In Excel, the Microsoft Dynamics Office Add-in allows users to read, analyze, and edit data from Microsoft Dynamics systems and publish data changes back to Microsoft Dynamics OData services. Any errors encountered on publish are indicated to the user via row-by-row highlighting and a message containing number of rows created, updated, and deleted.
In Word, the Microsoft Dynamics Office Add-in allows users to design document templates that can then be uploaded to Microsoft Dynamics. Users can then trigger document generation that injects Microsoft Dynamics data into those document templates to produce finished documents.
The user can point the Microsoft Dynamics Office Add-in at different servers to allow workbook and document portability between test and production environments, or to facilitate sharing between customers.
A Microsoft Dynamics system and corresponding user account are required. Only Dynamics AX OData services are supported at this time.
Pre-RTW releases of Microsoft Dynamics AX will support Office 2013, but, starting with the RTW release of Microsoft Dynamics AX, Office 2016 is required.
Internet Explorer 9 and 10 are not supported by this add-in.