How to import a Dynamics AX Excel sheet
Target audience
Users who need to couple Mavim topics with Dynamics AX screens.
Core purpose
This article explains how to import the required Dynamics AX Excel sheet into the Dynamics Connection manager so that screen couplings can be created.
Key information and steps to include
A specific Excel sheet is needed before you can couple Mavim topics with Dynamics AX screens. This sheet contains Dynamics AX screen names and codes, and it must be created by a Dynamics AX consultant.
How to import the Dynamics AX Excel sheet
Open the Dynamics AX Connection manager using one of these options:
- In the ribbon, select the Tools tab, go to the Web section, and choose External connections website > Dynamics…
- In the ribbon, select the Edit tab, go to Couple topic with, and choose Dynamics…
- Right click a topic in the Mavim tree, select Couple topic with, then choose Dynamics…
Once the Connection manager is open:
- Click Import…
- A file selection window appears.
Navigate to the location of the Excel sheet, select it, and click Open - A confirmation screen is shown. Click OK
The imported Dynamics AX data is now available in the right-hand section of the Connection manager.
If you click the Connection button, the left and right sections will switch places and functionality. For more details, see Connection manager: Dynamics.
Important notes
- The Excel sheet must contain valid Dynamics AX screen names and codes.
- The sheet must be prepared by a qualified Dynamics AX consultant.
- Importing a new sheet overwrites the currently loaded Dynamics AX data.
