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 NAV-X OpSuite™ Integration 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 OpSuite™ Integration Setup is started 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.
Assisted Setup
To start the Setup
When you are on the role center and have not completed the setup for the NAV-X OpSuite™ Integration app, you will see a notification asking "Do you want to get started with the NAV-X OpSuite Integration?". If you have started the setup, but not completed it, you will see a notification asking "Your NAV-X OpSuite Integration setup is not completed. Do you want to complete it now?" Select Click here to run the setup to start the Assisted Setup wizard. Alternatively, you can also choose the 
icon, enter Assisted Setup, 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.
The wizard opens the first step, which displays a welcome text. You can move forward by clicking on “Next”. The individual steps are described below. Once you a done with one step, please select the Next button to go to the next step.
Authorization
| User Name | Please enter the username you are using to log on to OpSuite™. |
| Password | Please enter the password you are using to log on to OpSuite™. |
Integration
| Financial Summary | Please enter the username you are using to log on to OpSuite™. |
Number Series
| Financial Integration Nos. | Please define the number series, which will be used to generated General Journal postings for the financial summary data that is imported from OpSuite™ on a daily basis. |
Financial Integration
| Financial Integration Gen. Journal Template | To post the financial summary imported from OpSuite™, a General Journal has to be defined. Please define the General Journal Template to be used here and ensure that the template doesn't have a Number Series defined. |
| Financial Integration Gen. Journal Batch | To post the financial summary imported from OpSuite™, a General Journal has to be defined. Please define the General Journal Batch to be used here and ensure that the template doesn't have a Number Series defined. |
| Post Financial Data automatically | If you want to have the financial summary automatically posted into the General Ledger Entries, please check this field. If you have the field turned off, the summary data will be available in the General Journal defined above. |
Note
The Financial Integration can only be configured, if you subscribed to the Standard plan.
Error Handling
| Send Email when Integration fails | If you check this field, an email will be sent, if the synchronization of data between OpSuite™ and Business Central has failed. |
| Email Address for Integration Failure Notifications | An email address needs to be defined, if emails should be sent as a notification, if the synchronization of data has failed. |
Note
For the email integration to work, you must configure Business Central Email Integration
Automation
| Automate Integration | If you want to run the synchronization automatically in periodic intervals, you can check this field. This will activate the Job Queue Entry for the automatic synchronization. You can customize the synchronization more, for details read here |
With these last setups, you are done. As long as you configured everything: you are ready to start the synchronization of data between OpSuite™ and Business Central. Please follow our How-To’s on the left to learn how to perform the different tasks.