Accountant Experiences in Dynamics 365 for Finance and Operations, Business edition

Any business must do its books and sign off on the accounting. Some businesses employ an external accountant, and others have an accountant on staff. No matter which type of accountant you are, you can use the Accountant Role Center as your Home in Dynamics 365. From here, you can access all windows that you need in your work.

Accountant Role Centre

The Role Centre is a dashboard with activity tiles that show you real-time key figures and give you quick access to data. In the ribbon at the top of the window, you have access to more actions, such as opening the most commonly used financial reports and statements in Excel. In the navigation pane to the left, you can quickly switch between the lists you use most often. If you expand the Home menu in the navigation pane, you will see other areas, such as Posted Documents with the various types of documents that the company has posted.

If you are new to Dynamics 365, you can launch a list of videos right from your Home page. You can also launch a Getting Started tour that points out key areas.

Note

This functionality requires that the experience is set to Suite. For more information, see Customising Your Dynamics 365 Experience.

Accountant Hub

If you are an accountant with several clients, you can use Dynamics 365 — Accountant Hub for a better overview of your clients. From there, you can access each client's tenant in Dynamics 365 and use the Accountant Role Center as described above. For more information see Welcome to Dynamics 365 — Accountant Hub.

See Also

Finance
Setting Up Finance
The General Ledger and the Chart of Accounts
Closing Years and Periods
Working with Dimensions
Analysing Financial Statements in Excel
Working with Dynamics 365
Setting Up Cash Flow Analysis
Invite Your External Accountant to Your Dynamics 365
Welcome to Dynamics 365 — Accountant Hub
Financials for Accountants on Microsoft.com