Accountant Portal for Dynamics 365 Business edition

This application provides a dashboard with summary data for each client of an accountant. The portal displays financial KPIs as well as a direct link to the client’s financial application.

The dashboard is a highly specialised Role Centre for a better overview of your clients.
Accountant Portal

When you first install the extension, a sample company helps you get started. You can delete the sample company at any time.

Installing the Extension

When you install the extension in your Dynamics 365, you will be asked if you want to use it now. If you do, then you must sign out and sign in again, because the extension replaces your current Role Centre and adds permissions to your user profile.

For more information, see Accountant Experiences in Dynamics 365 Business edition .

Note

The current version of the extension requires that your clients use Dynamics 365.

Using the extension

This extension will be deprecated in a few months. We recommend that you do not install this extension but sign up for Dynamics 365 — Accountant Hub at Financials for Accountants on Microsoft.com instead.

For more information, see Welcome to Dynamics 365 — Accountant Hub.

See Also

Accountant Experiences in Dynamics 365 Business edition
Finance