1. Microsoft Dynamics® AX 2012
<add course number>
<add title of course>
This course examines <add course title here>
Important: We recommend that you use Microsoft® PowerPoint® 2003 or a later version to display the slides for this course. If you use PowerPoint Viewer or an earlier version of PowerPoint, all the features of the slides might not display correctly.
Preparation tasks
Perform the following tasks to prepare for this course:
Read all of the materials for this course.
Practice performing the demonstrations and lab exercises.
Work through the Test Your Knowledge section and determine how you will use this section to reinforce participant learning and promote knowledge transfer to on-the-job performance.
Microsoft Dynamics® AX 2012
Reporting

2. Notes Page Over-flow Slide. Do Not Print Slide. See Notes pane.
<add course number>
Notes Page Over-flow Slide. Do Not Print Slide. See Notes pane.
<add title of course>
There are several tasks that instructors should complete to ensure a smooth start-up to the class. These tasks include, but are not limited to the following:
Contact training center in advance – contact the training center several days prior to the beginning of class and verify the following:
That the center has correct Hyper-V image
The image will be installed prior to your arrival
Training room has white boards, markers, flip charts, and the audiovisual equipment that are required to help you deliver the class
Confirm the date and time that you want to arrive at the center
Check the training room before class – go to the training center and check your room the day before class starts. Verify that equipment is available and images are loaded. Always test the image during this inspection visit. This is also the time to set out participant materials at the participant desks, prepare name cards, prepare white boards and flip charts for use, and to test audiovisual equipment.
Arrive early the first day of class – allow time to take care of last minute details, such as starting up your instructor machine, opening the PowerPoint slide deck, and preparing your notes.
Prepare a parking lot – we strongly encourage you to designate a flip chart page or a section of a white board as a parking lot for unanswered questions. This will enable you to set aside questions that cannot be immediately answered or that require answers that might take longer than the class timeline will allow.
Display the Welcome slide – the Welcome slide is the first slide in each class slide deck. This slide should be on display as participants enter the room.
Ensure participant sign-in – ensure that participants sign the class roster that is provided by the training center as they enter the training room
Check on PartnerSource to see if there is a training extension that goes with this course. The extension is to be used in conjunction with the courseware, not as stand-alone training manual. You can download the extension from PartnerSource: , then go to Communities > Training > Training materials. Make sure to provide the course participants with the extension as part of the student materials. Besides the training manuals, the extensions also include Syllabus and Instructor Notes to help the instructor prepare for the training.

3. Notes Page Over-flow Slide. Do Not Print Slide. See Notes pane.
<add course number>
Notes Page Over-flow Slide. Do Not Print Slide. See Notes pane.
<add title of course>
Post-Class Tasks
Post-class tasks can vary depending on the class delivered and the training center used, and generally include the following:
Evaluations: administer any evaluations that are required for the class, including the standard Microsoft Dynamics post-class evaluation. We recommend that you direct the participants to the evaluations in the middle of the last day of class so participants have time to thoughtfully fill out the evaluation.
Parking lot: write down any remaining parking lot issues and determine how answers will be distributed to participants. Obtaining participant addresses and sending out a group with follow-up answers is often a simple solution.
Closure with training center: make a final visit to the training center contact person to ensure that the training center knows that the class is complete and any final issues can be addressed.

4. <add title of course>
<add course number>
Introductions
<add title of course>
Name
Company
Job role
Experience with product
Favorite hobby/activity
Introductions
The beginning of class is guided by the first few slides of the PowerPoint slide deck. Display this slide and introduce yourself using the bullets on the slide. Include information about the qualifications that you have to teach the class.
Allow participants time to introduce themselves using these same bullets.

5. <add title of course>
<add course number>
Things You Need to Know
<add title of course>
Class Information
Starting time
Ending time
Breaks
Lunch
Facilities
Restrooms
Telephones
Class Logistics
Display this slide and go through the logistics of times, breaks, and restrooms. This is also a good time to start setting expectations for participation: class will start on time and participants are expected to shut off mobile phones and at that time

6. Virtual Machine Log On Information
Virtual Machines Log On Information:
User name
Administrator
Password
Pa$$w0rd

7. <add title of course>
<add course number>
Chapter Overview
<add title of course>
Chapter 1: Overview
Chapter 2: SQL Server Reporting Services
Chapter 3: SQL Server Analysis Services
Chapter 4: Enterprise Portal and Role Centers
Introduce the Class: This slide introduces the class table of contents. We recommend that you have participants open the training manual and browse the table of contents while you review the topics that will be covered in class.
Chapter 1: Overview: provides an overview of the Microsoft Dynamics AX 2012 reporting features, capabilities, and development tools.
Chapter 2: SQL Server Reporting Services: provides an overview of the reporting framework. It lists the installation requirements, explains the available development tools, describes the report deployment options, and demonstrates the development process.
Chapter 3: SQL Server Analysis Services: describes the cube structure, lists installation requirements, describes the cube deployment options, and demonstrates the development process.
Chapter 4: Enterprise Portal and Role Centers: describes the Enterprise Portal improvements, explains the installation process, describes the purpose of role centers, and then demonstrates the development process for creating and editing Role Center pages and Enterprise Portal web parts.

8. <add title of course>
<add course number>
Chapter 1: Overview
<add title of course>
Objectives
Identify available reporting features in Microsoft Dynamics AX 2012
Explain how reporting features are used in Microsoft Dynamics AX 2012
Explain how Role Centers use other reporting features in Microsoft Dynamics AX 2012
Duration: 120 minutes
Key message: Microsoft is integrating their existing technology stack with Microsoft Dynamics AX 2012 to make development and use of Reporting and Business Intelligence efficient and straightforward.
Benefits: This chapter will describe the reporting and business intelligence features that are available in Microsoft Dynamics AX 2012, and it will identify the tools and applications that are required to develop and use the features.
NOTE: <Add extra notes, if applicable>

9. <add title of course>
<add course number>
Development Tools
<add title of course>
Discuss the Development Tools and resulting reporting options that are available in Microsoft Dynamics AX 2012.
Microsoft Dynamics AX 2012 – AOT
Visual Studio 2010 – Primary development environment for SSRS reports, integration with Microsoft Dynamics AX 2012
Visual Studio 2008 and Business Intelligence Development Studio in VS2008 – this is required to develop KPIs in AX2012, but is not installed on the demonstration images
SQL Server 2008 – integration with Microsoft Dynamics AX 2012, SSRS extensions

10. <add title of course>
<add course number>
SSRS Report
<add title of course>
Discuss SSRS as a default reporting tool in Microsoft Dynamics AX 2012

11. <add title of course>
<add course number>
Role Center
<add title of course>
Discuss Role Center and available web parts (KPIs, Cues, work lists, and so on).

12. Chapter 2: SQL Server Reporting Services
<add course number>
Chapter 2: SQL Server Reporting Services
<add title of course>
Objectives
Describe the installation procedure and prerequisites
Describe the tools that are used to develop and deploy reports for Microsoft Dynamics AX 2012
Describe the process for developing reports by using Visual Studio
Describe three options for deploying reports
Describe how SSRS reports can be used within Microsoft Dynamics AX 2012
Duration: 180 minutes
Key message: SSRS is the default reporting option for Microsoft Dynamics AX 2012
Benefits: Standard reporting tool is widely known; it allows reports to display in mutliple clients (Microsoft Dynamics AX client, Enterprise Portal, batch jobs, individual reports, Report manager, and so on).
NOTE: <Add extra notes, if applicable>

13. Microsoft Dynamics AX 2012 Reporting Framework
<add course number>
Microsoft Dynamics AX 2012 Reporting Framework
<add title of course>
Microsoft Dynamics AX 2012 Reporting Framework

14. Reporting Services Extensions Installation
<add course number>
Reporting Services Extensions Installation
<add title of course>
Prerequisites for installation of Reporting Services Extensions include:
Microsoft SQL Server 2008 Reporting Services
If you are using Microsoft SQL Server 2008 R2, Cumulative Update 3 or later is required
Windows PowerShell 2.0

15. Report Development Tools
<add course number>
Report Development Tools
<add title of course>
Report Development Tools:
MorphX and the Application Object Tree
Visual Studio 2008 with Business Intelligence Development Studio
Visual Studio 2010
SQL Server Reporting Services
SQL Server Analysis Services

16. Report Development Process
<add title of course>
<add course number>
Report Development Process
Create a reporting project
Define data source
Define dataset
Define data region
Define filter and sort parameters
Build the reporting project
Deploy the report
Display the report

17. Demonstration: Create New Report
<add course number>
Demonstration: Create New Report
<add title of course>
This demonstration shows how to create a new report by using Visual Studio 2010
In this demonstration, you will show how to create a new report using Visual Studio
Duration: 20 minutes
Demonstration Steps : Develop Reports page 2-8
NOTE: <add extra note, if applicable>
20 min

18. Lab 2.1: Create a Simple Report
<add course number>
Lab 2.1: Create a Simple Report
<add title of course>
Lab Scenario Develop a report to expose customer transaction data
Before students begin the lab, read the scenarios associated with the class.
This lab will demonstrate how to develop a report to expose customer data. The estimated duration is 30 minutes.
Before students begin the lab. Review the scenario.
Estimated time: 45 minutes

19. Lab 2.1: Create a Simple Report
Exercise 1: Create a Microsoft Dynamics AX query
Exercise 2: Create a new report in Visual Studio
Exercise 3: Apply Layout template
Exercise 4: Add Column sorting
Exercise 5: Group report data
Exercise 6: Filter report data
Exercise 7: Add a dynamic parameter
Exercise 8: Save and deploy the report
Exercise 9: View the report in Microsoft Dynamics AX
Add notes, if applicable.

20. Lab 2.2: Create a Report With X++ Business Logic
<add course number>
Lab 2.2: Create a Report With X++ Business Logic
<add title of course>
Lab Scenario Develop a report to display customer data with parameters for account number, account statement and whether to include tax.
Before students begin the lab, read the scenarios associated with the class.
This lab will demonstrate how to develop a report to expose customer data. The estimated duration is 30 minutes.
Before students begin the lab. Review the scenario.
Estimated time: 45 minutes

21. Lab 2.2: Create a Report With X++ Business Logic
Exercise 1: Create a Temporary Table
Exercise 2: Define a Report Provider Class
Exercise 3: Define a Data Contract Class
Exercise 4: Define a Data Contract Method
Exercise 5: Define a Method to Return the Data to Reporting Services
Exercise 6: Add Business Logic for the Report
Exercise 7: Create a Reporting Project
Exercise 8: Bind a Report to a Report Data Provider Class
Add notes, if applicable.

22. Summary : SQL Server Reporting Services
<add course number>
Summary : SQL Server Reporting Services
<add title of course>
Installation requirements
Reporting framework
Report development tools
Create a simple report
Add notes, if applicable.

23. Chapter 3: SQL Server Analysis Services
<add course number>
Chapter 3: SQL Server Analysis Services
<add title of course>
Objectives
Review SQL Server Analysis Services features and capabilities
Describe the SQL Server Analysis Services installation procedure and prerequisites
Describe the process for developing cubes by using Business Intelligence Development Studio
Show how SQL Server Analysis Services can be used to display data in a Role Center web part
Define the process for creating a report in Microsoft Dynamics AX 2012 that uses data from a SQL Server Analysis Services cube
Explain the options for analyzing cube data
Duration: 3 hours
Key message: This chapter focuses on developing cubes to provide data for KPIs or reports and displaying results in a Role Center page.
Benefits: This chapter provides tools to develop more graphical and interactive reports and KPIs
NOTE: <Add extra notes, if applicable>

24. <add title of course>
<add course number>
Cube Structure
<add title of course>
Describe cube structure

25. <add title of course>
<add course number>
Cube Structure
<add title of course>
Perspectives – subset of cube data
Measures – fields or columns of data to analyze
Attributes – fields or columns that are used as parameters to categorize Measures
Dimensions – group of Attributes
KPI – Key Performance Indicator; a collection of calculations that are used to measure business performance

26. Configuration Prerequisites
<add course number>
Configuration Prerequisites
<add title of course>
Prerequisites for configuring SQL Server Analysis Services:
Microsoft SQL Server 2008 Analysis Services
SQL Server Management Studio
SQL Server Business Intelligence Development Studio
SQL Server Analysis Services is installed as part of the SQL Server installation.
Separately, the installation wizard for Microsoft Dynamics AX 2012 will configure SQL Server Analysis Services to work with Microsoft Dynamics AX 2012.
These prerequisites are for the SSAS configuration part of the Microsoft Dynamics AX 2012 installation.

27. Cube Development Process
<add course number>
Cube Development Process
<add title of course>
Create perspective
Specify measures and attributes
Generate Analysis Services project
Deploy cube

28. Demonstration: Develop a Cube Using Sales Data
<add course number>
Demonstration: Develop a Cube Using Sales Data
<add title of course>
This demonstration shows how to develop a cube by using Sales data.
In this demonstration, you will show how to create a cube
Duration: 20 minutes
Demonstration Steps : Develop Cubes demonstration from page 3-6
NOTE: <add extra note, if applicable>
20 min.

29. Lab 3.1: Create a Report Using Cube Data
<add course number>
Lab 3.1: Create a Report Using Cube Data
<add title of course>
Lab Scenario Display a bar graph of sales on a role center page by using cube data.
Before students begin the lab, read the associated scenarios to the class.
This lab will demonstrate how to develop a cube and display results on a role center web page.
Before students begin the lab, review the scenario.
Estimated time: 45 minutes

30. Summary : SQL Server Analysis Services
<add course number>
Summary : SQL Server Analysis Services
<add title of course>
Understand Installation sequence and requirements
Deploy default cubes
Create new cubes
Develop reports using cube data
Add notes, if applicable.

31. Chapter 4: Enterprise Portal and Role Centers
<add course number>
Chapter 4: Enterprise Portal and Role Centers
<add title of course>
Objectives
Describe Enterprise Portal improvements
Explain how to install Enterprise Portal and role centers
Modify existing role centers
Create new role centers
Add new reports to role centers
Duration: 3 hours
Key message: This chapter focuses on listing Enterprise Portal improvements, explaining installation requirements, describing role center profiles, and explaining the process for developing new role centers, Enterprise Portal pages, and adding reports and KPIs to web parts.
Benefits: This chapter will help students use the development processes that were discussed in previous chapters to create content to display in role centers and in the Enterprise Portal.
NOTE: <Add extra notes, if applicable>

32. Enterprise Portal and Role Center
<add course number>
Enterprise Portal and Role Center
<add title of course>
Add screenshots to the powerpoint for illustration purposes, if applicable. This slide is just an example.
Task Page User Controls:
1 - All forms open in a Modal Window
2 - Close Button
3 - FastTab
4 - Two-column Layout
5 - FactBox

33. Enterprise Portal and Role Center
<add course number>
Enterprise Portal and Role Center
<add title of course>
Shared Version vs. Personal Version
Web parts
Action Pane
Business Overview
Report
Cues
Infolog
Navigation
Connect
Quick Launch
Quick Links
Explain the difference between editing the Shared version of an Enterprise Portal page versus editing the Personal version of a page.

34. Demonstration: Modify a Role Center
<add course number>
Demonstration: Modify a Role Center
<add title of course>
This demonstration shows how to modify the personal version of a role center.
In this demonstration, you will show how to modify the personal version of an existing role center page.
Duration: 20 minutes
Demonstration Steps : Exercise 4.1 on page 4-16
NOTE: <add extra note, if applicable>
20 min

35. Lab 4.1: Create a Report to Display in a Role Center
<add course number>
Lab 4.1: Create a Report to Display in a Role Center
<add title of course>
Lab Scenario Develop a new CAO Role Center page.
Before students begin the lab, read the associated scenarios to the class.
This lab will demonstrate how create a new role center page.
Before students begin the lab, review the scenario.
Estimated time: 60 minutes

36. Lab 4.1: Create a Report to Display in a Role Center
Exercise 1: Define a Query
Exercise 2: Create a Reporting Project
Exercise 3: Create a Report
Exercise 4: Configure Report Parameters
Exercise 5: Apply Layout and Style Templates
Exercise 6: Create a Menu Item
Exercise 7: Create a Role Center
Exercise 8: Add a Report to Role Center
Add notes, if applicable.
Estimated time: 100 minutes

37. Summary : Enterprise Portal and Role Centers
<add course number>
Summary : Enterprise Portal and Role Centers
<add title of course>
Installation Requirements
Personal vs. Shared pages
Role Center Profiles
Creating new Role Centers
Adding reports to Role Centers
Add notes, if applicable.

38. Notes Page Over-flow Slide. Do Not Print Slide. See Notes pane.
<add course number>
Notes Page Over-flow Slide. Do Not Print Slide. See Notes pane.
<add title of course>
Post-class tasks can vary depending on the class delivered and the training center used, but generally includes the following:
Evaluations – administer any evaluations that are required for the class, including the standard Microsoft Dynamics post-class evaluation. It is a good idea to direct the participants to the evaluations in the middle of the last day of class so participants have time to thoughtfully fill out the evaluation.
Parking lot – take down any remaining parking lot issues and determine how answers will be distributed to participants. Obtaining participant addresses and sending out a group with follow-up answers is often a simple solution.
Closure with training center – make a final visit to the training center contact person to ensure that the training center knows that the class is complete and any final issues can be addressed.