This application provides a portal 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.
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 add the extension to your Financials, it replaces your current Role Center and adds permissions to your user profile. As a result, you must sign out and sign in a couple of times.
For more information, see Accountant Experiences in Dynamics 365 for Financials.