Show me my money! Configure the new D365 Expense Mobile App

Dynamics 365 Finance

The article discusses the replacement solution for the D365 Expenses Mobile Workspace in Microsoft Dynamics 365 Finance and Operations (F&O).
The replacement solution is the D365 Expense management mobile app, which is a pre-built canvas app that integrates with F&O using virtual entities on Dataverse.
The app has been in public preview since mid-2023 and is expected to be generally available since late 2023.
It is worth clarifying that a D365 Project Operations install is not a prerequisite for this solution, despite some documentation suggesting otherwise.
The article provides setup instructions for the app, including system prerequisites such as specific system versions and the presence of a Dataverse environment linked to the F&O instance.
Users of the app must exist as F&O users, have a worker party association, and a default legal entity specified.
The article also explains how to enable code components for Canvas Apps, install the D365 Expense mobile app from App Source, and refresh virtual entities in Dataverse.
The final steps involve granting access to the app and sharing it with users, as well as assigning the 'Basic User' and 'Expense Mobile User' security roles in Power Platform Admin Centre.

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