What's New - Application in Microsoft Dynamics AX 2012 …€¢Define different travel requests, expense ... and benefits of the Travel and expense module in Microsoft Dynamics AX

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What's New - Application in Microsoft Dynamics AX 2012 for Finance, PA, Case Mgmt., HRM and Public Sector Course 80164A: 1 Day; Instructor-Led About this Course This one-day instructor-led course provides students with an introduction to the new features and functionality in the Finance, Project Management and Accounting, Case Management, Human Resource Management, and Public Sector feature areas in Microsoft Dynamics AX 2012. The purpose of this course is to introduce new features so that participants can learn about the main differences in the software since the last version. This course does not cover functionality that has not changed since the earlier versions of Microsoft Dynamics AX 2012. Audience Profile This course is intended for experienced systems consultants that are typically working for a Microsoft Dynamics partner that is selling, consulting, implementing, and supporting Microsoft Dynamics AX 2012. At Course Completion After completing this course, 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 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.

Prerequisites Before attending this course, students must have:

•Working experience with Microsoft Dynamics AX 2009.

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Course Outline Module 1: Overview This module provides a general overview of the features and benefits of using Microsoft Dynamics AX 2012. 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 This module introduces the changes that are made to the Compliance and internal controls module in Microsoft Dynamics AX 2012. Lessons

•Introduction •Default Control Library •Import and Mapping Wizard


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

Module 3: Accounts Payable This module provides a general overview of the new features and benefits of the Accounts payable module in Microsoft Dynamics AX 2012. Lessons

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





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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 This module provides a general overview of the new features and benefits of the Accounts receivable module in Microsoft Dynamics AX 2012. Lessons

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

Lab : Update the Aging Snapshot

Lab : Update the Status for a Customer Transaction

Lab : 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 This module provides a general overview of the new features and benefits of the Budgeting module in Microsoft Dynamics AX 2012. 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 Order Lab : Create and Manage Budgets





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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 This module provides a general overview of the new features and benefits of the Travel and expense module in Microsoft Dynamics AX 2012. 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 This module provides a general overview of the new features and benefits of the General ledger module in Microsoft Dynamics AX 2012. 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.





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•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 This module provides a general overview of the new features and benefits of the Project management and accounting module in Microsoft Dynamics AX 2012. 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 This module provides a general overview of the new features and benefits of the case management feature in Microsoft Dynamics AX 2012. Lessons

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

Lab : Create a Case Lab : 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





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Module 10: Human Resources Management This module provides a general overview of the new features and benefits of the Human resources (HRM) module in Microsoft Dynamics AX 2012. 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 This module provides a general overview of the new features and benefits of the Public Sector industry solution for Microsoft Dynamics AX 2012. 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


•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.
