NewDynamics 365 Field Service · Dynamics 365 Project Operations
Dynamics 365 Field Service: Capture project expenses directly from Field Service Work Orders
Technicians can now capture project expenses directly from Field Service Work Orders when Field Service and Project Operations integration is enabled, streamlining expense submission and improving financial tracking without requiring manual context switching between applications.
Microsoft's description
Technicians can create, update, and submit project-related expenses directly from a Work Order in Field Service web and mobile when the Field Service and Project Operations integration is enabled. Expenses remain connected to the related project and follow the standard Project Operations approval process, helping teams capture field costs with less context switching and better financial traceability.