Getting Started
If you do not have a tenant for Microsoft Dynamics 365 Business Central, you can sign up for a free trial.
Once you have completed the sign up and your tenant is up and running, you can add the Productivity by NAV-X Application app from the AppSource marketplace. If you have questions about the installation process of an app through Microsoft AppSource, you can find more information on installing apps on the Microsoft Docs site.
Permission Setup
Permissions for the app must be setup before the NAV-X Integration Framework can be used to ensure that the users can access the setup and also use the functionality properly once the setup is completed. You can find more information under Permission Setups.
To start the Setup
Choose the 
icon, enter NAV-X Integration Setups, and then choose the related link.
When you start the Assisted Setup wizard for the first time, the NAV-X End User License Agreement is displayed. Please read the license terms carefully and, if you agree to the terms, please accept them by clicking on Accept. If you do not agree to the license terms, please choose Decline and then uninstall the app from your tenant.
This setup will allow you to configure general integration behaviors. Read more details about the NAV-X Integration Setup page.
To set up Integrations
To setup the different integrations that will be used, please open the page NAV-X Integrations. Choose the icon, enter NAV-X Integrations, and then choose the related link.
Here you can setup the integrations you want to use and where you want to use them. The following fields can be configured:
| Title | You can give the integration a unique name to identify the integration in the future. |
| Description | Enter a description for the integration and explain what the integration does. |
| Integration Type |
The type of the integration defines what format the other data source is. The following options can be selected: - Excel |
| Direction | You can define the direction of the integration. The following options can be selected: - Import |
| Skip Header Lines | You can define whether the integration contains lines that should be ignored, such as headers or other data that can be ignored. |
| Processing Report | A custom processing report can be defined here. If no report is defined, the standard processing report will be used, which typically is enough for most integrations. |
Read more details about the NAV-X Integrations page.
Integration Fields
To be able to use an integration, you must define fields that are being integrated. Please select the Fields page from the action bar of the NAV-X Integrations page.
Read more details about the Integration Fields page.
Integration Field Mappings
Once the integration is configured and the fields are defined, the integration fields must be mapped to tables and fields within Business Central. This can be done through the Mappings page.
Read more details about the Integration Mappings page.
The integration is now configured and can be used.