Microsoft - What's New - Application in Dynamics AX 2012 for Finance, PA, Case Mgmt, HRM & Public Sect

Duration

Duration:

Just 1 Day

Method

Method:

Classroom / Online / Hybrid

Next date

Next date:

26/9/2022 (Monday)

Overview

This one-day course will provide you with an introduction to the new features and functionality in the Finance, Project Management and Accounting, Case Management, Human Resource Management, and Public Sector areas of Microsoft Dynamics AX 2012.

The course is aimed at experienced systems consultants that are typically working for a Microsoft Dynamics Partner that is selling, consulting, implementing, and / or supporting Microsoft Dynamics AX 2012.

After the course, you will be able to:

  • Describe the new interface elements in Microsoft Dynamics AX 2012.
  • Describe changes to the organization model.
  • Use and update the help system.
  • Describe the Microsoft Office Add-Ins in Microsoft Dynamics AX 2012.
  • View the control library and manually create new controls.
  • Set up a prepayment, post a prepayment, make a payment, and settle it against the final invoice for a purchase order.
  • Setup tolerances and explain how the settings affect the purchase order invoice process.
  • Explain how to organize work, document actions, communicate with customers, and take actions for collections management
  • Review the improvements made to the free text invoice form for creating and posting free text invoices.
  • Enable dimensions in an account structure for budget usage.
  • Explain how to define rules and specify attributes for budget control.
  • Review the process for posting encumbrances to the general ledger to track liabilities related to confirmed purchase orders.
  • Define different travel requests, expense reports, and other expense related workflow approvals.
  • Explain how to create a new currency, and setup exchange rates.
  • Create shared fiscal calendars for use by different entities.
  • Create financial dimensions from custom lists and existing sources.
  • Explain how to create chart of account structures and link them to the chart of accounts.
  • Set up budget controls, and create and revise budgets.
  • Create, assign, plan, resolve, follow up on, and analyze cases for a customer in the Microsoft Dynamics Rich Client.
  • Discuss improvements to the worker hiring and termination processes.
  • Create and manage incidents related to worker illness and injuries.
  • Review the features and benefits of the public sector industry solution.

Four reasons why you should sit your AX 2012 Finance course with Firebrand Training

  1. You'll be AX 2012 Finance trained and certified faster. Learn more on this 1-day accelerated course. You'll get at least 12 hours a day of quality learning time in a distraction-free environment
  2. Your AX 2012 Finance course is all-inclusive. One simple price covers all course materials, exams, accommodation and meals – so you can focus on learning
  3. Pass AX 2012 Finance first time or train again for free. Your expert instructor will deliver our unique accelerated learning methods, allowing you to learn faster and be in the best possible position to pass first time. In the unlikely event that you don't, it's covered by your Certification Guarantee
  4. Study AX 2012 Finance with an award-winning training provider. We've won the Learning and Performance Institute's "Training Company of the Year" three times. Firebrand is your fastest way to learn, with 125.505 students saving more than one million hours since 2001

Curriculum

Module 1: Overview

Lessons

  • Introduction
  • New User Interface Elements
  • Organizational Model
  • Help System
  • Microsoft Office Add-Ins
  • Work Items
  • Documents Handling
  • Alerts
  • Global Address Book
  • Interest Terms and Date Ranges
  • Post-Dated Checks

After completing this module, students will be able to:

  • Describe the new interface elements in Microsoft Dynamics AX 2012.
  • Describe changes to the organization model.
  • Use and update the help system.
  • Describe the Microsoft Office Add-Ins in Microsoft Dynamics AX 2012.
  • View work items that are based on specific business documents in one location.
  • Review improvements made to the document handling feature in Microsoft Dynamics AX 2012.
  • Set up alert rules to work across all organizational structures.
  • Explain the new features and benefits of the Global Address Book (GAB).
  • Describe various interest terms for different date ranges.
  • Describe and set up post-dated checks.

Module 2: Compliance and Internal Control

Lessons

  • Introduction
  • Default Control Library
  • Import and Mapping Wizard

After completing this module, students will be able to:

  • View the control library and manually create new controls.
  • Map and import controls from the default library.

Module 3: Accounts Payable

Lessons

  • Introduction
  • Prepaid Purchase Orders
  • Invoice Matching Task for Workflow
  • Vendor Invoice Processing Workflow
  • Invoice Matching Improvements

Lab : Set up a Prepayment

After completing this module, students will be able to:

  • Set up a prepayment, post a prepayment, make a payment, and settle it against the final invoice for a purchase order.
  • Review the workflow process for purchase order invoice matching.
  • Review the setup procedure and workflow process for vendor invoice processing.
  • Setup tolerances and explain how the settings affect the purchase order invoice process.

Module 4: Accounts Receivable

Lessons

  • Introduction
  • Managing Collections and Collection Agents
  • Free Text Invoice Improvements
  • Free Text Invoice Quantities and Unit Prices

Lab : Update the Aging SnapshotLab : Update the Status for a Customer TransactionLab : Send an Email that Includes a Customer Statement

After completing this module, students will be able to:

  • Explain how to organize work, document actions, communicate with customers, and take actions for collections management
  • Review the improvements made to the free text invoice form for creating and posting free text invoices.
  • Discuss the quantity and unit price field in a free text invoice.

Module 5: Budgeting

Lessons

  • Introduction
  • Workflows for Budget Register Entries
  • Dimensions for Budgets
  • Configuring Budget Control
  • Using Budget Control
  • Budget Amounts
  • Budget Reporting
  • Budget Transaction Web Services

Lab : Use Budget Control on a Purchase OrderLab : Create and Manage Budgets

After completing this module, students will be able to:

  • Describe how to use workflows for budget register entries.
  • Enable dimensions in an account structure for budget usage.
  • Explain how to define rules and specify attributes for budget control.
  • Describe how to use budget control on a purchase order.
  • Describe how to enter budget data.
  • Review and run new key reports used for budgets.
  • Describe the features supported by the system for transferring budget data from a third-party application or by using the Microsoft Office Excel add-in.

Module 6: Travel and Expense

Lessons

  • Introduction
  • Expense Report Improvements
  • Budgetary Control
  • Travel and Expense Policies
  • Credit Card Dispute Management

Lab : Create and Process an Expense Report

After completing this module, students will be able to:

  • Define different travel requests, expense reports, and other expense related workflow approvals.
  • Define budgets to be applied on travel requests and expense reports.
  • Explain how to define travel and expense policies.
  • Describe the process for importing credit card transactions.

Module 7: General Ledger

Lessons

  • Introduction
  • Currencies and Exchange Rate Setup
  • Shared Fiscal Calendars
  • Subledger Accounting
  • Accounting Distributions
  • Financial Dimensions
  • Multiple Charts of Accounts
  • Advanced Rule Structures for Ledger Posting
  • Commitment Accounting

Lab : Create Financial Dimensions and Chart of Account Structures

After completing this module, students will be able to:

  • Explain how to create a new currency, and setup exchange rates.
  • Create shared fiscal calendars for use by different entities.
  • Describe how to set up, view, and transfer subledger journal entry balances to the General ledger.
  • Review the documents that support accounting distributions and modify an accounting distribution.
  • Create financial dimensions from custom lists and existing sources.
  • Explain how to create chart of account structures and link them to the chart of accounts.
  • Create posting rules for the chart of account structures.
  • Identify changes in commitment accounting.
  • View the various amounts related to a purchase order when the encumbrance process is enabled.
  • Review the process for posting encumbrances to the general ledger to track liabilities related to confirmed purchase orders.
  • Describe how to transfer budget reserves for purchase order encumbrances at the fiscal year end.
  • Review how to create a reconciliation report that is grouped by the general ledger chart of account dimensions selected.

Module 8: Project Management and Accounting

Lessons

  • Introduction
  • Project Timesheets
  • Allocate Project Revenue
  • Project Budgeting

Lab : Set Up Budget Controls

After completing this module, students will be able to:

  • Create a timesheet for a project.
  • Allocate fixed price revenue by resources.
  • Set up budget controls, and create and revise budgets.
  • Review the process for creating and managing projects on Enterprise Portal.
  • Set up funding sources, limits, and rules.
  • Set initial balances for a project.

Module 9: Case Management

Lessons

  • Introduction
  • Case Management in the Client
  • Case Management in Enterprise Portal
  • Knowledge Articles

Lab : Create a CaseLab : Working with Knowledge Articles and Cases

After completing this module, students will be able to:

  • Create, assign, plan, resolve, follow up on, and analyze cases for a customer in the Microsoft Dynamics Rich Client.
  • Review the process for creating cases for a customer on the Enterprise Portal.
  • Create and manage a knowledge article

Module 10: Human Resources Management

Lessons

  • Introduction
  • Shared Worker Information
  • Hiring Workers and Terminating Workers
  • Application and Recruiting Improvements
  • Department and Position Improvements
  • Injury and Illness

Lab : Create and Track an Incident

After completing this module, students will be able to:

  • Review shared worker information in the Microsoft Dynamics Client.
  • Discuss improvements to the worker hiring and termination processes.
  • Describe improvements to the employee application and recruiting processes.
  • Describe improvements to the department and positions setup.
  • Create and manage incidents related to worker illness and injuries.

Module 11: Public Sector

Lessons

  • Introduction
  • Public Sector Feature Overview
  • Accounts Receivable Features
  • Budgeting Features
  • General Ledger Features
  • Procurement and Accounts Payable Features
  • Public Sector Reports Overview
  • Public Sector Role Center Overview

After completing this module, students will be able to:

  • Review the features and benefits of the public sector industry solution.
  • Review the changes that are made to the Accounts receivable module as a part of the public sector industry solution.
  • Review the changes that are made to the Budgeting module as a part of the public sector industry solution.
  • Review the changes that are made to the General ledger module as a part of the public sector industry solution.
  • Review the changes that are made to the Procurement and sourcing and Accounts payable modules as a part of the public sector industry solution.
  • Review the features and benefits of the public sector reports.
  • Describe the features of the public sector role centers.

What's Included

Microsoft Official Curriculum:

MOC 80164 - What's New - Application in Microsoft Dynamics AX 2012 for Finance, PA, Case Mgmt., HRM and Public Sector

Your accelerated course includes:

  • Accommodation *
  • Meals, unlimited snacks, beverages, tea and coffee *
  • On-site exams **
  • Exam vouchers **
  • Practice tests **
  • Certification Guarantee ***
  • Courseware
  • Up-to 12 hours of instructor-led training each day
  • 24-hour lab access
  • Digital courseware **
  • * For residential training only. Doesn't apply for online courses
  • ** Some exceptions apply. Please refer to the Exam Track or speak with our experts
  • *** Pass first time or train again free (just pay for accommodation, exams and incidental costs)

Prerequisites

You must have working experience of Microsoft Dynamics AX 2009

Are you ready to get certified in record time?

We interview all applicants for the course on their technical background, degrees and certifications held, and general suitability. If you get through this screening process, it means you stand a great chance of passing.

Firebrand Training is an immersive training environment. You must be committed to the course. The above prerequisites are guidelines, but many students with less experience have other background or traits that have enabled their success in accelerated training through Firebrand Training.

If you have any doubts as to whether you meet the pre-requisites please call 21 96 61 82 and speak to one of our enrolment consultants, who can help you with a training plan.

Reviews

We've currently trained 125.505 students in 12 years. We asked them all to review our Accelerated Learning. Currently,
96,60% have said Firebrand exceeded their expectations:

"Firebrand are the only people running this course in the UK at the moment, this shows a great commitment to Microsoft Dynamics AX and a good foresight Firebrand have in identifying the next big thing. Well done Firebrand."
Darren Marsden. (12/8/2011 (Friday) to 12/8/2011 (Friday))

"Good course, and well presented."
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"Good course very informative"
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"Using Firebrand is a cost effective and efficient way of gaining knowledge."
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"Excellent facilities!"
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