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Create a Business Central (SQL Server) Data Source


This information applies to Jet Reports 2019R2 and higher

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Overview

Configuring a Jet Reports data source connection to your Dynamics 365 Business Central data require two steps:

  • Installing the Jet Reports extension within your Business Central environment
  • Setting up a Dynamics 365 Business Central data source within Jet Reports

You must be using either Windows Authentication or User/Password Authentication to access Dynamics 365 Business Central.

Creating a Jet Reports Connection to the Business Central SQL Database

  1. From within Excel, go to the Jet ribbon and open your Data Source Settings.

    bc09.png
  2. Click Add on the Data Source Settings tool bar.

    In the Add Data Source dialog, give your data source a unique and descriptive name, choose Dynamics 365 Business Central from the Database Type pull-down list, then choose Direct SQL Server from the Connection Method pull-down list.

    bc10.png
     
    Click the Add button
  3. Click Test Connection to test your connection to the database

    bc13.png
  4. If you want your Business Central data source to be your primary data source, click Set as Default.

    bc14.png
  5. Click OK and your new Dynamics 365 Business Central data source is ready to be used in Jet Reports.


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