Create a Dynamics NAV Jet Remote Data Source - Users' Guide

The first step in the Jet add-in is to create a new data source of the type “Dynamics NAV 2013 and later (Remote Data Service)”.

Next, the authentication information needs to be configured. These options are the same credentials that are used to access NAV.

The user can authenticate against the JRDS using any one of the following:

1.  their own Windows credentials (this usually only applies to demo environments)
2.  another user's Windows credentials (e.g., a user on a different domain - usually the domain where the data resides)
3.  NAV User Password credentials.

You will need to contact your system administration to obtain the exact settings being used in your organization

1. Add a New Data Source

   From the Data Source Settings window, select Add from the toolbar. 

   

   In the Add Data Source dialog, give you data source a descriptive name, specify Dynamics NAV 2013 or later for the Database Type, and select Remote Data Service for the Connection Method.

2. Authentication Tab

   It is expected that users will be provide with a domain name, user name, and password to use for authentication - the same authentication information used to connect to the NAV Role-Tailored Client (RTC) or Web Client.

   

3. Connection Tab
   

   The settings shown in the marked section will need to be provided to you by your system administrator:

   

   If the settings are correct, the drop-down arrow for Company should display all companies contained in your NAV database.

   All remaining settings are typical of other NAV data source types.  Be sure to select the desired Drilldown type and, in the case or RTC drilldown, the directory where the RTC is installed.

   When upgrading versions of Jet Excel add-in to a much newer release, ensure that both the Jet Remote Data Service installed on the server and the Jet add-in are on the same version to reduce potential issues.