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Invoice Capture in Microsoft Dynamics 365 Finance and operations - Queries

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Posted on by SM-22041417-0

We are in the process of providing a POC to our client on OCR capabilities in Invoice capture (IC) solution in Microsoft Dynamics 365 F&O.

I have been configuring the system and scanning the invoices & noticed the issues as below-

Unable to sync all Vendors from a legal entity- We have synced a legal entity, but system is not syncing vendors beyond 999 counts in invoice capture solution. There are total 3329 vendors in 01 legal entity. Only 999 records are being synced. Unable to sync vendors individually or by selection.
Ability to select fixed asset related information i.e. Fixed asset group, book etc in Inv. capture solution at vendor invoice line level before its transferred to D365. Is it feasible?
How can we add more financial dimensions at invoice line level in IC solution? Currently we only get option to select from 3 financial dimensions i.e., Cost center, Dept & BU.
Ability to enter vendor invoice line data using excel add-in. For cases, where there are more than 100 lines on an invoice, I did not see any option to use excel-add in feature to quickly create lines data or a copy & paste functionality if all the lines contain same details with diff financial dimension combinations?
Mapping rules for items is not working.

Kindly note, in power platform admin center, my user is associated with below roles -

1) Accounts payable admin role

2) Accounts payable clerk role

3) Environment maker

4) System admin

in D365 - System admin & invoice capture operator role

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Dynamics 365 Finance

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Holly Huffman 6,554 Super User 2026 Season 1 on at

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Good morning, afternoon, or evening depending on your location!

Here’s a breakdown of the issues you’re facing with Invoice Capture in Microsoft Dynamics 365 Finance & Operations and potential solutions:

1. Vendor Sync Limitation (999 Records)

The Invoice Capture solution currently has a limitation where only 999 vendors are synced per legal entity.

Workaround:

Try batch processing to sync vendors in smaller groups.

Check if Power Automate flows can be used to sync vendors beyond the limit.

Verify if Azure Data Lake Storage is correctly configured, as it plays a role in data synchronization.

2. Fixed Asset Information at Vendor Invoice Line Level

Currently, Invoice Capture does not natively support selecting Fixed Asset Group, Book, etc. at the invoice line level before transferring to D365.

Possible Solution:

You may need to customize the AI model in Power Platform to recognize fixed asset-related fields.

Consider using manual review settings to allow users to enter fixed asset details before transfer.

3. Adding More Financial Dimensions

By default, Invoice Capture allows selection of Cost Center, Department, and Business Unit.

Expanding Financial Dimensions:

Check if custom AI models can be trained to recognize additional dimensions.

Explore Power Automate flows to map extra financial dimensions before transferring invoices to D365.

4. Excel Add-in for Vendor Invoice Line Data

Currently, Invoice Capture does not support Excel Add-in for bulk entry.

Alternative Approaches:

Use Power Apps or Power Automate to import invoice lines from Excel.

Consider Data Management Framework (DMF) for bulk uploads.

5. Mapping Rules for Items Not Working

If mapping rules are failing, check:

Whether the AI model is correctly trained to recognize item mappings.

If manual review settings are interfering with automatic mapping.

Ensure that invoice formats match the expected structure for mapping.

Next Steps

Review Power Platform admin settings to ensure correct permissions.

Check Microsoft Learn documentation on Invoice Capture for updates.

Hope this helps some!

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SM-23041116-0 3 on at

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Hi Holly

Thank you for providing a response. Could you please confirm if there will be any license requirement on top of what is received by the customer/tenant as default along with D365 Finance and SCM license? Do they need a power platform/app license per user accessing the solution?

Also, how we can we create custom AI models for invoice processing & use power automate flows with Invoice capture solution? Are there any tutorials?

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RaviN 43 on at

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@Holly Huffman, thanks for the response. I have a query re batch job for syncing vendors between D365 Finance and Invoice capture. where is the ability for us to setup a scheduled batch job. I find there is an option to sync vendors between the systems manually, as and when required-but not through batch-thanks

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Hardik Gupta 638 on at

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Hi,

These are some really valid points you've raised, and honestly quite common during an IC POC.

A few of these, vendor sync cap, limited financial dimensions, no bulk line entry, are product limitations at this stage rather than configuration gaps. Best to document them as honest findings in your POC rather than building workarounds that may not be sustainable long term.

IC shines for standard, high-volume touchless invoices, once complexity creeps in, it starts hitting its natural boundaries. Worth setting that context with your client upfront so expectations are aligned from the start.

On the mapping rules, this one is usually tied to data consistency on the D365 side, so checking your external item number setup would be a good first step.

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RaviN 43 on at

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@Hardik Gupta, sorry the response is not too clear for me. I want to know if there is really scheduled batch feature somewhere either in FinOps or in Invoice capture whereby we can sync the vendors without user intervention regularly. Can you help answer this please< thanks

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