Microsoft Dynamics NAV MVP Integrations by Soren Klemmensen Microsoft Dynamics NAV MVP www.klemmensen.ca soren@klemmensen.ca

Agenda Rapid Start Web Services Data Exchange Framework Example Overview Process Definition Line Definition Column Definition Field Mapping Transformation Rules

Rapid Start Services Data import and export DEMO Mainly used for initial loading of Master Data and Journals Can be used on a daily basis, but manual process. DEMO

Web Services Sales Dashboard Recommendation PowerBI http://Localhost:7048/DynamicsNAV100/OData/Company('CRONUS%20Canada%2C %20Inc.')/SalesDashboard Recommendation Create specific pages, queries or codeunits for this Look out for permissions, read and write Always consider this for analytical reports instead of static reports. Customize, change and drill in data without calling a Developer. Understand your data. PowerBI https://powerbi.microsoft.com/en-us/

Web Services Get setup done right Certificates Encryption Permissions granted based on user. Create separate service tier for Web Services Use DNS Testing with localhost if no certificate

Web Services DEMO

Data Exchange Framework

Usage scenarios in NAV Payment Export from Payment Journal Positive Pay Export Bank Statement Import to Bank Account Reconciliation Payroll Import to General Journal Generic Import OCR PEPPOL Currency Exchange Rates Custom Data Import

Data Import Data Export

Field Mapping

Line Definitions Line for each repeatable node (Data Line Tag) Linked to parent with Code Namespace to verify the imported document

Columns Definitions

Transformation

Demo Central European Bank Bank of Canada Exchange Rates http://www.bankofcanada.ca/rates/exchange/daily-exchange-rates-lookup/

Bank Accounts and Services Positive Pay Statements Electronic Payments OCR

Does not import or export Transformation Rules

Questions & maybe Answers

Thank you. Soren Klemmensen Microsoft Dynamics NAV MVP www.klemmensen.ca soren@klemmensen.ca