Kristen Hosman’s Dynamics 365 Business Central Blog

Add field to page Have you ever needed to add a field to a page, and you couldn't without a developer? There was once a time where not all fields in the table were available to be placed on a page without a developer or using the Design tool.  Microsoft has fixed this inconvenience and in version 23 the feature "add existing table fields to optimize your pages" will be in preview. Learn more about this addition to Business Central here:  Add existing table fields to optimize your pages | Microsoft Learn Prior to this feature this is what the system displayed. Version 23 showing the new feature. What does this mean? You can now, without a developer add a field within a table to the page.  How does it work? It's really simple actually.  Navigate to the Profiles (Roles) list and choose Customize Pages from the Action Bar.  When the new browser tab loads, navigate to the page within Business Central that you'd like to add a field to. Expand the customization banner

    It's been a few weeks since Community Summit ended, and I'm still fueled by the excitement of the Dynamics GP and Business Central community. One of my favorite things about attending Community Summit is learning from my peers in the community and this year didn’t disappoint! I was able to attend several sessions throughout the conference and learn from many users, consultants, and even Microsoft employees.  The conference kicked off with a great keynote program on Tuesday morning. The keynote speaker was the one and only NASCAR driver, Julia Landauer. What an amazing talk she gave about being a woman race car driver and how she and her team is using technology to advance her skills while driving. One example she shared was a story about tracking her metrics during a lap. The metrics can tell her everything from her speed to when she let off on the gas or hit the breaks for example. This allows her to look at her metrics compared to a teammate and make the necessary changes

This blog describes what comes next after you invite an External Accountant. If you need to invite an External Accountant than visit this blog:  Invite External Accountant in Dynamics 365 Business Central (kristenhosman.com) You've invited an External Accountant now what? What happens after you've successfully invited an External Accountant? You receive the below message in Dynamics 365 Business Central and your external accountant receives an email.  Steps your External Accountant should take Have your external accountant look for an email with a subject line: You have been invited to Microsoft Dynamics 365 Business Central. The external accountant should click on the link provided in the email. They will be redirected to a Microsoft sign in window. In my case the external accountant email isn't listed so I'm going to select use another account. Enter email. Next window suggests that a code was sent to email. Go pull code from email and enter into next window. Accept t

External Accountant License External Accountant licenses are for the sole purpose of providing supplemental professional accounting or bookkeeping services related to the auditing process. Once you've invited your external accountant now what? Check out my next blog on this topic.  Invited External Accountant in Dynamics 365 Business Central now what? (kristenhosman.com) Within Dynamics 365 Business Central follow these instructions to invite an external accountant. Navigate to the Users page. Select Process > Invite external accountant. Follow these instructions to invite an external accountant. Verify License is Available The easiest way to do this is to go to the Microsoft 365 admin center and navigate to the Billing > Licenses section. Within the Subscription section you should see Dynamics 365 Business Central External Accountant. Email - Invite External Accountant Scenario If you get the following message after clicking on Invite External Accountant, then follow these s