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November 17, 2017 - By Jennifer Holman

We often find ourselves needing to find more information on customers, transactions, balances, projects, and expenses. We want this information quickly and easily visible. Microsoft AX 2012 and Dynamics 365 visual grids exports to excel using a simple keyboard:

command, Ctrl T.

Take Customer Transactions as an example:

Navigate to the ALL Customers – Highlight the customer account to review the Transactions. And Select the Transaction Button

Transactions Screen:

Ctrl T: To export to excel

Use Filters from Excel to navigate through the data. For example – look at Payments only

Look at the totals using the Auto Sum excel feature:

This feature gave me fast access to customer transactions quickly.

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