- Module 1: Learn about the Expense management module in Microsoft Dynamics 365 Project Operations, which allows organizations to track and manage employee expenses.
- Learn about Expense management capabilities.
- Discover Expense management features.
- Review considerations for planning to use the Expense management module in Project Operations.
- Module 2: Learn how to set up and configure Expense management in Microsoft Dynamics 365 Project Operations.
- Discover the Expense management workspace.
- Learn how to turn on the Expense reports re-imagined feature.
- Review the Expense management parameters.
- Learn about workflow functionality for expense management.
- Module 3: Learn how to create and process expense reports in Microsoft Dynamics 365 Project Operations.
- Review expense report policies and per diem rules.
- Create and maintain an expense report.
- Learn about intercompany expenses.
- Learn how to post, approve, and delegate expense reports.
- Discover reporting options for expense management.
- Module 4: Learn how to work with travel requisitions in Microsoft Dynamics 365 Project Operations.
- Create a travel requisition.
- Review travel requisition options.
- Learn about the travel requisition approval process.
In this module, you will:
In this module, you will:
In this module, you will:
In this module, you will:
