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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Excel Add-in for AX 2012
Microsoft Dynamics AX (Archived)

Excel Add-in for AX 2012

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Posted on by Ashwin Jugurnauth 411

Good morning everyone, 

I have a small question regarding the Excel Add-in. Due to specific constraints, our end-user has to use this feature. He needs to be able to export data to Excel for reporting purposes. However he doesn't need to use the publish functionality, and we think it represents a serious security breach as many users will be using the Excel add-in. So my question is, is there a way to disable the "publish" functionality in the Excel add-in, or maybe a workaround for some sort of validation before publishing ? So far I've understood that the Excel add-in needs access to the AOT (correct me if I'm wrong), and that this can only be achieved through admin rights. 

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  • Verified answer
    Sohaib Cheema Profile Picture
    Sohaib Cheema 49,664 Super User 2026 Season 1 on at

    Facts

    1. even if you have courage to disable excel add-in, at so may AX screens which are too much in number I mean number of forms, even if you disable every where the excel add-in , it will not  be a solution. Anybody can press Ctrl+C and paste the data anywhere (don't believe , try it)
    2. Excel Add in works on default copy paste feature of windows and just uses one class to paste data from your clipboard to excel sheet.

     

  • Verified answer
    Jonathan Halland Profile Picture
    Jonathan Halland 11,310 on at

    Hi Ashwin.

    Where exactly are you exporting your data from? Users can of course export data to excel directly from any form using ctrl+t or click export to excel button. This does not even require Excel Addin:

    For excel addin security Alex has written a fairly comprehensive article that covers your needs.

    ax2012exceldataimport.blogspot.com/.../microsoft-dynamics-ax-2012-excel-add-in.html

  • Sohaib Cheema Profile Picture
    Sohaib Cheema 49,664 Super User 2026 Season 1 on at

    Hello Jonathan Halland,

    Good day to you gentlemen!

    can this article by Alex, cover all ax screens?? or only where data is being managed by document services??

  • Ashwin Jugurnauth Profile Picture
    Ashwin Jugurnauth 411 on at

    Thank you for your quick response. I did read his article which provides a comprehensive understanding of the add-in. However it does not really cover the issue I'm having at the moment, which is the fact that users are able to upload data to AX via the publish functionality, bypassing the standard workflow. And by the way, what do you mean by "Where exactly are you exporting your data from ?".

    P.S : I'm a native french speaker so please excuse my terrible English

    Regards,

    AJ

  • Jonathan Halland Profile Picture
    Jonathan Halland 11,310 on at

    Hi AJ.

    I was just wondering which method you were using to export your data out of AX. Are you using the Export to excel buttons on AX forms, or are you pulling the data out of AX using the Excel Addin itself?

    I'm speaking outside of my knowledge a bit, but if you do use the paths suggested by Alex you can control how the data is consumed (read) and published to AX via security. I.E. You can allow users to pull the data but when they try and publish it will give errors.

  • Ashwin Jugurnauth Profile Picture
    Ashwin Jugurnauth 411 on at

    Ah OK I understand better your question. So our users are pulling out data of AX using the Excel add-in by clicking on the "add table" button.

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