AP Automation in Dynamics 365 Finance and Supply Chain

As a solution architect, prospects and clients often ask me for ways to improve their Accounts Payable process.  They receive hundreds of invoices every month, and it can take considerable amount of time to enter all of the detail as well as attaching the invoice for reference during the approval process.  This is an area where we have often needed to bring in an ISV solution, but that could cause other issues.  Microsoft has been doing considerable work around automation for AP and they recently released a public preview of their Invoice Capture solution. I have had the opportunity to set this up in one of my test environments so I could get an idea of what they have to offer.  As we would expect, the Invoice Capture solution is built on the Power Platform.  It uses a model driven Power App along with Power Automate Flows to integrate with Dynamics 365 Finance.  However, since it is a solution, they have done much of the work for you, including creating the standard flows to load the

Dynamics 365 Finance & Operations Summit - April 8, 2022



I am excited to be presenting on Using Power Automate with Dynamics 365 F&O at the Dynamics 365 Finance & Operations Summit.  In my session, I will share several examples on how I have used Power Automate to address clients requirements.  This includes workflow around vendors and customers, using Power Automate with D365 workflow, and integrating Excel, OneDrive and F&O.

If you would like to take a look at my slides, they are available below.

Download my slides here 

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