Dynamics NAV

Info

For the Dynamics NAV connector to work, direct access to SQL is required.

Info

This connector is for former Dynamics NAV servers, compatible with version 2009, 2013, 2015 and 2016. For latest Dynamics 365 support please refer to the Dynamics 365 connector.

Front

itemlists_dynamicsnav

Server
Enter the Dynamics NAV MS SQL instance address here, or click on the Variables button on the right, to select a variable which will contain the address.

Database
Enter the database you want to connect to here from the target SQL server, or click on the Variables button on the right, to select a variable which will contain the database.

Username and Password
Enter a username and password to authenticate to the SQL server, or click on the Variables button on the right, to select a variable which will contain the username or password.

Trusted connection
When enabled, a trusted connection will be used.

Check Connection
If you select this button, Scanshare will try to establish a connection with Dynamics NAV database using the username and password you provided above.

Company name
Enter the desired company name from where retrieve the selected items here, or click on the Variables button on the right, to select a variable which will contain the company name.

Info

The company must already exist in your Dynamics NAV environment.

Return type
Select the type of list to display. This can either be:

  • Customers
  • Vendors
  • Sales Invoices
  • Sales Orders
  • Purchase Invoices
  • Purchase Orders

Store

Server
Enter the Dynamics NAV MS SQL instance address here, or click on the Variables button on the right, to select a variable which will contain the address.

Database
Enter the database you want to connect to here from the target SQL server, or click on the Variables button on the right, to select a variable which will contain the database.

Username and Password
Enter a username and password to authenticate to the SQL server, or click on the Variables button on the right, to select a variable which will contain the username or password.

Trusted connection
When enabled, a trusted connection will be used.

Check Connection
If you select this button, Scanshare will try to establish a connection with Dynamics NAV database using the username and password you provided above.

Store to
Select where you want to store your documents to. You can choose either:

  • Customers
  • Vendors
  • Sales Invoices
  • Sales Orders
  • Purchase invoices
  • Purchase orders

Object
Select the object you want to store the document to or click on the Variables button on the right, to select a variable which will contain the Object. Pressing the update button will update the list of available objects, depending on the previously selected Store to location. When using a variable, make sure you use an existing object. If not, the document will not be processed.

NAV Storage

Dynamics NAV creates records and links to documents but it doesn’t upload them into the database. The documents are stored on the hard drive and then will be linked to the selected record. This tab is used to choose the location where you want to store them and from where they will be linked to the selected record. The fields Username / Password are used in case you insert a UNC path if you are on a different server than the server where Dynamics NAV is installed.

Path
Enter or browse to a path to store the documents in here, or click on the Variables button on the right, to select a variable which will contain the Path.

Username and Password
Enter the username and password here, or click on the Variables button on the right, to select a variable which will contain the username and password.

Filename
Enter the filename here, or click on the Variables button on the right, to select a variable which will contain the filename.

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