1. Microsoft Dynamics NAV MVP
Integrations
by Soren Klemmensen
Microsoft Dynamics NAV MVP

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

3. 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

4. Web Services Sales Dashboard Recommendation PowerBI
%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

5. 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

6. Web Services
DEMO

7. Data Exchange Framework

8. 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

9. Data Import
Data Export

10. Field Mapping

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

12. Columns Definitions

13. Transformation

14. Demo Central European Bank Bank of Canada Exchange Rates

15. Bank Accounts and Services
Positive Pay
Statements
Electronic Payments
OCR

16. Does not import or export Transformation Rules

17. Questions & maybe Answers

18. Thank you.
Soren Klemmensen Microsoft Dynamics NAV MVP