Installing, removing and updating the Velixo Business Central extension

Overview

Before you start using Velixo with Microsoft Dynamics 365 Business Central, you need to install an extension within Business Central itself, which will enable Velixo to:

• Retrieve account information with the required details

• Access dimension sets

• Obtain running balances by dimension set IDs, both monthly and daily

This article provides step-by-step instructions for installing, uninstalling and updating the Velixo Business Central extension.

Installation

1. Open Business Central in your browser: https://businesscentral.dynamics.com/

2. Log in if prompted.

3. Type extension in the search bar and navigate to the Extension Management menu.

   

4. Go to AppSource Gallery.

   

5. Search for velixo and click Velixo for Business Central on the results list.

   

6. Click Install App on the card that appears.

   

7. Choose your preferred language and click Install.

   

8. Upon successful installation, Business Central will refresh. Velixo for Business Central will then be visible in the Installed Extensions screen.

   

Removing the extension

1. Type extension in the search bar and navigate to the Extension Management menu.

   

2. In the search bar, type in velixo, click the three vertical dots button on the Velixo extension tile that appeared, and click Uninstall.

   

3. Click Uninstall.

   

4. Click OK.

   

5. Click the three vertical dots button on the Velixo extension tile that appeared, and click Unpublish.

   

Updating the extension (admin only)

Set automatic updates (recommended)

1. Sign in to your Business Central instance.

2. At the top right, click the gear icon and navigate to Admin Center (you might need to wait a little until the gear icon appears).
   

   

3. In the Admin Center, review the environment list and click on the environment for which you’re performing the update.

   

4. In the Update Settings box, click Modify for the Apps Update Cadence setting.

   

5. In the side panel that appears, select With minor and major updates and click Save.

   

Update manually

1. Sign in to your Business Central instance.

2. At the top right, click the gear icon and navigate to Admin Center (you might need to wait a little until the gear icon appears).

   

3. In the Admin Center, review the environment list and click on the environment for which you’re performing the update.

   

4. On the environment page, click on Apps:

   

5. Scroll down until you find the Velixo app, and click Install update (if available):