Enabling Outlook Add-in for NAV 2017

This article discusses the steps required to Enable Outlook Add-in for Microsoft Dynamics NAV 2017.

Prerequisites

To enabling Outlook Add-in, you must have:

Create User

In this example we are creating a user with SUPER permission and following credentials:

Username: DemoUser

Password: Pass@Word1

For more information, you can refer to the topic How to: Create Microsoft Dynamics NAV Users on MSDN.

Create a New Service Instance

We will create a new service instance for the user:

Server Instance: NAV2017

Ports: 6020,6021,6022 and 6023

For more information, you can refer to the topic How to: Create a Microsoft Dynamics NAV Server Instance on MSDN.

Update Service Tier

Update the Service Tier with the following information:

Credential Type: NavUserPassword

Certificate Thumbprint: <The SSL Certificate Thumbprint>

Update Configuration File for Windows Client

Edit the ClientUserSettings.config file, usually located at the following location:

C:\Users\<user name>\AppData\Roaming\Microsoft\Microsoft Dynamics NAV\100

Update the following parameter:

ClientServicesCredentialType : NavUserPassword

Update Configuration File for Web Client

Edit the web.config file, usually located at the following location:

C:\inetpub\wwwroot\DynamicsNAV100

Update the following parameters:

ServerInstance : NAV2017 (check the settings above)

ClientServicesCredentialType : NavUserPassword

ClientServicesPort : 6021 (check the settings above)

Add Certificate to Web Client

Open the inetmgr command.

This will open the Internet Information Services (IIS) Manager. Do the following:

  • Select Microsoft Dynamics NAV 2017 Web Client.
  • Click Bindings action.
  • On the Site Bindings window click Add.
  • On the Add Site Bindings window, select Type : https and select the SSL Certificate from the drop down menu.
  • Click Ok.

Update Service Tier With URLs

Edit the following parameters in the new Service Tier (NAV2017):

Web Client Base URL : https://<Certificate Name>:443/DynamicsNAV100/WebClient/


SOAP Base URL : https://<Certificate Name>:6022/DynamicsNav/WS/


ODATA Base URL : https://<Certificate Name>:6023/DynamicsNav/OData/

NOTE: Replace the <Certificate Name> with the name of the certificate and also confirm the Port number as per your settings. Enable SSL for SOAP and ODATA. Restart the Service.

Assisted Setup: Set up Outlook for Financials

Open Microsoft Dynamics NAV using the user credentials created earlier.

Open Assisted Setup page (Departments/Administration/Application Setup/General/Assisted Setup) and start Set up Outlook for Financials.

Follow the instructions in the wizard:

The status should change to Completed.

Check your Outlook Client

Open your Outlook client. On the ribbon two new Add-Ins are introduced under Home tab:

You can add Contacts to NAV from Outlook:

You can have Existing NAV contact insight from within Outlook:

You can create new documents from Outlook, such as Sales Quote, Sales Invoice, etc.

Enjoy working with Outlook for Financials 🙂

How to Create SSL Certificate?

Introduction

  • This article explains how to create an SSL certificate for a Test environment.
  • For a Live environment, you must purchase SSL certificate from a certification authority, for example Comodo, Symantec, Digicert, etc.
  • Keep a copy of Certificate Thumbprint and a copy of the Certificate generated.

Pre-Requisites

Download Self-signed certificate generator (PowerShell).

Create SSL Certificate

  1. Open Windows Powershell ISE – Run as administrator
    1. The following command gets the current execution policy: Get-ExecutionPolicy
    2. If it is Restricted, change the Execution Policy, for example in this case: Set-ExecutionPolicy -ExecutionPolicy RemoteSigned

  1. Go to the location where you saved the New-SelfSignedCertificateEx.ps1 file.
  2. Run the following command:
    Import-Module .\New-SelfSignedCertificateEx.ps1

  1. Run the following command, where you can find the <Full Computer Name> from system properties:
    New-SelfSignedCertificateEx –Subject “CN=<Full Computer Name>” –IsCA $true –Exportable –StoreLocation LocalMachine


  1. Copy and Save the Thumbprint for later use.

Manage Certificate

  1. Open Microsoft Management Console (mmc.exe)

  1. Click File, Add/Remove Snap-in
  2. Select Certificates
  3. Click Add
  4. Select the Computer Account
  5. Click Finish and OK

Locate the Certificate

Now you can locate the Certificate under: Console Root, Certificates (Local Computer), Personal, Certificates.

  • The name will be same as your service tier Machine.
  • The Expiration Date Will be 1Y-2D (01 Year – 02 Days) for that certificate and it will be valid from 01 Day Before you create Certificate.

Assign Permissions to Certificate

  1. Right Click on the certificate.
  2. Click All Tasks, Manage Private Keys
  3. Add Permission for the Account which is used to Run Dynamics NAV Services.

Copy and Paste Certificate

  1. Copy the Certificate from Personal, Certificates node.
  2. Paste the certificate into the Trusted Root Certification Authorities, Certificates node.

Download and Save the Certificate

  1. Right-click and Export the certificate

  1. Select the No, do not export the private key option

  1. Choose Next
  2. Select DER encoded binary x.509 (.cer)

  1. Specify a File Name and Finish the wizard. For example, here we have saved it as “NAV_Certificate.cer”.

  1. Copy and Save the certificate for later use.

Outlook Synchronization with Microsoft Dynamics NAV

Overview

Outlook synchronization enables users to keep data in Microsoft Dynamics NAV and Outlook up to date.

The synchronization can be performed either automatically in predefined period of time, or manually.

It is typically used to synchronize the to-do’s in the agenda of sales people. However, with this functionality you can synchronize basically any data from Microsoft Dynamics NAV to Outlook and the other way around.

Setup

The setup is executed in terms of:

  • Setting up Synchronization Entities
    That means what Dynamics NAV is going to be synchronized with in Outlook terms. So it is a relationship between what is Outlook and what is Dynamics NAV and what are we going to synchronize.
  • Setting up Outlook Synchronization User Setup
    This is to determine if we are synchronizing with a normal or power user or administrator and what is this user going to synchronize?

The Synchronization Entities are setup on the Microsoft Dynamics NAV site. You can choose among three synchronization directions:

  1. From Microsoft Dynamics Nav to Outlook
  2. From Outlook to Microsoft Dynamics NAV
  3. By directional

Synchronization becomes available for a synchronization user, when the synchronization entities are created in Microsoft Dynamics NAV.

The needed synchronization entity is added for the user in Outlook Synchronization User Setup window.

Table fields participating in synchronization are registered on the Outlook side.

You can run the synchronization process and view synchronization errors and conflicts that occur.

Setting up Outlook Synchronization Entities

Click Departments/Administration/Application Setup/Microsoft Office Outlook Integration/ Outlook Synch. Entities.

Outlook synchronization entities will define what you will synchronize between NAV and Outlook.

In the example, you see here Microsoft Dynamics NAV Tasks that will be linked with to-dos in CRM. If you open this entity, you see here that the information which is stored in NAV in Table No. 5080 (To-Do) will be synchronized with the one specified in Outlook Item field called Task Item.

There are also some conditions and filters in place.

When click on Fields under Navigate tab, you can see which fields are going to be synchronized.

Setting up Outlook Synchronization User Setup

Click Departments/Administration/Application Setup/Microsoft Office Outlook Integration/Outlook Synch. User Setup.

Here you can:

  • Specify user you are going to synchronize making use of which synchronization entity.
  • Bring additional conditions if you want filtering links
  • Specify the synch direction, whether it is from Outlook to Dynamics NAV, Dynamics NAV to Outlook or Bidirectional.