Session

Intelligent Automation: Elevating Document Management with AI and Dynamics 365

Automatically process documents with AI Builder, Power Automate, and Microsoft Dynamics 365 Business Central. In this session, we'll explore how AI Builder's form processing capabilities can help you quickly and accurately extract key information from documents and seamlessly integrate that data into Business Central. Attendees will learn how easy it can be to train an AI model to read documents, understand the steps to set up an automated document processing workflow, and see a demonstration of the AI Builder connector that extracts data and prepares it for use in Business Central in real time. If your organization receives a high volume of printed or scanned documents, this session will showcase how AI can minimize manual data entry and accelerate your processes.

Learning Objectives:

1) Understand how to train an AI model using the point-and-click interface in AI Builder to extract fields from documents

2) Learn how to set up a flow in Power Automate that calls the AI model to process documents and integrate the extracted data into Business Central via the AI Builder connector

3) See a demo of the AI Builder custom processing model in action and how it can automatically synchronize with Business Central using Power Automate

Kevin Liebergen

Manager/Technical Architect

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