AL, BC14, BC15, BC16, BC17, BC18, Business Central, C/AL, Cumulative Updates, Dynamics 365, End of Mainstream, Extension, Information, NAV 2015, NAV 2016, NAV 2017, NAV 2018, Navision, on-premises, Online, Updates, upgrade

Comparison of BUSINESS CENTRAL AND NAV

First released in 1987, acquired by Microsoft in 2002, now called Business Central, Dynamics NAV is one of Microsoft’s most prolific software packages. 

After Dynamics NAV 2018, Microsoft discontinued their popular, but on-premises only, ERP solution Dynamics NAV and replaced it with Dynamics 365 Business Central (BC-13). But what is the difference between the two systems, and why should your business make the switch? Let’s take a look at Business Central vs Dynamics NAV.

Microsoft Dynamics NAV was rebranded in 2018 to Microsoft Dynamics Business Central for on-premises and private cloud versions, and Microsoft Dynamics 365 Business Central for the cloud version.

At the time of writing this comparison, BC-21 is available in market.

Since 2018, Dynamics NAV is no longer available for purchase. The only businesses that can use the system are those that already held licenses. Even for those who do still hold licenses, the system no longer receives updates, meaning the software will quickly become outdated and harder to use.

Mainstream Support for Dynamics NAV versions from 2013 to 2017 has already ended, with the 2018 version losing support in January 2023. This deadline is fast approaching, so if you are currently using NAV 2018 you should begin to consider your optimal course of action going forward.

With very little time remaining before the end of Dynamics NAV Mainstream Support in January 2023, the sooner you decide on your course of action, the better.

Microsoft introduced Dynamics 365 Business Central. Business Central is a newer version of Dynamics NAV, offering the same standard functionality in a much more user-friendly way. It’s also SaaS (Software as a Service) meaning it’s accessible from anywhere, with the same security that drives Microsoft 365.

In addition to the functions carried over from Dynamics NAV, the Dynamics 365 Business Central system affords users with access to:

  • Integration with Microsoft 365 applications for increased productivity and streamlined data
  • Data connectivity and business intelligence through Microsoft Power Platform
  • Microsoft Azure architecture for cloud security, presence, and scale
  • Increased pool of third-party software integrations
  • Multiple deployment options for on-premises, private server, or cloud hosting

Microsoft Dynamics 365 Business Central helps with day-to-day business processes and operations. Its capabilities include financials, stock management, purchasing and much more, all with real-time data and analytics through Power BI.

Dynamics 365 Business Central is relevant for businesses adopting flexible, hybrid, or remote working models thanks to the scalable, cloud-based architecture and integration with Microsoft 365 and Power BI tools.

It is an all-in-one solution that can be adapted for many industries including software developers, IT services, financial services, healthcare, and educational institutions.

The system also has large user bases in manufacturing, distribution, ecommerce, and retail. 

Features and functions are still the same as back in the NAV days, just with a more digital-focused platform. But still differ from old days Dynamics NAV.

Most of the base code of Business Central has been adapted from NAV, and it has enhanced the rich functionality its predecessor offered, with options to deploy as an on-premises or a SaaS cloud solution.

The Dynamics 365 Business Central web client, including its sisters, the tablet and phone clients (by the way, there is no longer a Windows client) has had a makeover!

Features include new and varied fonts to highlight important information such as a headline banner on the Role Centre, a fabulous teal Role Centre with easy navigation, and interestingly capitalised field names on lists!

They are curiously small differences but really nice touches.

Design Tool it’s as good as it used to be! In fact, it’s a very smart design tool. As a ‘non-developer’ you can amend pages, add new fields and save the result as an extension.

When comparing Dynamics NAV to Business Central, you must be aware of the substantial functional upgrades and new capabilities of Dynamics 365 Business Central. Microsoft Dynamics 365 Business Central is an upgrade to Microsoft Dynamics NAV that offers several notable improvements.

You’ll see numerous benefits in your business, including agility, ability to scale quickly, mobility, lower cost of ownership, and more.

Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central have many similarities, but there are many differences too that make many users move from NAV to Business Central.

You can also choose to deploy Business Central as an on-premises solution if that is a better fit for your organization. However, you may then miss out on integration and cutting-edge features.

While the two systems are similar, there are key differences that make Business Central the preferred option for many businesses:

Business CentralDynamics Navision
 Dynamics 365 Business Central is a cloud-based ERP solution.  

With Dynamics 365 Business Central, you can access your data and applications anytime, anywhere, and on any device.  

D365 Business Central includes a comprehensive set of features and functionality.  

Business Central is licensed on a per-user basis.  

With Business Central, you only need to pay for the users who will be using the system.
Dynamics NAV is an on-premises ERP solution.  

Dynamics NAV requires some customization and third-party add-ons to achieve the same level of functionality.  

Dynamics NAV is licensed on a per-server basis.  

Dynamics NAV, you need to pay for the server regardless of how many users are accessing the system.
IntegrationFull (All Microsoft Products)Limited, Version Dependent 
Objects49,999 objects are free to use on cloudObjects need to be purchased for customizations 
Search Interface Advanced, with automatic categorization, smart search (search for misspellings or imprecise terms) Basic, possibility of data duplication 
Reporting Power BI Limited 
Deployment Cloud (No need to maintain servers and backups) although On-Premises option also available.On-Premises, Cost for Server maintenance and backup management.
USER INTERFACEWeb-based app
Improved design
Much easier to navigate.
More productive platform.
Desktop-based 
 Business Central interface uses AL language in the code.  

Offers more customization than before and helps to make extensions and upgrades much easier to manage in the long term.
Dynamics NAV using C/AL coding
 Better integration with other Microsoft products already used by many businesses, including all applications within the Microsoft Dynamics suite, like Microsoft Dynamics 365 Sales (CRM) and Office 365 products, such as Outlook and Excel. 
 Offers more automated operations to improve productivity.  

Native connectivity to Microsoft’s Power Platform (e.g., Power Automate) and powerful workflows and integrations can be created, by end-users without complex coding, sometimes almost no code.
 
HOSTINGBusiness Central is a SaaS solution – sitting on Microsoft’s Azure cloud, which enables you to specify the region where your data is stored and processed.  

There are many benefits to SaaS solutions,

*  Greater security
* Less risk of data loss and
* Better accessibility for your team.
* Cloud hosting also works alongside the new coding to make upgrades and extensions much easier to carry out.
Only On-Premises capability.

Need to invest in and manage your own in-house servers.
UPGRADESBi-annual release
Sequential upgrades,
Which happen automatically.
Your systems are always up to date.  

With the on-premises or private cloud version of Business Central, upgrades are not automatic but are still relatively simpler compared to NAV.  

Plus, any third-party apps or customizations you have are also designed to be compatible with each new Business Central update.
No Automatic Upgrades.
 Your business is always using the most optimised version of Business Central.Fuss and cost of manually updating the software.
 If you are apprehensive about an update, there is an option to delay its installation for up to 90 days.

However, it’s good idea to staying as up to date as possible. Updates are introduced to improve overall user experience and security.
Hotfixes & Cumulative updates to be handled on own cost.
 Business Central, the modifications are made using AL language that creates extensions – leaving the core system untouched and making upgrades a lot easier.NAV customization was written in C/AL language and was integral to the core system.

This meant upgrades were a major undertaking as the whole system needed to be reviewed and potentially redeveloped.
USER LICENSESDynamics 365 Business Central uses a monthly/annual subscription model and is available in either (‘Essentials’ or ‘Premium’).  

Charges per user, meaning fees are based on the number of simultaneous users each month.  

You also get an option to pay a perpetual license fee. That means you can now Business Central as an operational expense or a capital expense, whichever makes more sense for your business. It also moves from a concurrent user to a named user licensing model.
Perpetual with yearly AMC 16% in license cost.  

Dynamics NAV is available in Starter Pack & Extended Pack.
 Business Central users can also benefit from Single Sign On and usability across multiple devices, and across iOS, Android, and PC. 
 Remote working much easier, especially as the landscape of working life is becoming a blend of office-based and home working.  

Flexible and cost-effective for businesses.
 
 Now your staff can simply log into the web app from any device to get their job done. This makes the ERP solution much more cost-effective and flexible for your business. 

HOW TO TRANSITION TO BUSINESS CENTRAL

Many companies have been using Dynamics NAV for years, so Nav users may be a little wary about making the switch to Business Central. But with even more functionality than the NAV solution and with better usability, you won’t regret taking the first step.

While some Microsoft products, like Office 365, can be bought directly from Microsoft, this is not the case for Business Central. Due to the complexity of the product, Microsoft Business Central must be purchased through an approved Microsoft partner.

The Business Central trial takes a few minutes to load, and you can start using the app. 

Dynamics 365 Business Central Licensing

There are two main subscription licensing options:

  • Business Central Essentials
  • Business Central Premium.

To use this ERP software, you must license one of these plans. Both plans are licensed by user and are fast to implement as well as easy to configure. There’s also a ‘Team Members‘ licensing option to add on additional users.

The difference between a full user vs. an additional user:

A full user is someone who will be working heavily within Business Central on a daily basis. These will typically be your customer service employees, sales and marketing staff, finance employees, and supply chain managers.

An additional user or team member is a ‘light user’ or users who do not require the full capabilities of Business Central. For instance, they may need to view data reports, log their expenses or time, and other such activities.

Dynamics 365 Business Central Essentials

Microsoft Dynamics 365 Business Central Essentials consists of several modules that are considered essential for any business.

Modules included within Essentials:

  • Financial Management
  • Supply Chain Management
  • Customer Relationship Management
  • Project Management
  • Warehouse Management
  • Human Resources Management

Dynamics 365 Business Central Premium

The Premium license has everything in the Essentials license plus service management and manufacturing.

Modules included within Premium:

  • Service Management
  • Manufacturing
  • Financial Management
  • Supply Chain Management
  • Customer Relationship Management
  • Project Management
  • Warehouse Management
  • Human Resources Management

AL, Business Central, Dynamics 365, Extension, Extension Package, How To, Information, Instalation & Configuration, Install, Modern Development Tool, Sandbox, Symbol Reference, Visual Studio Code, VS Code

Preparing Development Environment

Add, Add by Dimension, Add by Filter, Add Related Entries, Analysis Views, BC18, Business Central, Change, Combinations, Completed, Correction, Correction Setup, Delete, Dimension, Dimension Corrections, Draft, Dynamics 365, Functional Tips, G/L Entries, G/L Register, General Ledger Entries, History, How To, Information, Modify, Posted General Journal, Reversing, Run, Schedule, Select Manually, Tip & Tricks, Trace, Undo, Updating, Validate, What's New

How can we Correct Dimension in Microsoft Dynamics 365 Business Central?

You can do correction by reversing the journal or creating a credit memo for the document, which will be time consuming and can attract to even more errors.

Now you can correct dimensions for general ledger (G/L) entries to ensure your financial reports is providing you with accurate insights. For G/L entries, you can now

  • change the dimension values
  • add new dimensions
  • remove wrong ones

You can also trace a history of the corrections that you have done and can undo corrections in case you had made a mistake in the corrections itself.

Before you continue let me remind you:

Although the Dimension Correction feature only updates general ledger entries, still it can be helpful in many cases with creating accurate financial reports.

You must decide when to use the corrections because when you perform correction, it will result in differences between the dimensions in finance and sub-ledgers. The earlier you decide on what corrections to use, the less manual corrections you’ll need to do in the future.

I am using BC18 Demo database.

 How to run the Dimension Correction

General Ledger Entries. You can change the dimensions for single or multiple entries just by selecting the entries.

G/L Register. You can change the dimension per batch posting. By using “From Entry No.”, “To Entry No.” as a filter for General Ledger Entries.

Posted General Journal. You can use “Document No.” and “Posting Date” as filters for General Ledger Entries.

Search for Dimension Corrections Page.

Draft Dimension Correction Screen:

Depending upon from where you Launched the Dimension Correction, it may come with pre-filled or as blank screen.

You have several options to work with dimensions:

  • You can Add New Dimensions
  • You can Remove existing Dimensions
  • You can Change the existing Dimensions

For Selecting Entries to which above changes applies you have different options to work with.

  • Add related entries. This requires at least 1 G/L Entry already to be selected, and then it adds all other G/L Entries with the same “Transaction No”.
  • Select Manually. You can manually select in the G/L Entries by just choosing them.
  • Add by Filter. Here you have all freedom of choice, how to filter your G/L Entries for the dimension corrections.
  • Add by Dimension. This can be useful if you want to change the dimension value Sales to Admin for all G/L entries. So, you find all G/L Entries with the Dimension Sales.

You can omit/remove selected entries, or change selection criteria for your entries to be applied with changes.

Updating Dimension Values

Above we create a Dimension Correction, the Status is initially DRAFT, it means the G/L Entries Dimension is NOT yet updated.

Once you are done in the Dimension change to move forward you have two option to go thru:

  • Click the Validate dimension change then click RUN.
  • Click RUN.

Validate change

This will check if it’s possible to make the dimension changes you specified.

  • Check Dimension Correction Setup.
  • Check Dimension Combinations.

Once the validation run successfully you can see it in the Validation status.

You can choose to run the job immediately or schedule in case you are operating on larger data set.

Next you can now use the Run action button. This will Apply changes to the General Ledger Entry Dimensions.

How to trace the correction

General Ledger Entries. You can see all the dimension corrections that you’ve done for the selected entries.

Search the Dimension Corrections. You can see all the Dimension corrections that you’ve done even the ongoing dimension corrections will be listed here.

Undo a Correction


In the dimension correction page just click the UNDO. This will be executed as a Job. The user will have to choose, how he wants to apply changes: running the job immediately or schedule it.

It is recommended to run the schedule if you are working with larger data set, to avoid the table locking during posting of other transactions.

Once the Job execution completes, you will see the status change to UNDO COMPLETED.

How to Update the Analysis Views

From the Dimension Correction page, you can also update you’re Analysis Views by clicking the Update Analysis Views button. This will be executed as a Job. You will have to choose, how you want to apply changes: running the job immediately or schedule it.

It is recommended to run the schedule if you are working with larger dataset, to avoid the table locking during posting of other transactions.

Hope you enjoyed the information. Will come with more similar information in my next posts. Till then keep exploring, learning and sharing your knowledge with others.

Remain safe, take care of your loved ones, put your mask, maintain safe distance and don’t forget to get vaccinated.

Assist Setup, Assisted Setup, BC18, Business Central, Change Log, Cues, Data, Data Classifications, Dynamics 365, Email, Field Monitoring, Fields, Functional Tips, High-Risk, How To, Information, Monitor Field Change Setup, Notification, Office 365, Office Integration, Outlook, Role Center, Settings, Smtp, Start, Stop, Tip & Tricks

Monitor Field Change in Business Central

Field Monitoring is one of great help for superusers in Business Central. You can now configure a list of fields that contain high-risk and business-critical data that you want to be notified about when they are changed.

Changes to high-risk settings in Business Central can be tracked using the Change Log functionality. But sometime only tracking changes is not sufficient and you expect more like you should be notified of changes in fields that contain high-risk and business-critical data, such as bank account numbers, company name, and addresses.

Now setting a list of fields that contain high-risk and business-critical data is possible and you can be notified about when they are changed.

To start with this feature, Look for Assist Setup, I am using BC18 demo database for below steps.

Although it is not necessary to follow Assist Setup, you can do setup from individual pages. But this will ensure you don’t miss any steps.

Click on Next to start with setup. And follow the steps in leading wizard pages.

If you wish to use Data Classification and already have performed data classification you can enable or continue with individual fields using Monitored Fields Worksheet, in upcoming Wizard pages.

It is necessary to have the Sending and user e-mail setup is completed. Here you can select the email ids as required.

You need to add Fields for monitoring enable and click finish, or you can open the Page later and configure. This will Start the Monitoring and Notification service.

In Next step or you can open this page Monitored Fields Worksheet from Tell Me.

Add your table & fields that you wish to Monitor.

If notify is enabled you will receive the mail, else you can view in Monitored Field Log page. You can use Field Monitoring Setup Page from Action bar, or you can separately open this page from Tell Me.

You need to Start the Field Monitoring Setup, if not already done. If you have used Assist setup it will be Started, in case you are doing Manually from each Page, you will need to visit this Page, Setup your Emails and Start the Service.

Before we Start with Testing, it is strongly recommended you Log Off and Login again to Business Central. As logging starts and ends on Login & Logout of user.

Open the Customer Page and make changes to Name, as above we have setup to log Name field of Customer.

If your all setup is OK you should Receive a mail as below.

Some Pages helpful for Field Monitored Service are:

You can Monitor the Mails Status from your Role Centre Cues:

What else you can do for monitoring your data and notifications:

  • If there is a problem sending the email, you can check the detailed information on Email Outbox page.
  • You can view the mail sending record on Sent Emails page.
  • You can view the log of Field Monitoring Setup and Monitoring Fields on Monitored Field Log Entries page.

Hope you enjoyed the information. Will come with more similar information in my next posts. Till then keep exploring, learning and sharing your knowledge with others.

Remain safe, take care of your loved ones, put your mask, maintain safe distance and don’t forget to get vaccinated.

BC18, Business Central, Customer, Document Layout, Dynamics 365, Email, Functional Tips, How To, Information, Office 365, Purchase Documents, Sales Documents, Smtp, Tip & Tricks, Vendor

Customer and Vendor Document Layout in Business Central

In this post we will discuss how to setup sending documents to different contacts, specific contacts to use with certain documents.

I am using BC18 Demo Database.

On Customer Card select Related-> Customer-> Document Layouts.

Here we are setting up different type of document should go to different contacts/e-mail ids.

In above example: Quote will go to my personal id, and Order Confirmation to my organization id.

It is important that email setup is done to use this feature, either is Office 365 or SMTP which ever you use.

Let’s quickly Check the output:

1. Sales Quote

On Quote select Print/Sent-> Send by Email.

2. Order Confirmation

On Sales Order select Print/Send-> Email Confirmation.

You can see different type of documents are picking different e-mail ids of contacts as per our setup done above.

Similarly, you can do for Vendors too:

Hope you enjoyed the information. Will come with more similar information in my next posts. Till then keep exploring, learning and sharing your knowledge with others.

Remain safe, take care of your loved ones, put your mask, maintain safe distance and don’t forget to get vaccinated.

Always Ask, Autoinsert, Automatic, BC18, Business Central, Customer, Dynamics 365, Functional Tips, Get Recurring Lines, How To, Information, Lines, Manual, Notification, Purchase Documents, Recurring, Sales Documents, Tip & Tricks, Vendor, What's New

Auto-insert Recurring Sales and Purchase Lines in Business Central

Today in this post we will see how you can automatically insert frequently used sales and purchases more quickly and conveniently in Dynamics365 Business Central.

I am using BC18 Demo Database.

If your company uses repeat orders for customer and vendors, this feature can be helpful to you.

Open your Vendor Card, Select Related-> Purchases-> Recurring Purchase Lines.

In Recurring Purchase Line Setup, Create Code and way you want them to be available on your Purchase Documents.

Next you need to setup the Card for lines that will be part of this code for Purchase Lines.

Navigate to the Recurring Code Setup Page.

Choose the Card.

Enter the lines associated with this Code, that should be entered on Purchase Lines.

Options on Recurring Code Setup.

** Manual, Will be normal Std. Behavior

** Automatic, Lines will be inserted automatically.

Key in the Vendor Code and press Enter.

This will be helpful if you have single Recurring code setup, as automatic, rest all as manual.

Else Notification will be raised and you have to choose from the list.

** Always Ask, will give you Notification to add.

Key in the Vendor Code and press Enter.

This is helpful when you have multiple setups, and want to choose from the list.

From Notification click on Get Recurring Lines, and select desired code.

Once Lines are inserted on Purchase Lines you can edit the lines as usual in any open orders. Add or Remove Lines, Change the other field values etc.

Similarly, you can setup for Sales Documents too.

Hope you enjoyed the information. Will come with more similar information in my next posts. Till then keep exploring, learning and sharing your knowledge with others.

Remain safe, take care of your loved ones, put your mask, maintain safe distance and don’t forget to get vaccinated.

BC18, Business Central, Dynamics 365, Functional Tips, How To, Information, Sales Documents, Track Package, Wave 2, What's New

Track Packages from Sales Documents in Business Central

Today in this post we will see how you to track items on shipping documents in Business Central.

I am using BC18 demo database.

Before we begin, we need to ensure our Shipping Agent is configured:

Open your Shipping agent and fill the Package Tracking URL you received from your agent.

It is obvious if agent do not provide this feature to track package from website, this will be of no use for that particular agent.

Save the changes and go to Sales Order.

Scroll to Shipping and Billing Fast Tab and fill agent details, as in above screenshot.

Next you post your shipment.

Navigate to your shipment and update tracking information you obtained from your agent.

On Posted Sales Shipment Select Process-> Update Document.

Update the Package Tracking No. you received after shipment from your agent, and save the information.

Now you can track the status of the shipment and keep informed to your customer regarding delivery status.

From Posted Shipment page select Process-> Track Package.

This will land you to the agent web page and update you about the current status of delivery.

Since we are using invalid Tracking Information, you will get your actual status if you provide valid Information.

This feature is available on other Sales Documents type too.

Hope you enjoyed the information. Will come with more similar information in my next posts. Till then keep exploring, learning and sharing your knowledge with others.

Remain safe, take care of your loved ones, put your mask, maintain safe distance and don’t forget to get vaccinated.

Background, BC18, Business Central, Check Financial Journals, Cues, Dynamics 365, Functional Tips, How To, Information, Tip & Tricks, Wave 2, What's New

Check Financial Journals in Background in Business Central

Today we learn how to check financial journals in the background in #Dynamics365 #BusinessCentral in this post.

First thing first, you need to ensure the check mark for the batch in question for Background Error Check should be checked.

If this is enabled, when you open the batch on right side above Journal Line Details you will see Journal Check Section, which will let you know if Journal have any errors.

Let’s enter few Lines and see how it looks like

To see all errors, you can click on Cue Issues Total to bring summary page of all Issues.

If you have several Lines and you want to focus on lines with issues, you can do it by:

This will filter the lines on journal with issues.

Hope you enjoyed learning this feature, will come up with new post on new topic. Till then keep exploring, learning and sharing with others.

BC18, Business Central, Copy Journal, Functional Tips, How To, Information, Posted General Journals, Tip & Tricks, Wave 2, What's New

Copy Journal function on Posted General Journals in Business Central

Working with large journals can be cumbersome to correct if you make mistakes.

Earlier we used to do customizations for our customers to get this done. But now this feature is available in the product.

Now with the Wave 2 release of Dynamics Business Central you can use the copy journal function on Posted General Journals.

User have ability to reverse the entries based on posted General Journals.

I am using Accountant Profile.

Search for General Journal Template, make sure you have check mark under Copy to Posted Jnl. Lines for template which you wish to use for this purpose.

Journals-> General Journal

Similarly, the Check mark on Batch which you will use for this purpose.

Search for Posted General Journal

You will find no entries as you can see in previous screenshot for Default Batch Copy to Posted General Journal check mark is clear and any entries posted using that batch is not available.

Now put the Check mark and post the entries.

Now re-open Posted General Journal after posting few entries.

Select the Lines you wish to reverse

Select Copy Selected Line to Journal

Fill the request page, Your Template & Batch to Use, if you wish to change the Posting Date & Document No. If you wish to change the Sign and then press OK.

Your Journal Lines will be created as per the information provided on request page:

Below is the Screenshot after posting the entries:

I have exported to Excel and hidden few columns to show the output.

Entries marked in red rectangle is the entries posted post above operation and options selected on request page.

So now you know how to use this feature, share with your customers and help to make their life easy. Hope you liked and enjoyed learning this feature.

See you in next post, till then keep exploring, learning and sharing with others.

Now we have YouTube channel too, you can find link on Menu, first ever Dynamics Navision & Business Central Channel in Hinglish. You will get videos of demonstration in Mixed Language English as well as in Hindi. This will help both those who are comfortable with English and also with Hindi. Don’t forget to Subscribe and post your suggestions to improve the channel.

Channel Link

https://www.youtube.com/channel/UCm1JWr26UO5GqXiOHWhVD4A

BC18, Business Central, Data Source, Dynamics 365, Information, Instalation & Configuration, Jet Analytics, Jet Data Manager, Jet Reports, SQL Connector

Jet Data Manager Connecting Data Source To Business Central – – Part-2

Jet Analytics delivers fast, flexible dashboards and reports in Excel, Power BI, and in the browser. Now you can bring all your data together in one place to enable everyone in the organization to easily perform sophisticated business analysis from anywhere, without technical expertise. Empower users to make better decisions, faster.

This blog shares information on the steps involved to connect Jet Analytics to the Business Central (On-Premise) via Direct SQL Connection 

If you have not checked previous blog in this series you can find link here to connect Jet Analytics to the Business Central (Online Tenant).

(On-Premise) via Direct SQL Connection is very straight forward to configure Data Source. Rest steps remains same as in previous post.

Step 1: Right click on the data source and choose “Add SQL Server data source”

Step 2: Key in the SQL Data Source Name, Server Name, Authentication & Database Name to connect.

Leave rest as default & Test Connection.

Here onwards rest steps will be same as in previous post.

Step 3: Right click on the data source and choose “Set up accounts”

You will get (0 selected) at first time in this case this task is already performed so showing count of selected Accounts (Companies in Business Central Database)

Select Template & all desired Companies from the List and hit OK.

Next Sync your Objects:

When first time empty Data Source no objects selected will see Read Objects, In my case the objects are already selected so it shows Synchronize Objects.

Now you can see your table objects in Data Selection Pan.

That’s it for this post rest will discuss in other upcoming posts.

One news I want to share with all readers, now we are Jet Reports Partner, if you have any requirements you can reach to me for License, Deployment, Training or Support.