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Finance | Project Operations, Human Resources, ...
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Dynamics 365 Finance & Operations - Employee Services Portal

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Posted on by 425

Dear DFO Experts,

For Expense Management - are these functionalities available in client such as creation and approval of Expense Report, Cash Advance, Travel Request  are available in Employee Service Portal?  and also in Mobile Workspace?

What other modules in Dynamics 365 F&O are available in Employee Services Portal and Mobile Workspace?

Thank you.

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  • Suggested answer
    Christoph Thaler Profile Picture
    5,442 on at
    RE: Dynamics 365 Finance & Operations - Employee Services Portal

    Dear Pamski,

    Please find additional information here docs.microsoft.com/.../hr-employee-manager-self-service-overview.

    Regarding mobile app you can check docs.microsoft.com/.../mobile-app-home-page and subsequent pages.

  • pams.basilio Profile Picture
    425 on at
    Dynamics 365 Finance & Operations Employee Services Portal

    Dear DFO Experts,

    For Expense Management - are these functionalities available in client such as creation and approval of Expense Report, Cash Advance, Travel Request  are available in Employee Service Portal?  and also in Mobile Workspace?

    What other modules in Dynamics 365 F&O are available in Employee Services Portal and Mobile Workspace?

    Thank you.

  • Verified answer
    Rahul Mohta Profile Picture
    21,032 on at
    RE: Dynamics 365 Finance & Operations Employee Services Portal

    can easily get the mobile workspace  using gear symbol

    pastedimage1587965609692v1.png

    Some HR related work could be on employee portal like leaves, etc.

  • André Arnaud de Calavon Profile Picture
    299,704 Super User 2025 Season 2 on at
    RE: Dynamics 365 Finance & Operations Employee Services Portal

    Hi Pamski,

    Please don't duplicate your questions in multiple forums. You posted the exact same question here: community.dynamics.com/.../dynamics-365-finance-operations---employee-services-portal

    Your question is related to Dynamics 365 Finance. How can we keep track on status of your question if every volunteer or member is not seeing all replies?

  • André Arnaud de Calavon Profile Picture
    299,704 Super User 2025 Season 2 on at
    RE: Dynamics 365 Finance & Operations - Employee Services Portal

    I have joined your questions on the correct forum, so all replies are visible in one thread.

  • Guy Terry Profile Picture
    28,913 Moderator on at
    RE: Dynamics 365 Finance & Operations - Employee Services Portal

    Hi,

    There is a mobile app called Finance and Operations which gives you access to the Expense management workspace; it allows you to create and approve expense reports. This app also gives access to the Project time entry workspace. However, there is another app called Timesheet which I prefer for recording my timesheets.

     

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