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Style Sheet Export to Excel vs IndentationControls 

The IndentationControls property is widely used to generate indented Tree View pages, and you can learn about it here: In some scenarios, where you need more flexibility and dynamically populate the tree view, you would set the page property ShowAsTree to FALSE and disable the Excel Add-In to fall back to the original Style Sheet...Read more

Limitations of the Export to Excel functionality in AX 2012 

Exporting data to Excel files is a very useful feature in AX 2012. It allows an easy way to export data from list pages into XLSX files. When using this feature, some limitations need to be considered, as detailed below. 1. Excel has stricter limitations than data in a database, as mentioned in the following article:...Read more

Excel hangs while publishing/uploading data using the Excel Add-in for Dynamics AX 

  In a scenario, while trying to publish data/records using Excel add-in for Dynamics AX, issues like performance, hang/not responding, time out have been observed. For Example, once clicked on ‘Publish All’ or ‘Publish Selected’ Excel goes to ‘not responding’ stage. This behavior gives an impression that the Publish action was not successful or it...Read more

How to prevent copy/paste from grids 

In Microsoft Dynamics AX you can copy information from grids and paste that information into a Microsoft Excel worksheet. You can do this by selecting the lines you want to copy, going to File > Edit > Copy, and then pressing CTRL + V in Excel. You can also just press CTRL + C from the Dynamics...Read more

AX Content: Power BI for Office 365 

Power BI for Office 365 is a collection of features and services that, together, enable you to visualize data, share discoveries, and collaborate in new ways. Familiar tools including Excel and SharePoint form the foundation of Power BI. The value of Power BI is how its features and services work together, and how the insights...Read more

Microsoft Dynamics AX 2012 Office Addins tab does not appear in Microsoft Excel 2007 or Word 2007 on a 64bit Windows system 

We came across several issues recently where we have successfully installed the AX 2012 office addins, but the add-ins tab, DynamicsAX, does not appear in Excel or Word 2007, which is running on Windows Server 2008 R2 This is a known issue in general and is described in one of our earlier posts and the fix is...Read more

Leverage Microsoft Excel to edit records 

Have you ever wanted to edit multiple Microsoft Dynamics CRM records from within Microsoft Excel, without having to open each record’s individual form? With this new Dynamics CRM 2011 feature, it is possible to update Dynamics CRM records using Microsoft Excel (2003, 2007, or 2010). All you have to do is export data from any...Read more

Excel 2010 and Data Import Templates 

Trusting all files originating from CRM Site (Recommended) Add the CRM Organization URL to trusted sites as shown in the screenshot. If you are subscribed to multiple CRM organizations also add the sign-in page of CRM to trusted sites. Now any files downloaded from this Organization will be trusted and marked as safe and you...Read more