Excel Integration in the New AX (AX 7)

The New Microsoft Dynamics AX (formerly referred to as AX 7) has a better integration with Microsoft Excel. It allows you to export to Excel, as with previous versions, but it also lets you write back changes from Excel to  Dynamics AX much easier than in the past.  The New AX has also expanded the use of entities to make it easier to import and export data.

In any list page in AX, when you click on the Office icon it will give you two options. The option in RED, will export to Excel so you send to another person.  The option in Green, to open in Excel, will allow you to edit the data in excel and push it back to AX.  Those that have used Dynamics AX 2012 know about the excel add-in, that was supposed to give you this functionality as well, but was very finicky to use.  The integration with the New AX has been improved significantly.

The New Dynamics AX

 

 

 

 

 

 

Once you click the open in excel button, a screen pops up to let you save locally, or to SharePoint or OneDrive for business.

After downloading or saving the file, open it and enable edit mode. It will then prompt you sign in, simply use your AX login credentials.  Once the credentials are provided it will load the data into Excel.  From here you can edit any of the data, that is not read only.  Read only fields are noted in red. A key symbol is used to identify key fields.  Finally, an asterisk is used to identify required fields for new records.  Once you’ve made the necessary changes, simply hit publish and the changes are written back to excel.  You can even use Excel to create new records.

NEW Dynamics AX

 

 

 

 

 

 

In addition to the open in excel function from all to the list view pages, you can also access the Excel workbook designer. This is located in the Common module, under Common>Common>Office Integration>Excel Workbook Designer.  The workbook designer gives you access to over 1600 entities that come standard in the New AX.  If you can’t find an entity that meets your needs, you can build your own by using visual studios.  The use of the workbook designer does require you to have Excel 2016.

Using the workbook designer, you can add all the fields you want from the entity, you can view the related form in AX, and you can get a count of all the records associated with the data entity.

NEW Dynamics AX

 

 

 

 

 

Once you’ve selected the fields you want for the workbook, click “create workbook” and it will prompt you to save the workbook. Then you can open, and start editing data or creating new records.

This post was written by Jason Federspiel, AX Functional Consultant at Tridea Partners. Tridea is a leading Microsoft Dynamics provider.

Microsoft Dynamics GP 2016 Feature of the Day – Payroll Posting Setup

Enjoy your Microsoft Dynamics GP 2016 Feature of the Day!

Payroll Posting Setup

Microsoft Dynamics GP 2016 Feature of the Day - Payroll Posting Setup

 

 

 

 

 

 

Feature of the Day Program

In addition to educating everyone on new features, the Feature of the Day is also meant to evangelize the tremendous features and functionality available in the Microsoft Dynamics GP product. 

Microsoft Dynamics GP 2016 Feature of the Day – Prepayment on Purchase Order Total Amount

Enjoy your Microsoft Dynamics GP 2016 Feature of the Day!

Microsoft Dynamics GP 2016

 

 

 

 

 

 

Feature of the Day Program

In addition to educating everyone on new features, the Feature of the Day is also meant to evangelize the tremendous features and functionality available in the Microsoft Dynamics GP product. 

Video: Lunch & Learn with SalesPad

SalesPad Desktop delivers an all-in-one order entry, inventory and sales management solution to integrate seamlessly with your Microsoft Dynamics GP data.

SalesPad Desktop simplifies the entry of all sales documents, saving your sales and customer service team time and frustration.  Whether entering quotes, orders, invoices, or returns, SalesPad Desktop’s easily configurable document entry screen makes it possible to process more orders with fewer resources.

Contact Tridea Partners for more information!

Extended Pricing in Microsoft Dynamics GP

Microsoft Dynamics GP offers both Standard Pricing and Extended Pricing methods. The difference between the two are as follows

1. Extended Pricing allows for pricing options to be focused around the customer.

  • Allows you to setup pricing for customers or groups of customers
  • There are a number of pricing calculation methods such as date ranges, discounts based on order value (dollar or quantity) which will automatically be applied to sales orders as the orders are being entered in GP.
  • You can create a price sheet of items, assign the items to a price book and then assign the price book to a customer so that you do not have to add a price level for each differing item price. With Extended Pricing, you can have the same item listed at 100 different prices for each customer.

2. Standard Pricing allows for pricing options to be focused around the item.

  • Price Levels organize your customers, then offer all customers in that Price Level an item at that same Price
    • Gold Price Level: Item #ABC-123 sells for $29.99
    • Silver Price Level: Item #ABC-123 sells for $39.99
    • Bronze Price Level: Item #ABC-123 sells for $49.99

Extended Pricing

The basis for Extended Pricing is at the Price Sheet level. The Price Sheet can include both Items and Price Groups. Price Groups are a collection of Items that are the same price.

Flowchart of system setup:

Extended Pricing in Dynamics GP

For clients that are customer-focused setting up Extended Pricing may be the best way to meet your business needs.

This article was written by Andrea Stenquist, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider.