Export your Data to Excel in the New Microsoft Dynamics 365 for Operations

Posted on: November 28, 2016 | By: Jarrod Kraemer | Microsoft Dynamics AX/365

Authored by: Chris Rusing

Microsoft Dynamics 365 for Operations (or simply the new AX) is now available, but many people in the AX community may view this new upgrade as an enigma given its vast array of changes.  For example, in the prior versions of AX, many of the forms were exportable to Excel.  However, these forms came into Excel as static data which severely hindered your ability to truly interact with that exported data.  Much of that has changed in the new AX because the data you export to Excel is now dynamic.  It can be changed in the Excel workbook and then uploaded back into AX!  Below we will provide some examples in which this functionality is especially useful.

*Note: You must have Excel 2016 installed in order to run these procedures.

In our first example, we will update the lines of a general journal.  First go to the page below, select a batch and then click Open lines in Excel.  This will open up a drop down of the available templates.  Choose the General journal line entry template.  Please note that other templates can be created, but this one should be available in the Contoso demo environment.

This will open up the journal in Excel, as seen below.  Notice that the Microsoft Dynamics add-in is active in the far right.

Let’s update these amounts to $500 each.  Then click the Publish button in the data connector area.

The lines have now been updated in AX.

 

I believe end users will get the most out of this functionality in the budgeting module.  In the example below, we have a budget register entry still in Draft status so we are able to open the budget entries in Excel.  Select the entry and click Open in Excel at the top of the form.

 

It may take some time to retrieve the data, but it should look like the screenshot below when it is all finished.

 

I’m going to update the amount in the first line and then click Publish.

 

As you see below, the first line has been updated with the new budget amount.

 

I have heard from many end users that they wanted this ability in their ERP system.  It is great to see that Microsoft listened and implemented this great, new functionality that comes with the Microsoft Dynamics 365 for Operations!  For additional information please feel free to reach out to us at info@loganconsulting.com or (312) 345-8817. 

All the best! 
Logan Consulting 
www.loganconsulting.com



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