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Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Finance
HR And
Payroll
Purchase
Sales and
Marketing
Manufacturing
Inventory
Management
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Purchased Application
Package(s) – etc.
New Web-based
application(s)
Legacy
Application
System(s)
Program
Program
Program
Program
Program
Program
Program
Program
Program
 Enterprise IT reflects the structure and history of each enterprise
not the business processes required.
 Departments have their own IT systems
 Legacy systems are left in place and new systems built separately.
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Program
Program
Program
Program
Program
Program
Program
Program
Program
Load
Program
Extract
Program
Extract
Program
Load
Program
Extract
Program Load
Program
Screen
Scrape
Database Replicator
Down
load
File
Down
load
File
Trans
action
File
Message
Queue
Down
load
File
Trans
action
File
Message
Queue
Application
System B
Application
System A
Application
System C
 Each requirement is addressed with a point to point solution
 Typically consisting of a data transfer mechanism and a data
format converter.
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Action Pane
Summary
section
Tabbed list
section
Chart
section
Links
section
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
DASHBOARD
50 ftFORMS
WORKSPACE
100 ftDETAILS /
TRANSACTIONS
TAB PAGETABLE OF CONTENTS
Tab Tab Tab Tab Tab
LIST
Item
Item
Item
Item
Item
Item
Item
Item
Item
Item
LIST
Item
Item
Item
Item
Item
Item
Item
Item
Item
Item
SIMPLE LIST AND D ETAILS
Tab Tab Tab Tab Tab
LIST SLIDER
Common
Inquiries
Journals
Reports
MODULE
5,000 ft
15,000 ft
LIST
Section label
LIST
Section label
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Start
Manual task
Approval Process
End
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Implements
business process in code
Models
workflows
Implements
workflow
elements
Issac
Developer
Issac
Developer
Ken
Controller
Microsoft Dynamics AX
Business userDeveloper
DeclarativeDeclarative/
Imperative
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Run time
And data
access
Workflow
And Services
Client &
Presentation SSRS Report
Application Platform
Organization
Model
Number Sequence
Global Address
Book
Source Document
Application Foundation
Application Suit i.e. Financials, SupplyChain Management
Application Suit
Data Access Layer
Data
Base
Meta data
Workflow
Security
Batch
Cache
Form Engine
UI Interaction
Layer (WCF)
Odata Endpoint
(WCF)
Role based access control (RBAC) with granular permissions
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
US
R
CUS
VAR
ISV
SLN
FPK
GLS
SYS Currency
Table
Currency
Form
Currency
Table
Extension
Currency
Form
Extension
Currency
Event
Handlers
Table extension adds
new field to schema
Form extension binds
new field to UI
Microsoft Confidential 64
Table extension adds
new field to schema
Form extension binds
new field to UI
Table and Form
event handlers are
used to add
business logic
Customization by extension makes
no changes to Microsoft (or ISV) source
code or binaries which facilitates future upgrades
and improves development efficiency by
eliminating rebuilds of the full AX App Suite
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Excel Integration Embedded Analytics Reporting Services
Power BI Management Reporter
DESIGN
Auto Design
Precision
Design
CONTROLS
Query Ranges
Data Contract
UI Builder
DATA ACCESS
AX Query X++ Business Logic
AX
QUERY
• Modeled
Solution
DATA
PROVIDER
• Business
Logic (X++)
PRE-
PROCESS
• Extended
Processing
REPORT DATA SET
UI BUILDER
DATA
CONTRACT
QUERY
RANGES
Modeled
Parameters
Layout
Grouping
Custom
Views
Cascading
Parameters
Input
Validation
Inline
Validation
• Modeled definition
• Basic tabular layouts
• Template based styling
AUTO
DESIGN
• Free-form designer
• Complex designs
• Multi-tier data sets
PRECISION
DESIGN
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Planned Order
Purchase
Requisition
Request for
Quote
Purchase
Order
Product Receipt
Invoice receiptVendor Payment
Purchase
Agreements
Planned
purchase order
Request for
Quotation
Purchase
requisition
Purchase order
Sales Order
(Direct delivery)
Production orderPurchase
agreement
Manual entry
Non posted documents
RFQ
journal
Purchase order
Confirmation
Product receipt Vendor Invoice
Posted Documents
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Introduction to Microsoft ERP Dynamics 365 for finance and operation
Customer request
Sales quotation
Sales order
Distribution
Invoicing
Customer payment
Non-posted documents
Sales order
Sales quotations
Sales Agreement
Journal
Direct Sale order
Sales order
confirmation
Packing slip
Sales
invoice
https://docs.microsoft.com/en-
us/collaborate/connect-redirect
Question and
Answer

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Introduction to Microsoft ERP Dynamics 365 for finance and operation