This application provides a dashboard with summary data for each client of an accountant. The portal displays financial KPIs as well as a direct link to the client’s financial application.
The dashboard is a highly specialized Role Center for a better overview of your clients.
When you first install the extension, a sample company helps you get started. You can delete the sample company at any time.
When you install the extension in your Dynamics NAV, you will be asked if you want to use it now. If you do, then you must sign out and sign in again, because the extension replaces your current Role Center and adds permissions to your user profile.
For more information, see Accountant Experiences in Dynamics NAV.
The current version of the extension requires that your clients use Dynamics NAV.
This extension is used when you sign up at Dynamics NAV for Accountants on Microsoft.com. If you install the extension in your Dynamics NAV, it will replace your current Role Center. If you then want to return to the other Role Center, then you can do that in My Settings. For more information, see How to: Change the Role Center.
Accountant Experiences in Dynamics NAV
Finance
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