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Microsoft

Work with Expense management in Dynamics 365 Project Operations

Microsoft via Microsoft Learn

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Overview

  • Module 1: Learn about the Expense management module in Microsoft Dynamics 365 Project Operations, which allows organizations to track and manage employee expenses.

    • 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.
  • Module 2: Learn how to set up and configure Expense management in Microsoft Dynamics 365 Project Operations.

    • In this module, you will:

    • 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.

    • In this module, you will:

    • 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.

    • In this module, you will:

    • Create a travel requisition.
    • Review travel requisition options.
    • Learn about the travel requisition approval process.

Syllabus

  • Module 1: Get started with Expense management in Dynamics 365 Project Operations
    • Introduction
    • Plan expense management
    • Intercompany expenses
    • Financial management
    • Per diems
    • Journals and accounts
    • Payment methods
    • Taxes
    • Policies
    • Expense categories and shared categories
    • Check your knowledge
    • Summary
  • Module 2: Set up and configure Expense management in Dynamics 365 Project Operations
    • Introduction
    • Expense management workspace
    • Expense management parameters
    • Expense management workflows
    • Expense report policies and per diem rules
    • Intercompany expenses
    • Personal expenses on an expense report
    • Expense receipt processing
    • VAT recovery
    • Check your knowledge
    • Summary
  • Module 3: Create and process expense reports in Dynamics 365 Project Operations
    • Introduction
    • Create an expense report
    • Intercompany expenses
    • Itemize expenses by line
    • Distribute an expense
    • Add guests
    • Attach receipts and documents to an expense report
    • Submit an expense report to a workflow
    • Approve an expense report
    • Delegate an expense report
    • Post an expense report
    • Reporting options
    • Lab – Create an expense report and submit it to a workflow
    • Check your knowledge
    • Summary
  • Module 4: Work with travel requisitions in Dynamics 365 Project Operations
    • Introduction
    • Create a travel requisition
    • Exercise - Create a travel requisition
    • Approve a travel requisition
    • Create a cash advance
    • Update a cash advance
    • Check your knowledge
    • Summary

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