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Connecting Jet Basics to NAV or GP

The Data Source Settings are used to define your database connection.

Help Topics


When you first start Excel with Jet Basics, you may see the notification that there is not yet a defined data source:


Click on the Data Source Settings button and you will be asked how you want to configure your settings:


If you already have a Jet Data Source Settings file, you can choose to import those settings.

Otherwise, you will select I want to configure my data source.

On the New Data Source window, you will need to give your data source a name and select what type of database you are connecting to...


For more in-depth instructions on creating a data source, select the type of data you want to connect to:

Direct Connections

Dynamics NAV Dynamics GP


Jet Remote Data Service (JRDS)

(JRDS) for NAV - Admin Guide 

JRDS for GP - Admin Guide

JRDS for NAV - User Guide

JRDS for GP - User Guide

 (although these articles describe using the full Jet Reports Excel add-in, the concepts still apply to Jet Basics )



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