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Establishing a connection with NAV

This completes the loop. The FastTrack WizardFastTrack wizardThe setup wizard inside Business Central or NAV that connects it to Dime.Scheduler and switches on the modules to plan from. It writes the source app and creates the source types for each enabled module. connected NAV to Dime.Scheduler; this connectorConnectorAn integration that links Dime.Scheduler to a back-office system, routing data in and scheduling decisions back out. entry is the reverse path. Every planning action in Dime.Scheduler is sent straight to the NAV web service, where NAV's business logic processes it. You give the connector two things: the web service URL and how to authenticate.

Open the connector setup
tip

This page only covers the NAV-specific bits. For everything else about connectors, see the connector setup docs.

Web service URL​

Two Dime.Scheduler objects need to be published in the NAV web service setup. The FastTrack Wizard adds them automatically; to do it by hand, add them yourself:

NAV

Keep the service Name as Appointment, and publish the page only.

Authentication​

NAV supports three methods:

  • Web service access keys
  • Basic authentication
  • Windows auth: NTLM and Kerberos

Web service access keys​

Microsoft's web service authentication guide walks through obtaining an access key.

Basic / Windows auth​

Both configure the same way: in the connector's Authentication section, pick the type and enter the credentials of a NAV service account Dime.Scheduler can use.

Connector setup

Source App​

The source appSource appAn identifier Dime.Scheduler attaches to data so it can route a change back to the correct back-office system. must match the value you set in the FastTrack Wizard back in NAV. It's what tells Dime.Scheduler which back-officeBack officeThe ERP or business system Dime.Scheduler plans for - most often Microsoft Dynamics 365 Business Central. It owns the master data and remains authoritative over what it receives. system a given resourceResourceAn entity that can carry out work - a person, vehicle, tool, or room - that you schedule on the planning board., taskTaskA unit of work that belongs to a job. It appears in the open task list until it is scheduled to a resource. or appointmentAppointmentA task scheduled to a resource for a specific period - the scheduled instance you see on the planning board. belongs to.