Prerequisites to Connecting to Dynamics Business Central 365 Online Data Sources

This article describes the prerequisites for setting up a Jet Analytics Dynamics 365 Business Central - Online data source.

User requirements in BC

All users who will be authorizing the connection require the D365 AUTOMATION or SUPER permission set in Business Central (BC). To assign the appropriate permission set, navigate to your BC environment at businesscentral.dynamics.com, use the search icon in the top right to search for Users, and open the Users page. Select the relevant user and add either the SUPER permission set (with a blank company name) or D365 AUTOMATION under User Permission Sets.

Setting up the BC extension

Install Jet Analytics from the Extensions Marketplace in BC and enable the Allow HttpClient Request setting, as described in the Connecting to Business Central Version 16 or Later article.

1. Within the Business Central portal, use the search icon to navigate to Extension Management.

   

2. Click Manage > Extension Marketplace.

   

3. Search for Jet Analytics. Multiple options will appear — choose the one published by insightsoftware and click Get it now to install it.

   

4. Verify the extension installation by clicking Manage > Installation Status.

   

5. Confirm that the Status column shows a value of Completed.

   

   Note:

   If you have the older version of the extension installed, this makes no difference — it will work the same regardless of which version is installed.

6. Navigate to Extension Management, click the funnel icon to enable filtering, and create a filter on the Name field using the search term Jet Analytics*. Click on the Jet Analytics item to open its setup.

   

   Note:

   If you are configuring a Production environment, this step can be skipped.

   Change the setting to allow HTTP client requests.

   

Set up an app to use for authentication

1. To register an Azure AD application for authentication to BC, navigate to API permissions, select Add a permission, and add the required application permissions. See Microsoft's documentation on automation APIs using S2S authentication for guidance.

   

   

2. Once the app is registered, map it in BC. Search for Microsoft Entra Applications in BC and select New. To set the client ID, enter the Application (client) ID from the Overview page of your app registration in Azure, and enter a description. Assign the D365 AUTOMATION User Permission Set to the application.