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