Set up and use Intelligent OCR for vendor invoices in Dynamics 365 Finance

Intermediate
Functional Consultant
Business User
Dynamics 365
Finance
Finance and Operations

Optical character recognition (OCR) is a technology that enables organizations to automate data extraction from scanned documents or images. You can convert text from the source document to machine-readable data within Dynamics 365 Finance.

Learning objectives

In this module, you will:

  • Set up optical character recognition (OCR) in Dynamics 365 Finance.
  • Manage parameters that are specific to OCR in Accounts payable.
  • Manage Workflow editor to allow invoice automation processes.

Prerequisites

  • General knowledge of accounts payable procedures
  • General knowledge of vendor invoicing procedures
  • Connection to an external provider of OCR