Microsoft Dynamics AX 2009 Development Cookbook

Microsoft Dynamics AX 2009 Development Cookbook
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Table of Contents
Sample Chapters
  • Develop powerful, successful Dynamics AX projects with efficient X++ code
  • Proven AX recipes that can be implemented in various successful Dynamics AX projects
  • Covers general ledger, accounts payable, accounts receivable, project, CRM modules and general functionality of Dynamics AX
  • Step-by-step instructions and useful screenshots for easy learning
  • Numerous development tips and tricks for daily usage

Book Details

Language : English
Paperback : 352 pages [ 235mm x 191mm ]
Release Date : December 2009
ISBN : 1847199429
ISBN 13 : 9781847199423
Author(s) : Mindaugas Pocius
Topics and Technologies : All Books, Enterprise Products and Platforms, Microsoft Dynamics, Enterprise, Microsoft

Table of Contents

Chapter 1: Processing Data
Chapter 2: Working with Forms
Chapter 3: Working with Data in Forms
Chapter 4: Building Lookups
Chapter 5: Processing Business Tasks
Chapter 6: Integration with Microsoft Office
  • Chapter 1: Processing Data
    • Introduction
    • Creating a new number sequence
    • Renaming the primary key
    • Merging two records
    • Adding document handling notes
    • Using a normal table as temporary table
    • Copying a record
    • Building a query object
    • Using a macro in a SQL statement
    • Executing a direct SQL statement
    • Enhancing the data consistency check
    • Exporting to an XML file
    • Importing from an XML file
    • Creating a comma-separated value file
    • Reading a comma-separated value file
    • Deleting all company transactional data
  • Chapter 2: Working with Forms
    • Introduction
    • Creating Dialogs
    • Handling dialog events
    • Creating dynamic menu buttons
    • Building dynamic form
    • Adding form splitters
    • Creating modal forms
    • Changing common form appearance
    • Storing last form values
    • Using tree controls
    • Building checklists
    • Adding a "Go to the Main Table Form" link
    • Modifying the User setup form
    • Modifying application version
  • Chapter 3: Working with Data in Forms
    • Introduction
    • Handling number sequences
    • Creating custom filters
    • Creating custom instant search filters
    • Building selected/available lists
    • Preloading images
    • Creating wizards
    • Creating default data wizards
    • Processing multiple records
    • Coloring records
    • Adding images to records
  • Chapter 4: Building Lookups
    • Introduction
    • Creating an automatic lookup
    • Creating a lookup dynamically
    • Using a form for lookup building
    • Building a tree lookup
    • Displaying a list of custom options
    • Another way of displaying custom options
    • Building a lookup based on record
    • description
    • Browsing for folders
    • Selecting a file
    • Picking a color
    • Choosing a font
  • Chapter 5: Processing Business Tasks
    • Introduction
    • Creating new general journals
    • Posting general journals
    • Processing project journals
    • Creating and posting ledger vouchers
    • Changing automatic transaction text
    • Creating purchase orders
    • Posting purchase orders
    • Creating sales orders
    • Posting sales orders
    • Creating company-specific document layout
    • Creating electronic payment format
    • Building a "Display dimensions" dialog
  • Chapter 6: Integration with Microsoft Office
    • Introduction
    • Creating Excel files
    • Reading Excel files
    • Creating Word documents from templates
    • Creating configuration documents using Word
    • Exporting data to Microsoft Project
    • Sending email using Outlook

Mindaugas Pocius

Mindaugas Pocius is currently a freelance Dynamics AX technical and functional consultant and trainer at DynamicsLab Limited ( The company specializes in providing development, consulting, and training services for Microsoft Dynamics AX resellers and customers. Mindaugas started his IT consultant career back in 2001 while still in his Information Technology Master Studies at a Lithuanian University. Since then he has become a recognized Microsoft Certified Professional for Dynamics AX in most of the major areas: Development, Configuration & Installation, Financials, Trade & Logistics and Project Management. He is also a Certified Microsoft Trainer for Dynamics AX and has delivered Dynamics AX Development, Finance and other training across the world. From 2001 to 2012, Mindaugas participated in numerous Dynamics AX implementations, ranging from small local to large international projects reaching an 800 strong user base. He has held a wide range of development, consulting, and leading roles while always maintaining a significant role as a business application developer.

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Sample chapters

You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

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What you will learn from this book

  • Explore data manipulation concepts in Dynamics AX – build data queries and modify the existing data
  • Build scripts to assist data migration processes
  • Organize data in Dynamics AX forms
  • Enhance your application by using advanced form controls
  • Create custom lookups using AOT forms and dynamically generate them from the X++ code
  • Create and post Dynamics AX journals from code
  • Create and manage purchase and sales orders from code
  • Create a custom electronic payment format and process a vendor payment using it
  • Integrate your application with Microsoft Office Suite
  • Create various MS Office documents that can be used for exporting/importing business data for further distribution or analysis

In Detail

Microsoft Dynamics AX provides a comprehensive Enterprise Resource Planning (ERP) solution for mid-size and larger organizations. Dynamics AX implementations are used worldwide by thousands of customers. With the new version - Dynamics AX 2009 - the system is due to expand even more rapidly.

Every new implementation requires some level of customization, and all organizations want this to be done to the highest standards using proven approaches.

This step-by-step guide will help you manage your company’s ERP information and operations efficiently, and solve your business process problems in an effective and quick way. This book focuses on commonly used custom modifications in major Dynamics AX modules. This book contains commonly used bits of code which were real-world tested in at least one successful Dynamics AX implementation. Many of the recipes were deployed in many implementations and even across several versions of Dynamics AX. The examples in this book cover various areas of Dynamics AX to help developers not only learn about programming, but also about the functional side of Dynamics AX. The book should help developers who already know the basics of Dynamics AX programming to step up to the next level.

The recipes allow you to look at the development from the perspective of business processes. You will learn to enhance your user interface using various Dynamics AX UI elements. Managing your data and functions will become easier. You will also get numerous development tips and tricks from a Dynamics AX development expert.

Find solutions to common Dynamics AX development problems and effectively manage your business processes, with clear and easy-to-follow recipes.


This book contains a list of useful Dynamics AX modifications – recipes – along with all required code and in-depth explanations. Most of the recipes are presented using real-world examples in a variety of Dynamics AX modules. The step-by-step instructions along with many useful screenshots make learning easier.

Who this book is for

This book is for Dynamics AX developers, and is primarily focused on delivering time-proven application modifications. Although new X++ developers could use this book along with their beginner guides, this book is focused more on people who are willing to raise their programming skills above the beginner level, and at the same time learn the functional aspects of Dynamics AX. So, some Dynamics AX coding experience is expected.

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