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Installing and Configuring Dynamics 365 Expense Management Mobile App

Dynamics 365 Expense Management Mobile App
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Introduction

In the fast-paced business world, managing expenses efficiently is crucial for the success of any organization. Dynamics 365 Expense Management provides a comprehensive solution to streamline the expense reporting process, and with the mobile app, employees can easily submit expenses on the go. In this article, we will guide you through the installation and configuration of the Dynamics 365 Expense Management mobile app.

To effectively utilize the Dynamics 365 Expense Management mobile app, your Microsoft Dynamics 365 Finance environment must meet specific criteria outlined below. Follow these steps to ensure a seamless integration and configuration process.

1.    System Requirements

To run the Dynamics 365 Expense Management mobile app, make sure your Microsoft Dynamics 365 Finance version is at least one of the following, with the latest quality update (QU) or a later version:

  • 10.0.37 – 10.0.1725.80 or later
  • 10.0.38 – 10.0.1777.28 or later

2. Set Up Dataverse for Dynamics 365 Finance

For a successful integration, your Dynamics 365 Finance environment must be connected to a Dataverse environment. If Dataverse is not configured, refer to the guidelines provided in the Enable Power Platform Integration documentation.

When creating the Dataverse environment for app installation, ensure Dynamics 365 apps are enabled.

3. Enable Users in Dynamics 365 Finance

To grant access to the Dynamics 365 Expense Management mobile app, follow these steps within Dynamics 365 Finance:

1. Navigate to System administration > Users > Users.

2. Select the desired user.

3. In the Person field, associate the user with the corresponding employee. Ensure the employee is linked to the default legal entity mapped to the user.

4. Assign the Employee role to the user.

5. Open User Options to access default settings. On the Preferences tab, set up the Default company for the user.

4. Enable Code Components for Canvas App

After enabling the Dynamics 365 Expense Management mobile app in Dynamics 365 Finance, activate the necessary code components for localization controls. This step is crucial for displaying localized labels on the app and should be performed before installing the mobile app.

1. Visit Admin center in Power Platform

2. On the left pane, select Environments, select the environment where you want to enable this feature, and then select Settings.

3. Expand Product and select Features.

4. From the list of available features, turn on Power Apps component framework for canvas apps, and then select Save.

5. Install the Dynamics 365 Expense Management Mobile App in Dataverse

Follow these steps to install the mobile app in your Dataverse environment:

1. Visit AppSource and navigate to the Dynamics 365 Expense Management Mobile Application.

2. Select “Get it now.”

3. Choose the environment where you want to install the app and click “Install.”

4. After successful installation, find Dynamics 365 Expense Management Mobile listed as a solution on the Solutions tab in Power Apps.

6. Refresh Virtual Entities in Dataverse (Optional)

This step is optional but can be performed if data-related issues are encountered in the Mobile app screens. Virtual entities in Dataverse are automatically refreshed during the installation process.

7. Grant Access to the Mobile App in Dataverse

Once the mobile app solution is installed, share it with your users using the following steps:

  • Ensure relevant users are assigned the Basic user and Expense mobile user security roles in Dataverse. This allows them to create a connection for the custom connector.