Customizing Dynamics NAV Using Extensions

You can customize Dynamics NAV by installing extensions that add functionality, change behavior, or give you access to online services. For example, Microsoft offers an extension that provides integration with PayPal Payments Standard, and several that make it easy to import data from other finance apps.

You manage the extensions in the Extension Management window. You can access this window from Home. Alternatively, choose the Search for Page or Report icon Search for Page or Report in the top right corner, enter Extension, and then choose the related link.

Note

If you think you should have access to an extension but you cannot find its functionality, check the Extension Management window - if the extension is not listed there, you can install it as described in the following section.

Installing an Extension

In the Extension Management window, you can see the extensions that are currently available, and are either installed or ready to be installed.

Note

Extensions might need to be published before they are available in the list. Typically, this is something a Microsoft Partner helps with. For more information, see How to: Publish and Install an Extension v2.0.

If you choose an extension, you can read about what the extension does, and you can access Help for the extension to learn more. When you choose to install an extension, you must agree to the terms of use.

When you install an extension, you might have to set it up, such as specifying an account for use with the PayPal Payments Standard extension. Other extensions simply add fields to an existing page, or they add a new page, for example.

If you uninstall an extension, and you then change your mind, you can install it again. When you uninstall an extension that you have been using, the data is preserved so that if you install the extension again, your data is still available.

All extensions are tested before they are made available to you, but we recommend that you access the links that are provided with each extension to learn more about the extension before you choose to install it.

Microsoft provides the following extensions:

See Also

How to: Enable Customer Payment Through PayPal
Migrating Business Data from Other Finance Systems
Dynamics NAV Extensions by Other Providers
Welcome to Microsoft Dynamics NAV