Our AX2012 top ten features: #6 Excel data upload

A significant portion of Microsoft’s annual $9bn R&D spend goes into integrating their products. In post number 6 of our AX2012 top ten, see how easy it is to import data directly into Microsoft Dynamics AX using Microsoft Office Excel.

So what's new about using Excel to import data into AX? Haven't we had this option since the Axapta days?

Yes, but this involved the creation of templates in AX first, and importing anything remotely sizeable or complex typically required the writing of scripts.

Now this process is much simpler and definitely warrants an entry in our top ten.

As mentioned in entry number 9, of our AX2012 top ten, it is possible to pull AX data directly into Excel.

To push data back the other way- it's as simple as this:

1.    Open up Excel and click on the Microsoft Dynamics AX tab. Click "Connection" and check the legal entity you are connected to. Use the dropdown to change this if you wish.

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2.    Click Add Data, select Tables and in the filter box, type the name of the table you want to populate. In this example we'll add a couple of customer groups by selecting the CustGroup table.

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3. Drag and drop any other Customer group fields you wish to populate.

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 4. Click the Design Mode button, to exit the design mode. Then click refresh if you wish to view existing data.

5. Enter data into the table, optionally using the Field Lookup button to view existing data in lookup tables. In this example, I've added customer group 50 and 60.

6. Click Publish Data to send this data to Dynamics AX.

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7. Let's switch over to AX to view the results

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 Simples!

 

 

   

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