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Configuring the Jet Excel add-in for Dynamics NAV 2013 (or higher)


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Overview

There are three methods of using the Jet Excel add-in to report from a Microsoft Dynamics NAV 2013 (or higher) database.

Which method you use would depend on a few factors:

Dynamics NAV Connection Methods

  1. Connecting Directly to NAV's SQL Database

    If...

    1. You have direct access to the database   AND...
    2. The SQL server resides on the same network domain as your installation of the Jet Excel add-in   AND...
    3. Your installation of NAV uses either:
      1. Windows Authentication    OR...
      2. NAV User/Password Authentication

    Version 14.1 and higher of the Jet Excel add-in can usually communicate directly with NAV's SQL database.

    Please refer to the Configuration article for information on how to proceed.

  2. Connecting through a Jet Remote Data Service (JRDS)

    If your Dynamics NAV system resides on a different network domain than does your installation of Microsoft Excel...

    If you have direct access to NAV's SQL server and your installation of NAV uses Windows Authentication, version 15.1 and higher of the Jet Excel add-in can usually communicate directly with NAV's SQL database.

    System Administrators will want to see the JRDS Admin Guide for information about how to configure the service.

    Once a Jet Remote Data Service is set-up, users of the Jet Excel add-in will want to refer to the User Configuration article for information about how to use the JRDS.

  3. Connecting through NAV Web Services

    Finally, you can also access your NAV 2013 (and higher) data by using NAV's Web Services to handle the communications.

    See the article on installing the Jet Reports Business Objects for NAV for details.

These connection methods apply to Dynamics NAV 2013 and higher.  If you are using Dynamics NAV 2009 R2 or earlier, you'll want to refer to the article on Setting up an NAV Data Source for older versions of NAV .
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