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Setup Guide

Follow these steps to connect Dynamics NAV to your Connect AI account:
1
Open the Sources page of the Connect AI navigation menu.
2
Click + Add Connection in the upper-right corner.
3
Type Dynamics NAV into the search field, then click the data source name.
4
On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
5
Enter the URL to the Microsoft Dynamics NAV server organization root. For example, http://MyServer:7048.
6
Enter the Server Instance, which is the instance of the Dynamics NAV server. For example, DynamicsNAV71.
7
Select an Auth Scheme and follow the relevant instructions below.

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Authentication Methods

Set to Negotiate if you want the provider to negotiate an authentication mechanism with the server.
1
Enter the User, which specifies the authenticating user’s Id.
2
Enter the Password, which specifies the authenticating user’s password.
3
At the top of the Connect AI Add Connection page, click Save & Test.
  • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
  • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
  • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

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More Information

For more information about interactions between Connect AI and Dynamics NAV, see this information page.