Configuring the Main Popdock Widget for Business Central

Published: Sep 01, 2023

Configuring the Main Popdock Widget for Business Central

Published: Sep 01, 2023

Popdock widgets allow you to take current or legacy data from a connector, in list or graph form, and display it in applications you use daily like Business Central. You can add a widget to Business Central by entering the Popdock widget ID into your Popdock setup in Business Central.  

Before you can access the Business Central Main Popdock Widget, install Popdock from AppSource for Business Central first, then add a Dynamics 365 Business Central connector.

When you create a Popdock Dynamics 365 Business Central connector, it will automatically create a widget. Enter the Popdock Widget ID and Widget Region into your Business Central configuration to access your data.  

1. Login into Business Central with an account that has access to the Popdock extension setup.

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Modifying an extension on Business Central requires that you are either a member of the D365 Extension Mgt. user group or have the Exten. Mgt. – Admin permission set. See this Business Central documentation for information on setting granular permissions.

 

2. Once you’re logged 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.  

Main screen in Dynamics 365 Business Central with Popdock highlighted.

3. When you select Popdock, no data is displayed since a Popdock widget hasn’t been configured yet.

Graphical user interface, text, application, emailDescription automatically generated

4. Select Popdock Setup to launch the widget configuration.

Popdock Setup screen in Dynamics 365 Business Central.

 

 

5. The Popdock Setup will launch, this is where you will enter the widget ID which connects to your Popdock lists.

Popdock Setup screen showing the Widget ID and Widget Region fields.

 

6. Select the Edit icon, from the top center of the setup screen, to update the configuration. When you click the edit icon, the text boxes are enabled, and you will be able to edit these settings.  

Popdock Setup screen showing the Widget ID and Widget Region fields.

 

7. Use this article to get your Popdock Widget ID and Widget Region. Then paste your ID into the into the Widget ID box. Use the dropdown to select your correct Widget Region.

Popdock Setup screen showing the Widget ID and Widget Region fields populated.

 

8. Click the Back icon to return to the configuration screen. Then press the F5 key to refresh the page.

Graphical user interface, text, application, emailDescription automatically generated

9. Select Refresh on your browser to load the new widget.

 

 

10. After the page reloads, you’ll see the Select list option. Select the arrow next to Select list to choose a list to display.

Popdock screen in Dynamics 365 Business Central.  Select list is displayed.

 

11. Your Business Central widget is configured. You can now select a list to view and view data.

Popdock screen in Dynamics 365 Business Central.  The Accounts list is displayed.

 

Questions on finding configuring the Popdock widget? Contact support@eonesolutions.com.

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