Dynamics 365 document automation
Stop keying documents into Dynamics 365
DynamoDocs captures your invoices, purchase orders, and RFQs from email or upload, reads them with AI, validates every field, and posts them into Dynamics 365. Your team reviews the exceptions instead of retyping every document.
30-minute session · run against your own Dynamics 365 document types · no commitment
The short version
DynamoDocs automates document data entry into Dynamics 365. Invoices, purchase orders, and requests-for-quote arrive by email or upload in any common format. AI reads and classifies each one, the data is checked automatically, and approved records are posted into Dynamics 365 through the Dynamics 365 REST/OData API. Microsoft Dynamics 365 Finance & Supply Chain powers finance and operations for mid-market and enterprise organizations.
The mapping
How your documents land in Dynamics 365
A point-and-click field mapper shapes each record into what Dynamics 365 expects, so there's no JSON to hand-edit.
Invoice →
Becomes a vendor invoice in Dynamics 365, with header and line items mapped and validated before posting.
Purchase order →
Becomes a purchase or sales order, with required fields enforced so nothing posts half-filled.
RFQ →
Becomes a sales quotation, ready for your team to act on without retyping.
Connection
DynamoDocs connects via the Dynamics 365 REST/OData API, tested live before saving and with credentials encrypted at rest.
Specific to Dynamics 365
How DynamoDocs fits Dynamics 365
OData/REST API
Connects through the Dynamics 365 Finance & Supply Chain OData API.
Native records
Posts vendor invoices, sales orders, and sales quotations.
Dimension-aware
Maps to your legal entity, financial dimensions, and item numbers.
The business case
What manual entry is costing you
Drag the sliders to model your own volume. Defaults are deliberately conservative.
Hours given back / month
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Estimated labor saved / year
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Before error-correction and faster close.
Manual touches eliminated / month
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Want this modeled on your real numbers? See it on your documents →
Built for Dynamics 365 teams
What people search for
DynamoDocs does each of these for Dynamics 365.
Config over code
Add a document type or field in Settings; the AI prompt and review screen update automatically. No redeploy.
Review only exceptions
Clean documents post to Dynamics 365 automatically; flagged ones land in a queue, each problem tied to the exact field.
Train on your documents
Upload a few real samples and the extractor learns your vendors' layouts before anything goes live.
Secure & isolated
One private instance per customer; credentials encrypted with AES-256-GCM and never shown to the browser.
Questions, answered
Dynamics 365 automation FAQ
Can DynamoDocs automate invoice entry into Dynamics 365?
Yes. DynamoDocs captures invoices from email or upload, extracts every field with AI, validates them, and posts each one into Dynamics 365 as a vendor invoice via the Dynamics 365 REST/OData API. People only review the exceptions.
Does it handle purchase orders and RFQs for Dynamics 365 too?
Yes. The same pipeline turns purchase orders into a purchase or sales order and requests-for-quote into a sales quotation in Dynamics 365. A visual field-mapping engine shapes each record into exactly what Dynamics 365 expects.
How does DynamoDocs connect to Dynamics 365?
Through the Dynamics 365 REST/OData API. The connection is tested against the live service before it's saved, and credentials are encrypted at rest and never shown back to the browser.
How much time and money does Dynamics 365 automation save?
Keying one document into Dynamics 365 typically takes 5–10 minutes and costs $2–$6 in labor. DynamoDocs does it in seconds and only flags exceptions for review, which commonly cuts document-handling labor by 80–95%.
Do we need a developer to set up Dynamics 365 automation?
No. Document types, fields, validation rules, and the Dynamics 365 field mappings are all configuration edited in a Settings UI, not custom code.
See it run against your Dynamics 365
Bring a real invoice, PO, or RFQ and watch it go from inbox to posted in Dynamics 365 in about 30 minutes. We'll work out what it saves you.
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