In general, if you can view and modify specific data in the Microsoft Dynamics AX client, you can view, add, and modify the same data in a template. The data that you can include in a template is limited by the permissions that are associated with your assigned role. If your system administrator creates a template library, you can save the Excel template to the library, and then reuse the template or copy it for a future budget period. When the budget information is complete, it can be imported into AX 2012. You can then send a copy of the template to the individuals who are responsible for preparing a budget. For example, you can create a budgeting template that lists the financial accounts and dimensions from your organization’s chart of accounts in AX 2012. You can create an Excel workbook as a template that is structured so that it works with fields and tables in AX 2012.
You can export data from AX 2012 to Excel, work with the data there, and then import the data back into AX 2012.
You can use tools and functionality in Excel to work with data in AX 2012. Microsoft Dynamics AX 2012 integrates automatically with Microsoft Excel. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.Īpplies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012 For the latest documentation, see Microsoft Dynamics 365 product documentation. This content is archived and is not being updated.
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