Microsoft Dynamics 365 | OCR Mobile App Automation in Business Central (Demo)
Capturing and Processing Invoices Efficiently with OCR Integration
In this demonstration, I’ll guide you through the efficient use of the Dynamics 365 mobile app to capture invoice data seamlessly and accelerate your accounts payable (AP) invoice processing. Let’s explore the process step by step.
This is my Dynamics 365 Business Central mobile app. As I scroll down, you’ll notice the option to create incoming documents directly from the camera on my device. Let’s leverage this feature. After taking a picture, it automatically uploads to Business Central, and from there, we’ll send it to the OCR processor.
In the Business Central Role Center, navigate to Incoming Documents, where the recently captured image is visible. To send it to the OCR processor, go to Actions, then select Send to OCR Service. Once completed, let’s check the OCR processor’s status.
Access the OCR processor directly from the Business Central Role Center. Here, you can see the received image. I’ll make a few adjustments, such as removing unnecessary fields. Additionally, I’ll train the OCR processor by identifying relevant columns like article number, description, quantity, unit price, and extended amount.
With the OCR processor trained, it automatically populates the line items. Now, let’s check the progress in the Incoming Documents section. Business Central will run a process to fetch the invoice from the OCR processor.
Upon verification, the invoice is successfully created in the Incoming Documents. Checking its status, we find that the purchase invoice is ready to go. It includes line items, GL account selections, and the attached image.
This concludes the process—using the mobile app for Business Central to capture an invoice, integrate OCR processing, and seamlessly convert it into an accounts payable invoice. After a quick verification and OCR training, the information flows back to Business Central, resulting in a ready-to-post AP invoice