Expense Management, a new canvas app integrated with Dynamics 365 Finance
Generally companies need copies of expense receipts to generate reports, e.g. expenses associated with travel. Using OCR scanning technology, the application scans and captures the information from the receipts and automatically adds expense lines into the application.
This application is based on canvas app and you can access it from the power apps mobile application. This Dynamics expense management application is a solution that will help us to reduce and improve the expense reimbursement process making the user can be more productive. It is intuitive and easy to use.
What functionalities does it offer?
- Create expenses and expense reports.
- Use OCR to capture photos of receipts and extract information.
- Create new receipts, attach and detach receipts, and delete receipts.
- Save, send and retrieve expense reports as needed.
- Access the application from the Power Apps mobile application to submit expenses in real time and to approve expense reports.
In this blog I will show you how to install and configure the Dynamics 365 Expense Management application so that it is ready to use.
Now to prepare the installation..
The first thing we must have to use this application is what license we need and that is Team Member. This application is available in all regions where Dynamics 365 Project Operations is available.
This application has OCR services, which only works in sandbox or production environments not in Cloud hosted.
To run the Dynamics 365 expense management mobile app, you must have installed the following version of Dynamics 365 Finance.
- 10.0.37–10.0.1725.171 or later
- 10.0.38–10.0.1777.127 or later
Prepare the Microsoft Dynamics 365 Finance and Dataverse environments
The first step is to have the Dynamics 365 finance environment linked to the dataverse environment, if you don’t have it configured you can check the following link.
Enable users in Dynamics 365 Finance
An employee must be configured in the person field, the default company must be set and a role must be assigned.
Before installation the Power Apps component framework for canvas app feature must be enabled. For this you must go to the environment manager in Power Platform admin center->environment->Seetings->features:
Installing the Dynamics 365 expense management mobile application on Dataverse
To start the installation you must go to Microsoft AppSource:
Dynamics 365 expense management (microsoft.com)
Once the application is installed we will be able to see it in power apps.
And the solutions installed
Refresh virtual entities in Dataverse
This is an optional process, since the entities are refreshed at the time of application installation.
Grant access to the mobile app in Dataverse
Each relevant user must be assigned a Basic user and Expense mobile user security role in Dataverse that lets them create a connection for the custom connector. You can assign this role to a Dataverse group team. Then, any user who’s a member of that team also has the role. Alternatively, you can assign the role directly to a user.
Once the permissions have been granted in the environments, share the application with the users.
And now we have our application ready to use, and otherwise it is very easy, so let’s get to work and start using it!
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