Set up integration with Microsoft Office Add-ins

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Microsoft Dynamics AX can be integrated with Microsoft Word and Microsoft Excel. If your organization uses the Office Add-ins for Microsoft Dynamics AX, users can create Word documents and Excel workbooks that are linked dynamically to the tables in Microsoft Dynamics AX. Integration for the Office Add-ins must be set up before users can use the Office Add-ins to create files.

Use the following procedure to configure data sources for the Office Add-ins.

1. Click Organization administration > Setup > Document management > Document data sources.

2. In the Document data sources form, click New.

3. In the Module field, select the Microsoft Dynamics AX module from which a user can open and create files. For example, select Sales and marketing to enter the settings for a sales quotation.

4. In the Data source type field, select one of the following options:

   • If the user wants to create files that other users can modify, select Service.

   • If the user wants to create files that only the user can modify, select Query.

5. In the Data source name field, select the applicable data source.

6. Select the Activated check box.

Note

The Office Add-ins are not supported by versions of Microsoft Office earlier than Microsoft Office 2007.

See also

Integrating Microsoft Dynamics AX with Microsoft Office

Using the Microsoft Dynamics AX Add-in for Excel

Using the Microsoft Dynamics AX Add-in for Word