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Introduction > Integration with Microsoft Dynamics NAV > Connector for Microsoft Dynamics® NAV 2009

Configuration

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The configuration of the connector is a straightforward process, with the goal being that once completed the user will be able to efficiently index documents. The basic steps are as follows:

 

1.Establish database communications.

2.Set up Therefore™ categories, profiles and workflows.

3.Load Therefore™ categories, profiles and workflows.

4.Validate Therefore™ categories ,profiles and workflows.

5.Enter Microsoft Dynamics® NAV Source Codes and Descriptions.

6.Perform document mapping.

7.Perform related documents setup.

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