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

AppSource installed extension

Extensions installed from AppSource are updated automatically.

Extension installed from an .app file

To update the extension, first follow the steps in the Removing the extension section and then follow the Installation steps using a more recent version of the Velixo extension .app file.