Switch from Sandbox to Production

Use this guide only if you already have our Power BI apps installed in your Sandbox and you now want to switch to Production.

Fresh installation instead? If you do not have the apps installed in Sandbox, skip this page and follow the step‑by‑step installation guide here: https://businesscentralinsights.com/install

Step 1: Install the Connector app in Production

Install the Power BI Insights Connector app in your Production Business Central environment:

https://businesscentralinsights.com/install#step-1-install-the-connector-app

If the Connector is already installed in Production, you can proceed to Step 2.

Step 2: Send us your Customer ID (and selected apps)

We’ll activate licenses for your tenant once you share your Customer ID and confirm which apps you’ll proceed with.

https://businesscentralinsights.com/get-customer-id

Please include:

• Customer ID (from the link above)

• Which apps you’re going forward with (so we can prepare the invoice)

• Refer to our pricelist to determine if a Standard or Premium tier subscription is required: https://businesscentralinsights.com/pricing

• Email these details to support@eknowtion.com 

  After we activate your licenses, you’ll be fully set for Production refreshes and scheduled refresh.

To enable immediate dataset refresh, you can activate a free trial. Trials ensure you can refresh data right away while licenses are being activated.

https://businesscentralinsights.com/start-your-free-trial

Step 3: Point your Power BI apps to the Production environment

If the Power BI apps are already installed in your tenant, all you need to do now is update the Environment parameter to point to Production and refresh the apps.

Need to install the apps first? If you don’t yet have the apps in your tenant, follow this step to install:
Https://businesscentralinsights.com/install#step-3-install-power-bi-apps 

3.1 Get the Environment parameter from Business Central

• Open Business Central → Power BI Insights Connector app.

• Copy the Environment parameter value shown there (this is your Production environment name).

  

3.2 Open your Power BI workspace and dataset settings

• In Power BI Service, open your Workspace.

• Locate the app’s Semantic model and open Settings.

3.3 Update Parameters

• In Settings → Parameters, locate Environment.

• Paste your Production environment name in UPPERCASE (exactly as shown in the Connector app).

3.4 Confirm data source credentials

• In Settings → Data source credentials, select Edit credentials.

• Sign in with a user account that has permissions to access Business Central Production data. To assign User permissions in Business Central, follow these steps.

3.5 Refresh now

• Back in the Workspace, choose Refresh now on the Semantic model to run a manual refresh.

  

• After the first refresh completes, confirm your app visuals show Production data.

3.6 Post‑switch checks

• Schedule data refresh: https://businesscentralinsights.com/schedule-automatic-data-refresh

• Share the apps with the users: https://businesscentralinsights.com/share-power-bi-app

• Share our tutorials with the users: https://businesscentralinsights.com/tutorials

Need help?

You can book a quick setup/verification call here: https://businesscentralinsights.com/book-a-call

We’re happy to walk you through the switch and verify your first Production refresh together.