Today we would like to focus on the Microsoft Office Add-in and how it makes life easier for Microsoft Dynamics AX 2012 customers. The add-in allows you to share business data from Microsoft Dynamics AX 2012 with Microsoft Office. In our video example below you will meet Wendy, a finance manager. Wendy demonstrates how easy it is to pull the information she needs from Microsoft Dynamics AX 2012 and puts it into a Microsoft Excel worksheet. Now she and her team can revise the worksheet data and this data will also be updated in Microsoft Dynamics AX 2012 as well.
Take a couple of minutes and check out this video on how Microsoft Dynamics AX 2012 Microsoft Office Add-in can help you share and format information. This video can also be found under the “Try Microsoft Dynamics AX“ section of our website.
In this video above you will watch as Mark, a sales manager, generates a sales quote. Using Microsoft Word, Mark can link fields in his template to “live” information in Microsoft Dynamics AX 2012. Linked fields can be added with just a few clicks of the mouse. The document is then made available for use with current information from Microsoft Dynamics AX 2012 inserted and updated real-time within Microsoft Word.
You will see lots of benefits from being able to access information from the Microsoft Office tools you are familiar with already. With the new ribbon interface, you will be able to save time and eliminate duplicate entries. This add-in will ensure you are always working with accurate information by simply refreshing data from Microsoft Dynamics AX 2012 when needed.
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At Clients First Business Solutions, we are always happy to show you the capabilities of Microsoft Dynamics AX 2012. If you would like to set up a demo of this powerful product, please let us know or check out our AX microsite.