Connecting to Dynamics NAV

Microsoft Dynamics NAV is an enterprise resource planning (ERP) system. You can use the Dynamics NAV data connector to import your organization's Dynamics NAV data.

Before you start

To connect to Dynamics NAV, you must gather the following information:

• the root URL of the Dynamics NAV server
• the instance of the Dynamics NAV server
• user credentials to connect to the Dynamics NAV server

• the authentication scheme used for connecting to the server

For help gathering the connection prerequisites, contact the Dynamics NAV administrator in your organization. If your administrator cannot help you, you or your administrator should contact Dynamics NAV Support.

Create a Dynamics NAV connection

1. From the Analytics main menu, select Import > Database and application.
2. From the New Connections tab, in the ACL DSN Connectors (Bundled) section, select Dynamics NAV.

   Tip

   You can filter the list of available connectors by entering a search string in the Filter connections box. Connectors are listed alphabetically.

   The DSN Configuration dialog box appears.

3. In the DSN Configuration dialog box, click Show Required.
4. Provide values for the required fields, if any.
5. Click Test Connection.

   Note

   When you click the Test Connection button, it validates whether the connection and authentication details provided are correct. If you click OK without clicking Test Connection, the connection details are saved without any validation and may not work later if the values provided are incorrect.

   The log-in page for Dynamics NAV appears.

6. Provide the connection details and authenticate your log-in.

   When the connection is successful, a dialog box opens displaying a success message.

7. Click OK in the dialog box that appears.

   The connection to Dynamics NAV is established successfully.

8. In the DSN Configuration dialog box, click OK.

The connection for Dynamics NAV is saved to the Existing Connections tab. In the future, you can reconnect to Dynamics NAV from the saved connection.

Once the connection is established, the Data Access window opens to the Staging Area and you can begin importing data. For help importing data from Dynamics NAV, see Working with the Data Access window.

Rename the connection

When you create the Dynamics NAV data connector, you cannot provide a Connection name of your choice and the connection is saved to the Existing Connections tab with the same name as your data source. If you want to rename it, navigate to the Existing Connections tab, expand the ACL Connectors (DSN) section, click the ellipsis icon corresponding to Dynamics NAV and select Rename connection.