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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to create an Exter...
Small and medium business | Business Central, N...
Suggested Answer

How to create an External User

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Posted on by gobus 30

I need to create an external user, as referred to on page 3 of the licensing guide @ https://go.microsoft.com/fwlink/?LinkId=871590&clcid=0x409

How do you create an External User?

I have the same question (0)
  • gobus Profile Picture
    gobus 30 on at

    This is for Dynamics 365 Business Central Online

  • Suggested answer
    Stefano Demiliani Profile Picture
    Stefano Demiliani 37,172 Most Valuable Professional on at

    Do you mean External Accountants? If so, you need to send them an invitation like explained here:

    docs.microsoft.com/.../finance-accounting

  • gobus Profile Picture
    gobus 30 on at

    Nope, I am referring to this.

    Licensing Requirements for External Users

    External users are end customers and third-party users of the organization or its affiliates and do not require SLs to access Microsoft Dynamics 365. External user access is included with the organization’s internal user SLs. External users cannot use any clients provided by the Business Central Application Programming Interface (API), such as the Windows client, the Web client, the Windows, the iPad or iPhone app, or the Android application. In addition, external users include off-site vendors not on an employee-like relationship with the organization or its affiliates (e.g. IT help desk support vendors serving multiple customer organizations). However, external user access does not extend to the customer or the customer’s affiliate’s contractors, vendors, or agents providing business processes on the customer’s behalf or using Dynamics 365 to manage any portions of their business. In this sense, the customer may not use Dynamics 365 to provide business process outsourcing services to its clients.

  • Stefano Demiliani Profile Picture
    Stefano Demiliani 37,172 Most Valuable Professional on at

    Ok. On-premise you can define a user as external user by going to the user card and set License Type as external. 

  • gobus Profile Picture
    gobus 30 on at

    The license type can't be changed on the user card for online.

  • Suggested answer
    Stefano Demiliani Profile Picture
    Stefano Demiliani 37,172 Most Valuable Professional on at

    Exactly, this is why I’ve asked. External users are for onpremise. On SaaS license type is inherited from the assigned licenses in CSP Portal. Business Central licenses can only be purchased through CSP. Microsoft offers several types of paid licenses (users):

    - Essential

    - Premium

    - Team Member

    - External Accountant

    - device licenses

    docs.microsoft.com/.../licensing

  • Community Member Profile Picture
    Community Member on at

    Hi,

    I have exactly the same question.

    External User are described in the Licencing Guide for Saas.

    And , we Don't know how to create them for Saas.

    For On premise, we can change the Licence Type to External User, but when trying to login, an error occur.

    with External Accountant Type, no problem when loging in.

    So , For Saas, how to grant acces for External User ( like Customer , to let them access the Customer Card and some attached document ).

  • Community Member Profile Picture
    Community Member on at

    Same problem for me.

    And I am not sure to understand : We speak about External User acces, and this documentation say that "External users cannot use any clients provided by the Business Central Application Programming Interface (API), such as the Windows client, the Web client, the Windows, the iPad or iPhone app, or the Android application".

    Doest it mean that they cannot use any tool to work with BC ? so can't open a browser and log in In BC, so can't navigate withing BC ? No Licence needed, but can't use any application or browser….No sense..

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