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Our Blog — Dynamics AX

Use Export to Excel and the Excel Add-in for Dynamics AX to create Reports in Excel

Posted by Author, Curator, Visually Impared Squirrel Literacy Advocate & Dynamics AX Technical Solution Professional (TSP) at Microsoft on

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 …

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Using Vendor Requests to Manage On-boarding New Vendors

Posted by Author, Curator, Visually Impared Squirrel Literacy Advocate & Dynamics AX Technical Solution Professional (TSP) at Microsoft on

Built into Dynamics AX is a feature for managing the setup of new Vendors which allows users to request for new vendors to be added, for the purchasing group approval process by the way of workflows, and finally automatically create new vendor records.  Additionally, if you are using the Vendor Portal, the on-boarding process will …

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Using Export To Excel in Dynamics AX to Create Reporting Data Sources

Posted by Author, Curator, Visually Impared Squirrel Literacy Advocate & Dynamics AX Technical Solution Professional (TSP) at Microsoft on

The Export to Excel button may not seem like the most impressive feature of Dynamics AX, but don’t be fooled. If you look closely, you will notice that the when the data is exported to Excel, the data is still linked to Dynamics AX through the Excel Add-In, which means that once it is in …

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Using Power BI to Analyze Your Dynamics AX Data

Posted by Author, Curator, Visually Impared Squirrel Literacy Advocate & Dynamics AX Technical Solution Professional (TSP) at Microsoft on

Everyone has used Pivot Tables within Excel at one point in time to create simple reports against Dynamics AX, and some of you may have also used Power Pivot to create more elaborate dashboards and charts.  Recently Microsoft extended out the query and reporting capabilities within Excel with the Power BI suite.  In addition to …

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Using PowerPivot to Analyze Dynamics AX Data

Posted by Author, Curator, Visually Impared Squirrel Literacy Advocate & Dynamics AX Technical Solution Professional (TSP) at Microsoft on

Dynamics AX 2012 Blueprints: Using PowerPivot to Analyze Dynamics AX Data Perhaps you have heard about the new tool in Excel called PowerPivot, but wonder how it can enhance your use of Excel. In this series we will show how PowerPivot can assist you with advanced data analysis and reporting, making those extracts from Dynamics …

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