Dynamics 365 Finance & Operations - Employee Services Portal

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Posted on by pams.basilio

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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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Christoph Thaler 5,442 on at

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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.

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pams.basilio 425 on at

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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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Rahul Mohta 21,032 on at

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can easily get the mobile workspace using gear symbol

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

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André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

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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?

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André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

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

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Guy Terry 28,924 Moderator on at

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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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