At this point in my GuygAX project (a.k.a. implementing Dungeons & Dragons within ERP), I am working on loading all of the reference products and services into my system so that I can start stocking my shelves and selling services to my NPC’s. This is no small feat, since the initial load has more than 2000 different items. Rather than load all of the data by hand, I decided to use the Excel Add-In and create a import template for loading all of the products and services.
Since there are multiple tables that need to be loaded with this example, it is a little more work to create the initial template, bus once it is up and built, it is a great time saver when loading in base and incremental data.
In this walkthrough I will show how to use the Excel Add-In for Dynamics AX to create and use an Excel Product Import Template.
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