In development MRC 573259

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

Expense Agent web app now uses dedicated resource assignments for projects to determine which projects are available to each user when they create or manage expense entries. Key capabilities include: You can assign dedicated resources (employees) to the whole project or to the sp

Dynamics 365 Business Central 03 Horizon04 Security08 Adoption05 GRC09 Work & Skills

DIGITAL SKILL WORKS LTD / 12 PANES

GA / disclosure December CY2026
Preview October CY2026
Platforms Web

What it is

Dynamics 365 Business Central: Expense Agent - Use assigned projects only in the web app is a Microsoft 365 roadmap item published via Microsoft Release Communications. Current status: In development.

What it does

Expense Agent web app now uses dedicated resource assignments for projects to determine which projects are available to each user when they create or manage expense entries. Key capabilities include: You can assign dedicated resources (employees) to the whole project or to the specific task. Display only projects or/and tasks where the user is assigned as a resource. Automatically filter project lists based on project-resource relationships. Reduce the risk of users selecting projects that aren't relevant to their role or assignments.

Why you should care

Board

Agents change operating risk. Ask for registry coverage and owner accountability first.

CISO

Treat agents as privileged actors: least privilege, owner, lifecycle, and audit before scale.

CFO

Map licence or consumption impact to the frozen value case; avoid seat spray.

Adoption

Pilot with a named cohort and measure changed work, not vanity clicks.

Suggested action

Wave 0 first: Security → GRC → Cost & Value → Licence → Adoption. Put this on the agent register with a named owner. Do not enable broadly until permissions, DLP, and reclaim rules exist.

12 Panes: 03 Horizon · 04 Security · 08 Adoption · 05 GRC · 09 Work & Skills

Communication needed

  • Security: Assess exposure, Conditional Access, and agent/tool permissions.
  • GRC: Update AI/agent register and evidence path; confirm DPIA triggers if personal data is in scope.
  • FinOps: Forecast seat or credit impact; align to frozen value case.
  • Adoption: Plan cohort messaging, clinics, and success measures.
  • Comms: One story for board and staff — what changes, what does not, who owns risk.

Benefits

  • May improve productivity on a specific Microsoft 365 surface when permissions and data quality allow.
  • Roadmap visibility helps Horizon planning without guessing dates.
  • Agents can automate multi-step work inside existing Microsoft 365 permissions.

Risks

  • Status and dates change; treat MRC as directional, not a contract.
  • Enabling without Steady controls can amplify overshare or cost leakage.
  • Agents act; over-privilege and ownerless agents create lasting exposure.
  • Preview or rolling features can change behaviour; fence exploration on Pane 12 Frontier.

Source

  • MRC id: 573259
  • Status: In development
  • Products: Dynamics 365 Business Central
  • GA / disclosure: December CY2026
  • Preview: October CY2026
  • Platforms: Web
  • Cloud instances: Worldwide (Standard Multi-Tenant)
  • moreInfoUrls: —
  • Open on Microsoft 365 Roadmap

Microsoft Release Communications / Microsoft 365 Roadmap (AI at Work). Content is subject to Microsoft API Terms of Use. Dates and status change; verify in the official roadmap before acting.

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