Get started with Expense management in Dynamics 365 Project Operations

Beginner
Business User
Functional Consultant
Dynamics 365
Project Operations
Finance

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.

Learning objectives

In this module, you will:

  • Learn about Expense management capabilities.
  • Discover Expense management features.
  • Review considerations for planning to use the Expense management module in Project Operations.

Prerequisites

None