Overview

I have recently deployed the Invoice Capture OCR app to a number of different environments and for a number of different projects, and in the process have documented the simplified steps required with screenshots, which I use ahead of the official documentation.

This guide is a quick step-by-step to deploy Invoice Capture OCR based on my notes, and is a supplement to the main installation documentation which can be found here: Install Invoice Capture

Prerequisites

  • D365 Finance instance, with the Invoice Capture feature enabled
  • Integrated Power Platform environment deployed
  • Finance and Operations Virtual Entity Installed on the environment

Ensure Invoice Capture Feature is Enabled

The feature Invoice capture for Dynamics 365 Finance is on by default, so it is unlikely you will need to enable it. To check, in D365 Finance, head to the Feature Management workspace, at Workspaces->Feature management

Under the tab All, search for Invoice capture

Feature management workspace

Ensure Finance and Operation Virtual Entity is Installed

From the Power Platform admin centre, under Environments, open detailed view.

Environment detailed view

From the Environment details page, open Dynamics 365 Apps.

Dynamics 365 Apps

Under the list of installed apps, search for Finance and Operations Virtual Entity.

Finance and Operarions Virtual Entity

The app enables virtual entities which are used by the Invoice Capture app to access real time data in D365 Finance.

If the app is not installed, it can be installed from App Source here:

Finance and Operations Virtual Entity

Invoice Capture Installation

Invoice Capture can be installed from App Source here: Invoice Capture for Dynamics 365 Finance

Invoice Capture on App Source

Click on Free Trial to install, it is actually the full version.

Invoice Capture Redirect

Clicking Free Trial redirects you back to the Power Platform Admin Center, where you can select the environment to install the Invoice Capture app components. Select the environment you are installing to in click Install.

Invoice Capture Install Environments

The Invoice Capture app will be installing on the selected environment for a few minutes.

Invoice Capture Installing

Once complete, the Invoice Capture app will appear as installed.

Invoice Capture Installed

Everything required is now installed. There are other configurations required, for example to enable legal entities, in the Invoice Capture app and in D365 Finance.

There are also 2 new roles created in Power Platform Admin Center as part of the installation.

Invoice Capture Roles

Apply the Accounts Payable Admin Role to any consultant who needs to configure and administer the Invoice Capture app, apply the Accounts Payable Clerk Role to your end users.

Summary

This guide covers all the required steps to install the Invoice Capture for Dynamics 365 Finance app, and once complete the app is ready to configure and start utilising OCR to automatically import Accounts Payable invoices.