Prerequisites - Enabling Integration and Synchronization in Dynamics NAV
In order to make the integration possible, your Dynamics NAV server must meet the following requirements.
- SOAP Services must be enabled in Microsoft Dynamics NAV Administration program
- Synchronization must be enabled in Microsoft Dynamics NAV.
- The following service(s) must be started
- Microsoft Dynamics NAV Server
- One of the following services depending on which version of Microsoft Dynamics NAV you are running
- Microsoft Dynamics NAV Business Web Services, if you are using Dynamics NAV 2009 R2 or earlier
- World Wide Web Publishing Service, if you are using Dynamics NAV 2013 or later
To turn on integration and enable synchronization, please use the procedures below.
- Start Microsoft Dynamics NAV and in the search box, enter Marketing Setup to search.
- Open the Marketing Setup window.
- Open up the
Synchronization FastTab, select the
Enable Connector check box. Click
Yes to confirm.
Setup a NAV Connection using NAV Connection Manager
NAV Connection Manager is an SSIS connection manager that can be used to establish connections with the Microsoft Dynamics NAV Server.
The NAV connection manager allows you to specify how you want to connect to your Dynamics NAV server.
To add a NAV connection to your SSIS package, right-click in Connection Manager area, and choose "New Connection..." from the context menu. You will be prompted the "Add SSIS Connection Manager" window where you can select the "DynamicsNAV" item to add.
The NAV Connection Manager contains the following three pages which configures how you want to connect to the Microsoft Dynamics NAV server.
- Advanced Settings
- More Info
The General page on the NAV Connection Manager allows you to specify general settings for the connection.
- NAV Server
The NAV Server field lets you specify the location of your Dynamics NAV web service. Make sure to have the HTTP port included. The format of this configuration should be NavServerName:portnumber, ex: navsvr:7047 or <yourtenant>.financials.dynamics.com:7047.
- Server Version
The Server Version field lets you choose the version of Dynamics NAV that you are running. There are currently six options:
- Dynamics 365 Financials
- Dynamics NAV 2017
- Dynamics NAV 2016
- Dynamics NAV 2015
- Dynamics NAV 2013 R2 or 2013
- Dynamics NAV 2009 R2 or 2009
- Service URL
Using the Service URL option, you can provide an alternative on-premise NAV web service URL which you might have set up in the way that's different from the default.
The Service URL should be in the following format:
- User Name
The User Name option allows you to specify the user account that you want to use to connect to your NAV server. Depending on how the NAV connection is used, the user account needs to have proper privileges in your NAV system .
The Password option allows you to specify the password for the above user account in order to login to your NAV server.
The Dynamics 365 for Financials Web Service Access Key would be the password for your Dynamics 365 for Financials user account. Simply click on the AssistEdit button to generate or update your Web Service Access Key.
NOTE: The Password is not included in the NAV connection manager's ConnectionString property by default. This is done by design for security reasons. However, you can include it in your ConnectionString if you want to parameterize your connection manager. The format would be Password=myPassword; (make sure you have a semicolon as the last character). It can be anywhere in the ConnectionString.
After the NAV server location and login credentials have been provided, click the drop down button of the Company option to show a list of available companies that the user has access to. Select the company that is intended to be used.
- Timeout (secs)
The Timeout (secs) option allows you to specify a timeout value in seconds for the connection. The default value is 120 seconds.
- Test Connection
After all the connection information has been provided, you may click the "Test Connection" button to test if the user can successfully login to the NAV server.
Advanced Settings page
The Advanced Settings page of NAV Connection Manager allows you to specify some advanced settings of the connection.
- Proxy Mode (since v)
Proxy Mode option allows to specify how you want to configure the proxy server setting. There are three options available.
- No Proxy
- Auto-detect (Using system configured proxy)
- Proxy Server
Using the Proxy Server option, you can provide a proxy server to connect to the NAV server.
The Port option allows you to specify port number of the proxy server for the connection.
- Username (Proxy Server Authentication)
The Username option (under Proxy Server Authentication) allows you to specify the proxy user account.
- Password (Proxy Server Authentication)
The Password option (under Proxy Server Authentication) allows you to specify the proxy user's password.
NOTE: The Proxy Password is not included in the NAV connection manager's ConnectionString property by default. This is done by design for security reasons. However you can include it in your ConnectionString if you want to parameterize your connection manager. The format would be ProxyPassword=myProxyPassword; (make sure you have a semicolon as the last character). It can be anywhere in the ConnectionString.
- Retry on Intermittent Errors
This is an option designed to help recover from possible intermittent outages or disruption of service. It prevents the integration process from stopping due to temporary issues. Enabling this option will allow service calls to be retried upon certain types of failure. A service call may be retried up to 3 times before an exception is fired. Retries occur after 0 seconds, 15 seconds, and 60 seconds.
Warning: We have designed our retry feature carefully such that the retry should only occur when it is deemed safe to do so; however, in some occasions such retry service calls could result in the creation of duplicate data.
More Info page
The More Info page shows some basic information about the toolkit. In this page, you can find the version information of the toolkit.