D365 F&O Integration Best Practices, Patterns and Anti-Patterns

Scenario # 6 - Automation of vendor invoices (inbound and outbound)

Customer wants end-to-end automation of vendor invoices (inbound or outbound)

Patterns

AP Automation - Inbound or Outbound

• Basic requirements
• Inbound - Build integration using provided OOB packages as per docs
• Outbound – Batched export / BYOD
• Power Automate + Azure Form Recognizer API + F&O connector
• Advanced requirements: Evaluate an ISV

Anti-Patterns

• Using Excel add-in