Expense Agents in Dynamics 365 FO
Expense Agents in Dynamics 365 FO Expense management is one module in Dynamics that I know Microsoft has been doing a lot of improvements on, from introducing OCR to read receipts and create expense lines to automatic settlement of workspace using the Expense management reimagined. In this post, I just want to do an overview of how the Expense agents works. Although there are limitations which range from several factors: like receipt quality, technical glitches that may still require human intervention. The Expense Agent automates the end-to-end expense management process by using intelligent workflows to handle receipt processing, expense line creation, and report generation. Its functionalities can be summarised as below: Receipt Processing - Focus on Efficiency (Direct and Active) Receipt processing is streamlined and automatic. Users simply forward receipts to a shared mailbox or upload them directly into the finance and operations apps. The system the...