Microsoft Dynamics AX provides a way to import worker’s Credit card transactions out-of-the-box, however it works only if your credit card statement is already in XML format.
Most credit card companies (American Express, VISA) send statements to their clients in CSV format, so in order to leverage Dynamics AX credit card import functionality developers have to create additional transformation library and plug it into import sequence.
In this article we provide example of such transformation library in C# and step-by-step instructions on how to setup and execute credit card inbound AIF port with Microsoft Dynamics AX 2012, setup Credit cards for employees in Human Resource module and execute the import.
With the Microsoft Dynamics AX 2012 R3 release, Microsoft Project Integration for Dynamics AX is now a client based integration model. This makes the integration prerequisites and the configuration process much simpler than in previous versions of AX. In order to configure Project Integration you only need to follow the simple process outlined below.