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

Configuring Excel add in for export / import with AX 2012 client which is installed on some other server

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Posted on by Dhanshri 515

Hi All,

I have requirement where I want to import data using excel add in into AX 2012. It is working fine on my development machine as I have all component on single machine.

Now the user which is going to use this functionality is production user and he will be given one desktop to import the data where he will simply create excel sheet with data and will publish data.

On his desktop nothing is nstalled like AX client,office add in , server.

1. So in this case will he be able to use excel add in?

2.If yes , then how to configure the excel? As per my understanding I will get DynamixAx tab only when we install office add ins and that to on machine from where we are going to import/export data.

Could anyone please help me to understand this

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  • Suggested answer
    Fredrik Sætre Profile Picture
    Fredrik Sætre 12,644 on at

    The Excel add-in is a part of the AX installation file and is installed along with the client, but you have to make sure to select it. It uses the AX configuration to set up the default connection, but that can be altered once you've started AX.

  • Fredrik Sætre Profile Picture
    Fredrik Sætre 12,644 on at

    Oh... You need Excel and AX installed on the machine where you want to use the add-in.

  • Dhanshri Profile Picture
    Dhanshri 515 on at

    Thanks for reply.

    I want to know how to connect to AX server from the machine where no AX component are installed. (In this case if I open excel I will not get Dynamic AX tab on Excel. So how can I achieve this?)

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