Configure a Connection Profile

From the CData ribbon, click Get Data and select From Microsoft Dynamics NAV connection/s to launch the CData Query window. To setup a new connection, you will have to click the New Microsoft Dynamics NAV Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

Connecting to Microsoft Dynamics NAV

Before the add-in can connect with Microsoft Dynamics NAV, OData services need to be enabled on the server. Once OData Services are enabled, the add-in will be able to query any services that are published on the server.

In addition, specify a Url to a valid Microsoft Dynamics NAV server organization root (e.g. http://MyServer:7048) and a ServerInstance (e.g. DynamicsNAV71). If there is not a Service Default Company for the server, set the Company (e.g. 'CRONUS Canada, Inc.') as well.

In a multitenant installation, specify the tenant Id in Tenant (e.g. 'Cronus1').

Authenticating to Microsoft Dynamics NAV

To authenticate, set the User and Password properties to valid Microsoft Dynamics NAV logon credentials or Windows user credentials. Select the appropriate authentication method in AuthScheme.

Auth Schemes

The available authentication schemes are configured in IIS where Dynamics NAV is hosted. In IIS you can select to enable or disable Digest, Basic, Windows, or Anonymous authentication. Please consult with your Dynamics NAV admin to determine which authentication scheme is appropriate for you. Set AuthScheme to one of the following:

• NEGOTIATE (default) - It is part of the Windows authentication, also known as Kerberos.
• BASIC - Basic authentication.
• DIGEST - Digest authentication.
• NTLM - Part of the Windows authentication.
• NONE - Anonymous authentication.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to Microsoft Dynamics NAV you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

See Also

• Querying Data: Use the data selection wizard to pull data into a spreadsheet. You can also configure scheduled data refresh here.
• Using the Excel Add-In: Find other ways to interact with Microsoft Dynamics NAV data, such as using the available CData Excel Functions.