Knowledge Base
Creating a Dynamics NAV Soap Bulk Data Source
Browse Common Categories
- Using a Restriction
- Adding a Run Map Task
- Adding an Email Task
- Defining Remaining Options
- Using a Custom Rolling Column
- Using a Translation
- Using a Date Calculation
- Using a Calculation
- Performing the Field Mapping
- Determining Source Grouping
- Defining an Integration Target
- Defining an Integration Source
- Populating the Integration Details
- Using a Page Field Lookup
- Using a Page Key Lookup
- Setting up an Integration to Dynamics NAV Soap
- Creating a Dynamics NAV Soap Bulk Data Source
- Setting up a Dynamics NAV Soap Connection
- Using a MultiList Option Lookup
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Lookup
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Setting up a Dynamics CRM Connection
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Using a Relationship
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using an Odata Field Lookup
- Creating a Dynamics 365 Business Central Change Data Source
- Creating a Dynamics 365 Business Central Real-time Data Source
- Setting up a Dynamics 365 Business Central Connection
- Connecting to Dynamics 365 Business Central using an OAuth Token
- Using a Page Field Lookup
- Using a Page Key Field Lookup
- Setting up an Integration to Dynamics 365 Business Central
- Creating a Dynamics 365 Business Central Bulk Data Source
- Using an Activity Party
- Using an Entity Lookup
- Connecting to Dynamics 365 Customer Engagement using an OAuth Token
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Setting up an Integration to Dynamics 365 Sales
- Creating a Dynamics 365 Sales Real-Time Data Source
- Creating a Dynamics 365 Sales Change Data Source
- Creating a Dynamics 365 Sales Bulk Data Source
- Setting up a Dynamics 365 Sales Connection
- Using an Entity Reference
- Using a MultiList Option Lookup
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Reference
Creating a Dynamics NAV Soap Bulk Data Source
1. On the left side options column expand Data Sources, expand Bulk Sources, and click on Query.
2. On the Query Data Sources page click the Create Bulk Query button.
3. On the New Query Data Source page click the Microsoft Dynamics NAV Soap Query button.
4. The page to configure the Dynamics NAV Soap Query opens.
5. Enter a Description for the query.
6. Connection – Select the NAV Soap connection to be used from the dropdown list.
7. Click Validate. If the connection is successful, the Company and Service Name fields become active.
8. Company – Select the company to be used from the dropdown list.
9. Service Name – Select the name of the web service to be used in the query.
10. After the Service Name is selected, two more fields display on the window: Service URL and Filter Fields.
11. Service URL – Displays the URL associated with the Service Name that was selected.
12. Filter Fields – Allows the user to add a filter(s) to the query by choosing a Field Name and entering a value on which to filter.
13. Preview button – Allows the user to preview the data that will be returned with the query.
14. Click Save to save the query source.