Setup

Dynamics 365 Search

If you do not have a tenant for Microsoft Dynamics 365 for Finance and Operations, Business Edition, you can sign up for it at https://trials.dynamics.com/Dynamics365/Signup/financials

Once you have completed the sign up and your tenant is up and running, you can add the NAV-X Search app from the AppSource marketplace here. If you have questions about the installation process of an app through Microsoft AppSource, you can review the Microsoft Dynamics 365 for Finance and Operations, Business Edition documentation here.

You will not be able to use NAV-X Search until the setup has been completed. The notification will be displayed until the setup is completed and NAV-X Search can be used.

Assisted Setup

You can start the Assisted Setup for NAV-X Search from the displayed notification on the role center or by searching for “Assisted Setup” and then selecting “Set up Search” from the displayed list.

When you start the Assisted Setup for NAV-X Search, a welcome message will be displayed to inform you that you are about to setup your search experience. Please select “Next” to start setting up NAV-X Search.

The next step of the Assisted Setup is also informational. When you select “Next”, the setup will initialize the tables that are included in your search experience by default. The setup will process all existing tables in your environment and determine, if they should be included. This will take 10 to 20 seconds, so please be patient. 

Once the Assisted Setup advances to the next step, you will see a list of tables that was selected by default to be included in your search experience. You can now start making changes to this list. You can simply delete tables from the list. If a table is not listed, it will not be available for search. If you want to include data in the search that is not available yet, you can scroll to the end of the list and insert a new table by clicking on the Lookup button on the field “Table No.”. You then can pick a new table from the list.

You should also define the page that is used for this table. The setup will try to  determine the page based on the definition in the environment, but this is not always possible. You then can use the lookup in the field “Page No.” to select the page.

The last configuration is the “No. of Fields included” column, which shows you, if any fields are selected already for your search experience for this table. You can click on the number in this field and then add additional fields to the list or remove fields from the list. Any fields listed are accessible during search.

Once you have completed your selection, you can advance to the next step by selecting “Next”. Don’t worry, you can always come back to this or go directly to those setups through the “Manual Setup” page, which is accessible from the search box on the top.

The next step of the Assisted Setup is similar to the last step, but it will allow you to configure document tables that are included in your search experience. A document table is a table in which, for instance, sales or purchase documents are stored. One table contains usually multiple document types, which is why you will see the same table multiple times. For instance, table 36 “Sales Header” contains all open sales documents, such as quotes, orders, return orders, unposted invoices or credit memos. The configuration of these tables is the same as in the previous step.

When you are satisfied with your selection of document tables, you can select “Next”, which will bring you to the last step of the Assisted Setup. As with the search tables, you can also make changes to the document search tables at any point from this Assisted Setup or from the Manual Setup.

The next step is the final step of the Assisted Setup and will just inform you that you have completed the setup. Please select “Finish”.