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Important
The finance and operations (Dynamics 365) mobile app and platform are no longer supported. The platform components supporting the mobile app will be removed in a future update. The mobile app has also been removed from app stores. Previously installed instances of the app will continue to work. For more information, see Removed or deprecated platform features.
This article provides information about the Cost controlling mobile workspace. This workspace lets cost center managers view information about cost center performance anytime and anywhere.
This mobile workspace is intended to be used with the finance and operations (Dynamics 365) mobile app.
The Cost controlling mobile workspace provides an instant view of the current performance of cost centers by comparing actual costs against the budgeted costs. You can drill down to the status of individual cost elements.
For example, an employee receives an invitation to an international conference, but the organization must cover all the travel expenses. The employee asks their manager whether they can attend the conference. The manager opens the Cost controlling mobile workspace on their mobile device to see whether there is budget for the employee to attend the conference.
The data in the Cost controlling mobile workspace is secured through user credentials. Cost center managers are allowed to see data only for their own cost center. The access-level security is managed in the Cost accounting module.
Cost accountants define the configuration of the Cost controlling mobile workspace in the Cost accounting module. After the workspace is published to the mobile app, it's available in the app. Therefore, all cost center managers in the organization can view data in the same format.
The Cost controlling mobile workspace provides the following actions, views, and links:
Actions:
Use Select configuration to select a layout.
Use Select cost object to select the cost centers to filter data on.
Note
The cost centers that appear in the list depend on the access that is granted in the Cost accounting module.
Views: Based on the actions that are selected and the configuration in the Cost accounting module, you can view the following information on the cards:
The following amounts are shown on every card: Actual, Budget, Variance, and Variance %.
Links:
When you select a link, a card is shown for each cost element. The following amounts are shown on every card: Actual, Budget, Budget variance, Budget variance %, Revised budget, Revised budget variance, and Revised budget variance %.
The prerequisites differ, based on the version of Microsoft Dynamics 365 that has been deployed for your organization.
If Finance has been deployed for your organization, the system administrator must publish the Cost controlling mobile workspace. For instructions, see Publish a mobile workspace.
If version 1611 with Platform update 3 or later has been deployed for your organization, the system administrator must complete the following prerequisites.
Prerequisite | Role | Description |
---|---|---|
Implement KB 4013633. | System administrator | KB 4013633 is an X++ update or metadata hotfix that contains the Cost controlling mobile workspace. To implement KB 4013633, your system administrator must follow these steps.
|
Publish the Cost controlling mobile workspace. | System administrator | See Publish a mobile workspace. |
Download and install the finance and operations (Dynamics 365) mobile app:
Events
Power BI DataViz World Championships
Feb 14, 4 PM - Mar 31, 4 PM
With 4 chances to enter, you could win a conference package and make it to the LIVE Grand Finale in Las Vegas
Learn moreTraining
Module
Get started with cost accounting in Dynamics 365 Finance - Training
Explore cost accounting's role in data analysis, budgeting, and decision-making. Learn about cost control workspace, objects, reporting, and setup in Dynamics 365 Finance.
Certification
Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate - Certifications
Analyze and translate financial business requirements into processes and solutions that implement industry recommended practices.