Version 24.2.9064

• Establish a Connection
• More Information

You can use the Microsoft Dynamics NAV connector from the CData Sync application to capture data from Microsoft Dynamics NAV and move it to any supported destination. To do so, you need to add the connector, authenticate to the connector, and complete your connection.

Establish a Connection

To allow Sync to use data from Microsoft Dynamics NAV, you first must establish a connection to Microsoft Dynamics NAV. Follow these steps to connect Microsoft Dynamics NAV to your Sync account:

1. Open the Connections page of the Sync dashboard.

2. Click Add Connection to open the Select Connectors page.

3. Click the Sources tab and locate the Microsoft Dynamics NAV row.

4. Click the Configure Connection icon at the end of that row. If you do not see the Configure Connection icon, you need to add the connector according to the instructions in Connections.

5. Enter connection settings on the Settings tab:

   • Connection Name - Enter a connection name of your choice.

   • URL - Enter the URL for your Dynamics NAV server organization root (for example,http://MyServer:7048).

   • Server Instance - Enter the name of your server instance (for example, DynamicsNAV71).

   • Auth Scheme - Select the authentication scheme. The default setting is Negotiate. For this setting, specify your login credentials:

     • User - Enter the username that you use to authenticate to the Dynamics NAV account.

     • Password - Enter the password that you use to authenticate to the Dynamics NAV account.

6. Click Create & Test to create the connection.

7. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)

More Information

For more information about interactions between CData Sync and Microsoft Dynamics NAV, see Microsoft Dynamics NAV Connector for CData Sync.