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AXUG Summit 2010 Onsite Training Class Descriptions

Beginning FRx
Code: AXBGFRX
Instructor: Derek Krebs
Level: Beginner
Audience: AX Support / Analyst
Description:
Learn how easy and intuitive it is to create and distribute financial reports using Microsoft FRx – a product created by accountants for accountants! This introductory class will walk you through creating standard financial reports like a trial balance, income statement, and departmental profit & loss statements with account and transaction detail from the general ledger.

This training is for new or beginning FRx users and will benefit accounting/finance staff responsible for financial reporting and analysis. Improve your financial reporting process, accuracy, security, and transparency throughout your organization. Join Derek Krebs as he reviews best practices for financial reporting. Upon completion of this course, you will be able to create, format and distribute mission critical financial reports using FRx to gain powerful insight into business performance. 


Advanced FRx
Code: AXADFRX
Instructor: Derek Krebs
Level: Intermediate / Advanced
Audience: AX Support / Analyst
Description:
Maximize your Microsoft FRx product knowledge and use to create advanced financial reports like: balance sheets, statements of cash flows, mutli-company consolidations, spreadsheet linking, and learn about report distribution and analysis tools available in FRx. This course is perfect for those who have already been using FRx and want to take their FRx skills to the next level. Take advantage of the simple, yet powerful, building blocks of FRx using the row, column and tree to efficiently report on general ledger and spreadsheet data.  Join Derek Krebs to learn how to avoid financial reporting nightmares like: manually entering GL data into spreadsheets for reporting, unsecure report distribution, inaccurate reports, cost and labor intensive report distribution, outdated data, inefficient report design, etc. This is a must see for those in charge of financial reporting and analysis.
 

Introduction to Forecaster
Code:
AXFRCST
Instructor: Derek Krebs
Level: Beginner
Audience: AX Support / Analyst
Description:
Want to do away with the pains of budgeting spreadsheets? Learn how to set up and configure Microsoft Forecaster in less than one day for basic budget input. This training will include: populating budget segments, creating rollups for summarized reporting, and creating a budget input set for data entry including the flexible line, column and calculation set architecture of Forecaster.  This class is perfect for those considering or beginning a Forecaster implementation. We will start from scratch with this excellent out-of-the-box application to share with you the setup steps needed to begin budgeting. Derek Krebs will guide you through the basic configuration of Forecaster while sharing best practices. Get a head start on your Forecaster implementation. Upon completion of this training, you will benefit from a good product foundation and expert guidance for your financial planning.

Consolidations and Eliminations in AX 2009
Code:
AXGLREC
Instructor: Richard Draper
Level: Intermediate / Advanced
Audience: AX Finance
Description:
The consolidation capabilities in AX are powerful tools for supporting your operations, but make sure you have your setup configured properly and are taking full advantage of the features.  In this hands-on session with Richard Draper, experienced finance users will run the standard AX2009 consolidation and use the elimination feature sets. You will learn how use the consolidation features, how to save time when consolidating operating companies into parent consolidation companies, as well as how to eliminate intercompany transactions. You will also cover how to address multi-currencies and part-owned subsidiaries.  

 

X++ Development Methodologies and Techniques
Code:
AXXDEVT
Instructor: Michael Oakes
Level: Beginner / Intermediate
Audience: AX Support / Developer
Description:
If you want configure AX to better support your organization’s business operations, this hands-on session is a must.  Michael Oakes will demonstrate and discuss best practice development practices for in-house AX developers working with supporting and managing Dynamics AX applications. You will learn about available development management tools and methods, as well as walk through examples of best practices for AX development leading to a high performance, stable environment, while lowering your support costs.

 

Inventory Reconciliation/ Inventory Valuation Methods
Code:
AXIVREC
Instructor: Fullscope
Level: Beginner / Intermediate
Audience: AX Manufacturing / Distribution
Description:
Accurate inventory counts and valuation can be complicated and is always essential.  The session is designed to help companies achieve more accurate inventory costs.  During this session we will cover the importance and process of running an inventory close, review the appropriate G/L postings when inventory is revalued, and explore the inventory reconciliation reports, including the different types of AX valuation methods and troubleshooting steps to use when reconciling inventory. 

 

Role Centers in Dynamics AX2009
Code:
AXRLCTR
Instructor: Brian Pond
Level: Beginner / Intermediate
Audience: IT PRO / Analyst
Description:
Effective use of Role Centers in AX can be a powerful tool for your organization.  Join Brian Pond as he reviews with you:

  • What makes a Role Center
  • A BI overview of AX
  • Installation and configuration
  • Building a new SSRS report
  • How to build/modify a cube
  • How to add cues
  • How to create a new Role Center page

And make sure to bring your laptop to leverage your training time with guided hands-on exercises.  Setup details will be sent to you in advance.  A basic knowledge of AOT, Visual Studio, and AX tables will be helpful.  

 

Unconventional Solutions with BI and Reporting
Code:
AXBIRPT
Instructor: Brian Pond
Level: Intermediate / Advanced
Audience: IT PRO / Analyst
Description:
Take your BI and reporting capabilities to the next level using non-conventional methods.  Learn to support your organization with reporting solutions that AX cannot do, or can be done faster and more efficiently in a different way.  Brian Pond will review with you a variety of different options for compiling and leveraging your AX and external data, integrating presentation, and solving challenging reporting needs with innovative approaches.  Examples of innovative solutions include: 

  • Dead Inventory Report – though it doesn’t exist in AX, you can write one in SQL and SSRS in 30-45 minutes, and produce results in 15-30 seconds for your entire company’s inventory. 
  • “Integrating” non-AX SQL Reports into the User Interface – how open a SSRS report inside AX and control access using standard AX security (your users won’t know the difference!). 
  • Rolling Inventory Balance Sheet - can’t figure out why you have only 10 units of Item ABC on-hand?  Using SQL Common Table Expressions (CTE), create a rolling inventory balance report that helps the warehouse find the problem.
  • Building a mini-data warehouse – how to merge AX and non-AX data together, to produce a unified reporting database, and use for SSRS reports, cubes, or Role Centers . 
  • Blending SQL Server and AX together - sometimes AX does things SQL cannot handle.  Demonstrate how to leverage SQL CLR integration and the .NET Business Connector to bring AX logic into your SSRS reports.

 Knowledge of SQL Server and X++, and understanding of the AX table structure, is required for this class.

 

Implementing Multi-site and Standard Cost in Dynamics AX2009
Code:
AXMULTI
Instructor: Don Riggs
Level: Beginner - Advanced
Audience: Inventory / Finance / Business Analyst
Description:
Implementing Multi-Site will feature a comprehensive review of the significant enhancement to the standard costing capabilities in AX2009.  The review will include the history, implementation, features, and practical application of this enhanced costing environment.   Don Riggs will cover in detail topics including: 

  • What is new in AX 2009 standard costing
  • Application of overheard
  • Cost sheets and their use
  • Integration to cost rollups and production
  • Expanded variance distribution
  • How to better understand cost elements
  • Implementation and usage of costing environment

Although this will be focused primarily on standard cost any other costing questions will be entertained. 

Master Planning in AX
Code:
AXMPLAN
Instructor: Rebecca McNamara
Level: Beginner - Advanced
Audience: Manufacturing
Description:
This class is a comprehensive review of the theory, practice, implementation, and common errors regarding Master Planning and Production Scheduling.  Join Rebecca McNamara as she reviews in detail: 

  • Master Planning theory
  • Setup best practices and typical mistakes made\
  • Integration of transfer orders in the planning processing
  • The importance of BOM and inventory accuracy
  • Use of effective lead times
  • As as time permits, production execution best practices, and production scheduling and capacity planning

Any questions regarding these areas will be encouraged.

 

Setup and Use of SSRS with AX
Code:
AXWSSRS
Instructor: Brian Manchester
Level: Intermediate
Audience: IT PRO / Business Analyst
Description: 
This course will demonstrate how to report against a Dynamics AX 2009 database using standard SSRS. Additionally, the AX-integrated SSRS reporting model will be contrasted with standard SSRS. Topics covered: Table Access, Base Enums, Security, Deployment & Execution, and Stored Procedures.

 

Introduction to AX Forms
Code:
AXFORM1
Instructor: John Smith
Level: Beginner
Audience: IT PRO / Support
Description:
Join John Smith for a beginner level developer’s look at forms and dialogs within Dynamics AX.  This class will cover the basics of developing interaction with the user and form the basis for understanding how to customize standard forms.  This class targets software developers desiring a first look into Dynamics AX.

 

Customizing AX Forms
Code:
AXFORM2
Instructor: John Smith
Level: Beginner / Intermediate
Audience: IT PRO / Support
Description:
Familiar with AX Forms and want to take them to the next level?  John Smith follows the introductory class with this look at customizing the standard Dynamics AX forms.  This class will cover the basics of modifying forms to fit business requirements.  This class targets experienced software developers desiring a first look into Dynamics AX form customizing.

 

AX Performance Workshop
Code:
AXPERFW
Instructor: Eric Moos
Level: Advanced
Audience: IT PRO
Description:
This workshop will cover how to take advantage of the various toolsets available to troubleshoot performance related issues in Dynamics AX. 

AX AOS Performance and Stability Workshop
Code:
AXAOSPS
Instructor: Catherine McDade
Level: Intermediate / Advanced
Audience: IT PRO
Description:
This workshop will cover AOS configuration best practices as well as walk through common AOS issues and how to resolve them.

Introduction to Management Reporter
Code
: AXMRINT
Instructor: April Olson
Level: Beginner
Audience: Finance / AX Support
Description:
This course will focus on introducing and demonstrating the concepts of Management Reporter to users who are new to the product. The class will start with a brief demonstration, then move on to an overview of building blocks and navigation. Step through creating a trial balance and detailed income statement. Next, take the design process a step further and see how Reporting Trees add power and flexibility to your reporting process. Last, use the skills you have learned to do Side by Side Reporting. This training utilizes Report Design in Management Reporter 2.0 for Microsoft Dynamics ERP training materials.