At this point in my GuygAX project (a.k.a. implementing Dungeons & Dragons within ERP), I have been configuring all of my merchants and customers. Doing this by hand would take forever, so I decided to use the Excel Add-In make the loading of the records a little easier.
This process is not quite as simple as loading a table, because all of the contact information is initially stored within the Global Address book, and the tables that you update are slightly different depending on if you are creating an organization, or a person, but once we got the hang of it, importing became a breeze.
In this walkthrough I will show how to use the Excel Add-In for Dynamics AX to create a template that you can use to easily import customer and vendor records.
Clipping is a handy way to collect important slides you want to go back to later.