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
From within Excel, go to the Jet ribbon and open your Data Source Settings.
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.
On the Authentication tab...
If your SQL Server is configured to automatically recognize the user names used to log on to Windows, you can use one of the "Windows Authentication" options (either the current Windows user or another Windows user).
If your SQL Server is not configured to recognize Windows user names, you will need to choose SQL Server Authentication and provide the user name and password for an account that does have permissions to access the SQL Server. Please contact your system administrator to determine what information should be used.
Once you have specified how to access the SQL database, you will then want to specify which BC user will be used when determining the roles and permissions used to access the BC data. If your BC system is configured to recognize the user names used to log on to Windows, you can choose to use the current Windows users. Otherwise, Jet Reports also supports the use of NAV User Password authentication (see information about NAV Authentication types )
On the Connections tab...
You will need to provide the name or IP address of the SQL server where your BC database resides, select the specific BC database you want to use, and then select the company within that BC database that you want to use by default (even is there is only one).
Click Test Connection to test your connection to the database
If you want your Business Central data source to be your primary data source, click Set as Default.
Click OK and your new Dynamics 365 Business Central data source is ready to be used in Jet Reports.