Office Add-Ins Uses

You can use the Microsoft Office Add-ins for Microsoft Dynamics AX to
integrate the Microsoft Dynamics AX client with Microsoft Excel or Microsoft
Word. When you install the Office Add-ins, a new Microsoft Dynamics AX
contextual tab is created on the ribbon in Excel and Word. You can use the
controls on this tab to create and refresh data in an Excel spreadsheet or a Word
document.
Before you install the Office Add-ins, on the computer where you will install this
component, run the prerequisite validation utility to verify that system
requirements have been met.  

Now, business users who use Microsoft Office Add-ins in Microsoft Dynamics
AX 2012 can interact with data in Microsoft Dynamics AX 2012. For example,
in earlier releases of Microsoft Dynamics AX, users could only export data out of
Microsoft Dynamics AX. In Microsoft Dynamics AX 2012, the Microsoft Office
add-ins lets a user export and import data. The four main uses for the Microsoft
Add-ins include:

• Lightweight reporting: From any grid in the client or Enterprise
Portal, export data, extend and build upon it in Excel, then refresh as
conditions change.

• Editing data in Excel: Update Microsoft Dynamics AX 2012 data
by using the Excel add-ins. 

• Import data by using Excel: Excel can be used as a template to
collect reference and master data to be imported into Microsoft
Dynamics AX 2012.

• Templates and documents: Incorporate Microsoft Dynamics AX
2012 data in Word or Excel documents (for example: collection
letter, quotation, sales forecast, project forecast, aging report, and soon.) 

Regards,
Hossein Karimi