Kristen Hosman’s Dynamics 365 Business Central Blog

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

Adding a new licensed user isn't hard to do within Business Central (BC).  Prerequisite: license is purchased and available to assign to user. You also must me an Internal Admin or have proper security within BC to complete these tasks.  Microsoft 365 admin center Assign BC license to user. Dynamics 365 Business Central Navigate to Users page. Select Process > Update users from Microsoft 365 Update users from Microsoft 365 > Next Update users from Microsoft 365 > Next Update users from Microsoft 365. Review the updates within this window and click finish. Version: US Business Central 22.1 (Platform 22.0.58213.0 + Application 22.1.55890.56216) Written by: Kristen Hosman, Microsoft MVP

It's never too late to post a good draft!  Cheers to an amazing year of connecting, inspiring, and growth. It was a year of exchanging ideas, sharing experiences, and leaving lasting imprints on the hearts and minds of those I encountered.

This blog is inspired by something I just learned from James Bowles .  Scenario: I have a General Journal with multiple lines and only want to post certain transactions/lines.  In my example I am going to filter on the Posting Date field so only the 04/30 transaction is posted. Once the posting is completed you will see the remaining lines in the journal.  Review the General Ledger Entries and you see only entry posted was the 04/30. Written by: Kristen Hosman, Microsoft MVP

Business cards are a thing of the past! You read that right, business cards are a thing of the past! I recently went to a Microsoft Dynamics partner conference and came home with four business cards total and there were over 1100 attendees.  It used to be I'd come home with between 20-30 business cards after attending a conference, but technology has since changed that. Now I use Linktree.  Linktree Linktree allows me to put all my socials and contact information in one place. I use the QR code below on my introduction slide when I present at conferences, and I also have it on my wallpaper on my iPhone. This allows anyone to quickly scan and contact me.  Email functionality One of my favorite features of Linktree is that I can add an Email button so prospects can quickly send me an email letting me know what they're looking for; rather than me making notes on a business card and forgetting to contact them when I return to the office.  I use mailxto.com to generate the email lin

I previously blogged on how to create a bank deposit and today I'd like to compare the cash receipt journal with the bank deposit process.  Deciding which one to use to enter customer payments can be hard. I'm going to experiment with both to show you why either one can be used.  Cash Receipts Journal In the scenario I use below I've received two checks from two different customers. I have entered each check payment into the cash receipt journal and added one line for the total amount of the deposit to the bank account. Even though I have two checks they will hit the bank as one amount based on how I deposit them with the bank.  If the checks were deposited separately then I would use the Balance Account Type = Bank Account and Bal. Account No = B010; then leave off the third line in the example below.  Bank Deposit The bank deposit method is easier to explain than the Cash Receipt Journal method. The General FastTab is going to allow the user to select the correct bank ac