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Microsoft Project Add-in overview [AX 2012]

Today I will cover on how the Microsoft project add-in works in AX 2012 R2 CU7.

Setup the service

To setup the service first time, go to the AOT and publish the Service group.

Right click and Deploy Service Group

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Setup parameters

Go the Project parameters fill in the Microsoft Project integration field group.

In this example I will use Archived directory. Other option is SharePoint.

Specify a folder – I would use a network shared path rather than your local drive.

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Setup the project

Create a project but make sure to specify the calendar.

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Launch Microsoft project add-in

On the Project list page, you will see a button to open in in Microsoft project. You will also see a new column called Microsoft Project – this indicates if it is linked to a Microsoft project file.

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When you open it in Microsoft project, you will see the Dynamics AX add-in.

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If you click on Add resources – you will get this dialog pop up.

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The Publish has a few options:

  • Publish – It updates the linked Project.
  • Publish New Project – Will allow you to enter a new project id. This will generate a new project and the work breakdown.

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  • Replace Existing Project – Be careful with this one. It does exactly what it says – REPLACE. It will replace the activities – assigning new numbers to them.

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  • Save a Template – This will create a new project template.

Remember, once it is linked to Microsoft project, you wont be able to modify it from AX. You have to use Microsoft Project.

But you will notice a new Unlink from Microsoft Project on the Work breakdown structure form. This is to break the link between AX and the file generated.

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Reference:

http://technet.microsoft.com/en-us/library/dn528663.aspx

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