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.
Permissions for the app must be setup before the 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.
To start the Setup
You can choose the icon, enter Release Restrictions - Sales, and then choose the related link.
When you start the setup for the first time and the NAV-X End User License Agreement has not been accepted yet, 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.
Before any the release of a sales document can be stopped based on different criteria, those criteria must be setup in the Release Restrictions - Sales setup. Once those setups are completed, the system will automatically start validating the release of a sales document and prevent any sales documents from being released, if they meet the criteria defined.
Please see the Page Release Restrictions - Sales for details.