Wednesday, 1 April 2015

How to use Microsoft Excel Add-in

You must install Office add-ins during the Dynamics AX installation process

ExcelAddIn

This installation process will insert a folder tab in Microsoft Office Programs
ExcelAddin1
This installation process will insert a folder tab in Microsoft Office Programs
ExcelAddin2
If you need to know the name of the table that you need you need to go in to Dynamics AX an click right on the field that you need to fill by Excel Add-in, then click on Personalizar
ExcelAddin3
Here you will see the name of the table, but in you have to be very carefully because some views on AX could have information from more than one table.
ExcelAddin4

Here you have to select the table that you need
5
Here you can drag the specific field that you need
ExcelAddin6
Then you have to click in Refresh, if the table have some information this process will show the information that the table contains
ExcelAddin7
Then you can paste the information that you need in the specific rows for publishing
ExcelAddin8
Click on Refresh in order to update the rows on the Dynamics Ax table

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