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Using Excel to Import Customers and Vendors in Dynamics AX 2012
Posted by Author, Canine & Equine Choreographer, Citizen AI Data Scientist, and Dynamics 365 Global Black Belt at Microsoft on
At this point in my GuygAX project (a.k.a. implementing Dungeons & Dragons within ERP), I have been configuring all of my merchants and customers. Doing this by hand would take forever, so I decided to use the Excel Add-In make the loading of the records a little easier.
This process is not quite as simple as loading a table, because all of the contact information is initially stored within the Global Address book, and the tables that you update are slightly different depending on if you are creating an organization, or a person, but once we got the hang of it, importing became a breeze.
In this walkthrough I will show how to use the Excel Add-In for Dynamics AX to create a template that you can use to easily import customer and vendor records.
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- Tags: Dynamics AX
Using Excel to Import Customers and Vendors in Dynamics AX 2012
Posted by Author, Curator, Visually Impared Squirrel Literacy Advocate & Dynamics AX Technical Solution Professional (TSP) at Microsoft on
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- Tags: Dynamics AX
Using Excel to Copy Data from One Company to Another
Posted by Author, Canine & Equine Choreographer, Citizen AI Data Scientist, and Dynamics 365 Global Black Belt at Microsoft on
Setting up a new company within Dynamics AX is not hard, but it is time consuming because you have to configure a lot to base tables and codes such as payment terms, freight methods etc. that are not shared between the companies. Something that would make the process easier would be a mass load of data from a template.
In this worked example we will show how you can do just that with the Dynamics Excel Add-In, by using it to query the tables in one company and then update the data in another without even breaking a sweat.
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- Tags: Dynamics AX
Using Excel to Copy Data from One Company to Another
Posted by Author, Curator, Visually Impared Squirrel Literacy Advocate & Dynamics AX Technical Solution Professional (TSP) at Microsoft on
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- Tags: Dynamics AX
Using Excel to Import Products & Services in Dynamics AX
Posted by Author, Canine & Equine Choreographer, Citizen AI Data Scientist, and Dynamics 365 Global Black Belt at Microsoft on
At this point in my GuygAX project (a.k.a. implementing Dungeons & Dragons within ERP), I am working on loading all of the reference products and services into my system so that I can start stocking my shelves and selling services to my NPC’s. This is no small feat, since the initial load has more than 2000 different items. Rather than load all of the data by hand, I decided to use the Excel Add-In and create a import template for loading all of the products and services.
Since there are multiple tables that need to be loaded with this example, it is a little more work to create the initial template, bus once it is up and built, it is a great time saver when loading in base and incremental data.
In this walkthrough I will show how to use the Excel Add-In for Dynamics AX to create and use an Excel Product Import Template
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- Tags: Dynamics AX