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Managing User Permissions for the Microsoft Dynamics NAV SharePoint Client

Microsoft Dynamics NAV 2013

Microsoft Dynamics NAV Portal Framework supports Windows authentication for validating the identity of users who try to access Microsoft Dynamics NAV data from the Microsoft Dynamics NAV SharePoint client. Like the Microsoft Dynamics NAV Windows client, you restrict access to Microsoft Dynamics NAV data by creating users in Microsoft Dynamics NAV and granting permissions to Microsoft Dynamics NAV objects, such as pages and reports.

To give a user access to Microsoft Dynamics NAV objects from the Microsoft Dynamics NAV SharePoint client, configure the following permissions.

  • Grant the user permission to the SharePoint site that is running Microsoft Dynamics NAV Portal Framework.

    For more information, see Grant permissions for a site.

  • Create a user account in Microsoft Dynamics NAV that is configured for Windows authentication.

    For more information, see How to: Create Microsoft Dynamics NAV Users.

  • Assign the Microsoft Dynamics NAV user the appropriate permissions for accessing Microsoft Dynamics NAV objects.

    To view or edit a Microsoft Dynamics NAV page or report, a user must have permission to the page or report and any underlying tables or objects. For more information, see How to: Define Permissions for Users.

Hh165501.Important(en-us,NAV.70).gifImportant
The SharePoint application that is running Microsoft Dynamics NAV Portal Framework and the Microsoft Dynamics NAV Server instance that is used by Microsoft Dynamics NAV Portal Framework must be configured for Windows authentication.

For more information about SharePoint authentication, see Plan authentication methods (SharePoint Server 2010).

For more information about how to configure Windows authentication on Microsoft Dynamics NAV Server, see Configuring Microsoft Dynamics NAV Server.

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