architecture Several instructors have Dynamics AX development backgrounds, able to explain technical architecture, customisation approaches, and integration patterns that are essential for IT teams maintaining complex AX environments.

Upgrade Pathway Guidance As Microsoft phases out AX support, our instructors provide invaluable guidance on upgrade planning, data migration, and business case development for moving to Dynamics 365 Finance & Operations — a topic of critical importance for current AX customers.

Enterprise Client Experience Trainers have worked with global AX deployments at tier-1 manufacturers, retailers, and professional services firms, giving them the large-enterprise implementation perspective that complex AX environments demand.