I would like to know if anyone has already implemented OCR directly in Dynamics 365 Finance

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Posted on 14 Mar 2025 11:47:46 by TD-03091249-0

Hello, guys!

Today my boss asked me to find a way to make this feature work in our client's Dynamics 365 Finance and Operations.
[Set up and use Intelligent OCR for vendor invoices in Dynamics 365 Finance]

https://learn.microsoft.com/en-us/training/modules/ocr-vendor-invoices-finance/

However, what I was able to find on the internet were only ways to bring the information via Power Platform or some other program.
I would like to know if anyone has already implemented OCR directly in Dynamics 365 Finance.

I already thank you in advance for any help provided.

Obs: sorry for bad English

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Dynamics 365 Finance

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Jonas "Jones" Melgaard 2,921 Super User 2025 Season 1 on 14 Mar 2025 at 18:54:23

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I would like to know if anyone has already implemented OCR directly in Dynamics 365 Finance

Not to derail this thread, but the link you mentioned specified that there is no OCR software, that you need to provide yourself.

Otherwise we would not have had to have invested in OCR reading services at work (-;
Ramesh Kumar 914 on 14 Mar 2025 at 18:38:00

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I would like to know if anyone has already implemented OCR directly in Dynamics 365 Finance

This will be helpful think for you to understand.

https://learn.microsoft.com/en-us/training/modules/ocr-vendor-invoices-finance/

Thanks

Ramesh
Jonas "Jones" Melgaard 2,921 Super User 2025 Season 1 on 14 Mar 2025 at 16:11:59

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I would like to know if anyone has already implemented OCR directly in Dynamics 365 Finance

@Ramesh what do you have in mind?

There is OCR of receipts in expense management, but not vendor invoices.
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Ramesh Kumar 914 on 14 Mar 2025 at 15:52:57

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I would like to know if anyone has already implemented OCR directly in Dynamics 365 Finance

I don't think so we have OCR in F&O. its always out of box solution

Thanks

Ramesh

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TD-03091249-0 12 on 14 Mar 2025 at 13:09:23

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I would like to know if anyone has already implemented OCR directly in Dynamics 365 Finance

Thanks for your time, Jones!

I appreciate it.
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Jonas "Jones" Melgaard 2,921 Super User 2025 Season 1 on 14 Mar 2025 at 12:39:33

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I would like to know if anyone has already implemented OCR directly in Dynamics 365 Finance

There is no such feature strictly inside F&O, and I don't recall anyone providing a solution without external components.

However, Microsoft provides a product that's on the side of Dynamics called Invoice Capture that can perform OCR of invoices.
Here is a tech-talk about it: https://www.youtube.com/watch?v=ICh5MxGVTgA&t=1241s

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I would like to know if anyone has already implemented OCR directly in Dynamics 365 Finance

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