(Click Organization administration > Setup > Document management > Document data sources. Select the BudgetServices service, and then click Activate.) For more information, see Managing integration ports.Īctivate the BudgetPlanOfficeAddinService document data source.
(Click System administration > Setup > Services and Application Integration Framework > Inbound ports. For more information, see Initialization checklists and Set up Application Integration Framework.Īctivate the BudgetServices inbound port. For more information, see Install Office Add-ins. Install the Microsoft Office Add-ins component. The following table shows the prerequisites that must be in place before you start. The numbers correspond to the procedures later in this topic.
How to use microsoft excel to make a budget how to#
The following illustration shows how to create a template for budget plan worksheets by using a wizard. For more information, see Create budget plan templates manually. Starting with Microsoft Dynamics AX 2012 R2, you can create a budget plan templates manually. This feature is available only if cumulative update 7 for Microsoft Dynamics AX 2012 R2 and Office Add-ins for Microsoft Dynamics AX are installed.
Each template is specific to a legal entity and an account structure. This topic explains how to create a Microsoft Excel template for budget plan worksheets by using a wizard in Microsoft Dynamics AX, and how to decide which fields to use for the worksheet header, which columns to include, and which matrix fields to create. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.Īpplies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2 For the latest documentation, see Microsoft Dynamics 365 product documentation. This content is archived and is not being updated.