Use the same Microsoft 365 Account in Dynamics 365 Business Central and Microsoft Invoicing

When you sign up for a trial with Business Central, you can move to a 30-day evaluation phase, you can start a subscription, or you can stop using Business Central. In all cases, you may at some point have seen something called Microsoft Invoicing and clicked it. This was an app that was part of what is now Microsoft 365 Business Standard and was formerly known as Microsoft 365 Business Premium subscription, so not everyone will have seen that tile in their Microsoft 365 experience.

Microsoft Invoicing is no longer available, but if you need to sign into Invoicing to retrieve your data, you might see a message that you cannot access Microsoft Invoicing because your account is used in Business Central.

You see a similar message if you install the mobile app for Invoicing.

Workaround

Invoicing and Business Central have a shared platform. That means that you are recognized as an existing user of Business Central when you click Invoicing in the Microsoft 365 admin center. The reason is that Invoicing cannot use the same company as Business Central.

So you will have to sign in to Business Central and rename your existing company, and then create a new company that you can then use in Invoicing. No data is moved or overwritten during this workaround.

To rename your company

  1. Sign in to Business Central.

  2. In the top right corner, choose the Settings icon Settings., and then choose My Settings.

  3. In the Company field, choose a different company.

  4. Choose the Lightbulb that opens the Tell Me feature. icon, enter Companies, and then choose the related link.

  5. On the Companies page, choose Edit List.

  6. Change the name of the My Company entry to something else.

    Wait a number of minutes. We’ll be making a number of changes in the underlying database, and that takes a while.

  7. When the system is ready again, choose the Create New Company button.

  8. In the dialog that appears, specify the name as My Company, and choose the Production – Setup Data Only option.

This again takes a number of minutes. When the process completes, you will be able to access Invoicing as part of your Microsoft 365 Business Standard experience. but only to export data since the Invoicing app is deprecated.

What about my data?

When you rename the original My Company, the database tables that store your existing Business Central data are renamed, but the data itself is not touched.

If you use both Invoicing and Business Central, the data is stored in two different containers (the two companies). Nothing is shared, so you'll have to manage customers and items in both companies.

See Also

Frequently Asked Questions
Administration

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