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Importing Data into MS Dynamics NAV with TaskCentre

In this two part video series, Paul Garratt of Orbis Software shows how data can be easily imported in Microsoft Dynamics NAV. This serves as an illustration of how on-going synchronization of data can be performed completely automatically, using TaskCentre.

In the first video, Paul shows how to first activate the required Web Service via the NAV client. Then using the URL as shown here, a connection to the Web Service can be established:

http://YourWebServerHostName/DynamicsNAV/WS/CompanyName/Page/ServiceName?WSDL

TaskCentre automatically gathers the end-points of the Web Service on making the initial connection and exposes the various operations. These are then used as shown in the second video when the Web Service Connector Step is defined in the Task. The connection can be tested be entering a parameter value and if succesful sample XML is returned.

Setting Up Microsoft Dynamics NAV Web Services for TaskCentre

The second video uses this connection to import customer data from a simulated "other" system (via an XML Document feed). You can see how when configuring the Web Service Connection Step, TaskCentre handles the looping through the source data just by a simple mapping at the record level and goes on to illustrate how data can be translated inline as it passes from its source to the destination field in NAV. This is accompished using the Data Transformation Component that is a technology layer that will be used in a number of new Tools that are in development and which forms integral part of the Web Service Connector Tool.

TaskCentre updating Microsoft Dynamics NAV through Web Services

Once these simple steps are completed, TaskCentre can be used to run integration, process automation, workflow and many other processes, or as we call them "Tasks" which safely update Microsoft Dynamics NAV through its API.

To learn more about the benefits of working with Microsoft Dynamics NAV and TaskCentre click here to book a one-on-one demo with a product specialist or contact our sales team on (561) 922-6612.

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