Dynamics Excel Add-In

This article presents an example of the Excel Add In utility in Dynamics AX 2012

Step 1: Identify the table in Dynamics AX

  • Open the table you want to use in Excel Add In
  • Right click > Personalize

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  • Note the table name

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Step 2: Import the table in Excel

  • Open Excel and go to the Dynamics AX tab
  • Click “Connexion”
  • Select the company

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  • Click “Add data”
  • Select “Add table”

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  • Retreive the table and add it to the Selected table area

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  • Select option “Create worksheets”
  • Click “OK”

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  • Table is open in Excel:
  • Key fields are automatically selected

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  • Add column:
  • Double click to add a column

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Step 3: Refresh the data of the table

  • Close the “Field Chooser” bar
  • Click inside the table
  • Click “Refresh  All” > “Refresh Current”

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  • All the data from Dynamics AX are loaded in the Excel file

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Step 4: Update or create a new record

You can now update the data:

  • for example the description

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And load the updated data into Dynamics Ax

  • Click “Publish” > “Publish selected” to publish only the current worksheet

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  • Once the data are published, a new sheet is created with the details of the import status

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  • Check in Dynamics AX: the table has been updated

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Or you can add a new record:

  • Create a new line in the excel table
  • Populate all the fields

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  • Click “Publish all”

Remark: If there is an error (a code does not exist for example), the error will be describe in the status report and the record is not imported.

  • Check in Dynamics AX: new record has been created

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One thought on “Dynamics Excel Add-In

  1. Pingback: Hello world! | ax-diary

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