Using the same Office 365 Account in Dynamics 365 Business Central and Microsoft Invoicing
When you sign up for a trial with Business Central, you can move to a 30-day evaluation phase, you can start a subscription, or you can stop using Business Central. In all cases, if you sign in to the Office Portal, you might see a tile called Microsoft Invoicing and click it. This is part of the Office 365 Business Premium subscription, so not everyone will see that tile in the Office Portal.
If you access Microsoft Invoicing, you will see a message that you cannot access Microsoft Invoicing because your account is used in Business Central.
You see a similar message if you install the mobile app for Invoicing.
Workaround
Invoicing and Business Central have a shared platform. That means that you are recognized as an existing user of Business Central when you click Invoicing in the Office Portal. The reason is that Invoicing cannot use the same company as Business Central.
So you will have to sign in to Business Central and rename your existing company, and then create a new company that you can then use in Invoicing. No data is moved or overwritten during this workaround.
To rename your company
- Sign in to Business Central.
- In the top right corner, choose the Settings icon
, and then choose My Settings. - In the Company field, choose a different company.
- Choose the
icon, enter Companies, and then choose the related link. - On the Companies page, choose Edit List.
Change the name of the My Company entry to something else.
Wait a number of minutes. We’ll be making a number of changes in the underlying database, and that takes a while.
- When the system is ready again, choose the Create New Company button.
- In the dialog that appears, specify the name as My Company, and choose the Production – Setup Data Only option.
This again takes a number of minutes. When the process completes, you will be able to access Invoicing as part of your Office 365 Business Premium experience.
What about my data?
When you rename the original My Company, the database tables that store your existing Business Central data are renamed, but the data itself is not touched.
If you use both Invoicing and Business Central, the data is stored in two different containers (the two companies). Nothing is shared, so you'll have to manage customers and items in both companies.