Dynamics AX 2012 R2: Budget plan entry via Excel

The Excel Add-in enables users to interact with services to pull data from AX into Excel, enter and edit data in Excel, and then publish that data back into AX. One of the best usages of the Excel Add-in in Dynamics AX 2012 R2 is budget plan entry. To enable Excel entry of budget plans,…


Dynamics AX 2012 R2: Key Office 365 scenarios

Dynamics AX 2012 R2 has a number of new and improved Office Interop capabilities. They enable a number of key scenarios for Office 365 that I wanted to list here. If you have other scenarios that you’d like to highlight or other scenarios that we don’t currently support, please mention them in the comments below….


Dynamics AX 2012 R2: Improved Office Interop capabilities

Dynamics AX 2012 R2 has been out for a while now, but I realized that I hadn’t posted updated information about its Office Interop capabilities here. In Dynamics AX 2012 R2 we responded to feedback from our customers and partners to provide new and updated support in a number of areas. Highlights for R2 Document…


Dynamics AX: Copy+Paste vs Export to Excel

I had a question from a customer recently: “On a Details Form, copy+paste gives me more fields than Export to Excel, so why would I use Export to Excel?”. Below was my answer… Copy+paste will give you values for all the visible form fields from the current datasource.Export to Excel will initially give you values…


Dynamics AX 2012 R2: Office, SharePoint, and Lync versions supported

I just completed my Office Interop presentation at Convergence in New Orleans and I had a number of people asking about version support for Office and SharePoint since I demonstrated in Microsoft Office 2013. I didn’t make a specific mention of Microsoft Office 2010 but, yes, Office 2010 is supported as well as Office 2013….


Dynamics AX: Turning off specific tasks

Recently I had a someone ask me how to turn off or disable the Export to Excel task. Unfortunately, like most tasks, it can’t be disabled via the options dialog like the Document handling subsystem can be (Tools/Options/General/Miscellaneous/Document handling active). In the AX2012 client, the task keyboard shortcuts like Ctrl+T don’t go through the buttons, so disabling the Export…


Responding to keyboard shortcuts in Dynamics AX

In Dynamics AX, the use of shortcut keys triggers a task. Some tasks do things, like Ctrl+F3 opening the advanced query window, while other tasks have been added just to allow override as needed, like many of the F keys (e.g. F4). To override the standard behavior of a task, you can override the task…


Data Migration for Microsoft Dynamics AX 2012

Partick Nelson recently made a Dynamics AX Data Migration white paper available on InformationSource. Data Migration for Microsoft Dynamics AX 2012 includes sections on import via the Excel Add-in, import via RapidStart, using AIF document services and custom code, and an example of using AIF to import global address book data. Once you’ve had a…


Can Dynamics AX 2012 work with Office 365?

Office 365 provides secure anywhere access to Microsoft Office capabilities including document collaboration. Users can create, store, and edit Office documents online in Office 365. SharePoint Online can be thought of as the storage mechanism for Office 365 documents. Document Generation and Office 365 If Word and Excel documents generated by Dynamics AX 2012 are…