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How to Grant External Access in Dynamics 365 Business Central


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Find Out How to Provide an External Accountant with Access to Your Microsoft Dynamics 365 Business Central Account

Small- and medium-sized businesses (SMBs) often work with an external accounting firm or an individual certified public accountant (CPA) for tax reporting, bookkeeping, and other important accounting tasks. For SMBs, the ability to share financial data with these kinds of external users is essential.

 

Microsoft Dynamics 365 Business Central makes it easier than ever before to do just that. With Dynamics 365, all it takes is a few clicks to invite an external accountant to connect to your Business Central account. Once they’re logged in, they’ll be able to utilize the ‘accountant’ role within Business Central, making it easy for them to access essential financial data.

 

Giving Your Accountant Access to Dynamics 365 Business Central

The first step to providing your accountant with access to your Business Central account involves sending them an email invitation.

 

Dynamics 365 makes this quick and easy. From your Business Central dashboard, you can quickly access the Invite External Accountant setup wizard. Here, you’ll be prompted to enter your accountant’s name and email address, along with a personalized message which they’ll receive via email.

 

What Your Accountant Sees in Business Central 

From the accountant’s perspective, everything is streamlined. Your external accountant will receive an email invitation which contains a link to access your Business Central account. Once they log in, they’ll immediately be granted access to the ‘accountant’ role. As a result, they’ll have access to all relevant financial data directly from their dashboard. This role also restricts their access to other areas of Business Central, including various administrative and security tasks.

 

Learn More About Providing External Access to Business Central

Need to provide an external accountant with access to Business Central? Check out our step-by-step guide for more information.

 

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Switch to Dynamics 365 Business Central

With Business Central, it’s easier than ever to streamline communications between your organization and your external accountant.

 

Ready to get started with Dynamics 365? As the 2019 Microsoft US Partner of the Year for Dynamics 365 Business Central, JourneyTEAM has the knowledge and experience to help you make the transition. Contact us now to learn more.

 


Article by: Dave Bollard - Head of Marketing | 801-436-6636

JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more. www.journeyteam.com

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