Discussions – Business Central / NAV UG

ON PREM to CLOUD

Business Central / NAV UG

ON PREM to CLOUD

Posted by Marni Stallings on March 16, 2023 at 10:55 am

New to the group…several asks:

1) I wanted to connect with anyone that has gone from BC On Prem to BC SAS/Cloud. How “easy” was it?

2) Has anyone been successful in adding edit in excel on prem? We cannot get it to work.

3) Has anyone been successful in connecting Outlook with BC on prem? Also cannot get it to work.

I thought I would come here first before paying more to our VAR

Chris Warren replied 1 year, 2 months ago 4 Members · 8 Replies
8 Replies

Greg Alford

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March 16, 2023 at 11:07 am

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We are still on premise. We have successfully added edit in Excel for those users where the permission has been granted. We have not tried to connect BC to Outlook. We have Microsoft’s CRM linked to both BC and Outlook. That is addressing all of our connectivity needs.
- Marni Stallings
  
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  March 16, 2023 at 11:50 am
  
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  Thanks for the feedback…did you run into this issue when setting up? If so, what was the resolution? We have followed the instructions, then get this response when trying to go through assisted setup.
- Marni Stallings
  
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  March 16, 2023 at 12:08 pm
  
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  I apologize, I misread your reply. We cannot get Edit In Excel to work. Did you work with a VAR to setup? We are trying to setup in our TEST environment first, but they are telling me that it is all or none…Considering the power behind this functionality, it is important we test it first, so I am hesitant to give them the go ahead and enable it in LIVE and TEST. Any insight you have on your experience would be appreciated.
- Kris Ruyeras, Microsoft MVP
  
  Member
  March 16, 2023 at 10:04 pm
  
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  You can set up BC on Outlook for onprem. Assuming you’ve already installed the add-in but can’t get it to connect. (https://learn.microsoft.com/en-us/dynamics365/business-central/admin-outlook).
  
  There are several things you will need to configure within Exchange online. A little bit more hoops to go through but it is possible.
Greg Alford

Member
March 16, 2023 at 12:37 pm

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Since there is a new permission set for Edit in Excel, we were confident in having it enabled. Our partner Innovia completed the setup for us.
- Marni Stallings
  
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  March 16, 2023 at 2:10 pm
  
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  What version of BC on prem are you on?
Greg Alford

Member
March 16, 2023 at 2:33 pm

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Version 20 – Spring 2022
Chris Warren

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March 17, 2023 at 1:51 pm

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We’re also on BC OnPrem and use Edit in Excel, in addition to SSO. What step of the setup process are you on?

We’re not utilizing any of the Outlook functionality so I can’t speak to that.