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OFFICE 365 INTEGRATION IN NAV 2015 – Word/Excel/SharePoint

If you have signed up for Office 365, Microsoft Dynamics NAV can use this service to open and save documents. For example, when you export a report to Excel and save it on Office 365, Microsoft Dynamics NAV can use Excel Online that your Office 365 account uses to open the document.

Before you can use Office 365 and SharePoint Online with Microsoft Dynamics NAV, you must configure the service in Microsoft Dynamics NAV.

If you want to use the same folder to store temporary files for all users, you must specify a shared user account. Otherwise, each user’s temporary files are stored in their personal document repository on the SharePoint site.

Let us first understand the details before we start with Setup for SharePoint Shared Folder.

Your IT can help you configuring and assigning suitable rights to access. Although you can explore and help yourself. Since we are concentrating on Navision so we will not go in details for Share point.

Just to make understand I will be only covering top level information.

In this example I assume you already have up and running site for Document Sharing in SharePoint 2013 – 365 Online.

Here I am logging in to Office 365 – Online registered by me for demo purpose. You can register for free trial to explore the same in more details.

SharePoint-1

My Opening screen looks as one below.

SharePoint-2

I select SharePoint Site to continue. Below is my SharePoint Opening screen. I will select my site which I have created for this demo and file sharing with other users in my organization.

SharePoint-3

Let us understand different parts which will help configuring our Online Document Storage Configuration in Navision 2015.

SharePoint-4

Here I am in my Folder at Lower level where all my files will be stored and shared with my other colleges.

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Open “Online Document Storage Configuration” from path shown in below screen.

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Specify the Service Name of your choice or use Default provided by the System.


Fill the Location to your SharePoint site: Specifies the unified resource indicator (URI) for your site on SharePoint Online, such as [https://krishnasoftwaredevelopers.sharepoint.com/MS_Nav_Documents] in my case I will use this.


Fill the Folder field which specifies the folder in the document repository for this document service that you want documents to be stored in.


This field is required. If you have not already created a subfolder in your document repository, you must create one now, and then specify it in the Folder field.


The Document Repository field includes the top-level folder in the document repository that your document service provides. The Folder field specifies a subfolder so that you can keep business documents and drafts separate from pictures and other shared documents.


For example, if the Document Repository field is set to [Documents], the Folder field can be set to [NavisionDoc] as per my example discussed above.


When a user exports data to Excel, for example, Microsoft Dynamics NAV saves the temporary file at the location that is specified in the Document Repository and Folder fields, such as

[https://krishnasoftwaredevelopers.sharepoint.com/MS_Nav_Documents/Documents/NavisionDoc]


Fill Document Repository field: Specifies the name of the document library, such as [Document]


Fill User Name field: Specifies the account that Microsoft Dynamics NAV Server must use to log on to the document service.


I would recommend that you specify a different user name than the administrative account. This helps reduce the risk of users accessing administrative settings, for example. For example, if your user name as an administrator is Administrator@KrishnaSoftwareDevelopers.onmicrosoft.com,

then the user name for Microsoft Dynamics NAV Server can be Nav@KrishnaSoftwareDevelopers.onmicrosoft.com or any of the regular user names that you have created.

SharePoint-7


On the Actions tab, in the General group, choose Set Password.


In the window that appears, specify and confirm the password for the account    that you specified in the User Name field. Choose the OK button.


When you have set up the service, you can test whether that configuration is valid.

SharePoint-8


On the Actions tab, in the General group, choose Test Connection.


A message displays the result of the test.

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The above message confirms we can now save documents on our SharePoint.


Let us check a sample as below:
Open the Document and Execute the report available.
While Running the Report I specify I want to Print with Microsoft Word.

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Document will be generated and opened in Word – Office – 365. Temp file name is given to the file. Close the File as it is auto Saved by Office 365 Word Application.

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Browse to your SharePoint Folder configured above, you will see the Word file is now available in this Folder.

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Right Click on Name of the File and Rename with some meaning full Name as shown below.

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Give the Name to the File and press Save Button.

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Here is the File after Rename.

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This way when ever you Print your document from Navision in Word or Excel it will get saved in this Folder.

By setting appropriate access rights you can share the files between you colleges in your Organization.

 Please check SharePoint stuffs with you admin or appropriate authority in your organization.

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Important

Most of the contents you find in this blog will be either inherited from MSDN or Navision Developer IT Pro Help. Some places images are also directly taken from these sites. Purpose is simple to try those stuffs and re-produce adding few things as per my understanding to make easy understanding for others and quick reference.

Here nothing under my own brand or authorship of the content. At any point of time we are just promoting Microsoft stuffs nothing personnel with same.

Hope stuffs used here will not violate any copyright agreement with them. In case by mistake or in-intestinally it happens and the Microsoft feels these should not be used Microsoft have full right to inform me about same and will be glad to take down any such content which may be violating the norms.

Purpose is to promote Navision and share with community.

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