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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Excel >Dynamics AX ...
Microsoft Dynamics AX (Archived)

Excel >Dynamics AX > options equivalent

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Posted on by Samkh 6

Hi,

In AX 2012 , when exporting to Excel ( using add-ins), there is the menu option Dynamics AX> Options that allows you to change company.

What is the new equivalent of that in Dynamics 365 when exporting to Excel 2016 and more specifically in Data connector?

Thanks

Sam

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  • Verified answer
    Mea_ Profile Picture
    Mea_ 60,284 on at

    Hi Sam Khawaja,

    Excel add-in can publish to any company now and usually you will have company field in your template where you can specify company. If you want to limit records returned to only one company you can go to "Filter" and add a range by dataareaId field.

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Sam,

    You can find some additional info on the following website:

    https://ax.help.dynamics.com/en/wiki/use-excel-add-in/

    The add-in looks similar but is more advanced compared to prior versions. Especially Building templates is much nicer than before :-)

    Best regards,

    Ludwig

    Example:  

    2781.exceladdin.png

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