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Bank account linking in Microsoft Dynamics 365 Business Central

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Dynamics 365 Business Central

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Sep 22, 2022

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  • The article titled "This blog describes what comes next after you invite an External Accountant" provides information on the steps to be taken after inviting an External Accountant in Dynamics 365 Business Central.
  • After successfully inviting an External Accountant, both the user and the external accountant receive a notification message in Dynamics 365 Business Central and an email, respectively.
  • The external accountant should look for an email with the subject line "You have been invited to Microsoft Dynamics 365 Business Central" and click on the link provided in the email.
  • Upon clicking the link, the external accountant will be redirected to a Microsoft sign-in window.
  • If the external accountant's email is not listed, they can select "use another account" and enter their email.
  • The next window will prompt the external accountant to enter a code that was sent to their email.
  • After entering the code, the external accountant needs to accept the terms and conditions.
  • Once the above steps are completed, the external accountant will have access to the Dynamics 365 Business Central environment.

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