Getting Started
The Eagle app needs to be installed in both the service agency's and the client company's Business Central to allow communication between these installations (tenants).
Tip
Use the Eagle Startup Guide to easily configure the setup of Eagle. You find all guides on the Assisted Setup page, or choose the search icon (ALT+Q), enter Eagle Startup Guide. You can also use Eagle Functions and KPIs Guide to configure Functions and User-defined KPIs.
Important
The processes in Eagle is best explained with workflows. Start by going through the Set up Client Company workflow. All features in Eagle can be found in Pages Overview which can be very helpful for this particular app.
Tip
If the Company Hub extension is installed, we recommend that you uninstall it and use only Eagle instead.
Set up in Service Agency
The process of setting up a new client in the service agency's tenant is illustrated and described in the Set up Client Company workflow.
Set up Environments
Step 1
Each of the environments that should be managed by the service agency are set on the Environments page. The current environment is set automatically when the Environments - Eagle page is opened.
- Choose the search icon (ALT+Q), enter Environments - Eagle, and then choose the related link.
- Fill in the fields as necessary. Hover over a field to read a short description.
- Use the Test the connection action in the ribbon to test that you entered the right link.
- Select the Set Enabled action to activate the client companies.
Important
Only activated companies are charged in Eagle. If you select the Set Disabled action, the client company will be inactive and not possible to manage in Eagle.
Note
The environment card is where you specify the Business Central environment that hosts one or more companies that you do work in. The data in the card for each environment is specified by you, and you can change it as needed. However, the Environment Link field is critical - this is how you can access each company in Business Central. The link that you must enter points at the environment that hosts the company that you are adding, and it must include the Microsoft Entra Tenant ID, or the organization's domain name. For example, if they have specified a domain such as MyBusiness.com, then the link to their production environment in Business Central is https://businesscentral.dynamics.com/mybusiness.com/production.
Note
The users who will use the Eagle features work from their My companies page, where they have access to the companies according to their permissions in the client companies.
Step 2
Each user needs to specify which environments he or she should have access to on the My Environments page.
- Choose the search icon (ALT+Q), enter My Environments, and then choose the related link.
- Select the fields as necessary. Hover over a field to read a short description.
Note
Manage environments for other users on the Environments - Eagle page and then select the Users action. Specify which environment the user should have access to. The user can then choose which companies in the environment they should work with on the Client Company Settings page.
Set up Eagle Queue Administrator
- Choose the search icon (ALT+Q), enter Eagle User Setup, and then choose the related link.
- Select the Queue Administrator check box for users who should be able to handle the queue for all users.
Function Setup
Set which reports, actions, table exports, and pages that can be opened and enqueued (ordered) and with which filters, from the My Companies page.
To specify the setting at the highest level:
- Choose the search icon (ALT+Q), enter Function Setup, and then choose the related link to set up functions that applies to all client companies.
Functions can also be set up on the following pages:
- Environments - Eagle
- Settings for My Companies
- Environment Groups
Note
Choose the level that best suits the purpose. The most specific setting applies.
Tip
We recommend using the Function Setup Export and Import actions to migrate settings from one environment/company to another.
Set up a Function
- Select the type of function to set up, in the Type field.
- Select the id of the function in the No. field.
- The caption of the object is set by default in the Description field but can be manually changed to something more appropriate.
- Assign a code to the function in the Group Code field to group the function on the Function List page.
- Assign a Regional Settings Code to control which language/region to use. The settings of the currently logged in user apply if left empty.
- Assign Filters and Date Filters to control the details of the function. Read more about filters.
- It is possible to check that functions of the type Page and Report has been set up in the desired way by selecting the Start action.
- Continue with the steps below if other than Page is selected in the
Type field:
- Assign a Queue Result Settings Code to control how the result should be handled.
- Select a value in the Direct Export field to control whether the result should be exported directly when a function is enqueued.
- Continue with the steps below if Table Export is selected in the
Type field:
- Assign a File Export Settings Code to control the file settings that will be used for the result being downloaded/exported.
- Enable the Combined Results toggle if if you want the results from several companies to be combined in one file. If disabled, it will be one file per company.
- Select a value in the Company Column field to control the value of the first column in the file. Only mandatory if Combined Results is enabled.
Note
The functions to set and run must exist in the service agency and the client company.
Tip
We recommend that you add filters on the functions you set up on the Functions Setup page. It is possible to add the same function several times with different filters.
Important
It is extra important to change the description of a function if the same function is added more than once.
Note
Field - Date Codes
Date codes are used when applying date filters. The date code is a date range or a date formula and it is possible to add new ones on the Date Range and the Date Formula pages.
Tip
Open the Settings page on the My Companies page to hide a company from the My Companies page.
Filters
Filters provide a more advanced and versatile way to control which records are included in a page, report or action. Filters and Date Filters enables you to display records for specific accounts or customers, dates, amounts, and other information by specifying filter criteria. Only records that match the criteria are displayed on the page or included in the report, or action. If you specify criteria for multiple fields, then only records that match all criteria will be displayed.
Use Date Filters to filter on specific date periods, that is relative to the current work date that is set in your Role Center or the actual day. This will enable dynamic date filtering, which means that you can specify that, for example, a report such as the Income Statement, is always filtered on the previous month or year (and will always be relative to work or actual dates).
There are a number of predefined Date Formulas in Eagle that are a combination of letters and numbers that specifies how to calculate dates.
The predefined Date Formulas used in Eagle are based on the following letters:
| Letter | Meaning |
|---|---|
| C | Current |
| D | Day(s) |
| M | Month(s) |
| Q | Quarter(s) |
| Y | Year(s) |
Tip
Read more about filters and how to apply them in How To Use Filters
Set up in Client Company
New client companies must give consent for the service agency to communicate with their installation of Business Central and perform tasks on their behalf from the service agency's installation of Business Central.
The process of setting up a new client company is illustrated and described in Set up Client Company.