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Finance | Project Operations, Human Resources, ...
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I would like to know if anyone has already implemented OCR directly in Dynamics 365 Finance

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Posted on by 19
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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  • Verified answer
    Jonas "Jones" Melgaard Profile Picture
    4,930 Most Valuable Professional on at
    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
     
  • TD-03091249-0 Profile Picture
    19 on at
    Thanks for your time, Jones! 
    I appreciate it.
  • Verified answer
    Ramesh Kumar Profile Picture
    7,527 Super User 2025 Season 2 on at
    I don't think so we have OCR in F&O. its always out of box solution
     
    Thanks
    Ramesh
     
    If this was helpful, please check the "Does this answer your question?" box and mark it as verified.
  • Jonas "Jones" Melgaard Profile Picture
    4,930 Most Valuable Professional on at
    @Ramesh what do you have in mind?
    There is OCR of receipts in expense management, but not vendor invoices.
  • Ramesh Kumar Profile Picture
    7,527 Super User 2025 Season 2 on at
    This will be helpful think for you to understand.
     
     
    Thanks
    Ramesh
  • Jonas "Jones" Melgaard Profile Picture
    4,930 Most Valuable Professional on at
    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 (-;
     
     
     
     
     

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