Setting up the connection of the Data Source D365 BC Table

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The D365 BC Table data source is used to retrieve data from Business Central tables. It does not matter whether the tables are physical, system or even virtual tables.

After having added the D365 BC Table data source to your Add'In, you can manage the data source’s connection settings.

Note

The screenshots illustrate the procedure for setting up a connection with Business Central Online.

Prerequisite

Steps

  1. In Microsoft Word or Excel, go to the dox42 ribbon and select Data Map.

    Toolbar displaying various functions like Generate, Data Map, and Refresh Template options.

    dox42 ribbon

    The Data Map Designer window opens.

    Data Map Designer interface showing various data source options for integration.

    Data Map Designer

  2. Select the D365 BC Table data source.

  3. Select the Connection Settings button to set up the connection data.
    The Connection Settings window opens.

    Connection settings for Business Central, highlighting data settings and URL input fields.

    Connection Settings window in the D365 BC Table data source

  4. Set up the connection data.

    Note

    - For more information on the individual fields, you may want to consult the MODUS field description.

    - The red frames in the screenshot indicate mandatory fields.

    Tip

    Using the Lookup-Icon you can load most connection settings from other data sources, for example Excel or a dox42 input parameter:

    1. Select the Use specified URL directly checkbox.

    2. Fill in the Authentication section. To do so, insert the Entra ID connection data from your Microsoft Excel config file.

    3. Fill in the Data Settings section. To do so, in the Company text field, select or enter your company. You can also use an input parameter for the company (recommended when working with multiple companies).

    4. Select the icon next to the Table text field.
      The Select a Table window opens.

    5. Select a table from Business Central that you wish to connect to and then select OK.

      Connection settings for Microsoft Dynamics 365 Business Central with highlighted table selection.

      Selecting a table

      Note

      In the Data Source section, the Name text field is filled automatically after a table has been selected. By default, the name corresponds to the BC-internal table name.

    6. From the Language text field, select a language for the data fields and then select OK to close the Connection Settings window.

      Connection settings for Data Map Designer, highlighting company and language configurations.

      Selecting a language

      In the Microsoft Dynamics 365 Business Central Table Data Source window, the Add new Fields button is now available.

    7. Select the Add new Fields button.

      Connection settings for Microsoft Dynamics 365, showing table number and options to add fields.

      Add new Fields button

      The Add fields window opens.

    8. Add your desired fields by selecting the checkboxes and then selecting OK.

      Selecting additional fields

    9. In the Microsoft Dynamics 365 Business Central Table Data Source window, select OK.

      Connection settings for Microsoft Dynamics 365 Business Central with highlighted OK button.

      Completing the connection settings

Result

You have set up the data source’s connection settings. The data fields you selected from the connected BC table are now available.