We need to provide functionality for our field Sales people to submit monthly expenses for reimbursement. These are day-to-day business expenses like the following: Phone Bills, Mileage, Clerical expenses, Printer cartridges, etc. Each Sales person has a designated limit that they can submit each quarter and each year – based on the size of their Sales territory. So a traditional expense reimbursement package likely won't fit the bill without a good amount of customization.
Has anyone used Dynamics CRM for expense submissions and approvals? Since our Sales people are in CRM on a daily basis, it seems there could be some benefit to having this information in CRM: we could display status information on a dashboard, provide a future Power App, etc. Is this a stretch since outside of the connection to an employee in CRM, there aren't any ties to CRM entities that would necessitate building this functionality into CRM? The alternative we are looking at is a homegrown Web application – with a link to this application from CRM.
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