Sign-in Error When Generating an Invoice

Modified on Mon, Oct 20 at 4:30 PM

Applies to: Work 365 for Dynamics 365 / Power Platform | Audience: System Administrators, Billing Users

Overview

When you click Generate Invoice in Work 365 and get redirected to a Microsoft sign-in page—or you’re stuck in a sign-in loop—the cause is almost always multiple active Microsoft work/school sessions in the same browser profile. Microsoft Entra ID (formerly Azure AD) can’t reliably pick the right session, so auth bounces.

Symptoms

  • Generate Invoice opens a Microsoft sign-in page instead of creating the invoice.

  • A Choose an account screen appears with several work accounts.

  • The page loops back to sign-in or never completes.

Root Cause

Your browser holds session cookies for multiple tenants/accounts. When Work 365 triggers authentication, Entra ID can’t resolve which session to use and returns you to sign-in.


Fixes (pick one)

✅ Workaround 1 — Use a Private/Incognito Window (recommended)

  1. Open a private session:

    • Chrome/Edge: Ctrl+Shift+N | Firefox: Ctrl+Shift+P

  2. Browse to your Dynamics 365 / Work 365 URL.

  3. Sign in with the correct work account for your tenant.

  4. Retry Generate Invoice.

Private sessions isolate cookies, giving you a clean Entra ID login.

? Workaround 2 — Select/clean the correct account in your current session

  1. In the same browser profile, go to Work 365 → Billing Contracts (or Invoicing).

  2. Click Generate Invoice (or the Work 365 icon if prompted).

  3. On Choose an account:

    • Select the correct work account for your tenant, or

    • Click the next to unused accounts and choose Forget this account.

  4. Complete sign-in, then confirm Work 365 → Administration → Configuration loads without prompts.


Optional Cleanup (if loops persist)

  • Sign out everywhere: Sign out from Microsoft web apps in that profile, then sign back in with the correct account.

  • Clear only Microsoft auth cookies: Remove cookies for login.microsoftonline.com and accounts.microsoft.com, then retry.

  • Use separate browser profiles: Keep one profile per tenant/role to avoid cross-tenant sessions.

  • Disable conflicting extensions: Privacy or SSO helpers can interfere—test with extensions off.

Prevention & Best Practices

  • One account per browser profile.

  • Prune old accounts from the Microsoft login list before billing tasks.

  • Dedicated service identity: Run invoicing, sync, and jobs under a Work 365 service/application user.

  • Default to Incognito for admin work across tenants.

Notes

  • This is a multi-account Entra ID session issue, not a Work 365 invoicing defect.

  • After a successful sign-in, the browser typically reuses the correct credentials for the rest of that session.

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