Dynamics 365 document automation for distributors

For distributors, bulk customer POs with many SKUs and supplier invoices that must match receipts arrive nonstop and get keyed line by line before anything ships. DynamoDocs captures each of those documents from a monitored mailbox or upload, reads every field with AI (no per-vendor template), codes it to the right SKU, unit of measure, and warehouse, and posts it into Dynamics 365 through the Dynamics 365 REST/OData API. Connects through the Dynamics 365 Finance & Supply Chain OData API. Clean documents post automatically; only exceptions reach a person, so orders ship on time and supplier bills reconcile against receipts.

It becomes a purchase or sales order in Dynamics 365, coded to the right SKU, unit of measure, and warehouse, with header and line-item fields validated before anything posts. Posts vendor invoices, sales orders, and sales quotations. A visual field-mapping engine shapes the record into exactly what Dynamics 365 expects, so nothing is retyped and nothing posts half-filled.

Yes, that is the point. Each document is coded to the right SKU, unit of measure, and warehouse from your rules and vendor or customer history, so records arrive in Dynamics 365 already coded instead of waiting on a clerk. Anything that fails a rule is flagged field-by-field for a quick fix, which keeps Dynamics 365 clean and orders ship on time and supplier bills reconcile against receipts.

Purchase orders become a purchase or sales order and RFQs become a sales quotation in Dynamics 365, with every line, bulk customer POs with many SKUs included, read and validated first. Maps to your legal entity, financial dimensions, and item numbers.

Keying one document into Dynamics 365 typically takes 5–10 minutes and costs $2–$6 in labor, before the cost of fixing mis-coded SKU, unit of measure, and warehouse. DynamoDocs does it in seconds and only flags exceptions, which commonly cuts document-handling labor by 80–95% while orders ship on time and supplier bills reconcile against receipts.