How to share and link SkyDrive documents with Microsoft Dynamics NAV Links

How to share and link SkyDrive documents with Microsoft Dynamics NAV Links

  • Comments 2

SkyDrive continues to be a growing leader in securely storing and sharing documents across the internet. Integrating sharing of documents on SkyDrive with Microsoft Dynamics NAV is much simpler and let’s have a look how.

*There are no additional add-ins or code required for integration.

Step 1: Create a new document on SkyDrive (Word, Excel, PowerPoint):

Step 2: Select the document and click Sharing:

Step 3: Choose the relevant sharing permissions for the document:

 

Step 4: Open a page in the Microsoft Dynamics NAV 2013 Windows client, and then choose Links:

Step 5: Create new Link from Actions and paste your SkyDrive shared link. Click Save.

Step 6: Any user accessing the order can open Links and access the document saved on SkyDrive:

Notes:

  • It is not recommended to share links publicly.
  • Multiple documents can be linked to the same record.
  • Editing Office Documents requires a Microsoft Office subscription.
  • Essentially a SkyDrive Pro account is recommended to share links, however any Microsoft Account can be used to access and store documents on SkyDrive.

Applies to:

  • Microsoft Dynamics NAV 2009
  • Microsoft Dynamics NAV 2009 R2
  • Microsoft Dynamics NAV 2013

These postings are provided "AS IS" with no warranties and confer no rights. You assume all risk for your use.

 

 

Mohamad Vajid

Microsoft Dynamics NAV

 

Leave a Comment
  • Please add 1 and 6 and type the answer here:
  • Post
  • Great post ! It would also fit in with NAV 2013 R2.

  • Useful info!!

Page 1 of 1 (2 items)