Export to Excel when there is no Ribbon Bar
Not all of the forms within Dynamics AX have the ribbon bar enabled with the Export to Excel icon handy for you to use when you want to gram a copy of the data, but that doesn’t mean that there is no way to quickly get your data moved over to a linked worksheet.
All you need to do is select the Export to Microsoft Excel menu item from the Files menu, or for those of you that love shortcut keys, just press CTRL+T and Dynamics AX will create an Excel Workbook with all of the data from the form populated in it.
Add additional Dynamics AX fields to worksheets after exporting to Excel
Exporting to Excel from Dynamics AX is probably one of the most used features for all of the do-it-yourselfers out there because once the data is in Excel you can create your own reports, dashboards, and analysis in a tool that we are all very familiar with.
But just because Dynamics AX exports the fields that are showing on the form does not mean that you have to settle for that data. Using the Dynamics AX Add-In for Excel, you can see all of the fields that are available within the table or query from Excel and add in new columns on the fly, making your Excel queries even more useful.
Synchronize Dynamics AX with Microsoft Outlook
Although we would like to be sitting in front of Dynamics AX all the time, it’s usually just not the case because we’re travelling, or just away from our desks. All that time, people may be setting up meetings for you, assigning critical tasks, or updating contact information that maybe you will need.
You don’t have to miss a beat though because you can set up your Dynamics AX client so that it synchronizes with Microsoft Outlook, and then all of the tasks, appointments, and contacts that you use will travel with you on your laptop, tablet, and even your phone.
Create reports for Dynamics AX from within Word
The Office Add-Ins for Dynamics AX are great, and most people are familiar with the Excel Add-In, but don’t forget about the Word Add-In. This allows you to create documents that are use data from Dynamics AX, almost like a mail merge, giving you the ability to create custom reports without having to get your IT department involved.
This allows you to create summary documents, or internal reports that you are able to format just like you would any other Word document, and also reuse over and aver again if you need to.
Use Export to Excel and the Excel Add-in for Dynamics AX to create Reports in Excel
When you have the Dynamics AX Add-In for Excel installed, the Export to Excel function within Dynamics AX automatically links the data table that you exported back to the data within Dynamics AX. This means that you are able to refresh the data at any time, returning back the latest information without having to re-export from the client.
Once you have created the linked worksheet, you can build your own dashboards and reports from it within Excel and they will always be up to date.