Microsoft Copilot $21 now $18/user/month + 1 month free

Limited-time offer →

March 25, 2020

Configuring Data Source Settings within Jet Reports

Written by:

Picture of manager

manager

All Posts

Please follow the steps below to set up a new data source within Excel Jet Reports in Business Central. Setting up the data source will allow the user to use their company’s information within the reports.

Open Excel.

Click the Jet Tab.

Click the Data Source Settings icon.

Click the “+” icon to create a new source.

A new window will prompt you to create a name for the source and identify the Database type.

The sign-in screen will appear where you will sign in using your credentials for the environment selected.

Once signed in, you will get the following window. Click Ok, and everything should be all set with creating your data source which will now allow you to begin using your data within Jet Reports.

Reach out to us for any other Microsoft Dynamics 365 inquires – support@BondConsultingServices.com

Share On: 

Other articles

Where Microsoft Copilot Fits into the Workday

Zoltan Orban

|

March 31, 2026
Article
There is a lot of marketing around Copilot, but in practice, its value often shows up in small, everyday tasks. It is not a replacement for expertise, but it can…

What Copilot “Cowork” Means for Business Users

Zoltan Orban

|

March 26, 2026
Article
Microsoft recently introduced Copilot Cowork, and I wanted to take a closer look at what it represents in practical terms, especially for business users working across Microsoft 365 and related…

Why CRM Data Quality Matters More Than Data Volume

Marisa Mini

|

March 24, 2026
Case studies
A database of 100,000 messy, outdated records is far less valuable than 5,000 that are clean and accurate. Companies often obsess over data volume. But when more data is prioritized over…

From Reactive to Predictive: AI in Business Central Distribution

Zoltan Orban

|

March 19, 2026
Product features
Most distribution teams don’t lack reporting. If anything, they often have too much of it. Dashboards, planning worksheets, inventory reports, and KPIs are readily available inside Dynamics 365 Business Central. Yet…

AI Agents in Business Central: How the Payables Agent Works

Jennifer Ryan

|

March 17, 2026
Product features
If you're curious how AI agents in Microsoft Dynamics 365 Business Central actually work, we're hosting a live walkthrough of the Payables Agent on March 26. See live how the agent…

Migrating 1.3 Million CRM Records in Dynamics 365: Why We Used a Custom Console App

Marisa Mini

|

March 5, 2026
Case studies
A government client needed to restructure 1.3 million contact records in Microsoft Dynamics 365 CRM. At that scale, traditional UI tools and flows can throttle, fail silently, or leave a…
Contact Us