Excel add-in enhancements (1)

Dynamics 365FO/AX Finance & Controlling

Using the Dynamics AX Excel add-in for uploading General Ledger journal transactions into Dynamics AX is already well documented on TechNet, various blog sites and alike (see e.g. the following Website).

Yet, when using this functionality in a live environment you will quickly encounter several issues that considerably limit the usability of this feature. As an example, customer transactions, fixed asset transactions, project related transactions, sales tax information and alike cannot be uploaded without making some enhancements to the standard Excel add-in feature.

Within this and the following blog post I will introduce how those enhancements can be implemented to make the Excel add-in feature more applicable in your daily work. Yet, before doing that, let’s start by having a look on how to set up and use the Dynamics AX Excel add-in for uploading transactions into General Ledger journals.

Setup standard Excel add-in for uploading General Ledger transactions

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