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Has anyone created a Flow to import Vendor Invoice data into Dynamics 365 for Finance and Operations?

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Posted on by AXWorkflow

Hi,

I'm trying to see if there's anyway I can automate the import of vendor invoices into Dynamics 365 FO. I created a flow to import a file containing invoice data from Outlook and move it into OneDrive. I'm now trying to find a way to grab that file (package) and import it into D365. I don't see a template for these specific tasks and some of the tutorials I found don't seem to apply to the current version of Power Automate. Any guidance would be really appreciated!!!

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DCReina 107 on at

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@AXWorkflow ,

Have you stumbled upon this list of templates/ideas for D365 to Fin/Ops yet?

https://us.flow.microsoft.com/en-us/connectors/shared_dynamicsax/dynamics-365-for-fin-ops/

There are a few examples here that may/may not fit your scenario to get that file package file over to where it needs to be.

Please consider marking my answer as accepted if you have found it helpful!

Cheers,

DC

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AXWorkflow 8 on at

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Hi DCReina,
Thank you for the post. I did go through these templates but didn't see any that would necessarily do what I'm looking for. My plan was to add a recurring Data Management job in D365 FO and be able to pull the file from OneDrive but I have not been able to make that final connection...

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DCReina 107 on at

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@AXWorkflow

have you explored the Dual Write capabilities within CDS?

https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/dual-write/dual-write-overview

The reason I ask is that you could potentially create a Flow that would do the automatic creation of file to OneDrive, place it somewhere that makes sense within a D365 model driven app entity and then sync it across with Dual Write?

Just spitballing here since I'm not sure it's possible but wondered if you'd considered it...

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AXWorkflow 8 on at

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Hi DCReina,
I am not familiar with Dual Write. Do you know anyone that has used it in the past?
Also, are you familiar with any other option I can use to import invoice data on a schedule?
Thank you in advance.

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DCReina 107 on at

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@AXWorkflow

https://docs.microsoft.com/en-us/dynamics365/finance/accounts-payable/vendor-invoice-automation

I haven't personally used Dual Write as I'm largely focused on sales/marketing in my day job but I'm familiar enough with it to know that it offers a ton of capabilities that were previously unavailable.

Also, the article I posted may be of use to you? However, it's specific to vendor invoices so I'm not sure if that's what you are hoping for or if it's even close to a solution. 🙂

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AXWorkflow 8 on at

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@DCReina
I am using the tool described in the link, the only thing I'm missing is how to set up a recurring import from a source outside of D365.

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Community Power Pla... Microsoft Employee on at

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Hi @AXWorkflow,

AP Invoice Automation Using Power Platform - YouTube
Watch this video. This might help you.

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