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Process documents and send data to Dynamics 365 F&O

 With AI Builder, we can create a model which is trained to process data from documents.

I used it to process Vendor Invoices and save data in CDS and D365 F&O.


First, we need to create a model from AI Builder which processes a certain document format.

I picked a sample Vendor Invoice reports from DAT company and created a model.





This model can be used in PowerApp to scan the document and collect the data. On click on Submit button, the data is saved to CDS. 




Power Automate triggers the CDS to D365 F&O data flow and records are inserted in F&O.




The limitation of this approach is that one document can be scanned at a time. 
To overcome this, I created a Power Automate which is triggered when an email is received with 'Invoice' as a subject line.

The multiple attachments in the email are processed and data is sent to D365 F&O.






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