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Release2ERP for NAV 2013-2018

Release2ERP for NAV 2013-2018

END OF SUPPORT

Dynamics NAV 2013 is no longer supported by Perfion after version 2024-R1

Perfion Release2ERP for NAV 2013-2018 allows you to import and persist information from Perfion to the NAV environment.
This document will describe the installation and configuration of Perfion Release2ERP for the typical NAV environment.

If you have special use cases or need custom setup tailored to your needs, please contact your Perfion partner for more information.

FAQ regarding installation for Perfion Release2ERP for NAV

Introduction

Perfion Release2NAV allows you to import and persist information from Perfion to the NAV environment.

This document will describe the installation and configuration of Perfion Release2NAV for the typical NAV environment. If you have special use cases or need custom setup tailored to your needs, please contact your Perfion representative for more information. If you have any questions regarding the information in this document, please contact your Perfion representative for more information.https://perfion.force.com/CustomerCommunity/

General Considerations

A Word of Caution

Any changes made to you ERP system should be tested in a proper test environment before being deployed to the live ERP system. Please consult with your Microsoft Dynamics Partner about the changes required to implement this software, before continuing further.

Supported NAV Versions

The following versions of Microsoft Dynamics NAV is supported:

  • Microsoft Dynamics NAV 2013

  • Microsoft Dynamics NAV 2013R2

  • Microsoft Dynamics NAV 2015

  • Microsoft Dynamics NAV 2016

  • Microsoft Dynamics NAV 2017 (CU05 minimum)

  • Microsoft Dynamics NAV 2018

Supported NAV Clients

Only the Role Tailored Client (Also known as the Windows client) is supported.

Prerequisites

The Service Layer server needs Microsoft .Net 4.5 installed.

NAV Object scope

Installation

Release2NAV is very simple to install. Just import the Fob file and handle any conflicts you might have.

Configuration

Release2NAV is a very versatile tool that can be configured to fit many different use cases. In this document, we will show simple examples that illustrate what is possible and discuss the options available.

Basic settings in Release2NAV

Go to Departments/Perfion Release2NAV/Setup and choose Release2Nav Setup.

You should see a page like this:

For most, the default values will be perfectly fine.

Log: The log field is where you choose what type of events to log. The options are: Error, Success, All

Log Period: this field is where you set how far back in time the log entries will be kept. It is expressed as a date formula DateFormula Property - Dynamics NAV

Chunk Size: This value sets the number of records retrieved from the Perfion API at a time, when dealing with large amounts of records.

Setting up a Perfion Connection for Release2NAV

Go to Departments/Perfion Release2NAV/Setup and choose Perfion Connection List.

You should see a page like this:

Click the New button to add a new line.

Fill in the fields to match your setup.

Fields

Buttons

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