Evaluating Mercury with your Own BC Data

Evaluating Mercury with your Own BC Data

This article assumes that you have already installed Mercury.  

Mercury comes with a handful of sample reports, including several that use Dynamics 365. These BC sample reports all use a data “Connection” that points to the Mercury’s own BC-Online installation.

Microsoft requires user authentication to access BC data.  Normally this is based on Azure Active Directory. Since you’re not part of the Mercury organization, you must change the Mercury BC data connection type to your own BC installation in order to use the sample BC reports.

So all you have to do is edit one Connection, changing the properties so that the connection points to your own BC installation (and environment) instead of Mercury, and you’re done!  Your sample BC reports will instantly use your own data.

Here's how:

    1. On the ribbon, go to Admin Tools > Connections.

    1. Select the “Business Central” connection.

      The name and description may vary depending on your particular version of Mercury and the set of demonstration reports you have, but it should contain “BC” or “Business Central”, and the Provider Name will be “Business Central” as shown above.

    1. Click the Edit button above the grid.

    1. Validate and change the connection properties here:

      1. The End Point usually does not need to change.

      2. Environment: enter your BC environment name.  Typical names are Production, Test, and Dev but your installation may be different.

      3. TenantId: Change to your own.

        If you don’t know your Tenant ID: in Business Central, go to the ? in the top right of the main window, and then click Help and Support.

    1. Click the Save button.

    1. (Optional) Click the Test Connection link to verify the connection is working.

(Depending on whether you're already logged into BC Online, you may get a sign-in request from Microsoft.)

    For more information on creating and editing Connections, see the Mercury documentation on Admin > Connections.

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