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/cdxDynamics 365 Finance, Dynamics 365 Project Operationsexpense-agent-click-demo

Simulated ExperienceDynamics 365 Finance, Dynamics 365 Project OperationsLevel 100

Expense Agent - Click Demo

Part of the scenario: Project to Profit

The Expense Agent uses emailed receipts to gather expense information and draft reports, doing the heavy work so all project workers need to do is quickly review and submit. With the process sped up employees can be reimbursed faster and clients aren't surprised with expense invoices long after the fact Runs in a live demo tenant with realistic data — you try the real thing, not a slide deck.

Experience record
Product
Dynamics 365 Finance, Dynamics 365 Project Operations
Runs on
Dynamics 365 Finance and Operation
Type
Simulated Experience
Audience
Business Decision Maker
Level
Level 100
Duration
45 min
Published
2025-08-04
Updated
2026-07-20