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Installing Jet Reports Financials


Moderate
This process requires the capability to install extensions in Dynamics 365 for Finance and Operations.

How-To Video

 
Installing the Jet Reports Financials extension.

This video provides a quick overview of installing the Jet Reports Financials extension for Dynamics 365 for Finance and Operations

Pre-Requirements

You must have a working instance of Microsoft Dynamics 365 for Finance and Operations and have sufficient permissions to install extensions.

JRFin_Install01.png

Installation

  1. Navigate to Microsoft AppSource (https://appsource.microsoft.com).

    Once there, you can filter the search for those apps associated with Dynamics 365 and provide keywords for your search.
     
  2. Next, select Jet Reports Financials from the results...

    JRFin_Install03.png
  3. and you will see additional information about Jet Reports Financials and can click to install the extension.

    JRFin_Install04.png
  4. You will need to enter the necessary Microsoft account information...

    JRFin_Install05.png
  5. You will next be taken to your instance of Dynamics 365 for Finance and Operations:

    JRFin_Install06.png
  6. Once there, you can see that the Jet Report Financials extension is now present on your home page and you have the link to get started with installing and using the Jet Excel add-in:

    JRFin_Install07.png

     


 
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