Work with Expense management in Dynamics 365 Project Operations
- Offered byMicrosoft
Work with Expense management in Dynamics 365 Project Operations at Microsoft Overview
Duration | 6 hours |
Start from | Start Now |
Total fee | Free |
Mode of learning | Online |
Schedule type | Self paced |
Difficulty level | Intermediate |
Official Website | Explore Free Course  |
Credential | Certificate |
Work with Expense management in Dynamics 365 Project Operations at Microsoft Course details
- Get started with Expense management in Dynamics 365 Project Operations
- Set up and configure Expense management in Dynamics 365 Project Operations
- Create and process expense reports in Dynamics 365 Project Operations
- Work with travel requisitions in Dynamics 365 Project Operations
- Learn how to configure the system, and create, and approve expense reports
- Maximize profitability and minimize cost with accurate expense management capabilities in Dynamics 365 Project Operations
- This learning path helps prepare you for Exam MB-310: Microsoft Dynamics 365 Finance Functional Consultant
- In this course, you will learn how to create and work with expense reports
Work with Expense management in Dynamics 365 Project Operations at Microsoft Curriculum
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
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
Evaluate policies by using Audit workbench cases
Set up mileage expense options
Intercompany expenses
Personal expenses on an expense report
Set up credit card transaction processing and import credit transactions
Expense receipt processing
VAT recovery
Check your knowledge
Summary
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
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
Work with Expense management in Dynamics 365 Project Operations at Microsoft Entry Requirements
- Basic knowledge of expense management processes.General knowledge of how to navigate Dynamics 365 Project Operations.
- Not mentioned
Work with Expense management in Dynamics 365 Project Operations at Microsoft Admission Process
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Work with Expense management in Dynamics 365 Project Operations