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Invite External Accountant in Dynamics 365 Business Central

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#auditingprocess

#externalaccountant

#license

#supplementalservices

Dynamics 365 Business Central

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Sep 20, 2023

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  • External Accountant licenses are for the sole purpose of providing supplemental professional accounting or bookkeeping services related to the auditing process.
  • To invite an external accountant in Dynamics 365 Business Central, navigate to the Users page and select Process > Invite external accountant.
  • Verify that the Dynamics 365 Business Central External Accountant license is available within the Subscription section of the Microsoft 365 admin center.
  • If you receive an error message stating that email is not set up for the action you are trying to take, ask your administrator to either add the Invite External Accountant scenario to your email account or specify a default account for email scenarios.
  • For more information on what to do after inviting an external accountant, refer to the next blog post titled "Invited External Accountant in Dynamics 365 Business Central, now what?" on kristenhosman.com.
  • The blog post provides step-by-step instructions on how to invite an external accountant within Dynamics 365 Business Central.
  • The easiest way to check if the Dynamics 365 Business Central External Accountant license is available is to go to the Microsoft 365 admin center and navigate to the Billing > Licenses section.
  • The article emphasizes the importance of following the instructions provided to successfully invite an external accountant in Dynamics 365 Business Central.

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