Instructions for installing and setting up WiseFish Insights Connector.
System setup assistance covers the steps you need to go through to set up the system. This is not a textbook. Installation of the system is carried out with the help of the system's "installation wizard" and outlines what information must be present and you will be guided through the installation step by step.
Welcome
We would like to begin by extending a warm welcome. In this document, we go through the process of installing the WiseFish Insights Connector in Business Central.
Five Simple Steps!
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Step 1: Install the app from AppSource |
Step 1: Install the App from Appsource
Open the WiseFish Insights Connector in AppSource
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Choose the Free trial button
Confirm your details and click Free trial
Choose the environment and select Install
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Choose your Language and click Install. It can take a while for the installation to be completed
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When the WiseFish Insights Connector has been installed it should be visible in the Extension Management windows
In the search, enter Extension Management
Open the WiseFish Insights Connector
In the search, enter WiseFish Insights Connector
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Step 2: Start the 30 Day Free Trial
Go to the WiseFish Insights Connector extension
Select Request free trial
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Follow the on-screen instructions
To buy a subscription after the free trial expires:
Contact WiseFish and we will set up a subscription for you
Step 3: Install our Power BI Apps
Pick which Power BI app to install from AppSource
Click on the Power BI app you would like to install and click Get it now
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Fill out the form and click Get it now
Click Install
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Step 4: Connect the Power BI App to the WiseFish Insights Connector
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Each app will install its own Power BI app workspace. |
The Power BI service will need a user to connect to Business Central when refreshing the report data
To assign permissions in Business Central, follow these steps:
Sign in to Business Central at https://businesscentral.dynamics.com/
In the search, enter Users
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Open the User Card
The user account should have the following permissions sets:
WIFIIS INSIGHTS CONN
WISELCS BASIC
D365READ
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The user account needs to be licensed with Dynamics 365 Business Central Team Members.
Log into Power BI
Select Workspaces in theleft menu and open the same name app workspace
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Click Connect your data
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Fill out the parameters
Enter the Environment parameter as uppercase
Enter the Company name (not display name) parameter
Choose false for read only replica
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Select the OAuth2 authentication method and click Sign in and connect
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Sign in as the user you assigned the appropriate permissions
After you’ve successfully signed in with the Business Central user account, the dataset refresh will start automatically!
Step 5: Share the Apps Within Your Organization
Sign in to Power BI
Select Workspaces menu and open the app workspace you require
Select Update app in the top right corner
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Select the Permissions tab and add users or user groups that can access the apps
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Select Install this app automatically so that the app will be installed for the selected users
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Select Update app
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Make sure you only share the Power BI apps with those who can see the entire contents of the apps and should have access to this data. Row-level security (RLS) will be available in future releases. |
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The basic setup is now complete and you can start taking advantage of the WiseFish Insights Connector |
Contact Information
For additional information contact the WiseFish service desk. The service desk is open Monday through Friday from 9:00 – 17:00 (GMT). Click here to go to our service portal and create a service request.
We can also be reached via phone number +354 545 3232 or through the email support@wisefish.com.
Useful Links
Below are some helpful links for Business Central users. Click on the name to open the link in a browser.