How to Add a Data Source Connection in Reports Center?

Connecting Microsoft Dynamics 365 Business Central to your Reports Center enables you to seamlessly access, analyze, and visualize your ERP data. Follow the steps below to add a new data source connection in reports center.

Step 1: Open the Connections Panel

1. Navigate to Reports Center.

2. Click on Connections from the top navigation.

3. Select Create Connection.

This will open the Add New Data Source window.

Step 2: Fill in Connection Details

Provide the following information:

General Information

• Data Source: Select Other.

• Connection Type: Choose Microsoft Dynamics 365 Business Central.

• Name: Enter a recognizable name for your connection.

Authentication Details

• Host Name: Enter the URL of your Dynamics 365 Business Central endpoint.

  • Example: https://api.businesscentral.dynamics.com

  • For more information, see Microsoft API Endpoints for Business Central.

• Tenant ID: Enter the Tenant ID obtained during Microsoft Entra ID registration.

• Client ID: Enter the Client ID from your Entra ID app registration.

• Client Secret: Enter the associated Client Secret.

Connection Settings

• Environment: Specify the Business Central environment (e.g., Production, Sandbox). If left blank, the Production environment is used by default.

• Company: Select the desired company from Business Central.

• Display Empty Tables: Enable this if you want to include empty tables in your reports.

• Display Record Count: Enable this if you want to show the record count for each table.

Advanced Settings

• Table and Field Drop Format: Define how tables and fields should appear in your reports.

• Language: Select the language in which report data should be displayed.

• Drilldown Type: Choose Web Client.

• Web Client Drill Down Instance: Use the following format:
  {tenantId}/{environment}

  • Example 1: 6d1e6d56-8c8f-49e4-9d07-4fbe1f33bf53/Sandbox

  • Example 2: yourdomain.com/Production

• Web Client Drill Down Region Format: Indicate the regional setting (e.g., EN-US).

• Key Algorithm: Choose the algorithm used to identify the appropriate key for data queries.

Default Settings

The following fields are pre-configured and do not require modification unless specified:

• Web Service Timeout

• Page Size

• Max Message Size

• Max Request Duration

Once all fields are complete, click Save to finalize the connection. This is how you can add new data source or new connection in the reports center.

Step 3: Manage Existing Connections

1. Go to Connections to view all configured Business Central cloud connections.

2. For each connection, click the three-dot action menu on the right to access options:

   • Edit: Modify the connection details.

   • Delete: Permanently remove the connection.

By correctly configuring this connection, you unlock the ability to generate powerful reports and insights directly from your Business Central data. For troubleshooting or advanced setup, refer to Microsoft’s documentation on Business Central API Authentication.

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