Dynamics Community Forum Thread Details

Expense Agent setup

Hi everyone,

I've been trying to set up the Expense Agent (Preview) in our Dynamics 365 Finance environment and ran into some issues that made me question whether this feature is actually supported for standalone D365 Finance (F&O) or only for Dynamics 365 Project Operations integrated with ERP.

**Our Setup:**
- Environment: Dynamics 365 Finance (F&O) version 10.0.47 (10.0.2527.116)
- Package: Copilot for Finance and Operations Apps v1.0.03410.2
- We have the Project Management and Accounting module enabled

**What we've done:**
- Successfully installed the msdyn_ExpenseAI solution
- Configured the Agent Deployment Tool
- The "Process Emails" flow works — receipts are captured from the shared mailbox
- The "Extract Unattached Receipt IDs for Copilot Invocation" flow runs successfully and receipts appear in F&O under Unattached Receipts
- However, the "Invoke Expense Agent for Receipt Processing" flow never triggers, and no expense lines are created

**What we noticed:**
- The Expense Agent documentation says "Applies to Dynamics 365 Project Operations Integrated with ERP"
- The Agent Deployment Tool also shows "Dynamics 365 Project Operations" as the product
- Four flows (Generate Expense Line, Get Expense Outlook Folder, Extract Unattached Receipt Output using Dataverse Plugin, Generate Expense Line Without Project ID) fail to activate due to a schema error related to the deprecated "item/itemizations" parameter

**My questions:**
1. Is the Expense Agent officially supported for standalone Dynamics 365 Finance (F&O), or is it exclusively for Project Operations?
2. If it's currently only available for Project Operations, is there a workaround to use it in a Finance-only environment?
3. Is there a roadmap to extend Expense Agent support to standalone D365 Finance in the near future?

Any guidance from the community or Microsoft team would be greatly appreciated!

Thank you.

Categories:

Dynamics 365 Project Operations

Dynamics 365 Finance

Hi,

Did you verify all pre-requisites and followed the deployment guide which you can find here? Set up the Expense Agent (preview) | Microsoft Learn

To answer your questions:

There are three deployment types for Project Operations: Core, Integrated with ERP and, for manufacturing. The core is Project Operations on the "CE" platform where the other two are a mix between the core, extended with features in Dynamics 365 F&O.
Expense management fully runs within Dynamics 365 F&O. This is the pre-requisite. There is no need to use the core, so you can use indeed F&O stand-alone for this agent. This is also stated in the documentation.

Note that the feature is currently in preview. Please verify if you completed all tasks for the installation and configuration of the agent.

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