Session

Customizing Invoice Capture: Making Out-of-the-Box Work for You

This session explores how to extend and customize Dynamics 365 Invoice Capture to better support real-world business requirements. While Invoice Capture provides strong out-of-the-box functionality, many organizations benefit from tailoring it to their specific processes and data needs.

Attendees will learn how to customize Invoice Capture using custom AI models and custom fields, configure targeted views to improve usability, and adapt the solution for more complex invoice scenarios. The session will also cover how to modify and enhance the out-of-the-box Power Automate workflows that drive Invoice Capture, allowing teams to automate approvals, validations, and downstream financial processes more effectively.

Through practical examples and implementation insights, this session will help Power Platform and Dynamics 365 professionals understand how to make Invoice Capture more flexible, scalable, and aligned with their organization’s financial operations.

Emma Schueler

Microsoft Implementation Consultant at Crowe

Chicago, Illinois, United States

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