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
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From the Jet Hub Admin menu, select Data Source Setup
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On the Data Source Setup window, click the + Add Data Source button
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On the Details screen...
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Give your data source a descriptive name
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For the Database Type, select Dynamics 365 Business Central
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For the Connection Method, select Web Services - Public Cloud
- Click Save
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On to the Authentication screen...
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Ensure that Dynamics 365 authentication is shown.
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Click Save.
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Move to the Web Service settings...
- Select the type of Web Service connection you would like to utilize. Please reference the article Using OData if you have any questions.
- Enter the full Instance for Business Central, please include an Environment name if there is one associated with your Business Central Tenant ID.
- Enter the name of the default (even if it is the only) Company name within the database.
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Ensure that the Jet Codeunit setting is configured for JetDataSource.
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Configure any other settings are instructed by your system administrator.
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Click Save.
Please note, Microsoft announced changes in Business Central 2021 release wave 2 (version 19.0) that SOAP has been superseded by OData V4. It's recommended that integrations are migrated to OData V4 as soon as possible.
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If needed, adjust any defaults in the other settings sections (contact your system administrator or specifics).
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Click the back arrow next to the Save button
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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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