Work with travel requisitions in Dynamics 365 Project Operations

Intermediate
Business User
Functional Consultant
Dynamics 365
Project Operations
Finance

Note

You may experience partial outages in labs that use the finance and operations apps virtual machine. We are working on fixing it and ask for your patience.

By using travel requisitions, your organization can ensure that travel expenses that are incurred for the business are authorized and follow organization policies, while also ensuring that budgets are maintained.

Learning objectives

In this module, you will:

  • Create a travel requisition.
  • Review travel requisition options.
  • Learn about the travel requisition approval process.

Prerequisites

  • Knowledge of how to navigate in the Expense management module in Dynamics 365 Project Operations
  • Knowledge of expense management processes