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

This feature is available in Jet 2019 R2 and higher

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 (<Your Username>), select Data Source Setup. The Data Source Setup page is displayed.

   

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

   

3. On the Details screen, provide the following details:

   • 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. The Web Service page is displayed.

   Important: Deprecated Feature —SOAP web services have been superseded by OData and will not be supported in future versions. For a reliable and supported connection, use the OData web services method instead.

   

6. Select Use OData web services.

   Configure the following fields and click Save.

   • Web server: Indicates the base URL of your Business Central API endpoint (e.g., api.businesscentral.dynamics.com).

   • Web service port: Indicates the port used for the connection. Default is 443 for HTTPS.

   • Instance: Indicates the Business Central server instance name, primarily applicable for on-premises deployments.

   • Tenant ID (optional): Indicates your Azure Active Directory Tenant ID, required for cloud or multi-tenant environments.

   • Company: Indicates the exact company name as it appears in Business Central, even if it is the only company present.

   • Jet Codeunit: Indicates the codeunit configured to allow Jet Hub to query Business Central data. Ensure this is set to JetDataSource.

   • Use SSL encryption: Indicates that all communication is encrypted over HTTPS. Keep this enabled at all times.

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

8. Click the back arrow next to the Save button.

9. 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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