Table of Contents

Introduction

0-1

Welcome ............................................................................................................ 0-1

Microsoft Dynamics Courseware Contents ........................................................ 0-2
Documentation Conventions .............................................................................. 0-3
Student Objectives ............................................................................................. 0-4

Chapter 1: Overview

1-1

Objectives ........................................................................................................... 1-1

Introduction ......................................................................................................... 1-1
New User Interface Elements ............................................................................. 1-2
Organization Model .......................................................................................... 1-11
Help System ..................................................................................................... 1-14
Microsoft Office Add-Ins ................................................................................... 1-14
Work Items ....................................................................................................... 1-18
Document Handling .......................................................................................... 1-19
Alerts ................................................................................................................ 1-19
Global Address Book ........................................................................................ 1-19
Code Upgrade .................................................................................................. 1-21
Summary .......................................................................................................... 1-22
Test Your Knowledge ....................................................................................... 1-23
Quick Interaction: Lessons Learned ................................................................. 1-26
Solutions ........................................................................................................... 1-27

Chapter 2: MorphX

2-1

Objectives ........................................................................................................... 2-1

Introduction ......................................................................................................... 2-1
Model Repository ............................................................................................... 2-2
Development Workspace ................................................................................. 2-15
X++ Editor ........................................................................................................ 2-15
Label Files in MorphX ....................................................................................... 2-20
Type Hierarchy Views ...................................................................................... 2-21
Reverse Engineering Tool ................................................................................ 2-23
Summary .......................................................................................................... 2-24
Test Your Knowledge ....................................................................................... 2-25
Quick Interaction: Lessons Learned ................................................................. 2-26
Solutions ........................................................................................................... 2-27

Chapter 3: Development with Visual Studio

3-1

Objectives ........................................................................................................... 3-1

Introduction ......................................................................................................... 3-1
Visual Studio Tools ............................................................................................. 3-2
Lab 3.1 - Visual Studio Tool ............................................................................... 3-6
Managed Code ................................................................................................... 3-8
Lab 3.2 - Managed Code .................................................................................. 3-11
Summary .......................................................................................................... 3-14
Test Your Knowledge ....................................................................................... 3-15
Quick Interaction: Lessons Learned ................................................................. 3-16
Solutions ........................................................................................................... 3-17

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What's New - Technical in Microsoft Dynamics AX 2012 for Development

Chapter 4: Data Access

4-1

Objectives ........................................................................................................... 4-1

Introduction ......................................................................................................... 4-1
Relational Modeling ............................................................................................ 4-2
Date Effectiveness ............................................................................................. 4-5
Lab 4.1 - Create a Date Effective Form .............................................................. 4-8
Unit Of Work ..................................................................................................... 4-10
Data Access Framework .................................................................................. 4-10
Eventing ........................................................................................................... 4-13
Summary .......................................................................................................... 4-16
Test Your Knowledge ....................................................................................... 4-17
Quick Interaction: Lessons Learned ................................................................. 4-18
Solutions ........................................................................................................... 4-19

Chapter 5: Services and Application Integration

5-1

Objectives ........................................................................................................... 5-1

Introduction ......................................................................................................... 5-1
Services .............................................................................................................. 5-2
Lab 5.1 - Create a Service ................................................................................. 5-6
Inbound and Outbound Ports ........................................................................... 5-10
Architecture ...................................................................................................... 5-11
Summary .......................................................................................................... 5-14
Test Your Knowledge ....................................................................................... 5-16
Quick Interaction: Lessons Learned ................................................................. 5-17
Solutions ........................................................................................................... 5-18

Chapter 6: Enterprise Portal Framework

6-1

Objectives ........................................................................................................... 6-1

Introduction ......................................................................................................... 6-1
Deployment and Setup ....................................................................................... 6-2
Security .............................................................................................................. 6-3
User Experience ................................................................................................. 6-3
Lab 6.1 - Create a List Page .............................................................................. 6-9
Enterprise Search and Business Data Connectivity Service ............................ 6-10
Summary .......................................................................................................... 6-11
Test Your Knowledge ....................................................................................... 6-12
Quick Interaction: Lessons Learned ................................................................. 6-13
Solutions ........................................................................................................... 6-14

Chapter 7: Security

7-1

Objectives ........................................................................................................... 7-1

Introduction ......................................................................................................... 7-1
Role-based Security Overview ........................................................................... 7-2
Lab 7.1 - Assign Permission ............................................................................... 7-4
Role-based Security Benefits ............................................................................. 7-6
Extensible Data Security Framework ................................................................. 7-7
Summary ............................................................................................................ 7-9
Test Your Knowledge ....................................................................................... 7-10
Quick Interaction: Lessons Learned ................................................................. 7-11

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Table of Contents
Solutions ........................................................................................................... 7-12

Chapter 8: Workflow

8-1

Objectives ........................................................................................................... 8-1

Introduction ......................................................................................................... 8-1
Overview ............................................................................................................ 8-2
Workflow Editor .................................................................................................. 8-4
Lab 8.1 - Create a Work Item Queue ................................................................. 8-9
Line-Item Workflows ......................................................................................... 8-11
Summary .......................................................................................................... 8-12
Test Your Knowledge ....................................................................................... 8-13
Quick Interaction: Lessons Learned ................................................................. 8-14
Solutions ........................................................................................................... 8-15

Chapter 9: Analytics

9-1

Objectives ........................................................................................................... 9-1

Introduction ......................................................................................................... 9-1
Overview ............................................................................................................ 9-2
Development Information ................................................................................... 9-4
Summary ............................................................................................................ 9-5
Test Your Knowledge ......................................................................................... 9-6
Quick Interaction: Lessons Learned ................................................................... 9-7
Solutions ............................................................................................................. 9-8

Chapter 10: Reporting

10-1

Objectives ......................................................................................................... 10-1

Introduction ....................................................................................................... 10-1
Overview .......................................................................................................... 10-2
Development Information ................................................................................. 10-4
Lab 10.1 - Create a Simple Report ................................................................. 10-15
Lab 10.2 - Create an Advanced Report .......................................................... 10-21
Summary ........................................................................................................ 10-31
Test Your Knowledge ..................................................................................... 10-32
Quick Interaction: Lessons Learned ............................................................... 10-33
Solutions ......................................................................................................... 10-34

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iii

What's New - Technical in Microsoft Dynamics AX 2012 for Development

iv

Microsoft Official Training Materials for Microsoft Dynamics

Your use of this content is subject to your current services agreement