Installation and setup

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!

Step 1: Install the App from Appsource

• Open the Wisefish Insights Connector in AppSource

Open

• Choose the Free trial button

• Confirm your details and click Free trial

• Choose the environment and select Install

Open

• Choose your Language and click Install. It can take a while for the installation to be completed

• 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

Step 2: Start the 30 Day Free Trial

• Go to the WiseFish Insights Connector extension

• Select Request free trial

• 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

• Fill out the form and click Get it now

• Click Install

Step 4: Connect the Power BI App to the Wisefish Insights Connector

• 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

• Open the User Card

  • The user account should have the following permissions sets:

    • WIFIIS INSIGHTS CONN

    • WISELCS BASIC

    • D365READ

• The user account needs to be licensed with Dynamics 365 Business Central Team Members.

• Log into Power BI

• Select Workspaces in the left menu and open the same name app workspace

• Click Connect your data

• Fill out the parameters

  • Enter the Environment parameter as uppercase

  • Enter the Company name (not display name) parameter

  • Choose false for read only replica

• Select the OAuth2 authentication method and click Sign in and connect

• 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

• Select the Permissions tab and add users or user groups that can access the apps

• Select Install this app automatically so that the app will be installed for the selected users

• Select Update app

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 through the email support@wisefish.is.

Useful Links

Below are some helpful links for Business Central users. Click on the name to open the link in a browser.

• Welcome to Dynamics 365 Business Central

• Keyboard Shortcuts - Business Central