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


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

 

Comments (2)

  1. dtacconi says:

    Great post ! It would also fit in with NAV 2013 R2.

  2. Krupesh says:

    Useful info!!

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