Microsoft Dynamics NAV Compatibility with Microsoft Office 2010 and Microsoft SharePoint 2010

Microsoft Dynamics NAV Compatibility with Microsoft Office 2010 and Microsoft SharePoint 2010

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With the release of Office 2010 and SharePoint 2010 the relationship between internal line of business applications and business productivity software is stronger than ever. There have been added many exciting new features, which will bring value to many customers, including those customers that are using Microsoft Dynamics NAV today.

User Interface

The user interface (UI) is the "face" of a software application - A good user interface is intuitive, familiar, and easy to use. It improves productivity by minimizing the number of clicks required to get a task done. This is what we accomplished with the release of the RoleTailored client in Microsoft Dynamics NAV 2009. The Fluent UI is now used by all Microsoft Office programs as well as SharePoint Server 2010, and does away with menus, which were growing increasingly complex, replacing them with a clear set of icons that are relevant to the task being performed.

With the 2010 release, Microsoft Office, Microsoft SharePoint Server, and Microsoft Dynamics now share this strong "facial" resemblance, making them more consistent to use and easier to adopt.

Connectivity

Just as beauty is more than skin deep, so the ties between Microsoft Dynamics and Microsoft's business productivity infrastructure run deeper than just the UI.  Business Connectivity Services (BCS) is a new technology that crosses Microsoft Office 2010 and Microsoft SharePoint Server 2010, and can be thought of as "plumbing" for connecting business applications through Web Services in Microsoft Dynamics NAV 2009 with SharePoint and Office. This is no ordinary plumbing, though, as it enables some powerful new scenarios for Microsoft Dynamics NAV customers, including the ability to update information stored in a Microsoft Dynamics NAV database directly from a SharePoint site, and making it easier to take Microsoft Dynamics NAV information offline through either Outlook 2010 or SharePoint Workspace 2010. 

Analysis

The majority of Microsoft Dynamics customers use Microsoft Excel to analyze their business information. PowerPivot for Microsoft Excel 2010 offers the ability to quickly create PivotTables or PivotCharts that are pulling in data from Microsoft Dynamics ERP or CRM in real time. New Excel 2010 features such as Slicers and Sparklines can then be added to bring the numbers to life and gain deeper insights into what's happening in the business.  

Compatibility

Since Microsoft Dynamics NAV always has had a strong integration to the Office and SharePoint products, we are proud to announce that Microsoft Dynamics NAV 2009 SP1 and Microsoft Dynamics NAV 5.0 SP1 Update 2 are compatible with Microsoft Office 2010 and Microsoft SharePoint 2010!

The details in the support for the different Office and SharePoint integrations are listed below. Please note that Office 2010 is available in both a 32-bit version and a 64-bit version, but some NAV areas are currently not supported in the 64-bit version. The recommended version of Office 2010 in combination with NAV is the 32-bit version. Further reading on the difference between the two versions can be found here: http://blogs.technet.com/b/office2010/archive/2010/02/23/understanding-64-bit-office.aspx.  

  1. Employee Portal is supported for SharePoint 2010. However please look at KB970502 for instructions on how to install in a 64-bit environment.
  2. Sending data from Microsoft Dynamics NAV to both Word and Excel using the basic export is fully compatible with Microsoft Office Word 2010 and Microsoft Office Excel 2010. The same applies exporting to Excel from reports and to Export of budgets, Analysis Schedules etc.
  3. Interactions such as letters can be initiated from Microsoft Dynamics NAV and stored as appropriate in Microsoft Office Word 2010 in both 32-bit and 64-bit version.
  4. Sending emails from Microsoft Dynamics NAV is compatible with Outlook 2010 32-bit version, but is currently not supported for the 64 bit version.
  5. Outlook Synchronization is compatible with Outlook 2010 32-bit version. The installation and the add-in is not currently supported for the 64- bit version.
  6. Email logging is dependent on CDO, which is not supported in Office 2010. Please read http://support.microsoft.com/kb/2028411. A possible workaround has been identified by manual installing CDO in combination with KB2291071, but it is recommended to stay on Office 2007 if email logging is required.
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  • SharePoint 2010 is not available in a 32-bit version. 64-bit only.

  • Thanks, eiramar. That is correct, SharePoint 2010 is 64-bit only. This post has been updated.

  • I was happy to find your post here but unfortunately, I do get an error message stating stating that "Could not create an instance of the OLE control or Automation server identified by" and a GUID, whenever I try to export information from NAV 2009 SP1 to an Office 2010 application. Office 2010 was installed before installing NAV. Any ideas?

  • To Sylvain:

    {I was happy to find your post here but unfortunately, I do get an error message stating stating that "Could not create an instance of the OLE control or Automation server identified by" and a GUID, whenever I try to export information from NAV 2009 SP1 to an Office 2010 application. Office 2010 was installed before installing NAV. Any ideas?}

    GUID will tell you what component is missing.

    Examples:

    {F5078F18-C551-11D3-89B9-0000F81FE221} 4.0:{88D969C0-F192-11D4-A65F-0040963251E5}:'Microsoft XML, v4.0' => means you should install msxml4.0

    "{F5078F18-C551-11D3-89B9-0000F81FE221} 6.0:{88D96A05-F192-11D4-A65F-0040963251E5}:'Microsoft XML, v6.0' => install msxml6.0, etc...

  • " 1.Employee Portal is supported for SharePoint 2010. However please look at KB970502 for instructions on how to install in a 64-bit environment."

    at KB970502 only instruction "how to install on x64", but I can't find any one link (only this blog), where says, that EP is compability with MOSS 2010, and how to install it...

    I know, that wss 3.0 and MOSS 2010 can`t live in peace on the same machine, and if MOSS 2010 already is installed I think that's not good idea to try install wss only for EP.

  • For information about how to install Microsoft Dynamics NAV Employee Portal on a 64-bit Operating System see the "How To Install Microsoft Dynamics NAV 2009 SP1 Employee Portal on a 64-bit Operating System" article on CustomerSource and PartnerSource:

    CustomerSource

    mbs.microsoft.com/.../howtoinstall64bitnav2009sp1ep.htm

    PartnerSource

    mbs.microsoft.com/.../howtoinstall64bitnav2009sp1ep.htm

  • Hi,

    Do we have an update/hotfix for the following or this is still not supported:

    > Sending emails from Microsoft Dynamics NAV is compatible with Outlook 2010 32-bit version, but is currently not supported for the 64 bit version.

    > Outlook Synchronization is compatible with Outlook 2010 32-bit version. The installation and the add-in is not currently supported for the 64- bit version.

  • Is there any plan to fix the Dynamics NAV/Outlook integration on Office 64?

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