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Editing Data from Dynamics 365 Invoice Capture Before Importing into FSCM

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Hello everyone,

I am currently working with Dynamics 365 Invoice Capture and have a question regarding data processing and integration. Alongside Invoice Capture, we are considering integrating Power Automate to enhance our data processing capabilities. Is it possible to edit the data extracted by Invoice Capture before it is imported into Dynamics 365 Finance and Operations? Specifically, I am interested in knowing whether it is possible to manipulate the data for accounting purposes or make other adjustments outside of FSCM, potentially using Power Automate to capture additional data or automate certain processes.

Any insights, experiences, or recommendations regarding the integration of Invoice Capture with Power Automate and the pre-import editing of data would be greatly appreciated.

Thank you in advance!

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Ramit Paul 22,797 Most Valuable Professional on at

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Hi,

As per my view, the standard solution works based on triggered based and if system is able to capture everything from invoice copy, it should send/transfer the data to Dynamics by power automate flow.

So for your case I don't see you will be able to manipulate the data before sending, however you can use the AI BUILDER solution to create your own solution as per your need.

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MuthukumaranAX 2,903 on at

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In my experience with Invoice capture, you can manipulate the data in Invoice capture but you can do certain modification in D365 by writing extension class (which is better as you will avoid unwanted API calls using Power Automate).

If you still need more information on this, please share the actual scenario.

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Community member 4 on at

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In our client's setup, they are processing 50,000 incoming invoices from 2,500 creditors.
Only around 20% of these invoices are directly linked to purchase orders. A significant aspect of the workflow involves various employees reviewing, account assignment, and approving these invoices before they are entered into Dynamics 365. They definitely do not want the employees to carry out the reviewing, account assignment, and approvingin Dynamics.

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