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Create a Business Central (public cloud) Data source in Jet Hub


This feature is available in Jet 2019 R2 and higher

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Overview

You can define a data source connection to a public cloud installation of Dynamics 365 Business Central directly within Jet Hub.  The data source will be available from both within Jet Hub and the Jet Excel add-in.

Process

  1. From the Jet Hub Admin menu, select Data Source Setup

  2. On the Data Source Setup window, click the + Add Data Source button

  3. On the Details screen...

    • Give your data source a descriptive name

    • For the Database Type, select Dynamics 365 Business Central

    • For the Connection Method, select Web Services - Public Cloud

    Click Save

  4. On to the Authentication screen

    Ensure that Dynamics 365 authentication is shown.

    Click Save.

  5. Move to the Web Service settings

    • Enter the name of the default (even if it is the only) Company name within the database.
    • Ensure that the Jet Codeunit setting is configured for JetDataSource.

    • Configure any other settings are instructed by your system administrator.

    Click Save.

  6. If needed, adjust any defaults in the other settings sections (contact your system administrator or specifics).

  7. Click the back arrow next to the Save button

  8. Your new data source will be displayed on the Data Source Setup screen.

To test your settings: start Excel with the Jet Excel add-in enabled; using the Jet Data Source Settings, access your newly-defined settings; from the Authentication tab, click Log in.

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