Automating Vendor Invoices in Dynamics 365 Finance with Intelligent OCR

Processing paper and digital vendor invoices manually is time-consuming and prone to costly data entry errors. Transitioning to automated data extraction helps accounts payable teams work faster, improve accuracy, and streamline financial operations. This text-based course guides you through the process of setting up and running Intelligent OCR (Optical Character Recognition) within Dynamics 365 Finance. You will transition from manual invoice handling to a modern, automated system that extracts critical document data with minimal human intervention. What you'll learn: - Understand the core concepts of optical character recognition and automated document processing - Configure the Intelligent OCR integration parameters within Dynamics 365 Finance - Map incoming vendor invoice fields to standard system tables for accurate data ingestion - Set up validation rules and exception handling workflows for low-confidence extractions - Monitor and audit the automated invoice processing pipeline to ensure data integrity - Apply best practices for managing diverse document formats, layouts, and image quality You will start with foundational definitions of automated document capture before moving step-by-step through configuration, mapping, and exception management. This course is designed for accounts payable professionals, financial analysts, and system administrators who are new to automated document processing in Dynamics 365 Finance. No prior OCR experience is required. Read through the structured lessons to modernize your financial workflows today.