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Dynamics 365 Finance

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Oct 30, 2024

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AI Summary

  • The article discusses how Invoice capture automates manual, time-consuming tasks in the accounts payable process using AI and ML technologies like OCR and RPA.
  • Pre-requisites for running the Invoice capture solution include installation in an integrated Power Platform environment, ensuring Finance and Operations virtual entity is installed, enabling the feature in D365, and assigning the InvoiceCaptureOperator role to users.
  • After installation, the setup involves configuring the AI Builder Model, enabling continuous learning, setting up the channel for file uploads, managing configuration groups, syncing legal entities and vendors, and optionally setting up mapping rules for legal entities, vendor accounts, items, and expense types.
  • A demo of the system showcases how non-PO vendor invoices can be processed using Invoice capture, with the system extracting essential data and transferring it to Dynamics 365 Finance for further processing.
  • The article provides a comprehensive guide on how to set up and utilize the Invoice capture solution effectively within the Dynamics 365 environment.

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