Dynamics AX has been able to export data to Microsoft Excel for a long time. And with the introduction of Dynamics AX 2012, it already offered the option…
Dynamics AX has been able to export data to Microsoft Excel for a long time. And with the introduction of Dynamics AX 2012, it already offered the option of exporting, updating and re-importing the data into AX 2012 via an Excel Add-In. But with Dynamics 365 for Finance and Operations the integration of Microsoft Excel has now become much more convenient and, with the Microsoft Dynamics Office-Add-In , allows data to be updated in Dynamics 365 practically in real time. The « Open in Microsoft Office » function is now a seamless part of Dynamics 365 for Finance and Operations and offers two options: Open in Excel Export to Excel Export to Excel Enables the static export of a grid – or rather an entire table or individual lines from it. We know this from the [CTRL-T] keyboard shortcut in AX 2009 and AX 2012. The exported data is then available in Excel for analyses or other purposes. Open in Excel With this function you can read, analyse and edit data from Dynamics 365 and publish data changes back to Microsoft Dynamics OData services. In addition to a current version of Microsoft Excel (2016), you need the Microsoft Dynamics Office Add-In , which is responsible for the data connection to Dynamics 365 for Finance and Operations ( Excel data connector ). For example, this allows time-consuming journal changes in accounting, updates to product attribute values or mass changes in the customer master to be carried out. To name just a few example use cases. A practical example: a customer changes their company name and you have to update it in Dynamics 365. So far no problem. But what if it affects dozens of branches and customer accounts? Here’s how it works: In Dynamics 365 > ‘All customers’ select the affected customer accounts Go to Open in Excel > Customers ( select the entry that is not [Outdated]) Download and open the file Enable editing in Excel: this opens the data connector , establishes the data connection and fetches the values from the corresponding fie