What problem does it solve? Filing expense reports in Dynamics 365 Finance & Operations involves repetitive UI navigation — creating a report, attaching corporate card charges, and setting approvers. This Skill automates that workflow through Playwright browser automation so the report is created and populated without manual clicking. ## Core Features & Use Cases - Automated Report Creation: Drives the D365 Expense workspace to create a new report, fill in description, and attach all open corporate card (Amex) transactions in one pass. - Approver Configuration: Sets interim and final approvers (with defaults like Maila Lee and Tarri Edmonson) and verifies the final approver field, which often defaults incorrectly. - Resilient UI Handling: Manages common D365 quirks such as session timeout dialogs, network reconnection prompts, and stalled processing spinners. - Use Case: After returning from a conference, ask your agent to create an expense report named "KubeCon NA 2026" — it attaches all Amex charges, sets approvers and cost center 10217334, then hands off so you can attach receipts and submit. ## Quick Start Ask your agent to create a D365 expense report with a report name, description, and approvers, for example: "Create an expense report called March misc with the default approvers."
