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Less document entry

Example workflow · Scoped to your business

Invoice and order automation for Dynamics 365 Finance & Operations

Here is how an invoice or order workflow can work: read the document, check the details, and ask a person to approve the result before creating a record in Dynamics 365 Finance & Operations. We agree on supported documents and connections before a pilot begins.

AI-generated illustration of a hand aligning papers in a cyan document tray.
AI-generated illustration. Human review stays central to document intake.

From an incoming document to an approved record.

01

Receive

A document arrives by email, upload, or an agreed connection.

02

Read

Extract the details your team needs, including items and amounts.

03

Check

Flag missing details, possible duplicates, and mismatches.

04

Approve

A person reviews the proposal and approves the next step.

05

Record

Create the approved record and keep a record of the checks.

Technical details: document types, checks, and Microsoft connections
Phase 1 · Source to pay

Supplier Invoice Intake

Receive invoices through Outlook, Salesforce, SharePoint, portal upload, or API. Reuse Dynamics 365 Invoice Capture where supported, then route duplicates, mismatches, and low-confidence fields for review.

  • PDF, scans, images, Excel, CSV, XML, and JSON
  • Vendor, PO, receipt, tax, currency, and line matching
  • Verification and approval before the native Finance invoice process
Phase 1 · Order to cash

Customer Order Intake

Convert customer purchase orders and order requests into proposed sales orders. Validate the customer, product, price, inventory rules, dates, and legal entity before submission.

  • Email body, attachments, Salesforce files, and APIs
  • Customer, product, agreement, pricing, and line matching
  • Approval-gated, idempotent sales-order creation
Start with one document type

Choose the document that creates the most repetitive work. We’ll discuss the checks, approvals, and connections a useful pilot would need.

Discuss your document workflow ↓

Before a pilot

Agree on the rules before connecting systems.

Scope one document type and a manageable set of suppliers or customers. Compare results with the existing process before extending coverage.

What do we agree during scoping?

Document formats and volumes, authorized sources, field mappings, matching rules, review thresholds, approvals, access, licences, cost, and measures of success. Possible sources include Outlook, Salesforce, SharePoint, OneDrive, uploads, and APIs; actual connections and formats are agreed for your pilot.

Does it write to the ERP without review?

No. Low-confidence fields, mismatches, policy exceptions, and duplicate risks enter human review. Approved, validated drafts follow governed workflows, with approval and submission evidence retained.

Does it require Intelligent Order Management?

No. The workflow has no Dynamics 365 Intelligent Order Management dependency.

Architecture detail

Azure is the runtime authority; Dynamics 365 Finance & Operations remains the ERP system of record. Dataverse holds workflow, evidence, and configuration. Power Apps supports review; Power Automate routes approvals.