Reviews and corrects ledger-to-subledger alignment in D365 by fixing posting configurations, inventory profiles, reconciliation logic, GL mapping, and critical reporting procedures.
Add Users to Business Central from Office 365
Posted on: October 3, 2018 | By: Guy Logan | Microsoft Dynamics Business Central
Authored by: John Hinchy
Microsoft Business Central is a great new product that allows for robust ERP/Accounting in the Cloud. Business Central is the rebranded Microsoft Navision that has been updated and moved to the cloud which is what users and companies have been wanting for many years. With the rebranding of many Microsoft products such as AX to Dynamics for Operations, CRM to Dynamics for Sales and Customer Service, and Nav to Business Central, these products all now have advanced capabilities which allow users to seamlessly work and live within the Office 365 ecosystem. The Office 365 umbrella allows these programs to work in the same place with other widely used Microsoft products such as Outlook, Word, and Excel. We have seen an influx of companies move from the on-premise Microsoft GP product to Business Central in the cloud in order to keep their data accessible and have their business software live in the same place, but with new functionality comes a need to learn new features and basic setup. In this blog I will navigate to the Business Central screen in which to bring new users directly into Business Central from the Office 365 user base.
System Administrators should have no issues adding a user to Office 365. Within your Office 365 Portal click on the Users tab then click Active Users to pull up your list of current users and click new if you have a new user, or if you want to assign a license to an existing user click Product Licenses, then Edit. This will bring up a screen of Microsoft products and also show the Admin what available license are left to apply. If you are needing to add a license to a Business Central user, you would do so here by clicking the toggle. Wait a few minutes and Business Central will recognize this user has a license.
If you are completing initial setup with multiple users, or just adding one user, you can add them to Business Central with the ‘Get Users from Office 365’ button to directly pull them in.
Navigate to Business Central, and as long as you have permissions, type Users in the search bar, then click on Users.
This functionality is great because of the Search button in the top right of the home screen. From here you can enter almost any Business Central subject and pull up information about it. In this search users and the below screen appears. From here click the top left button that says Get User from Office 365 and it will pull in anyone with a license who is not listed in Business Central already.
Once added to Business Central click on the header buttons to assign permission to ensure your users can work through their necessary job functions.
If you think that a CRM system is your next best step for your business, contact Logan Consulting your Microsoft Dynamics CRM partner of Chicago.
