Excel Integration With NAV 2013 - Part III

Hi all,

Integration with Excel Continued ... (Previous Article 1 & Article 2)

NAV USERS WHO CANNOT SEE DYNAMICS NAV TAB IN EXCEL CAN START FOLLOWING STEPS FROM STEP NO. 5.



So lets configure User Y Machine so that he can use the Excel Provided by User X1 / X2 to get updated data.

1) For Getting Microsoft Dynamics NAV Tab in Excel we need to install a Visual Studio Tool For Office(VSTO) named as - Microsoft.Dynamics.Nav.ExcelAddin.

2) The setup on a NON Navision User have some Pre-requisites -

a) Microsoft .NET Framework 4.5.
b) Microsoft Visual Studio 2010 Tools For Office Redist.

These Pre-requisites can be found in Prerequisite Components of Navision DVD as shown below.

3) So we will install these components on Client Y Machine.

4) No for installing VSTO Excel Addin there are two way -

A) Copy RoleTailored Client Folder From "c:\Program Files (x86)\Microsoft Dynamics NAV\70" from user X1 / X2 machine to User Y Machine.

B) Copy below listed files from User X1 / X2 machine. These files can be found under
"c:\Program Files (x86)\Microsoft Dynamics NAV\70\RoleTailored Client" to User Y Machine.

Microsoft.Dynamics.Framework.Patterns.dll
Microsoft.Dynamics.Framework.UI.dll
Microsoft.Dynamics.Framework.UI.Extensibility.dll
Microsoft.Dynamics.Framework.UI.Extensibility.xml
Microsoft.Dynamics.Framework.UI.Mapping.dll
Microsoft.Dynamics.Framework.UI.Navigation.dll
Microsoft.Dynamics.Framework.UI.UX2006.dll
Microsoft.Dynamics.Framework.UI.UX2006.WinForms.dll
Microsoft.Dynamics.Framework.UI.Windows.dll
Microsoft.Dynamics.Framework.UI.WinForms.Controls.dll
Microsoft.Dynamics.Framework.UI.WinForms.DataVisualization.dll
Microsoft.Dynamics.Framework.UI.WinForms.dll
Microsoft.Dynamics.Nav.Client.ServiceConnection.dll
Microsoft.Dynamics.Nav.Client.UI.dll
Microsoft.Dynamics.Nav.Client.WinForms.dll
Microsoft.Dynamics.Nav.ExcelAddin.dll
Microsoft.Dynamics.Nav.ExcelAddin.dll.manifest
Microsoft.Dynamics.Nav.ExcelAddin
Microsoft.Dynamics.Nav.Language.dll
Microsoft.Dynamics.Nav.Types.dll
Microsoft.Office.Tools.Common.v4.0.Utilities.dll
Microsoft.Office.Tools.Excel.v4.0.Utilities.dll
Microsoft.Windows.Shell.dll
RibbonControlsLibrary.dll

5) Run Microsoft.Dynamics.Nav.ExcelAddin from the folder,icon shown below.

6) You can check installation status also in control panel.

Now user Y will find Dynamics NAV Tab in Excel and he/she can refresh the list whenever required, to get updated data.

I hope these integration post might help you.

Regards,
Saurav Dhyani
http://saurav-nav.blogspot.in/