Invite External User to Your Dynamics 365 Business Central
Very often organizations engage with external
parties such as CPA, Auditor, Tax Consultants for managing financial activities
like bookkeeping, managing financial reporting, auditing financial results, tax
reporting for their organization. During such a time the organization requires
an additional license for external parties apart from their regular business
process users license. To avoid hassle of license and access, sometimes
organizations need to bear additional cost for an extra license for ERP
application.
With the Microsoft
Dynamics 365 Business Central release organizations can now
invite external parties to their Business Central instance so they can work with their financial data at free of cost 😄
Invite Your External Accountant to Your Business Central:
Once External Accountant has gained the access
to your Business Central, they can use Accountant
Role Center that gives them adequate
access to manage organization financial transactions.To invite External Accountant we need to follow
below mentioned steps:
Open the Assisted Setup from
Setup & Extensions
From SMTP Mail setup first we need to configure
SMTP Server, SMTP Server Port and mode of Authentication. Here I have used
Basic Authentication with my User ID & Password of SMTP server. Once SMTP Setup is configured, we just need to
click on Invite External Accountant from Assisted
Setup. Same invitation we can send from Users window.
While sending invitation we need to define
External Accountant’s work email address that is based on organization’s Active Directory. If the External Accountant uses another type
of email, then the invitation cannot be sent.
Once the invitation is sent successfully we get
a confirmation message in Business Central and External Accountant (Email Recipient) will receive email message
with Business Central instance link. External Accountant needs to accept the
invitation for getting access to Business Central.
Behind the scenes, the accountant is added to your
Active Directory tenant. Your administrator can verify that the accountant has accepted
the invitation and is assigned the correct External Accountant license. The steps for doing this depends on the type of account that
you use when you sign up for Business Central. This topic is based on the use
of an Office 365 account, which uses Microsoft
Azure Active Directory.
Benefits of the Business Central External Accountant License
i.
No extra cost of an
additional license. Because this license is Free
ii.
Streamline
communication between organization and external parties (CPA, Auditor, Tax Consultants)
iii.
Improve control
of the data and business
iv.
Limit errors and
ensures the correct data entry, financial reporting, tax reporting
PS: This article is based on my best knowledge of the Dynamics NAV, any suggestions/feedback are welcome!
Thanks!
Jaymesh Shah
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