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Create A Business Central (On-Premises Web Services) Data Source


This information applies to Jet Reports 2019R2 and higher
Moderate - Business Central administration knowledge needed

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Overview

Once the Jet Excel add-in has been installed, Dynamics 365 Business Central has been configured to access your local Business Central data, and Web Services have been configured for access from the Jet add-in, it is an easy matter to configure your data source settings.  You will need to know the Server Name, Instance, SOAP Services Port, and whether SSL is enabled for SOAP Services.

Gathering Information

  1. We recommend contacting your system administrator to determine the correct Server name and other settings.  You may be able to determine some of this info from within the Role Center itself.

    • A Server Name and Instance can be determined by clicking the Settings arrow and then Select Server... 
    NAVWS04b.png
    Note: your installation may include more than one BC or NAV instance and the instance shown within the Role Center may not be the optimal one for you to use from within the Jet Excel add-in.  Please contact your system administrator to confirm.
    • The default SOAP Services Port is 7047
    • Whether or not SSL is enabled varies by installation

Configuring the Data Source

  1. Within Excel, select Data Source Settings from the Jet Ribbon...

  2. Click the Add button at the top of the Data Source Settings window...

    onprem1.png

  3. In the New Data Source window...

    • Give your data source a descriptive name
    • For the Database Type, select Dynamics 365 Business Central
    • For the Connection Method, select Web Services
    onprem3.png
    Click OK
  4. On the Authentication tab, select the credential type which is configured for your Dynamics Web Services...

    onprem4.png
    For more information see: NAV 2015 (and higher) Authentication Types.
  5. On the Web Services Tab...

    • Enter the Server, SOAP Services Port, and Instance
    • If your Web Service is configured to use SSL encryption, check the Use SSL Encryption box
    • Pick the Jet_Data_Source codeunit
    • Select the name of the Company you would like to use
    • Click the Test Connection button at the top of the window
    onprem5.png
  6. On the Display tab, you have the option to specify the language in which the Jet Excel add-in will display database captions including tables, fields and option values.

    From the Language pull-down, select the language code which matches that used by Business Central.

    onprem6.png

    Your Business Central language setting can be determined from within the Dynamics Role Center by clicking the Settings arrow and then Select Langauge…

    navlang.png

Troubleshooting

 

The message at the bottom of the Data Source Settings says “You are licensed as a Viewer” and you should be licensed as a Designer.

Check with your system administrator.

If your Jet license is set to use your Excel user name, check to make sure that your Excel user name EXACTLY matches your designer name on the Jet License.

If your Jet license is configured to use your Windows login information, ensure that you are listed on your organization's license as a Designer.

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