Perfion ERP Add-in for NAV 2013-2018 allows you to quickly lookup related information in Perfion, from within Dynamics NAV 2013-2018 environment.

This document describes the configuration of Perfion ERP AddIn for the typical Dynamics NAV 2013-2018 environment.

If you have special use cases or need custom setup tailored to your needs, please contact your Perfion partner for more information.

FAQ regarding installation of Perfion Add-in for NAV

Introduction

Perfion Add-in for NAV allows you to quickly lookup related information in Perfion, from within the NAV environment.

This document will describe the installation and configuration of Perfion Add-in for the typical NAV environment. If you have special use cases or need custom setup tailored to your needs, please contact your Perfion representative for more information.

General Considerations

A Word of Caution

Any changes made to you ERP system should be tested in a proper test environment before being deployed to the live ERP system. Please consult with your Microsoft Dynamics Partner about the changes required to implement this software, before continuing further.

Supported NAV Versions

The following versions of Microsoft Dynamics NAV is supported:

• Microsoft Dynamics NAV 2016
• Microsoft Dynamics NAV 2017
• Microsoft Dynamics NAV 2018

Supported NAV Clients

Only the Role Tailored Client (Also known as the Windows client) is supported.

Prerequisites

The client computer needs the following:

Microsoft .Net 4.5 or newer.

Perfion Windows Client Application.

NAV Object scope

Installation

Installing .Net Assemblies in RTC

• Go to Perfion Knowledge Base and download the file “Perfion-4.6 2019 R3 (build 4.6.xx)-Client.NAVrtc-[NAV2013-18].zip” (Current version at the time of writing, please substitute with the latest version).
• Once downloaded, locate the file on your computer, right click it, and select Properties.

It should look something like this:

• If you are given the option, check the “Unblock” checkbox and press OK.
• Unzip the file to a location of your choice.
• Locate the Add-ins folder of you Navision client. The default is C:\Program Files (x86)\Microsoft Dynamics NAV\100\RoleTailored Client\Add-ins
• Create a new folder in the Add-ins folder called PerfionAdd-in
• Copy the unpacked files to the newly created PerfionAdd-in folder

Defining .Net Assembly Reference in NAV

• Open Microsoft Dynamics NAV Development Environment
• Locate table 2000000069 Add-in and run it
• Add a new line and fill in the values as follows:
• Add-in Name = Perfion.AddIn
• Public Key Token = 1fdff5e624d34e41
• Category = DotNet Control Add-in

• Press the OK button to finish and save the values.

Importing Perfion Objects into NAV

Open Microsoft Dynamics NAV Development Environment

Go to the menu File -> Import

Locate the file Perfion.AddIn-2.1.4-[3.5.4785]-[NAV2013-2018].fob and press the “Open” button.

You will get a window that looks something like this:

Press the “Yes” button.

You might get a window that looks something like this:

Press the “OK” button.

You might get a window that looks something like this:

Press the “Yes” button.

You might get a window that looks something like this:

In that case, wait until the progress bar shows 100% and then press the “Close” button.

You will get a window that looks something like this:

Press the “OK” button to finish the import.

Configuration

Defining a Connection to Perfion

• Open Microsoft Dynamics NAV Development Environment
• Locate Page 81003 Perfion Connection List and run it
• Add a new line and fill in the values to suit your setup.

Here is a short description of what each column means:

Code: This column is the primary key of the table. It should be filled out with a meaningful string of max 10 characters. It is used in the UI of other pages when selecting a connection.

Connection Type:

This column has two possible values: “Direct” and “API”.

• “Direct” means that the connection will route through the local Perfion Client to connect to the Perfion database. Please note that Perfion Add-in requires a connection type of “Direct”.
• “API” means that the connection will route through a Perfion Webservice to connect to the Perfion database. Please note that Perfion Release 2 NAV requires a connection type of “API”.

Login Type:

This column has three possible values: “WINUser”, “PerfionID”, and “User Principal Name” (available in 2023-R1-SR3 or newer).

• WinUser - Then WINUser is selected when Perfion is configured to accept Windows Users (or Active Directory users) to log in.
• PerfionID - When using PerfionID it is assumed that you are logged on to NAV with a username that is identical to a username in Perfion.
• User Principal Name - when User Principal Name (UPN) is selected, Perfion will use the UPN to authenticate the user against the email registered in Perfion. This may be necessary when Perfion is configured for Single Sign On and users are synchronized from the Azure Active Directory.

Description: A short description of the connection.

Perfion API URL: The full URL to the Perfion API Web Service. This is required for API connections.

Perfion Image API URL: The full URL to the Perfion API Image Server. This is required for API connections.

Setting up a Mapping

• Open Microsoft Dynamics NAV Development Environment
• Locate Page 81021 Perfion Add-in Mappings and run it
• Add a new line and fill in the values to suit your setup.

Here is a short description of what each column means:

Primary Key: This column is the primary key of the table. It should be filled out with a meaningful string of max 10 characters.

Connection Code: Select the connection that will be used for the mapping.

Table No.: Select the table on the NAV side of the mapping.

Table Caption: This will display the table caption of the table on the NAV side of the mapping, once it has been selected.

Languages: This column defines what language or languages to map to, on the Perfion side of the mapping. Multiple language codes should be comma separated. Any mix of language codes that is valid in Perfion, will be valid here.

FromFeature: This is the primary feature on the Perfion side of the mapping.

KeyFeature: This is the sub feature on the Perfion side of the mapping, whose value will be used to match against NAV.

Field No.: This is the field number of the field in the selected table on the NAV side of the mapping, whose value will be used to match against Perfion.

Field Caption: This will display the field caption of the field on the NAV side of the mapping, once it has been selected.

Activate Addin Role: Select user role that is assigned to NAV users in order to activate Perfion Add-in. Example create user role called PFNADDIN and assign to your NAV user. This means any NAV User that is not assigned to this user role will not have an activated Add-in.

Perfion Users Role: Create user role called PFNUSERLESS. Any NAV user that is not member of this user role will login with a predefined read-only Perfion user (created in a separate connection string).

Readonly User Connection: Create an additonal connection string on page 81003 and define a Perfion user that has read permissions by inserting its username / password.

 

Example NAV Add-in flows:

Flow 1 - Not all NAV users are Perfion users (read-only Add-in)

Prerequisites:

• Create a readonly Perfion user in Perfion.

To create a Add-in mapping that supports showing the Perfion Add-in for all users in NAV. You need to create two connection strings on page 81003 see example:

The first connection “ADDIN” is for the general Add-in connection for users who exist in NAV and Perfion.

Second connection is for the read-only users who are only NAV users and will be able to see the Add-in but not edit the Perfion items here a Perfion username/password must be specified for the Perfion user that you wish to use for read-only access in NAV.

Lastly create a new NAV user role called e.g. PFNUSERLESS, this user role has to be set on the Perfion AddIn Mappings card 81021, and set the secondary connection string with read-only user specified in the column “Readonly User Connection”

 

 

Flow 2 - Only activate Perfion Add-in for users who are part of a NAV User Role

Prerequisites:

• NAV users must also exist in Perfion.

This flow only requires one connection string on page 81003.

Create a NAV User Role called e.g. PFNADDIN and assign it to all the users that must have Perfion Add-in access.

Once the user browses the Item List their user is authenticated by the Perfion ID that gives the permission to edit the Perfion item.

 

Flow 3 - Default setting no user roles

If all NAV users exist in Perfion and all NAV users can have access to Perfion Add-in, the last three columns in AddIn Mappings card 81021 can be ignored.

 

Integrating Perfion on the Item Card Page

• Open Microsoft Dynamics NAV Development Environment
• Locate Page 81012 Item Card Example and design it
• Locate the line that is named PerfionItemCardEditor, right click it and select “Copy”.

• Locate Page 30 Item Card and design it
• Find the desired location of the PerfionItemCardEditor and press “F3” to insert a new line. Then press “Ctrl + v” to paste PerfionItemCardEditor into place.
• Close page 30 and save and compile.

Integrating Perfion on the Item List Page

• Open Microsoft Dynamics NAV Development Environment
• Locate Page 81014 Item List Example and design it
• Locate the line that is named Perfion, right click it and select “Copy”

• Locate Page 31 Item List and design it
• Find the desired location of the Perfion Factbox and press “F3” to insert a new line. Then press “Ctrl + v” to paste the Perfion Factbox into place.
• Close page 31 and save and compile.