Microsoft Dynamics AX Technical Training | Dynamics 365
                     Customizing Dynamics 365 AX: A Technical Guide 
Customizing Dynamics 365 AX (now known as Dynamics 365 Finance & 
Operations) is essential for tailoring the ERP system to meet specific business 
needs. This process involves altering existing functionalities or adding new 
features to optimize operations. Here's a concise guide on how to approach 
customizations in Dynamics 365 AX: 
 
1. Understand the Architecture 
Before diving into customizations, it's crucial to understand the architecture of 
Dynamics 365 AX. The system is built on a multi-tier architecture consisting of 
the database, application object server (AOS), and client. Customizations are 
primarily done at the AOS level using the MorphX development environment and 
X++ programming language.   Microsoft Dynamics 365 Online Training 
2. Development Environment Setup 
Set up your development environment by installing the necessary tools: Visual 
Studio and the Dynamics 365 Finance & Operations developer tools. Ensure you 
have access to a development instance of Dynamics 365 AX. 
3. Using Extensions and Overlays 
Microsoft recommends using extensions over overlays to ensure future 
compatibility and easier upgrades. Extensions allow you to add new functionality 
without modifying the original source code. Create extensions using the 
Application Object Tree (AOT) in Visual Studio.  Dynamics 365 Online Training 
4. Customizing Forms and Tables 
Forms: To customize forms, navigate to the AOT, locate the form, and create a 
form extension. You can add new controls, modify existing ones, or change 
properties. 
Tables: Customizing tables involves adding new fields or modifying existing 
ones. Use table extensions to add new fields and indexes without changing the 
base table.  Microsoft Dynamics AX Technical Training 
5. Creating and Modifying Classes 
Classes in X++ handle business logic. Create new classes or extend existing ones 
by creating class extensions. This allows you to add or override methods to 
implement custom business logic. 
6. Event Handling 
Leverage event handlers to execute custom code in response to specific events. 
Use pre- and post-event handlers to insert custom logic before or after standard 
processes.  D365 Finance and Operations Online Training 
7. Testing and Deployment 
Thoroughly test customizations in a sandbox environment before deploying them 
to production. Use the Lifecycle Services (LCS) for managing deployments and 
monitoring the health of your customizations.   Microsoft Dynamics AX Training 
Conclusion 
Customizing Dynamics 365 AX requires a good understanding of its architecture, 
development tools, and best practices. By using extensions, event handlers, and 
proper testing procedures, you can tailor the system to meet unique business 
requirements while ensuring maintainability and ease of upgrades. 
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