Create Apps from Dynamics NAV Data in Qlik Sense Cloud

Qlik Sense Cloud allows you to create and share data visualizations and interact with information in new ways. CData Connect AI creates a live connection to Dynamics NAV. By pairing Qlik Sense Cloud with CData Connect AI, you get true cloud-to-cloud connectivity to all of your SaaS and cloud-based Big Data and NoSQL sources — no need to migrate your data or write your integrations. Simply connect to Connect AI from Qlik Sense Cloud and get instant, live access to your Dynamics NAV data.

In this article, we walk through two connections:

1. Connecting to Dynamics NAV in Connect AI
2. Connecting to Connect AI from Qlik Sense Cloud to create a model and build a simple dashboard

Configure Dynamics NAV Connectivity for Qlik Sense Cloud

Connectivity to Dynamics NAV from Qlik Cloud is made possible through CData Connect AI. To work with Dynamics NAV data from Qlik Cloud, we start by creating and configuring a Dynamics NAV connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "Dynamics NAV" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Dynamics NAV.

   Before you can connect, OData Services will need to be enabled on the server. Once OData Services are enabled, you will be able to query any Services that are published on the server.

   The User and Password properties, under the Authentication section, must be set to valid Dynamics NAV user credentials. In addition, specify a URL to a valid Dynamics NAV server organization root and a ServerInstance. If there is not a Service Default Company for the server, set the Company as well.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Dynamics NAV Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Dynamics NAV data from Qlik Sense Cloud.

Create a Qlik Sense App from Dynamics NAV Data

This section explains how to add Dynamics NAV data to a Qlik Sense app for visualizations, analytics, reporting, and more.

Create a New App and Upload Data

1. Log into your Qlik Sense instance and click the button to create a new app
2. Name and configure the new app and click "Create"
3. In the workspace, click to open the new app
4. Click to add data from files and other sources
5. Select the Microsoft SQL Server connector and set the configuration properties.
   • Set Server to tds.cdata.com
   • Set Port to 14333
   • Set Database to the connection you created (e.g. DynamicsNAV1)
   • Set User name to the Connect AI user (e.g. [email protected])
   • Set Password to the PAT for the above user
   
6. Select an owner for the connection
7. Select a Dynamics NAV entity (Table) to view
8. Click Next, configure the model, and load the data into Qlik Sense.

Generate Insights or Customize Your App

With the data loaded into Qlik Sense, you are ready to begin discovering insights. You can build custom visualizations, reports, and dashboards engineered to gain actionable insights into your Dynamics NAV data.

More Information & Free Trial

Now, you have created a simple but powerful dashboard from live Dynamics NAV data. For more information on creating OData feeds from Dynamics NAV (and more than 100 other data sources), visit the Connect AI page. Sign up for a free trial and start working with live Dynamics NAV data in Qlik Sense Cloud.