Knowledge Base
Creating a Dynamics NAV 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 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
- Using a Page Field Lookup
- Using a Page Key Field Lookup
- Setting up an Integration to Dynamics NAV
- Creating a Dynamics NAV Bulk Data Source
- Setting up a Dynamics NAV Connection
Creating a Dynamics NAV Bulk Data Source
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On the left side options column expand Data Sources, expand Bulk Sources, and click on Query.
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On the Query Data Sources page click Create Bulk Query button.
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On the New Query Data Source page click the Microsoft Dynamics NAV Query button.
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The page to configure the Dynamics NAV query opens.
- Enter a Description for the query.
- Connection – select the NAV connection to be used from the dropdown list.
- Click Validate. If the connection is successful, the Company and Service Name fields become active.
- Company – select the company to be used from the dropdown list.
- Service Name – Select the name of the web service to be used in the query.
- After the Service Name is selected, two more fields display on the window: Service Url and Filter Fields.
- Service Url – Displays the url associated with the Service Name that was selected.
- 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.
- Preview button – allows the user to preview the data that will be returned with the query.
- Click Save to save the query source.
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