Microsoft Dynamics NAV Connector
Connecting Dynamics NAV to Dime.Scheduler wires up traffic in both directions: NAV sends its jobsJobA high-level container, comparable to a project, that bundles related tasks together with common information such as customer, billing, and address., tasksTaskA unit of work that belongs to a job. It appears in the open task list until it is scheduled to a resource. and resourcesResourceAn entity that can carry out work - a person, vehicle, tool, or room - that you schedule on the planning board. to Dime.Scheduler, and Dime.Scheduler sends the planning you do back. This works for all supported NAV versions, including C/AL-based (objects) Business Central installations. Anything version-specific is flagged inline.
The setup runs in three parts: four steps inside NAV, one on the Dime.Scheduler side, and two optional steps that round it off for production.
- In NAV. Import the Dime.Scheduler objects into NAV.
- In NAV. Update the standard objects for the solutions you'll use.
- In NAV. Run the FastTrack Wizard to connect NAV to Dime.Scheduler.
- In NAV. Publish the web service NAV exposes to Dime.Scheduler.
- In Dime.Scheduler. Configure the connector so Dime.Scheduler can write back to NAV.
- Optional. Configure security in NAV.
- Optional. Set up the job queue to keep master data fresh.
Objects
Import the Dime.Scheduler add-on objects into Dynamics NAV and apply FastTrack standard object updates.
Connection with Dime.Scheduler
Run the NAV FastTrack Wizard to connect Dynamics NAV to Dime.Scheduler and enable modules.
Connection with NAV
Configure Dime.Scheduler connector settings so it can write appointments back to Dynamics NAV.
Connector
Configure the Dime.Scheduler connector setup so it can post planning data back to the NAV web service.
Security
Assign NAV roles and permissions required for the Dime.Scheduler integration user.
Configure job queue
Schedule the DS Scheduled Synch codeunit in the NAV job queue to refresh Dime.Scheduler master data.