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Use Business Central with Jet Analytics


Overview

Configuring a connection between Jet Analytics and your Business Central tenant is accomplished through two distinct steps:

  • Importing the Jet Reports Queries into Business Central
  • Configuring Jet Analytics for use with Business Central

Let's look at the configuration process...

How-To Video


Importing the Jet Reports Queries into Business Central

  1. From the Dynamics home page, click Sign in

    bc01.png
  2. Enter your Dynamics 365 credentials

    bc02.png
  3. From your Dynamics 365 Home page, start your Business Central

    bc03.png
  4. Once within Dynamics 365 Business Central, click the Search icon

    bc04.png
  5. Search for Extension Management

    bc06.png
    Select Extension Management from the search list
  6. From the Installed Extensions window...

    bc05.png

    Click Upload Extension from the Manage section of the toolbar.

    bc07.png
  7. From the Upload and Deploy Extension dialog, click the pull-down arrow for Select .app file.

    bc08.png
  8. Navigate to the installation files for Jet Analytics and to the folder containing the Jet Report Queries .app file

    bc10.png
    Select the .app file and click the Open button. 
  9. On the Upload and Deploy Extension dialog, ensure that the Deploy to option is set to Current Version, select the language being used with your Business Central, and check the box to Accept the disclaimer.

    bc11.png
    Click the Deploy button
  10. When Business Central completes the installation process, the Jet Reports Queries extension will be available:

    bc09.png
  11. Finally you'll need to make sure all the Web Services entries are entered into Business Central.

    Attached to the bottom of this article is an Excel workbook:

    jws_entries.png

    Open that file and copy the entries from the worksheet.

    From the Web Services windows in Business Central, select the Edit in Excel option at the top. 

    Paste the copied entries into the workbook that is now displayed and then save the workbook.

    Back in Business Central, click Update and it will apply the entries to your Business Central instance.


Configuring Jet Analytics for use with Business Central

Once the Jet Reports Queries extension has been imported into your Business Central tenant....

  1. We next need to identify a user account which has a web services access key allowing external applications to communicate with Business Central.

    jdm01.png
    For this example, we've navigated to the Users area and we'll use the JETADMIN user
  2. Here we see the Web Service Access Key which has been assigned to this user.

    jdm02.png
    Copy this information and temporarily paste it in a text document (such as in Notepad)
  3. We also need to get the URL for our Business Central tenant.  This URL is displayed when you first select Business Central from our Dynamics 365 Home page:

    jdm03.png
    Copy this information and temporarily paste it in a text document (such as in Notepad)
  4. Start the Jet Data Manager.

    If you have not already installed a Business Central project, go to the CubeStore and do so.

    jdm04.png
  5. Open the Business Central project you want to use

    jdm05.png
  6. Create or Edit a new CData Data Source

    jdm06.png
  7. For the settings in the Authentication section, enter the four pieces of information we gathered from Business Central:

    1. Company Name
    2. The Organization URL that we copied to a text document
    3. The User to which a Web Service Access Key has been assigned
    4. The Web Service Access Key we copied to the text document
    jdm07.png
    Close your text document (without saving) for security purposes.

    If you do not have the Business Central provider already in your provider list, please see this artcile for instructions.

  8. Click the Test Connection button

    jdm08.png
    Click OK to dismiss the Test Connection message and then click OK to exit your Data Source settings.
  9. Synchronize your Data Source

    jdm09.png
  10. Once the synchronization is complete, you can see all the Business Central data to which you have access

    jdm10.png

 

You are now ready to begin using Jet Analytics with your Business Central data.

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