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The Expense Agent is an AI powered capability in Dynamics 365 that automates key steps in expense management—saving employees time and improving reporting accuracy. It analyzes receipts, extracts details, auto matches them with transactions, and can itemize complex receipts such as hotel stays. The agent can also generate expense reports on a scheduled basis and surface them to users for quick review and submission through Microsoft Teams or finance and operations apps.

In simple terms, the Expense Agent Install Wizard is a guided, one‑stop wizard that helps you set up add‑on agents quickly and consistently—significantly reducing the time and effort required to get started. What was previously a complex, multi‑step deployment is now fully streamlined into a single, easy‑to‑follow flow.

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