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Microsoft Dynamics AX (Archived)
Answered

Expense Management features and limitations

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Help me know Expense Management in Dynamics 365 features and limitations. 

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Anubha Gaur,

    Please have a look at the following website, which gives you a first impression

    docs.microsoft.com/.../plan-expense-management

    Best regards,

    Ludwig

  • Community Member Profile Picture
    on at

    Is there any documentation around user setup requirements?  I am specifically wondering about organization users that don't have a D365 user account but would need to use expense management.  

  • Verified answer
    André Arnaud de Calavon Profile Picture
    304,116 Super User 2026 Season 1 on at

    Hi Ryan,

    To be able use expense management, the persons need to be setup as user and as worker in D365. So, they would need a D365 account. The license type required for expense management features is a team user.

  • Community Member Profile Picture
    on at

    Great thank you!

    Ryan

  • Verified answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Ryan,

    If your questions have been answered please be so kind and mark the answer as verified to let also other community members know what helped you to fix this issue.

    Many thanks and best regards,

    Ludwig

  • Community Member Profile Picture
    on at

    Hi Ludwig,

    I don't have a link to the right asking if this answered my question.  Is it because Andre didn't check the 'suggested answer' box  when he wrote his answer?

    Andre, if that is the case can you edit your post and check the suggested answer box?  Then I will mark yes that it answered my question.

    Thanks,

    Ryan

  • André Arnaud de Calavon Profile Picture
    304,116 Super User 2026 Season 1 on at

    Ryan was not able to mark the answer himself because he is not the original person posted this question.

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