Microsoft dynamics nav legacy data access for the five consumer groups that need NAV history post-migration. Finance self-serve, tax/regulator views, audit drill-back, customs trade-data retrieval, customer-service lookup. Role-based IAM, full audit log, sub-second drill-back.
The archive is the data; legacy data access is how finance, tax, audit, customs and customer-service actually consume it. Purpose-built workflows per role beat generic SQL every time.
After a NAV to Fusion migration, the consumer groups for NAV historical data are diverse and the workflows are specific. Finance wants 'period-end trial balance as of December 31, 2020 across all subsidiaries' — not 'SELECT * FROM G/L Entry WHERE Posting Date BETWEEN...'. Tax wants 'pull the supporting detail for our Q3 2021 VAT submission in GoBD GDPdU format' — not a Parquet partition link. Audit wants 'walk this 2018 AR balance line back to the original Sales Invoice with attachment' — not a JOIN against three tables.
Customs and trade compliance need a workflow that essentially doesn't exist in raw archive query: 'show me every import transaction for HS code 8517.12 across our German subsidiary 2020-2022 with country-of-origin and supplier-country aggregation'. Customer service needs 'pull the order, shipment and invoice history for customer ACME for 2019 — they're asking about a missing accessory'.
Microsoft dynamics nav legacy data access ships these workflows pre-built per consumer group, with role-based IAM enforcing what each user sees, with full audit log capturing every query, and with drill-back navigation across years that's faster than the original NAV report engine. Power users still get raw SQL access via Athena/BigQuery/Snowflake when they need it — but the daily consumption pattern for non-technical users is purpose-built UI, not raw data.
Purpose-built per consumer group, with role-based IAM enforcing access boundaries.
Full archive query, period-end retrospective views, multi-year trend dashboards, intercompany reconciliation across years, dimension-based G/L analysis, export to Excel/PDF.
Tax-period supporting detail views, GoBD GDPdU export (IDEA/Datev), HMRC MTD record retrieval, SAF-T XML per country, SdI/CFDI/SPED retrieval — audit-pack export with hash-signature evidence.
Drill-back navigation from GL line to source document to attachment. Period-end snapshot reconstruction. Forensic query templates (user-id activity, posting time anomaly, dimension drift). Auditor-scoped IAM.
Import/export transaction trail by HS code, country-of-origin aggregation, supplier-country trail across years, customs documentation retrieval, classification evolution analysis.
Customer-scoped view: order history, shipment history, invoice history, returns history per customer across years. No exposure to GL or vendor-side data.
Athena/BigQuery/Snowflake access to the Parquet archive partitions for ad-hoc analytics, custom report development, multi-domain join queries that don't fit the standard UI patterns.
From archive in place to all five consumer groups self-serving. Typical timeline: 4–8 weeks after archive load.
Identify the actual consumer roles per business unit: finance staff per region, tax leads per jurisdiction, internal audit, external audit (planned), customs/trade-compliance staff, customer-service leads. Map each to access tier.
Five UI tiers configured (Finance Read, Tax Read+export, Audit Read+Export, Customs Trade Read, Customer Service Read). Common query templates pre-loaded per tier. Statutory export formats activated per jurisdiction.
Role-based IAM provisioned per tier. SSO integration (Okta, Azure AD, Ping) where applicable. Auditor-scoped temporary access pattern templated for year-end provisioning. Customer-service customer-scoping enforced.
Athena/BigQuery/Snowflake access provisioned for finance/IT power users. SQL template library pre-loaded for common patterns (cross-company AR exposure, retro intercompany reconciliation, customs HS-code aggregation).
Each consumer group onboarded to its tier with role-appropriate training. Audit trail validated. Customers typically see 60–80% of legacy NAV access requests migrate to the new access layer within the first month.
The actual day-to-day patterns that justify the investment.
Reconstruct any prior period-end (TB, AR/AP aging, inventory valuation) as of exact closing date for restatement, audit walkthrough or board retrospective — minutes not weeks.
When HMRC, Finanzamt, SAT, Receita Federal or IRS requests historical detail, tax team self-serves the export in regulator-required format. Audit cycle compresses dramatically.
External auditor gets scoped IAM access for audit duration. Self-serves historical NAV records without IT involvement. Year-end audit cycle compresses from weeks to days.
Customs team self-serves multi-year HS-code aggregation, country-of-origin trends, supplier-country evolution — supporting both routine compliance review and customs authority queries.
Customer-service team answers 'what did you ship me in 2019?' or 'why was I billed this in 2020?' without IT ticket, without NAV access — turnaround in minutes.
Finance/strategy teams run 7–10 year revenue trends, customer-concentration evolution, product-line profitability analysis — using archive data the original NAV couldn't query performantly.
Microsoft dynamics nav legacy data access is the consumer-side capability for finance, tax, audit, customs/trade-compliance and operational teams to query, retrieve and analyse NAV historical records after the NAV environment itself has been retired or moved to read-only. The archive holds the data; legacy data access is the access layer that puts the right query patterns in front of the right user role. Syntra ETL's NAV legacy data access ships purpose-built UI tiers per consumer (finance self-serve, tax/regulator views, audit drill-back, customs trade-data retrieval, customer-service operational lookup) plus power-user SQL access via Athena/BigQuery/Snowflake for ad-hoc analysis.
The archive is the data; legacy data access is the user experience. Running raw SQL against archive Parquet partitions works for power users — but finance, tax, audit, customs and customer-service teams need purpose-built workflows that match how they actually consume legacy data. Tax teams need 'pull supporting detail for the 2019 VAT submission'; auditors need 'walk this 2018 GL line back to the original Sales Invoice and attachment'; customs teams need 'show me the import transaction trail for HS code 8517.12 across 2020-2022'; customer service needs 'show me everything you shipped to this customer in 2019'. Microsoft dynamics nav legacy data access exposes those workflows directly so users don't need to know SQL or NAV table numbers.
Five primary consumer groups: (1) Finance — period-end retrospectives, multi-year trend analysis, restatement support, intercompany reconciliation across years. (2) Tax — VAT submission supporting detail, GoBD/SAF-T/SDI/CFDI/SPED record retrieval for retrospective regulator queries, transfer-pricing historical analysis. (3) Internal and external audit — drill-back walkthrough of GL line to source document to attachment, year-end audit cycle support, forensic queries. (4) Customs and trade compliance — historical import/export transaction trail, HS-code historical patterns, supplier-country origin documentation. (5) Customer service — historical order/shipment/invoice lookup for long-tenured customers. Each gets its own access tier and UI workflow.
Role-based IAM with five preset tiers plus custom roles: Finance Read (full archive query, export to Excel/PDF, no admin); Tax Read (full archive query plus statutory-format exports — GoBD/MTD/SAF-T/SDI/CFDI/SPED); Audit Read+Export (full archive query, drill-back navigation, audit-pack assembly with hash-signature evidence); Customs Trade Read (focused view of import/export transactions, HS-code analysis, country-of-origin trail); Customer Service Read (filtered view of customer-facing records only — orders, shipments, invoices for active and historical customers, no exposure to GL or vendor-side data). Every access tier is logged to the immutable audit trail with user, timestamp, scope and result.
Yes. The cross-reference is preserved during the original NAV to Fusion migration: every migrated record carries its NAV-id (Document Type + Document No + Posting Date + Source Code + Company) as a Fusion DFF value. When a Fusion user encounters a record that originated in NAV (typical for any AR, AP, GL or inventory record migrated as historical), the legacy data access layer exposes a 'View in NAV Archive' link that opens the archived record with full drill-back chain intact. The reverse direction is also supported: archive query users can see 'migrated to Fusion as: [Fusion ID]' on any record that has a Fusion equivalent.
Yes — and this is one of the highest-value workflows. Year-end external audit traditionally requires IT to spin up NAV sandbox environments, restore database backups to specific period-ends, grant temporary auditor accounts and supervise queries. Each cycle is multi-week and operationally expensive. Microsoft dynamics nav legacy data access replaces this with scoped, read-only IAM access provisioned per auditor for the audit duration. Auditor logs in, queries the archive directly, exports supporting detail with hash-signature evidence, releases access at audit close. Every query is logged so chain-of-custody is provable. Audit cycles compress from weeks to days.
Customs and trade-compliance teams need a focused view of historical import/export transactions: Item Ledger Entry rows for imported items with country-of-origin, vendor location, HS code, customs classification; Purchase Header/Line rows for supplier transactions with import documentation; Sales Header/Line rows for export transactions with destination country and export documentation. Microsoft dynamics nav legacy data access ships a purpose-built Customs Trade Read tier that exposes these patterns with HS-code aggregations, country-of-origin trend analysis, and supplier-country trail across multiple years — supporting both routine compliance review and reactive queries when customs authorities request historical detail.
Legacy data access and historical reporting are two views of the same archive — different access tiers and UI workflows for different consumer groups. Historical reporting emphasises operational lookup patterns (finance self-serve, customer-service, period-end retrospective). Legacy data access emphasises consumer-side compliance and forensic patterns (tax, audit, customs, regulator). The two layers share the archive, the audit log, the hash-chain integrity and the object-lock retention — they just expose different UIs and query templates per user role. A single user with multiple roles (e.g. a finance manager who also covers tax filing) sees both UIs and switches as needed.
30-minute call. Walk through your post-migration consumer groups — finance, tax, audit, customs, customer-service — and their query patterns. Leave with a microsoft dynamics nav legacy data access design and rollout timeline.