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Showing posts with the label Excel Add-In

How to resolve 'Edit in Excel' issues

  Introduction: As you know that D365 BC offers Edit in Excel functionality. But manipulating or customizing such a  standard functionality is difficult as there is not much control available. Hence, solving issues is also a difficult task. I will be resolving the issue for this specific issue, however, the debugging steps are similar. Pre- requisites : ODATA V4 Connectivity tool for Webservices Microsoft Dynamics 365 Business Central Books & References: Demonstration: The way Edit in Excel works is that for a given page a Webservice is created adding PageID and Page Name. Hence, there are some Webservice connectivity checks in place to validate. 1. Edit in Excel Custom Action on the page: If you are adding Edit in Excel Action on the page, please ensure that you are providing appropriate PageName and Filter criteria as Webservice is using these parameters Refer Editworkshe

How to Setup Jet Hub & Jet Service Tier for Jet Reports in D365 Business Central

Introduction: The story starts with one of our clients who want to have Jet Report installed along with Dynamics 365 Business Central. After procuring the licenses, the client realizes he needs to connect Jet Reports to his home PC as well which may cost an additional license cost since Jet Report uses O365/M365 and Device Details as well to register its client. This means that it is not totally remote like Business Central(SaaS). So we need something that has all the data in the center but can connect to O365 as well as re-activate once the user changes the devices. It would have been easier if the client connected his home PC with office Azure AD, transfer the logins and AD metadata but that's unethical to some IT policies.  So after nearly 2 weeks of back and forth, the jet team suggested using Jet Hub, and the caveat was only 5% of the companies who install Jet Reports choose this option due to its complexity.  Meanwhile, I lost my patience and interfered thinking " How ha

Setup Jet Reports Add-in in Excel for Business Central

Introduction: While going through the Setup of Business Central with Jet Reports as per the article from Jet Global, I noticed that for some reason I wasn't finding the same options as mentioned in the article. Hence, I decided to try somethings on my own, and here are my findings. In this blog, I would like to cover the JetReport Setup with Business Central Sandbox or Production. Pre- requisites : Microsoft Excel Microsoft Dynamics 365 Business Central Jet Report Extension Setup in Business Central Jet Report Add-In installed References: Demonstration: As you know that the setup wasn't exactly as mentioned in the article. 1. Data Source Type: Goto App Settings > Data Source Type > Select WebServices DataSourceType as Web Services 2. Authentication   For Authentication, select the NavUserPassword. Use the Username and Web Service Key from Users. Use