Book Image

Extending Microsoft Dynamics AX 2012 Cookbook

By : Murray Fife
Book Image

Extending Microsoft Dynamics AX 2012 Cookbook

By: Murray Fife

Overview of this book

Dynamics AX is built on a number of foundation products from Microsoft that are used to make it bigger, better, and stronger than the average business system. Taking advantage of these products will make your life easier. Use these tools to maximize the efficiency of your business management, taking advantage of a powerful and centralized tool set. "Extending Microsoft Dynamics AX 2012 Cookbook" will show you how to use tools that you already have to extend out Dynamics AX and discover potential new directions. You will be surprised at what you can do on a shoestring budget. The book will allow you to streamline your work processes, and use the system's powerful and centralised features to the advantage of your organization. "Extending Microsoft Dynamics AX 2012 Cookbook" will show you how to maximize the potential of Dynamics AX with common and popular tools to enhance your business management systems. We will begin by exploring how to extend Dynamics AX out with SharePoint. After this, the book will guide you through important elements in maximizing business management efficiency, focusing on key aspects like reports, dashboards, and workflows. The book will then finish by teaching you how to customize your management systems, achieving a comprehensive coverage of the most important extension processes relevant to you and your business with very little programming. This is a book for those of you that want to make the most out of Dynamics AX by using what you already have, and without breaking the bank.
Table of Contents (18 chapters)
Extending Microsoft Dynamics AX 2012 Cookbook
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Creating a Dynamics AX document template within Word


Once you have a document data source registered with Dynamics AX, you can start using it as a data source within Word documents and templates. This process is similar to creating a mail merge document using Outlook, and only then you can use all of the data in Dynamics AX.

In this recipe, we will show how you can use a document data source within Word to create a custom template report.

Getting ready

Before you start, make sure that you have installed the Office Add-Ins that are part of the standard Dynamics AX 2012 setup. If you don't have this already installed, you will need to run the Microsoft Dynamics AX Setup and install the Office Add-ins feature from within the Microsoft Dynamics AX components group. You may need to get help from your system administrator for this.

How to do it...

To create a new document template in Word, follow these steps:

  1. When you open up Word, you will notice that you have a Dynamics AX ribbon bar, in addition...