Overview
Once the Jet Excel add-in has been installed and NAV's Web Services have been configured for access from the Jet add-in, it is an easy matter to configure your data source settings. You will need to know the Server Name, Instance, SOAP Services Port, and whether SSL is enabled for SOAP Services.
Gathering Information
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If you do not have access to the Microsoft Dynamics NAV Server Administration tool, we recommend contacting your NAV administrator to determine the correct Server name and other settings. You may also be able to determine some of this info from within NAV itself.
- A Server Name and Instance can be determined by clicking the Settings arrow and then Select Server...
Note: your NAV installation may include more than one NAV instance and the instance shown within NAV may not be the optimal one for you to use from within the Jet Excel add-in. Please contact your database administrator to confirm.- The default SOAP Services Port is 7047
- Whether or not SSL is enabled varies by installation
- A Server Name and Instance can be determined by clicking the Settings arrow and then Select Server...
Configuring the Data Source
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Within Excel, select Data Source Settings from the Jet Ribbon...
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Click the Add button at the top of the Data Source Settings window...
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In the Add Data Source window...
- Give your data source a descriptive name
- For the Database Type, select Dynamics NAV 2013-2018
- For the Connection Method, select Web Services
- Click OK
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On the Authentication tab, select the credential type configured for NAV's Web Services...
For more information see: -
On the Web Services Tab...
- Enter the Server, SOAP Services Port, and Instance
- If your Web Service is configured to use SSL encryption, check the Use SSL Encryption box
- Pick the Jet_Data_Source codeunit
- Select the name of the Company you would like to use
- Click the Test Connection button at the top of the window
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On the Display tab, you have the option to specify the language in which the Jet Excel add-in will display database captions including tables, fields and option values.
From the Language pull-down, select the language code which matches that used by NAV.
Your NAV language setting can be determined from within NAV by clicking the Settings arrow and then Select Langauge…
Troubleshooting
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You encounter a message stating “You do not have the following permissions on CodeUnit Jet Data Source…”
Some NAV Partner licenses created before 10/6/2012 did not include the required permissions to execute the required codeunits.
If you encounter an error stating "You do not have the following permissions on CodeUnit Jet Data Source…" please download a fresh copy of your NAV license from VOICE.
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The message at the bottom of the Data Source Settings says “You are licensed as a Viewer” and you should be licensed as a Designer.
Check with your system administrator.
If your Jet license is set to use your Excel user name, check to make sure that your Excel user name EXACTLY matches your designer name on the Jet License.
If your Jet license is configured to use your Windows login information, ensure that you are listed on your organization's license as a Designer.
Check out Troubleshooting The Dynamics NAV Web Service Data Source for more troubleshooting help
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