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import my financial dynamics ax follow my financial dynamics ax on wordpress com subscribe by email click to follow this blog and be notified by email of new publications email address folllow rss rss posts rss comments my financial dynamics ax a d365 f o functional blog for consultant or end user menu skip to content home about contact me ax2012 accounts payable ap functionality ap setup ap help ap accounting schema accounts receivable ar functionality ar setup ar accounting schema bank management cb functionality cb setup budgeting bu functionality bu setup fixed assets fa functionality fa setup general ledger gl functionality gl setup procurement procurement functionality procurement setup miscellaneous d365 finance and operations exflow tag archives import posted on march 15 2015 by violaine tagged import comments 1 comment on dynamics excel add in dynamics excel add in this article presents an example of the excel add in utility in dynamics ax 2012 step 1 identify the table in dynamics ax open the table you want to use in excel add in right click personalize note the table name step 2 import the table in excel open excel and go to the dynamics ax tab click connexion select the company click add data select add table retreive the table and add it to the selected table area select option create worksheets click ok table is open in excel key fields are automatically selected continue reading search search recent posts how to browse table in d365 activate document handling function for posted journals add an attachment accruals scheme description setup positions mass update create an auto report purchase requisition workflow approval by the project manager dynamics excel add in create a processing group for positions with the dief import data with the dief tags account accounting error accounting schema accrual scheme allocation rules asset acquisition bank account boe budget budget control cash flow closing customer invoice customer payment d365 date intervals deposit slip depreciation dief document fa journals fixed assets general journal import payment journal payment journals periodic journal position pr prepayment purchase order report sales tax settlement statements table task recorder template tips vendor invoice vendor payment settlement voucher voucher template workflow create a free website or blog at wordpress com subscribe subscribed my financial dynamics ax join 259 other subscribers sign me up have a wordpress com account log in now privacy my financial dynamics ax view site in reader manage subscriptions sign up log in report this content collapse this bar design a site like this with wordpress com get started