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Welcome to Datagrid
Welcome to Datagrid
MS Dynamics 365 NAV

MS Dynamics 365 NAV

MS Dynamics 365 NAV (now known as Dynamics 365 Business Central) is a comprehensive enterprise resource planning (ERP) solution designed for small and medium-sized businesses. By connecting Dynamics 365 NAV to Datagrid, you can seamlessly integrate your business data with other critical information, enabling enhanced reporting, analysis, and decision-making.

1. How-to

1. Prerequisites

To configure the MS Dynamics 365 NAV connector, follow these steps:

  • An active MS Dynamics 365 NAV account with the necessary permissions to access the companies and data you want to import into Datagrid.
  • Access to the Dynamics 365 Business Central OData API.
  • A valid user account in Dynamics 365 Business Central with the appropriate web service access keys.
  • Select the data you want to import into Datagrid

2. Connect

Creating a dataset from the MS Dynamics 365 NAV connector involves selecting the specific data you want to import:

  1. Connect MS Dynamics 365 NAV App: a. Click on the "+ Create” Button on the top left of the screen. b. Select the "Connect Apps" item. c. Search for the MS Dynamics 365 NAV connector from the list. d. Enter your Dynamics 365 Business Central credentials, including the OData URL, username, and web service access key. Dynamics 365 NAV may prompt you to authorize Datagrid's access to your data. Grant the necessary permissions to proceed. e. Click on the “Next” button.
  2. Pick your Data: a. Pick the Dynamics 365 NAV data you want to include in your dataset (e.g., Customers, Sales Orders, Items). b. Click on the “Start First Import” Button to start syncing your Dynamics 365 NAV dataset.

3. Set Up a Schedule

Scheduling regular data pulls ensures your Datagrid datasets remain up-to-date with the latest information from Dynamics 365 NAV:

  1. Navigate to Dynamics 365 NAV Dataset: a. Go to the left side panel and locate and click on the Dynamics 365 NAV dataset you created.
  2. Schedule Settings: a. Click on the “...” on the top right of the dataset. b. Click on “Edit Pipeline” to edit your connector's name. c. Click the “Schedule” button on the right, beside the “Import Configuration” button.
  3. Configure Schedule: a. Set the desired frequency for data pulls (e.g., daily, weekly, monthly). b. Specify the time of day for the data pull to occur. c. Specify downtime if needed – when the sync should not happen. d. Click the “Update” button to update the new configuration.

4. Data Access

  • Companies
  • Customers
  • Sales Orders
  • Items
  • Vendors
  • General Ledger Entries
  • Purchase Orders

5. Use Cases

  • Financial Reporting: Import financial data from Dynamics 365 NAV into Datagrid to create comprehensive financial reports, track key performance indicators (KPIs), and gain insights into your company's financial performance.
  • Sales Analysis: Analyze sales data from Dynamics 365 NAV in Datagrid to identify sales trends, track customer behavior, and optimize sales strategies.
  • Inventory Management: Monitor inventory levels, track stock movements, and optimize inventory management by importing item data from Dynamics 365 NAV into Datagrid.
  • Supply Chain Optimization: Improve supply chain efficiency by integrating data from Dynamics 365 NAV with other data sources in Datagrid to track vendor performance, monitor purchase orders, and optimize procurement processes.
  • Customer Relationship Management (CRM): Combine Dynamics 365 NAV customer data with other CRM data in Datagrid to gain a holistic view of your customers and improve customer service.

6. FAQ

Q: What is Dynamics 365 NAV? A: Dynamics 365 NAV (now known as Dynamics 365 Business Central) is a comprehensive enterprise resource planning (ERP) solution designed for small and medium-sized businesses.

Q: What type of data can I import from Dynamics 365 NAV? A: You can import financial data, sales data, inventory data, and other business-critical information.

Q: How often can I schedule data pulls from Dynamics 365 NAV? A: You can schedule data pulls daily, weekly, or monthly.

7. Support & Additional Resources