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.