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NewDynamics 365 Business Central · Expense Agent

Dynamics 365 Business Central: Expense Agent - Use assigned projects only in the web app

Expense Agent now filters available projects in the web app to display only those where the user is assigned as a dedicated resource, reducing incorrect project selection and improving task relevance visibility.

Microsoft's description

Expense Agent web app now uses dedicated resource assignments for projects to determine which projects are available to each user when they create or manage expense entries. Key capabilities include: You can assign dedicated resources (employees) to the whole project or to the specific task. Display only projects or/and tasks where the user is assigned as a resource. Automatically filter project lists based on project-resource relationships. Reduce the risk of users selecting projects that aren't relevant to their role or assignments.

View on Microsoft roadmap →