Set up and use Intelligent OCR for vendor invoices in Dynamics 365 Finance
Note
You may experience partial outages in labs that use the finance and operations apps virtual machine. We are working on fixing it and ask for your patience.
Optical character recognition (OCR) is a technology that enables organizations to automate data extraction from scanned documents or images. You can convert text from the source document to machine-readable data within Dynamics 365 Finance.
Learning objectives
In this module, you will:
- Set up optical character recognition (OCR) in Dynamics 365 Finance.
- Manage parameters that are specific to OCR in Accounts payable.
- Manage Workflow editor to allow invoice automation processes.
Prerequisites
- General knowledge of accounts payable procedures
- General knowledge of vendor invoicing procedures
- Connection to an external provider of OCR