D365 Invoice OCR Optimisation Workflow
Budget: €8 – €16,000 EUR
Objective
Implement an OCR and AI-based solution to automate the reception and registration of supplier invoices in Microsoft Dynamics 365 Finance & Operations (F&O).
The goal is to reduce manual errors, improve processing times, and ensure full traceability from invoice reception to accounting registration.
Functional Scope
The project includes two main phases:
Phase 1 – Non-PO Invoices (Cost Invoices)
• Validate the full end-to-end technical and functional flow.
• Configure the OCR solution for automatic reading, validation, and posting.
Phase 2 – PO Invoices
• Extend the OCR solution to include purchase order invoices.
• Integrate with purchase order and goods receipt matching processes.
Project Phases
1️⃣ Analysis & Design
• Review of current processes (no OCR solution implemented yet).
• Define target flow and functional mapping.
2️⃣ Development / Configuration
• Develop or configure workflows and OCR integrations.
• Perform unit testing and technical validations.
3️⃣ Comprehensive Testing
• Execute UAT (User Acceptance Testing) with key users.
• Document results and resolve incidents.
4️⃣ Training & Go Live
• Deliver user training sessions.
• Controlled go-live and post go-live stabilization phase
Additional Requirements
• Adherence to project timelines and quality standards (SLA).
• Delivery of full technical and functional documentation.
• Support commitment during the implementation phase.
• OCR benchmarking: hit rate, format coverage, and processing speed.
Desired Profile
• Proven experience in OCR projects integrated with Microsoft Dynamics 365 Finance & Operations (F&O).
• Knowledge of tools such as Microsoft Invoice Capture, AI Builder, ReadSoft, ABBYY FlexiCapture, or equivalent.
• Ability to manage the full implementation lifecycle (analysis, development, testing, training, support).
• Preferred experience with Power Platform / Power BI for reporting and KPI tracking (volume, aging, SLA, accuracy).
Expected Deliverables
• OCR solution configured and fully integrated with D365 F&O, meeting accuracy and performance benchmarks.
• Enhanced workflow with clear assignments, notifications, and error messages.
• Dashboard in D365 or Power BI showing queue, aging, SLA, and accuracy metrics (optional, to be evaluated).
• Knowledge transfer session and administration guide.
Additional Information
• sample invoices will be provided once the scope is agreed.
• Previous examples of similar projects will be highly valued.
Initial Deliverables Expected
1. Detailed technical proposal including recommended OCR technology, fixed price, and timeline.
2. Integration plan and roadmap (Proof of Concept → Pilot → Rollout).
3. Success indicators and measurement methodology.
⸻
Language: English /Spanish
Location: Remote (preferably Europe-based)
Start: Immediate
Estimated Duration: 1-5 weeks
Implement an OCR and AI-based solution to automate the reception and registration of supplier invoices in Microsoft Dynamics 365 Finance & Operations (F&O).
The goal is to reduce manual errors, improve processing times, and ensure full traceability from invoice reception to accounting registration.
Functional Scope
The project includes two main phases:
Phase 1 – Non-PO Invoices (Cost Invoices)
• Validate the full end-to-end technical and functional flow.
• Configure the OCR solution for automatic reading, validation, and posting.
Phase 2 – PO Invoices
• Extend the OCR solution to include purchase order invoices.
• Integrate with purchase order and goods receipt matching processes.
Project Phases
1️⃣ Analysis & Design
• Review of current processes (no OCR solution implemented yet).
• Define target flow and functional mapping.
2️⃣ Development / Configuration
• Develop or configure workflows and OCR integrations.
• Perform unit testing and technical validations.
3️⃣ Comprehensive Testing
• Execute UAT (User Acceptance Testing) with key users.
• Document results and resolve incidents.
4️⃣ Training & Go Live
• Deliver user training sessions.
• Controlled go-live and post go-live stabilization phase
Additional Requirements
• Adherence to project timelines and quality standards (SLA).
• Delivery of full technical and functional documentation.
• Support commitment during the implementation phase.
• OCR benchmarking: hit rate, format coverage, and processing speed.
Desired Profile
• Proven experience in OCR projects integrated with Microsoft Dynamics 365 Finance & Operations (F&O).
• Knowledge of tools such as Microsoft Invoice Capture, AI Builder, ReadSoft, ABBYY FlexiCapture, or equivalent.
• Ability to manage the full implementation lifecycle (analysis, development, testing, training, support).
• Preferred experience with Power Platform / Power BI for reporting and KPI tracking (volume, aging, SLA, accuracy).
Expected Deliverables
• OCR solution configured and fully integrated with D365 F&O, meeting accuracy and performance benchmarks.
• Enhanced workflow with clear assignments, notifications, and error messages.
• Dashboard in D365 or Power BI showing queue, aging, SLA, and accuracy metrics (optional, to be evaluated).
• Knowledge transfer session and administration guide.
Additional Information
• sample invoices will be provided once the scope is agreed.
• Previous examples of similar projects will be highly valued.
Initial Deliverables Expected
1. Detailed technical proposal including recommended OCR technology, fixed price, and timeline.
2. Integration plan and roadmap (Proof of Concept → Pilot → Rollout).
3. Success indicators and measurement methodology.
⸻
Language: English /Spanish
Location: Remote (preferably Europe-based)
Start: Immediate
Estimated Duration: 1-5 weeks