Work with Expense management in Dynamics 365 Project Operations

Business User
Functional Consultant
Dynamics 365
Project Operations

Maximize profitability and minimize cost with accurate expense management capabilities in Dynamics 365 Project Operations. Learn how to configure the system, and create, and approve expense reports.


  • Basic knowledge of expense management processes.
  • General knowledge of how to navigate Dynamics 365 Project Operations.

Modules in this learning path

The Expense management module in Microsoft Dynamics 365 Project Operations allows organizations to track and manage employee expenses. Expense management lets you store payment information, import credit card transactions, and track money that employees spend when they incur expenses for your organization. You can also set up expense policies, automate approvals, and provide a streamlined business process by using Project Operations.

The Expense management module provides users with a more simplified process to handle expenses. The Expense management workspace is where users can file their expenses, while Expense management workflows and features like optical character recognition (OCR) for scanning receipts can help optimize your organization's expense processes.

The expense report entry is redesigned in Dynamics 365 Project Operations to simplify the user experience and reduce the time that is required to complete the reports. In this module, you will learn how to create and work with expense reports.

By using travel requisitions, your organization can ensure that travel expenses that are incurred for the business are authorized and follow organization policies, while also ensuring that budgets are maintained.