MICROSOFT DYNAMICS AX

2009 CUSTOMIZATION
By
Rehman Adeel
Microsoft Dynamics AX 2009
 Introduction
 Features
 Structure
 Application Object Layers
 Customization and Development
 System Objects
 Adding New Modules
 Customization Tools
 MorphX, Application Object Tree(AOT) etc.
Introduction
 AX 2009 at a glance
 Customizable and Scalable ERP
 Multi-language and Multi-currency support
 Financial Management
 Supply Chain Managment
 Manufacturing
 E-business
 Wholesales
 Services Industry
 Supports SQL Server and Oracle
Features
 Functional Features
 Single Database architecture for all the companies in
an organization
 Highly integrated design between functional areas
 Dimension based system for manufacturing and
financial modules
 Multi-currency and multi-language support
 Forecasting and Master planning is available
 Security
Features
 Development Tools and Features
 MorphX
 .NET Business Connector
 Application Object Tree(AOT)
 IntelliMorph
Structure
 Microsoft Dynamics AX is built upon tier structure

 First Tier
 Intelligent Client

 Second Tier
 AOS

 Third Tier
 Database Server
Application Object Layers
 Ease of customization
 Drag & Drop
 UI Adjustments (by end users)

 Customization versioning
 Safety of original code using layers concept
 Newest customization has priority
Application Object Layers
Standard Layers
 SYS
 The innermost layer; the System or SYS layer
 GLS
 Country-Specific Functionality
 HFX
 Hot Fixes
 Service Packs
 SL1, SL2, and SL3
 Vertical Partner Solutions Layer
Modifiable Layers
 BUS
 Develop and distribute vertical solutions
 License is mandatory

 VAR
 Separate layer for Value Added Reseller
 Any developments can be added

 CUS
 Modification of installation media
 Add generic enterprise modifications
Modifiable Layers
 USR
 Companies use this layer to make unique
customizations on customer installation media which
may include reports etc…
 Patch Layers
Developers
 AX 2009 Developer Groups
 Microsoft Business Solution Developers
 Individuals, who developed the application

 Business Partners and Developers

 Partners, with internal customization facilities

 End-Users
Customization and Development

 AX 2009 Development Tools

 IntelliMorph
 MorphX
 X++

 IntelliMorph
 IntelliMorph is the automatic layout generation of
forms, reports, and menus
 Example
IntelliMorph
IntelliMorph
 Drag and Drop (Grid Columns)

 Automatic layout control through IntelliMorph

 Forms, Reports and Menus Layouts
MorphX
 MorphX is a superior tool than IntelliMorph
 MorphX helps in performing, for example:
 Adding a new field on Forms
 Reports modification
 Menu items
X++
 Microsoft Dynamics AX 2009 is built upon
 Object Oriented
 Inheritance is the key concept
MorphX and the AOT
 Application Object Tree (AOT) contains:
 Data dictionary
 Reports
 Forms
 Classes etc.

 Node = A unique object type

 Drag & Drop
Application Object Tree
Application Object Tree
 Data Dictionary contains:
 Tables, Maps, Views, Extended Data Types, Base
Enums etc
 Example
Application Object Tree
 Table Elements
 Fields
 Field Groups
 Indexes
 Relations
 Delete Actions
 Methods
Application Object Tree
 Classes
 Forms
 Reports
 Menus
 Menu Items etc
Creating a Form
 The basic object categories of a form are as
follows:
 Methods
 Data Sources
 Designs
Customer Form
Customer Form

Data Sources
Customer Form

Design Node
Customer Form

Methods
Reports
 Printable documents
 Creating a Report
Report Design
 Visual Report Designer
Report Design
 Auto Design
 Generated Design
 Sections within a Report
 Prolog
 Page Header
 Header
 Section Group
 Footer
 Page Footer
 Epilog
Menu Items
 There are three types of menu items that can be
created:
 Display
 Output
 Action
Creating a Menu Item
Menus Node
Content Pane
Q&A Session

Q&A
THANK YOU