Document Service Table

Specifies the services that have been set up for accessing and storing documents.

If your company uses services such as Office 365 and SharePoint Online to store and access your documents, you can set up this service in Microsoft Dynamics NAV. Then, when you open a document from Microsoft Dynamics NAV, such as a budget that you want to see in Microsoft Excel, Microsoft Dynamics NAV uses the document service. The Document Service table stores information about the configured document services and the credentials for accessing the services.

Tip

We recommend that the user name that is set up in the table is not the administrator of the Office 365 service. Instead, the account should be either a regular user or a dedicated service account that has write access only to the specified folder.

Additional Information

The user who sets up the Office 365 configuration must have permission to read, insert, and modify records in the Document Service table.

Microsoft Dynamics NAV saves temporary versions of the files in the configured document library when a user exports data to Excel or opens a document in Microsoft Word. We recommend that you delete the temporary files from the document library. For example, you can set up a job in the Microsoft Dynamics NAV job queue that empties the relevant folder, or you can use other tools to keep the document library clean of temporary files.

In the default implementation of Microsoft Dynamics NAV, the Document Service table provides configuration data for codeunit 9510 Document Service Management. For more information, see Integrating with Office 365 and SharePoint Online.

List of Fields in the Table

See Also

Reference

Microsoft SharePoint Connection Setup

Other Resources

Integrating with Office 365 and SharePoint Online
How to: Configure Online Document Storage