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Pushing data from Excel to AX using the AX add-in

  • 1.  Pushing data from Excel to AX using the AX add-in

    Posted Oct 23, 2019 04:25 PM
    Hello everyone,

    I wanted to reach out to the community, because I am trying to find a way to use Excel to simultaneously add multiple pieces of data directly to AX.

    I know that the AX add-in exists for this purpose, but does anyone here have experience in doing this or any references for help?

    Thank you!

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    Taylor Kesselring
    Project Management
    Sokol and Company
    Countryside IL
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    Conference-AXUG_200x200


  • 2.  RE: Pushing data from Excel to AX using the AX add-in

    SILVER CONTRIBUTOR
    Posted Oct 23, 2019 04:37 PM
    Hi,

    Please refer below links.

    Excel Integration with D365FO - Configuration
    https://community.dynamics.com/365/financeandoperations/b/daxology/posts/excel-integration-with-d365fo-configuration

    Export data using Excel Addin - D365FO
    https://community.dynamics.com/365/financeandoperations/b/daxology/posts/export-amp-publish-data-using-excel-add-in-d365fo

    Publish data using Excel Addin - D365FO
    https://community.dynamics.com/365/financeandoperations/b/daxology/posts/publish-data-using-excel-addin-d365fo#_cptype=root

    Excel Addin for D365FO - Design option
    https://community.dynamics.com/365/financeandoperations/b/daxology/posts/excel-addin-for-d365fo-design-option#_cptype=root

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    Regards,
    Chaitanya Golla
    Lead Architect
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    Conference-AXUG_200x200


  • 3.  RE: Pushing data from Excel to AX using the AX add-in

    TOP CONTRIBUTOR
    Posted Oct 24, 2019 09:48 AM
    Edited by Colby Gallagher Oct 24, 2019 09:48 AM
      |   view attached
    Since you wrote AX, I'm going to assume you're not on D365.  The add-in was significantly enhanced when D365 was released, and I don't believe the new version is backward compatible with AX 2012 / R3.   I'm a big fan of the Add-in, its a great tool for a lot of things. Keep in mind the users skillset in Excel and understanding AX table structures usually needs to be higher than the average user to be effective with it.

    What tables are you trying to edit?  Unless you create a service, you wont be able to edit multiple tables in one update, you'll need to update each table individually.  IE on Released Products, the Buyer Group is on InventTable, but the Price from the Purchase fast tab is on InventTableModule.  So you need to update those two tables independently.

    Another thing to keep in mind, unless you do a small mod, users need System Administrator rights to update tables directly using the Add-Data -> Add-Tables.  If you create a service, which is accessed via Add-Data-> Add-Data, users do not need sys admin but might need a new privilege created.

    See the attached document on using the add-in for any version of AX 2012.

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    Colby Gallagher
    Manufacturing Systems Consultant
    Agility Business Solutions
    Brecksville OH
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    Attachment(s)

    Conference-AXUG_200x200


  • 4.  RE: Pushing data from Excel to AX using the AX add-in

    GOLD CONTRIBUTOR
    Posted Oct 24, 2019 10:08 AM
    +1 Colby

    The ability to edit information in Excel is leverage through Office templates and the same are visible on select screens/forms from the Office icon on top right corner and under node 'Open in Excel'

    Not all screens have it form but majority have and others which don't have or you have to import in volume then consider using data management import using Excel.

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    Regards
    Rahul Mohta
    Advisor - D365FO
    Real Dynamics
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    Conference-AXUG_200x200


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