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Links with External Applications - Import Dynamics Excel sheet

To enable coupling Mavim topics with Dynamics screens a specific Excel sheet must be imported into the Dynamics Connection manager.

This sheet:

· Contains Dynamics AX screen names and codes;

· Is created by a Dynamics AX consultant.

 

Importing a Dynamics AX Excel sheet is done as follows:

 

1. Open the Dynamics AX Connection Manager using one of the following options:

· In the ribbon select Tools tab > Web section > External connections website > Dynamics...

· In the ribbon select Edit tab > Couple Topic with > Dynamics...

· Open the context menu of a Mavim topic and select Couple Topic with > Dynamics...




2. Click on the button Import...

3. The following screen will be shown:

· Navigate to the location of the Excel sheet to import.

· Select the Excel sheet and click on the button Open.

The following screen will be shown:



4. Click OK.

5. In the Connection Manager's right hand section* the imported data has now been added.

 

* If you click the Connection button the right and left hand section will switch location and functionality.