Dynamics 365 Business Central: Expense Agent - Use assigned projects only in the web app

🚨 The Signal: Dynamics 365 Business Central's Expense Agent web app now restricts project selection to only those projects a user is explicitly assigned to. This reduces the risk of incorrect expense allocation and improves data integrity.

The Impact

Expense submitters are affected, reducing the risk of misallocating expenses to incorrect projects.

• Expense submitters: Reduced risk of selecting incorrect projects for expense entries.
• Finance teams: Improved accuracy of project cost allocation and reporting.
• Auditors: Enhanced confidence in the integrity of expense data linked to projects.

The Action

1. Review existing Dynamics 365 Business Central resource assignments for projects to ensure accuracy.
2. Communicate the change to users who submit expenses, explaining the new filtered project lists.

Domain: Other · Impact: low · Workload: Other