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Small and medium business | Business Central, N...
Answered

How to invite External accountant?

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Posted on by 175

Hi All, 

How do I invite the external accountant in business central. When ever I click on, I get the below message. 

pastedimage1664199536221v1.png

I did check few blogs which instructed me to contact the Dynamics Partner to assign the external user license to the external accountant user. I am already a partner, but I do not have those 3 complimentary external accountant licenses. How do I claim it ?. Did check my admin center and I could not find them. 

Any help would be much appreciated. 

Regards, 

Manjunath Dhanapal

I have the same question (0)
  • Suggested answer
    LanceYZ Profile Picture
    22 on at
    RE: How to invite External accountant?

    I added a user in Azure AD externalaccounting@yourdomain.onmicrosoft.com

    Then added them to the group- Dynamics 365 Business Central External Accountant

    I was then able to add them from the dashboard in Business central

  • Suggested answer
    Amit Baru Profile Picture
    3,037 on at
    RE: How to invite External accountant?

    hi,

    User have admin rights and then go to he guest user and create external user form there.

    Regards

    Amit Sharma

  • Suggested answer
    Inge M. Bruvik Profile Picture
    1,045 Moderator on at
    RE: How to invite External accountant?

    Please refer to the Microsoft documentation that you will find here:

    learn.microsoft.com/.../finance-accounting

  • Suggested answer
    Teddy Herryanto (That NAV Guy) Profile Picture
    14,209 Super User 2025 Season 2 on at
    RE: How to invite External accountant?

    As far as I remember, you need to buy the external account license first (with zero price). Once you buy it, it will appear and you can assign it. Check with the license provider.

  • Suggested answer
    Inge M. Bruvik Profile Picture
    1,045 Moderator on at
    RE: How to invite External accountant?
    [quote user="Teddy H"]

    As far as I remember, you need to buy the external account license first (with zero price). Once you buy it, it will appear and you can assign it. Check with the license provider.

    [/quote]

    It is not necessary to order the license for the external accountants. Every BC license for BC online allows 3 external accountants. You just have to invite them and assign them.

  • Verified answer
    YUN ZHU Profile Picture
    93,222 Super User 2025 Season 2 on at
    RE: How to invite External accountant?

    Hi, I just tested it and it's not a problem. If you have purchased a BC license, you can try to contact Partner or Microsoft.

    pastedimage1664240492972v2.png

    pastedimage1664240467859v1.png

    PS: How to add external users (Two ways)

    https://yzhums.com/9136/

    Hope this helps.

    Thanks.
    ZHU

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