Dynamics 365 Accountant Portal on a Phone

I already wrote about using Accountant Portal in Dynamics 365 for Financials. And now just imagine if you are accountant and your client call you about some very important information when you are out of office. Generally you have your phone in your pocket in almost all situation and as we know we have Dynamics NAV/365 App for iPhone, Android and WP.

Good information is that when you installed Accountant Portal extension, it is available on a Phone Client as well. And you will have the same features.

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You will see the same basic information on a Phone Client as on the Web Client. When you click on your client, you will see more detailed information on whole page. and if you want to work with your client, system will continue opening your client instance.

Because you can run it not only from Phone Client, system will offer you to open it with your App and then you can continue with standard using Phone Client and all standard features. But depends of your phone, you have a link to check if your device is supported and to download App if you already didn’t.

Very easy and absolutely in the spirit of ‘Cloud first, mobile first’.

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Working with Dynamics 365 Clients from Accountant Portal

In my previous post, I’ve describer how to install and start with Accountant Portal in Dynamics 365 for Financials (…and Operation Business Edition), but now I want to continue this story.

First, when you want to add a new client, you can do it from your home page. Just click on Manage Clients action and then choose some of your existing clients or add new one clicking on New. If you want to create new one, minimum what you must to do is to add a name and Client URL, where you need to enter the URL destination for your client’s instance for your client D365 system (just basic part of URL: https://XXXXXX.financials.dynamics.com).

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When you finish it, close the page and click on Client Summary -> Redisplay All Companies, and new company will appear on your home page.

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The basic information on your home page about companies you manage are:

  • Company names
  • Cash Account Balances
  • Overdue Purchase Invoice Amounts
  • Overdue Sales Invoice Amounts

If you need more information or if you want to do something directly in one of the company, you need to click on a Company Name or on Client Summary -> Go To Client.

If you are registered user in this client database, you will open it, but if you are not, system will ask to type your new credentials. After you finish with this, new database will be opened in new window and you can continue with work.

How to start with Accountant Portal in Dynamics 365

If you have accountant agency and want to take care about a lot of clients, you can use this new feature in Dynamics 365 for Finance and Operations Business Edition (too long name: I’ll use D365FOBE). It is really good to encourage your clients to start with Dynamics 365. After that you can use your new Accountant Portal to manage all your clients using free license for external accountants.

To do it, you need to have your own D365FOBE subscription and install this App from AppSource. Open Extension Management and go to AppSource and choose Account Portal (click on ‘Get it now’).

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When you finish installation process, you need to sign out and sign in again. Then you will be noticed that Account Portal is installed and system will ask you if you want to accept user personalization changes to enable this feature (click Yes). Then you can continue with Next and Next to start 30-days trial.

After that, you will get a different home page, where you can add new clients, choosing one of the options: Enter Clients, Manage Clients…

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Then, you need to create client and the main details. The most important field is ‘Client URL’, where you need to enter the URL destination for your client’s instance for D365FOBE. When you finish with this, you need to click on ‘Test Client URL’ actions to check if everything is OK.

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After filling other details about your client, you can close this page and see your new client on your home page.

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Here, you will see the basic clients information and you can choose to go to the client. . From this page, accountants can drill down to their clients’ specific transaction details. These were only the basic steps how to start.

New App – Microsoft Invoicing

I’ll start this post with two phrases “Amazing” idea and App and “Unfortunately”.

First “amazing”, because it is really new cool App in Office 365. With this new online mobile App you can easy create and send very good looking invoices to your customers in PDF format. It is awesome application for very small business. And except creating and sending invoices, you can accept your payments, mark your invoices as paid or unpaid; add and edit your customers, view yearly and monthly sales and overdue payments… It is really cool and smart thing in your hands.

But why “unfortunately”? This “unfortunately” is for now, because you can currently try this app only if you are invited and of course if you are using Office 365… and not all Office 365 packages. Currently, it is possible only with Office 365 Business Premium Subscription.

If you are lucky, when you open your Office 365 dashboard, you will find Business Center and you will find Invoicing.

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And now, I’ll show you in few steps how to download and run this App. You can download it from AppStore for your iPhone or from Google Play for your Android devices. Just to know, I’ve tried only on iPhone.

When you find it on your store and download it, you will run App and find ‘Sign In’ button.

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O course, you just need to click on this button and to continue with logging. Of course, for logging, you must use your Office 365 credentials. System will the first ask for you Office 365 account and then open standard Office 365 login page to enter you password.

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And as I already said, if you are lucky one, you can try this App now. if you are not so lucky :(, you will get a message that App not accessible…

This is all for this post. In the next post, I’ll write more about features.

My sessions on this fall conference season

This fall Dynamics NAV conference season will start soon, in two months and it is the last moment to register on conference you planned to go. This season we expect thick events schedule and officially season will start in Orlando on Directions NA at September 17th. If you need the full list of Dynamics conferences, you can find here.

I’ll have my session on three of these conferences. First I’ll start with Directions NA, then continue with Directions EMEA and finish my season on NAVUG Summit.

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I’ll have the same session on Directions NA and Directions EMEA – ‘Project Management Methodology in Dynamics 365 BE Implementation‘ and I already wrote about this topic.

My first session will be third day of Directions NA – September 19th at 3:15pm. As I said, I’ll have the same session on Directions EMEA, and it will be at the first day of conference, after Keynote – October 4th at 11:15am. After these two conferences where I’ll have soft skills topic (project management), I’ll have more technical topics on NAVUG Summit, starting from October 11.

My topics will be how to use Flows with NAV, where I’ll show not only technical topic, but also practical example how and where to use it. And then, I’ll have topic about variations in Manufacturing in NAV, where I’ll try to transfer my experiences in a lot of Mfg implementations. Schedule is published, but it will be changed for sure. I know this, because I need to provide two sessions in the same moment 🙂 … and I know myself, I cannot do it 🙂

See you there…

New Dynamics NAV API’s

As I promised a few days ago in my post about news in Dynamics NAV, now I’ll add some additional news. In this post I’ll show new API’s.

Currently we have these 42 completed API’s:

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And we will have these API’s soon:

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Sorry because of quality of pictures (photos taken on Microsoft Inspire). I’ll make them better in the few following days. Today, I just wanted to share these info.

NAV news from Microsoft Inspire

I didn’t write for a while, but now we can speak about some news in Dynamics NAV. We got some information on Microsoft Inspire conference and not only about NAV. There are a great news, as announcement of new products, e.g. Microsoft 365 enterprise and business edition… But in this text I just want to mention few things about NAV.

The first, we will continue with both of models, ‘on premises’ and ‘on Azure’. We can expect for all Dynamics products we currently have, ongoing development.

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Except this important information about future releases of all Dynamics group of products, we got the main information about the most important technical and functional news in NAV ‘Tenerife’. You can find them on the following picture:

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And of course, these are not all news we will see in the next release. For example there is a new and better out of the box PowerBI integration, not only on the role centers. Now we will use more contextual PowerBI integration on different places in NAV.

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And not only this. But we will have more information soon… I’ll keep you in a touch.