Adding External Accountant to Your Business Central

If you use Business Central online, I’m sure that you need to connect your external accountant or your reseller partner to your tenant without buying new license. This is something you have included in your license. Never mind how many user you bought or if you have Essential or Premium users, you can invite up to 3 external users (External Accountants). These 3 licenses have the same use rights as your standard license except access to the user setup and admin tasks. What these users can do in your system, depends on you. But just to remind you… I’m talking about external accountant, not about internal accountant. This is important to remember as this license is not for internal stuff.

But let’s focus how you can add them. First open Users page and run Invite External Accountant.

When you run this action, new welcome page will appear. You should read it and if you agree, click I Accept (otherwise you need to stop and you cannot add user 🙂 ).

Click Next and fill in minimum mandatory fields. These fields are your external accountant contact details: Email, First and Last name. You will see there is a welcome message your accountant will get as email. You can change it or type in your language.

When you finish with details, just click Next and wait a little while. How long? It depends on many things, but it is usually a few seconds up to minute until system invite your accountant. When system finish, you will get a message that person you added was successfully invited. Close the page and enjoy.

You accountant will get an email message with text you entered in invitation as well as URL where he/she needs to log in. And yes, when you finish with adding accountant as user, do not forget to add user permission sets you want. And if you check license for this user, you will see: Dynamics 365 Business Central External Accountant.

OK, everything I described is related if everything is OK, but what if you have some trouble. I have two common issues you can often meet in a practice. Both of them will be met on the first step when you run invitation action.

First you can have an issue with licensing. Event if these 3 users are free of charge, they are not automatically added to tenant. CSP partner have to do it and if partner forget it, you will get an error message No External Accountant license available. Contact your administrator.

In this case only what you can o is to contact your CSP and to require adding these 3 licenses to your tenant. When these licenses are added, they will appear in your Admin Portal.

Now we have another case when you are not a global administrator or a user administrator in you AAD. In this case you can give yourself proper rights or you can ask administrator to do this task.

Directions EMEA 2020 – Day 1

Directions EMEA and Asia has just started today. This is the first-time virtual Directions ever and I can just imagine how challenged it was to prepare everything in very short time. But based on what I saw today, everything is well organized. OK, this is not the same as live event and I would like to have an opportunity to meet all of you in person, but it is still the great option with not only sessions but with a lot of networking opportunities. And just to mention, this is the biggest Directions ever with 2775+ attendees. Great achievement!

Today we had the first day Keynote and after that I had my first session. Now I want to share my experience from these two parts of today’s event.

Christian Sega started with good news about numbers (2775+ attendees, 60+ countries, 147 sessions, 101 speaker…) and future of this event and finally we had an opportunity to see Mike Morton as a new GM on the Directions stage… unfortunately not in live, but again this is the first time on Directions stage.

Mike presented roughly the most important directions from this BC release and they are:

  • Deliver seamless service and performance
  • Design for compliance and security
  • Develop ISVs and globalization
  • Delight customers by exceeding expectations
  • Drive better together Microsoft experiences

Let’s talk about these directions in the next days. Now I want to talk more about numbers. First time we had an opportunity to see official numbers about BC SaaS customers – there are 10.000 BC online customers and by my opinion this is an amazing result. And only this, there are other impressive results…

I don’t want to forget great rest of the keynote with Claus, Jannik and other PM’s where they showed some new and really good features.

And finally, Mike announced roadmap and some new features ready for the next release. First let’s make a look at new roadmap:

Now make a look at some of the next release’s features:

  • Finally, we will get Report Extensibility as this is one of the highest voted idea from users and partners… this is something we are really missing.
  • We will get enhancement printing features in BC, improving complex hybrid setup, taking care about user access to printers, eliminating admin of print servers or printer drivers, printing from anywhere…
  • Easily onboard of new clients to BC using step-by-step guide how to configure and prepare your solution, and it will be possible to use for partner’s addons as well.
  • Better integration of BC with Teams as using BC directly from Teams.

What I wanted to emphasize… completely experience with the Directions4Partners platform was/is great (if I forget some minor technical issues… who knows, maybe only at my place😊 because of my connection). You could have a feeling you are really on a site. This is briefly my experience from my first session. After 30 minutes prerecorded session, we had additional 15 minutes for live Q&A. I have a lot of questions and I had an opportunity to have a live answering session and it was good experience. As we probably had more question, we needed to continue our chat somewhere. For this purpose, we could go out to the Q&A session room and continue with discussions about all specific topics. Really great experience. I had an opportunity to meet some of friends and big thanks to Arend JK who attended my session and who continue chat with me and few other attendees in the Q&A session room. He also helped me answering on some questions. Big thanks for you Arend as well as to Christian Sega who joined us in after session time.

I’m looking forward to see more sessions today and next two days and I really hope it will be great experience.

Business Central Localizations

As I’m from area where official Business Central localizations (made by Microsoft) don’t exist (CEE), it is not so strange that this topic is very important for me personally as well as for all partners I cooperate with and their existing and potential clients. Of course we have some partner based localizations as we had for NAV earlier, but this topic is important… no localization – no clients :). And yes, I wanted to make it today as we just got new release where we announced a few new localizations.

Based on available sources from official Microsoft site and information from AppSource, I created the following map (keep in mind I’m not geographer and maybe map is not 100% accurate :)) and table with details.

This map is good as an overview where Business Central is available. If you asking me if I’m satisfy, answer is yes and no. I’m happy we got so many partner based localizations developed as extensions, even the most of people suspected it will be possible. But when we talk about numbers, it is enough to remind that we had 196 Dynamics NAV localizations (info from one of previous Directions). Compared with that, we need more localizations. One of the reasons NAV was so popular was that we had localization in almost all countries and if we want to have Business Central SaaS with the same popularity, we need to have more localizations. In a meantime, if you are from country where we don’t have localization and you want to move BC to the cloud, I can recommend to read this article.

OK, now in more details. There is a table with all available localizations and who made them as well as together with available languages. You will see, this table is interesting (download table to get full resolution picture). You can find the most of these details on the official Microsoft site, but I tried to make it easier for understanding making combination of localizations and languages from different sources.

Just to avoid some misunderstanding, these information are based on official data from October 3rd 2020 and of course, it is subject of changing.

How to integrate Business Central with Dynamics 365 Talent – part 1 (Introduction)

When I think about new Business Central features, the first thing in my mind is openness for integrations. As a part of Dynamics 365 family, the main power of this solution is when it can work simultaneously with other. Because of that, I showed these capabilities in a few conferences. As I got lot of requirement to explain it in more details, I’ll write about good example of BC integrations with one other Dynamics 365 solution – with ‘Dynamics 365 Talent’.

‘Dynamics 365 Talent’ is a new Microsoft Dynamics HCM solution (new name ‘Dynamics 365 Human Resources‘). This solution was initially based on AX HRM, but now it is separated solution. As we can use it independently and this solution is really amazing HCM system, I think it can be interesting how we can integrate this solution with Business Central and make them as the powerful tool together… and with no code.

If you are thinking how to make it and how to make it with no code, the answer is using one of the Azure services – Logic Apps. As ‘Dynamics 365 Talent’ has entities on CDS and Logic Apps has connectors for CDS and for ‘Business Central’, only what we need to do is to map entities and fields in both systems and of course, to think abut business logic on the first place. Depends what is the primary reason for integration, we can choose some of the options:

  • integrate HRM core system with HR in Business Central
  • integrate Attract or Onboard apps in Talent with Business Central.

In second option, we will use HR module in Business Central and use only one or two parts from ‘Dynamics 365 Talent’. On the other side, in first option we will use core HR in ‘Dynamics 365 Talent’. In this text, I chose to explain the first option.

In this first text, I’ll just explain some basic concepts and you will find more details in the following texts with this topic.

Basic setup in Business Central

First, as we don’t need all HR capabilities in Business Central (we already have all of them in dedicated HR solution – ‘Dynamics 365 Talent’), we will move only data necessary for other areas in Business Central. In this example I’ll show how to move data to Employee table as this table can be used for example in a Payroll system or you can use this information in Fixed Assets card.

Locate information in Talent

Now when we have the basic configurations, we can continue with integration. First, we need to find where an employee’s data are saved in Talent. To find this we need to open list of CDS entities and we can do it using PowerApps platform.

When we have these basic information, we can continue with technical parts how to do it in a practice.

Sessions from NAV TechDays – day 1

NAV TechDays 2019 has just finished a few days ago and I can say this was amazing event and again the biggest one – with 1452 attendees. As I promised the last year, I prepared session this time and made it together with an MVP Renato Fajdiga. I hope to see you next year again.

In a meantime, all sessions from the first day are already published and I want to have all of them on the one place. As soon as we have sessions from the second day published, I’ll add them. There are all of them:

Opening Keynote

The road from C/AL to AL

Development Methodologies for the future

How to run faster in SaaS

Unlocking new integration potential for 365 BC with Azure Event Grid and Azure Integration

Give Business Central access to your data files

Control Add in development supercharged

Developing for Modern clients

Using Docker and the ContainerHelper to convert your C/AL solution to an AL solution

#MSDyn365BC new Era of Integration: Intelligent Edge, SmartLists, Azure Service Bus and more!

Directions ASIA 2019 – After Keynote

Directions ASIA has just started a few hour ago. On a first day keynote, we could hear a lot of interesting information. I’ll start with some numbers. As this is third Directions in Asia, number of attendees still increase every year. This year we have the following statistic:

  • Number of attendees: 453
  • Attendees from 157 companies and from 32 countries
  • Number of sessions: 70
  • Number of speakers: 55 (Microsoft, MVP’s and industry experts)

Now, what we could hear about product and market? Based on showed information, Business Central and NAV together are implemented at 223.000 customers with more than 3.3 million users in 196 countries. Impressive numbers, right? And I really hope, this solution will continue as previously and even better.

As this is announcement of Business Central Spring ’19 release, we can see what is new in this release and the full roadmap for this solution. During keynote, we could see that product team is extremely proud on stability, security and performance. Of course, there is a lot of new features. In my following texts, I’ll write about all these things.

Currently, we could see new roadmap for our solution, and it looks fine:

We can see that system already got a lot of new feature, especially trying to improve user experience. And I can conclude, they really succeed with this.

But if we look in more detailed roadmap, you will find two very important facts. This release will be the last one with Windows Client and with C/SIDE and C/AL.

From October ’19 release, we will have only Modern Client (web client) and VS Code + AL in development side. If you used only BC on a cloud, you will not recognize some difference, but if you used on-prem solution, then it is the right moment to migrate to web client asap. And in development, please start with extensions immediately. But to be honest, in on-prem solution you will still be in situation to change a code, but this time in VS Code using completely BC system as an App. But it will still be much better if you start to move all your customization to extensions.

Of course, there are some other news, but I cannot put everything in one blog post, but you can expect all this news soon.

eXtreme 365 in Amsterdam

eXtreme 365 conference is one of very important partner oriented conferences. After eXtreme 365 in Austin Texas in December last year, now it is a time for European eXtreme 365, this time in Amsterdam. If you still didn’t register, and if you are available in period March 25-27, you can do it here.

For sure, you can find a lot of interesting sessions there. But I want to announce my sessions. If you are newbie in Dynamics 365 Business Central, it will be helpful to attend the whole-day workshop: What is Business Central? A hand on Experience. It will be held the second day on conference. But first day will be reserved for my session What can you Expect in the April ’19 Business Central Release.

See you in a few days in Amsterdam.

Dynamics 365 Business Central Updated Roadmap

A few days ago, after the first day and first keynote of Directions NA, I’ve posted Business Central roadmap. But now after this event has finished, we can find updated roadmap for our NAV successor – Dynamics 365 Business Central and it looks very interesting:

D365BC Roadmap

I’ll wait Directions EMEA to collect all information and write more detailed about this, but from my point of few, big changes are coming in two years and this is the last moment to change some old habits and to continue our journey in modern business applications.

D365 Tenerife is Dynamics 365 Business Central

I didn’t plan to write this article before keynote on Directions ASIA, but two days before it, it is announced – new SaaS solution, previously known as code name Dynamics 365 ‘Tenerife’ is named as Dynamics 365 Business Central. This news is published today by Alysa Taylor (General Manager, Business Apps & Strategy) here in blog.

BC1.PNG

Dynamics 365 Business Central (it is interesting that only this solution hasn’t ‘for’ in its name) will be available in first 14 countries from April 2nd and it will continue one of the most successful customer base with more than 160.000 customers. This solution also has new refreshed Web Client and many other interesting features.

If you want to find more information, you can run official D365BC page, where you can find new licensing model and new prices as well.

We will have two different packages of features with different price range:

BC2

I will try not to copy already published blog and wait on another news in next two days. And just not to forget, Dynamics 365 Business Central has new logo:

BC0