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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