Document managementĭocument management supports saving record attachments in Azure Blob storage and SharePoint Online. This button is only enabled for entities that have a FormRef property value. To retrieve the resulting workbook, click Create workbook in the app bar.Ĭlick View related form to see the data that the entity exposes. Mandatory fields have an asterisk (*) next to them. To successfully create or update a record, it must have all the mandatory fields in the Excel table. Key fields have a key symbol next to them. Before you can publish data edits, all the key fields of the entity must be in the Excel table. To open the Workbook Designer ( ExportToExcelWorkbookDesigner) page, click Common > Common > Office Integration > Excel workbook designer. You can use the Workbook Designer page to design an editable custom export workbook that contains an entity and a set of fields. The Messages dialog box shows how many records were added, edited, and deleted. To delete a record, select the row by clicking the row label (1, 2, 3, and so on), and delete all the cells in that row. To add a record, either start typing in a row directly below a table, or use the Tab key to tab away from the last cell of the last row in the table. Any value that you select inside the add-in is put into the currently selected table cell. When you click in a table cell, any lookup, enumeration drop-down list, or date picker that is associated with that cell will be shown inside the add-in, underneath the source and field information. The add-in uses OAuth to facilitate authentication. OData sits on the same authentication stack as the server. When the add-in is reloaded, it updates all the data for the workbook that is contained in tables that are associated with the add-in. The most important of the links is used to reload the add-in. The Office Web Add-ins menu button provides several standard links. The filters must be removed before data changes are published. The filter and sort controls in the columns headers can be used on this data. A number sometimes appears next to the Messages button to provide a count of the warnings or errors that the user might be interested in. Open the Messages dialog box, which displays the information messages, warnings, and errors that the program provides to the user. Information that is appears in the status bar also appears in the Messages dialog box. The status bar provides brief temporary information alerts. Publish the data changes in the workbook. You can hover over the label to see the corresponding name and type. The label of the field that provides data for the selected data table column. You can hover over the label to see the corresponding name. The label of the entity that provides data for the selected data table. The title of the add-in that is provided by the add-in. The title of the add-in that is provided to the Office Web Add-ins framework. The numbers correspond to the numbers in the preceding screen shot. The following table describes the parts of the add-in. The Excel Data Connector app is located in a task pane on the right side of a workbook. Dynamics AX 2012Įxcel > VSTO (.NET) Add-in > Windows Communication foundation (WCF) > Authentication through Active Directory (AD) > AIF SOAP services on the AOS > AX Services and Tables > AX query engine > Database Finance and operationsĮxcel > Office Web Add-in (JS + HTML) > JavaScript OData API (Olingo) > Authentication through Azure Active Directory (AAD) > AX OData services on the AOS > AX Entities > AX LINQ provider > AX Database Office Add-in explained For both, we built lightweight add-ins that run in Excel and use services to connect to the application. There are several differences between versions. Office Web Add-ins are web applications that run inside an embedded Internet Explorer browser window.ĭynamics AX 2012 architecture vs. The Excel Data Connector add-in is built by using the Office Web add-ins framework. The Excel Data Connector add-in enables Excel to become a seamless part of the user experience. The Excel Data Connector app interacts with Excel workbooks and OData services that are created for publicly exposed data entities. Microsoft Excel can change and quickly analyze data. The Microsoft Office integration capabilities provide users with a productive environment that helps them get the job done by using Office products. Running a web client in multiple browsers.Working with Azure Active Directory (Azure AD).The integration depends on several technologies: This article reviews Microsoft Office integration concepts and features. Commerce, Finance, Supply Chain Management
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