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Granting access to NAV to outside parties......

  • 1.  Granting access to NAV to outside parties......

    GOLD CONTRIBUTOR
    Posted 7 days ago
    Against my better judgement, I have been tasked with giving access to some Outside Sales Reps and some new purchasing agents in Hong Kong and China.   Using VDI, we are setting up dedicated boxes for these people where we can control access within our network.   That is easy.

    My question to all of you out there is, how do control NAV access to non-employees?   We are running NAV 2015 on-prem if that makes any difference.   We did purchase NAV Easy Security a couple of years ago and are now scrambling to actually get this installed/configured.   Hopefully that will allow me to lock things down, but I am really interested in how everyone else handles a situation like this.

    Thank you for your time.

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    Steven Hoag
    I.T. Manager
    Fashion Angels Enterprises, LLC
    Milwaukee WI
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Granting access to NAV to outside parties......

    NAVUG ALL STAR
    Posted 7 days ago
    You should be able to control access to the "outside"  users the same way as your in-house employees.  Only provide the permissions necessary for what they need.  Someone "in house" should be responsible for requesting and approving their permissions.  You should have a process in place so that you know when to remove access and permissions when they leave or no longer require access.

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    Lewis Rosenberg
    IT Manager
    Mars Fishcare
    Chalfont PA
    www.apifishcare.com
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    D365UG-BC/NAVUG All-Star
    D365UG-BC/NAVUG Board of Advisors, Chairperson Emeritus
    D365UG-BC/NAVUG Programming Committee

    Twitter: @RosenbergL
    LinkedIn: https://www.linkedin.com/in/rosenbergl
    ------------------------------------------------------------------------
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Granting access to NAV to outside parties......

    SILVER CONTRIBUTOR
    Posted 5 days ago
    I think I found an option for you= DynamicPoint.  They have portals that might work for you.  I emailed Mike Marcin who said he has a possible solution - get in touch with Mike at MMarcin@DynamicPoint.com


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    Kim Peterson
    Founder
    Dynamics Connections
    Battle Lake MN
    Kim@DynamicsConnections.com
    701-261-7307
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Granting access to NAV to outside parties......

    GOLD CONTRIBUTOR
    Posted 5 days ago
    Thank you!  Sounds interesting.

    Sincerely,

     

    Steven R. Hoag │ I.T. Manager

    O: 414.308.1504






    Academy - Online Interactive Learning from Experts


  • 5.  RE: Granting access to NAV to outside parties......

    TOP CONTRIBUTOR
    Posted 4 days ago
    Edited by Bob Stahr 4 days ago

    Steve,
    When you say "Against my better judgment... giving access to some Outside Sales Reps..."

    I sound like you are concerned about opening up a pandora's box of users outside your network, way outside your time zone, and outside of your control for user training and procedures of how they will use BC/NAV.   You are spot-on to think through the ramifications of granting user access out there.   In addition, there may be technical challenges of bandwidth latency of running RD sessions, or even just a single monitor screen of HD screen resolution.

    @KimPeterson's suggestion of a portal that they connect through has the benefit of, a web UI layer that will hide the latency issue AND it will give you control of exactly what they can do (i.e. limit access to only account data for accounts that they are assigned to)   (and there are lots of portal options out there to consider, and will give you many other benefits beyond this one issue)

    You might also explore building on your own or having your partner build a power app that grants them the specific data you want to expose to these users and lets them perform the specific functions/updates that you choose to support in the app.

    I would also suggest that if the sales team is using a CRM system now, an integration to that system should be considered to provide them the data and functions that they need into BC/NAV that they need in the CRM that they are already using.



    ------------------------------
    -Bob*
    Bob Stahr
    BTC - Business Technology Consulting  | http://bit.ly/wwwbtc
    bob@stahr.us
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 6.  RE: Granting access to NAV to outside parties......

    GOLD CONTRIBUTOR
    Posted 4 days ago
    Edited by Steven Hoag 4 days ago

    Thank you everyone for the feedback.   Some great ideas to consider.   I really like the idea of using a web UI to help provide a buffer and avoid latency issues.  Thank you Lewis Rosenberg, Kim Peterson and Bob Stahr for your suggestions.  

     

    This is what makes NAVUG such a great resource!!!    I have always enjoyed reading the different approaches to resolving an issue, and sometimes they have been very different.   We can have open and honest discussions here and everyone is so helpful.   Wish other parts of society would learn how to do this.   ;-)

     

    Sincerely,

     

    Steven R. Hoag │ I.T. Manager

    O: 414.308.1504

    E: shoag@fashionangels.com

    www.fashionangels.com

     

    Fashion Angels Enterprises

    306 N. Milwaukee Street

    Milwaukee, WI 53202

    @fashionangelsent

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  • 7.  RE: Granting access to NAV to outside parties......

    Posted 2 days ago
    This is actually a project I am working on right now for our suppliers to update expected receipt dates/quantities.  I have created a custom page that is filtered to only show PO information based on the userID login. it allows them to modify certain fields of already existing, released PO's.  I added a vendor No. link field to the user setup page to create this link.  The login only shows PO's that have the matching vendor No. I then created a custom permission set, and set up a new instance layer for them to be able to login via the web link.


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    Matt McDowell
    Supply Chain Manager/Business Systems Analyst
    Valley Blades Limited
    Waterloo ON
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    Academy - Online Interactive Learning from Experts


  • 8.  RE: Granting access to NAV to outside parties......

    Posted yesterday
    @Matt McDowell, out of curiosity, are you able to give your suppliers access using a Lite/Team license, or do they need a full license to be able to make those updates? ​

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    David Stephenson
    IT Manager
    Mity Inc.
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    Academy - Online Interactive Learning from Experts


  • 9.  RE: Granting access to NAV to outside parties......

    TOP CONTRIBUTOR
    Posted 2 hours ago
    A TeamMember license allows the user to update existing POs (SO, Customer, Vendor, Item), but cannot create. So, yes, it appears a TeamMember license will work for this scenario.



    Sent from my T-Mobile 4G LTE Device




    Academy - Online Interactive Learning from Experts


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