Recently I finished my session about using Dynamics 365 Sales professional with Business Central at Directions EMEA. But there were many questions about D365 Sales Professional capabilities… what is possible, where are limitations…
First, Sales Professional is a CRM solution for SMB companies targeting businesses with more straightforward sales needs with basic sales force automation and limited customizations. But it is still a powerful tool, and I wanted to show you what this app includes using an infographic model. You can see details here:
What more is essential to know? You cannot mix a Sales Professional license with Sales Enterprise (and other Sales licenses)… if you decide to use Sales Professional, you must use it for all Sales users. But if this is not enough for you (at some moment, your company has grown), you can upgrade this license to Dynamics 365 Sales Enterprise.
If you like this infographic, I’ll add a similar one for Sales Enterprise.
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.
A few last months constantly I see misunderstanding what Business Central SaaS offering is. To be honest I thought it is all well known, but often it is not a case. Because of that, I’ve readjusted standard IaaS vs PaaS vs SaaS chart and made it applicable to Business Central. I think this chart speaks for itself, but if someone needs additional info, you can send a question and I’ll add details.
Just to be clear, on the top level where we have Company Data, I think on using BC as a system through UI or API’s. That means you are master of your data. You need to be sure how you enter and post your documents. But if we talk about configuration of system, mostly it will be done by your partner, but again this is your decision (as customer) to find trusted partner to work with.
As this chart cannot offer completely picture, I’ve added one more. First one was all about technology, but the next one is about licensing and what is included in system.
*) One thing maybe not 100% clear from this chart is infrastructure subscription if you are using BC on Azure (IaaS model). If you want to use Business Central deployed on Azure infrastructure (no SaaS), you can use a few different models. First you (as customer) can have your own infrastructure (1 VM, 2 VM’2, or VM + Azure SQL). The second, you (as customer) can use partner infrastructure and in this case you can dedicated hardware or services to you (as if you use your own) or you can use shared resources (more cost effective). In this case, middle tier can be used for more clients, as well as Azure SQL database can be added to Azure Elastic Database Pool and to get better performances and better cost. You can find ideas how to make it here (and this is important especially if BC SaaS is not available in your country).And one more thing… if you are using model BC on Azure, cost for OS and SQL Server is included in HW Subscription.
I hope it is now far clearer, but again if you need any additional detail, just send a question.