Adding Existing Lists to Your Business Central Main Widget

Published: Sep 01, 2023

Adding Existing Lists to Your Business Central Main Widget

Published: Sep 01, 2023

Adding Lists to Your Business Central Main Widget

The main Popdock widget inside Business Central comes prepopulated with lists that connect with your Business Central environment. You can customize the main widget by adding additional lists, whether that be historical lists from a legacy ERP or lists from other applications your company uses (CRM, Helpdesk Solutions, eCommerce Platforms, etc.).

Before you begin customizing your Popdock main widget in Business Central, make sure you:

1. Install Popdock from AppSource in Business Central

2. Add a Dynamics 365 Business Central connector

3. Publish a Popdock widget in Business Central

To add lists to your main Popdock widget in Business Central

1. From the main menu, select Widgets.

image 12

‍‍

2. Locate the Dynamics 365 Business Central widget and then select the Edit icon on the right.  

image 10

3. In the left pane, select Lists.

4. Select Groups and then select Add group to create a new group.  

You can create multiple groups to help you organize your lists. This example creates a group named GP History.

image 49

5. The new group will be created and placed alphabetically in the group list.

image 50

 6. Select Lists and select Add Lists.

image 51

7. You have the ability to add lists from any connector. For this example, historical GP lists that have been archived into an Azure Data Lake are being added. These lists are made available to Popdock via the Azure Data Lake Connector. Select the Connector dropdown to view the list of connectors. Select the connector you want to add lists from. In this example, Azure Data Lake connector is selected.

image 52

 

9. After you have selected your connector, the lists available to add will be displayed. Choose the lists by selecting the checkbox to the left of the list title.

10. Select the dropdown arrow under Group and then choose the GP History group. Select Add to add the lists to the group.

11. The lists selected from your connector are added to the group.

Access uploaded lists in Business Central

1. Test access to these lists by logging into Business Central. If you’re already logged into Business Central, then refresh the browser by pressing the F5 button.

64774c6b50b64bee6d6c83d5 ce406730

 

2. After logging in, find the Popdock extension in the center of the page along with other extensions installed in Business Central. Select the dropdown arrow next to the Popdock extension.  

64774c6bd9f6ebfd275c5394 08c87144

3. Select Popdock to load the widget.

64774c6b53305d3ea89e422c 8ca20e53

 

 

4. Select the arrow next to Select list to view the available lists.

645a91d224e8af607f553964 4cf51ae0

 

5. Locate the GP History group and select one of the lists.

64774c6b50b64bee6d6c83e5 f785e2c4

 

6. Select the arrow next to Select Company to choose a company.

64774c6bd9f6ebfd275c5384 6bf7fd90

 

7. Once you have selected a company, click anywhere in the white space and Popdock will query this data.

64774c6b50b64bee6d6c83f6 1d267170

 

8. Now you can access, view and filter this list in Business Central.

64774c6b21ac69c2b3371ecd 08dddefc

Questions regarding adding lists to your Business Central widget? Contact support@eonesolutions.com.

Content
Adding Lists to Your Business Central Main Widget To add lists to your main Popdock widget in Business Central Access uploaded lists in Business Central

Feeling stuck? Get the support and guidance you need to help you power through any data challenge

Reset Filters