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

• Note the table name

Step 2: Import the table in Excel

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

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

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

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

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

• Add column:
• Double click to add a column

Step 3: Refresh the data of the table

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

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

Step 4: Update or create a new record

You can now update the data:

• for example the description

And load the updated data into Dynamics Ax

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

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

• Check in Dynamics AX: the table has been updated

Or you can add a new record:

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

• 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