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Customer experience | Sales, Customer Insights,...
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Licensing and integration with NAVISION ON-PREMISE

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Posted on by 72

Hello all,

(because of powers beyond MY control, we're between vendors/partners at the moment and I'm reading/getting ambiguous info online so far, I'll post the same question on two other NAV forums).

We have what I call a non-traditional configuration. Originally 2013 CRM and NAV 2014 where both on premise. We moved to D365 CRM and Business Central (v14 Spring release?) on-premise as we have custom code that is/wasn't ready for Business Central online.

Our sales guys (Enterprise Licensed) need a report built that will draw on data (like a stock level) from NAV BC. They won't be updating/writing to the NAV BC instance, just reading levels updated by the Finance team. 

Do they (D-CRM-365) require licenses on the NAV BC (or other methods below?) server to access this data in the following methods that I see for building said report:

  1. Integrated report to D-CRM-365
  2. Custom PowerApp in the D-CRM-365 Environment
  3. Power BI (we have Premium Per User and Pro users not integrated with NAV BC, for other offerings already and would rather not have to get sales guys licenses for 1 report)
  4. SSRS on the On-Premise SQL server used for NAV BC (we have them licensed as SQL users here already)
  5. Excel (we're M/O365)
  6. Any other suggested method(s)?

Thanks all.

I have the same question (0)
  • Victoria Jilote Profile Picture
    5 on at

    If they will be using the system (NAV BC) to pull said report, they will need a basic license to access the environment unless you have someone else pull the report and send it to them.

    Since they will not be updating or writing the report, they would not need access to Power BI as the report should just be published when updated.

  • WABGOR_Dave Profile Picture
    72 on at

    Hello Victoria, this is where the ambiguity lies. They won't be directly accessing NAV at all, just the database data on our SQL server.  I can create the report they need in MS SQL SSRS or even Excel presently and they just need to pick the parameters .

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