If you have signed up for Office 365, Microsoft Dynamics NAV can use this service to open and save documents. For example, when you export a report to Excel and save it on Office 365, Microsoft Dynamics NAV can use Excel Online that your Office 365 account uses to open the document.
Before you can use Office 365 and SharePoint Online with Microsoft Dynamics NAV, you must configure the service in Microsoft Dynamics NAV.
If you want to use the same folder to store temporary files for all users, you must specify a shared user account. Otherwise, each user's temporary files are stored in their personal document repository on the SharePoint site.
- Open “Online Document Storage Configuration” from below path
- Fill the Location to your SharePoint site: Specifies the unified resource indicator (URI) for your site on SharePoint Online, such as https://Cronus.sharepoint.com
- Fill the Folder field which specifies the folder in the document repository for this document service that you want documents to be stored in.
- This field is required. If you have not already created a subfolder in your document repository, you must create one now, and then specify it in the Folder field.
- The Document Repository field includes the top-level folder in the document repository that your document service provides. The Folder field specifies a subfolder so that you can keep business documents and drafts separate from pictures and other shared documents. For example, if the Document Repository field is set to Documents, the Folder field can be set to Business Documents.
- When a user exports data to Excel, for example, Microsoft Dynamics NAV saves the temporary file at the location that is specified in the Document Repository and Folder fields, such as https://Cronus.sharepoint.com/Documents/Business Documents.
- Fill Document Repository field: Specifies the name of the document library, such as Documents.
- Fill User Name field: Specifies the account that Microsoft Dynamics NAV Server must use to log on to the document service. We recommend that you specify a different user name than the administrative account. This helps reduce the risk of users accessing administrative settings, for example. For example, if your user name as an administrator is CronusAdministrator@Cronus.onmicrosoft.com, then the user name for Microsoft Dynamics NAV Server can be nav@Cronus.onmicrosoft.com or any of the regular user names that you have created.
- On the Actions tab, in the General group, choose Set Password. In the window that appears, specify and confirm the password for the account that you specified in the User Name field. Choose the OK button. When you have set up the service, you can test whether that configuration is valid.
- On the Actions tab, in the General group, choose Test Connection. A message displays the result of the test.