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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Document Intake/Inbox ...
Customer experience | Sales, Customer Insights,...
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Document Intake/Inbox Solution

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Posted on by Carter Musick 5

Hi all,

A customer that we built a Dynamics 365 solution for (all custom entities) a while back has a request, and I thought I'd see if anyone knew of any solutions that might get us all or part of the way there. Basically they want something similar to Bill.com's document inbox feature. The gist is they want to receive documents into the system (email is probably ideal, but manual upload is probably ok) and while viewing that document, be able to create records based off of the information in the document, and automatically attach the document to the new record (or potentially an existing record). It would ideally be something that's pretty customizable (again, custom entities). We could probably put a solution together ourselves, but I figured it would be worth seeing if something maybe exists in AppSource (I didn't find anything).

Thanks,

Carter

  • Carter Musick Profile Picture
    Carter Musick 5 on at
    RE: Document Intake/Inbox Solution

    AI Builder is likely a little more expensive than we can justify for this client. Right now, I think our solution is likely going to be either:

    1. The Dynamics for Outlook App - most of these documents will be coming in through email, or we can get them there. Or if that doesn't work...

    2. A canvas app embedded in Dynamics (via an iFrame) with the pdf viewer widget using a process similar to this - powerusers.microsoft.com/.../104375

  • Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Document Intake/Inbox Solution

    Hi Carter,

    Not sure what type of documents they receive, but have you considered AI Builder to review the documents.

    If the documents they receive are standardized, maybe that would be a good fit.

    You can use SharePoint or Azure Blobs for uploads, and create Power Automate/Flow triggers on those actions.

    Hope this helps.

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