Dynamics 365 for manufacturers
Dynamics 365 document automation for manufacturers
DynamoDocs captures the raw-material and MRO supplier invoices, customer POs with dozens of part-level lines, and made-to-order RFQs that manufacturers deal with every day, reads them with AI, validates every field, and posts them into Dynamics 365. Your team reviews the exceptions instead of retyping each one.
30-minute session · run against your own Dynamics 365 document types · no commitment
The short version
DynamoDocs automates Dynamics 365 document entry for manufacturers. For manufacturers, supplier invoices for raw materials and MRO, customer purchase orders with long line-item grids, and RFQs that need fast, accurate quotes all arrive by email and get retyped by hand. DynamoDocs captures each document, AI reads and classifies it, codes it to GL account, department, and job or work order, validates it, and posts approved records into Dynamics 365 through the Dynamics 365 REST/OData API, so a mis-keyed part number never stalls a production run or a month-end close. Microsoft Dynamics 365 Finance & Supply Chain powers finance and operations for mid-market and enterprise organizations.
Dynamics 365 × Manufacturing
Dynamics 365 dimensions, handled for you
Dynamics 365 Finance & Supply Chain gives manufacturers real control through legal entities, financial dimensions, and item numbers. But each of those is another field AP has to get right on every vendor invoice, and getting one wrong quietly distorts a product cost.
DynamoDocs lifts that burden: it extracts the invoice, matches the vendor and each line to your D365 item numbers, applies the right financial dimensions from your rules, and posts a vendor invoice through the OData API. Raw-material purchase orders and customer orders travel the same path into purchase and sales orders. The dimensional rigor D365 demands stops being a data-entry tax and becomes an asset, because the coding is applied consistently the first time.
Where D365 manufacturers feel the pain most is inter-company and multi-legal-entity billing. DynamoDocs reads the entity off the document (or applies it from your rules) and routes each line to the correct legal entity and financial-dimension set, so a shared-services AP team stops re-keying the same vendor across three entities and reconciling the mismatches after the fact.
The mapping
How Manufacturing paperwork posts into Dynamics 365
Each document is coded to GL account, department, and job or work order and posted into Dynamics 365 as the right native record. Nothing gets dropped into a CSV to clean up later.
| What manufacturers send | Where it lands in Dynamics 365 |
|---|---|
| Multi-page supplier invoice with dozens of part-level lines | a vendor invoice, coded to GL account, department, and job or work order |
| Raw-material or MRO purchase order | a purchase or sales order, coded to GL account, department, and job or work order |
| Customer PO that has to become a production-ready order | a purchase or sales order, coded to GL account, department, and job or work order |
| Made-to-order RFQ needing a same-day quote | a sales quotation, coded to GL account, department, and job or work order |
| Freight or MRO bill coded to a cost center | a vendor invoice, coded to GL account, department, and job or work order |
| Made-to-order RFQ or request for pricing | a sales quotation in Dynamics 365 |
A worked example
Dynamics 365 for manufacturers, from inbox to posted record
Imagine a contract manufacturer running Dynamics 365 that receives a 40-line supplier invoice for steel and fasteners, the vendor uses its own abbreviated part codes. DynamoDocs picks it up from the monitored inbox (or a drag-and-drop upload), and AI reads every field and line, no template required. It is coded to GL account, department, and job or work order from your rules and vendor or customer history, then validated against totals, required fields, and your own checks. Anything that fails is flagged field-by-field for a quick review; everything clean posts straight into Dynamics 365 as a vendor invoice through the Dynamics 365 REST/OData API. Connects through the Dynamics 365 Finance & Supply Chain OData API. Your manufacturing team reviews the occasional exception instead of retyping the whole document, so a mis-keyed part number never stalls a production run or a month-end close.
Specific to Dynamics 365
How the Dynamics 365 connection works for manufacturers
Microsoft Dynamics 365 Finance & Supply Chain powers finance and operations for mid-market and enterprise organizations.
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.
Curious what this saves at your manufacturing volume on Dynamics 365? Model it on the savings calculator
Questions, answered
Dynamics 365 for Manufacturing FAQ
How does DynamoDocs handle manufacturing documents on Dynamics 365?
For manufacturers, supplier invoices for raw materials and MRO, customer purchase orders with long line-item grids, and RFQs that need fast, accurate quotes all arrive by email and get retyped by hand. 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 GL account, department, and job or work order, 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 a mis-keyed part number never stalls a production run or a month-end close.
How does a multi-page supplier invoice with dozens of part-level lines post into Dynamics 365?
It becomes a vendor invoice in Dynamics 365, coded to the right GL account, department, and job or work order, 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.
Can it keep our Dynamics 365 coding right for manufacturing?
Yes, that is the point. Each document is coded to the right GL account, department, and job or work order 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 a mis-keyed part number never stalls a production run or a month-end close.
How do purchase orders and RFQs from manufacturers post into Dynamics 365?
Purchase orders become a purchase or sales order and RFQs become a sales quotation in Dynamics 365, with every line, raw-material and MRO supplier invoices included, read and validated first. Maps to your legal entity, financial dimensions, and item numbers.
How much time and money does this save manufacturers on Dynamics 365?
Keying one document into Dynamics 365 typically takes 5–10 minutes and costs $2–$6 in labor, before the cost of fixing mis-coded GL account, department, and job or work order. DynamoDocs does it in seconds and only flags exceptions, which commonly cuts document-handling labor by 80–95% while a mis-keyed part number never stalls a production run or a month-end close.
See it run on your Manufacturing documents
Bring a real invoice, PO, or RFQ and watch it go from inbox to posted in Dynamics 365 in about 30 minutes.
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