#d365fobe

[atotovic]

Dynamics 365 Accountant Portal on a Phone

#Dynamics365 Accountant Portal on a Phone

I already wrote about using Accountant Portal in Dynamics 365 for Financials. And now just imagine if you are accountant and your client call you about some very important information when you are out of office. Generally you have your phone in your pocket in almost all situation and as we know we have Dynamics NAV/365 App for iPhone, Android and WP. Good information is that when you installed…

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[atotovic]

Working with Dynamics 365 Clients from Accountant Portal

Working with #Dynamics365 Clients from Accountant Portal in #D365 for Financials

In my previous post, I’ve describer how to install and start with Accountant Portal in Dynamics 365 for Financials (…and Operation Business Edition), but now I want to continue this story. First, when you want to add a new client, you can do it from your home page. Just click on Manage Clients action and then choose some of your existing clients or add new one clicking on New. If you want to…

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