About the role
Requirement: Exp: 3-5 Yrs
Existing Automation :
The current invoice processing solution is automated using Power Automate Desktop, Power Automate Cloud Flows, and an AI Document Processing Model.
Existing Process Flow
- Vendors send invoices through email.
- The bot monitors the mailbox and downloads invoice attachments.
- Invoices are received from 11 different vendors, each having different invoice formats/templates.
- An AI model extracts key invoice details such as:
Vendor details, Invoice Number, Invoice Date, Purchase Order (PO) Number, Invoice Amount, Line Item Information - Extracted data is stored in a SharePoint List for tracking.
- The bot reads the extracted data from SharePoint.
- Using UI automation, the bot logs into the AX Windows application.
- Invoice details are entered into AX and the invoice creation/posting process is completed.
- Processing status is updated for monitoring and reporting.
Business Requirement for D365
The business wants to eliminate the dependency on:
- AX Windows application
- Power Automate Desktop UI automation
- SharePoint-based intermediate processing and move to a D365 Invoice Capture based solution.
D365 Task :
- Vendor invoices are received through configured intake channels such as Email.
- D365 Invoice Capture automatically imports and processes incoming invoices.
- AI-powered extraction captures invoice header and line-item details.
- Extracted data is validated within D365 Invoice Capture.
- Purchase Order matching and business rule validations are performed directly in D365.
- Validated invoices are automatically created as Vendor Invoices in D365 Finance.
- Invoice approval, processing, and posting are managed within D365 without any UI automation.
- Users can track and monitor invoice status directly from D365 Finance.
D365 Skills required :
Microsoft Dynamics 365 Finance
D365 Invoice Capture Setup & Configuration
D365 Finance Integration