Automate document processing into Microsoft Dynamics 365
Automate exporting data from your documents into Microsoft Dynamics 365 by integrating the Affinda Platform with your Microsoft Dynamics 365 account. Achieve straight-through processing by eliminating manual data entry for good.
Get data from your documents into Microsoft Dynamics 365
Supplier invoices
Automatically extract supplier invoice data into Dynamics 365 Finance to create vendor invoices, validate line items, check for duplicates and accelerate your accounts payable process.
Purchase order matching
Match supplier invoice data against open purchase orders in Dynamics 365 to validate quantities, prices and line items - flagging discrepancies for review and preventing overpayments before they happen.
Sales orders
Convert customer purchase orders into sales orders in Dynamics 365 Sales automatically by extracting order details, line items and amounts - accelerating fulfillment and improving customer response times.
Expense claims
Extract receipt and expense form data into Dynamics 365 to automatically create compliant expense claims with employee details, merchant information and categorized amounts - speeding up reimbursements and strengthening policy compliance.
How to automate document processing into Microsoft Dynamics 365
Affinda processes your documents in the background and sends data straight into Microsoft Dynamics 365.Automatically send your documents to Affinda
Upload, email or integrate your documents as soon as you receive them.AI agents extract and validate key data fields
Affinda's AI agents extract and transform your data with superior accuracy, thanks to advanced contextual understanding and machine validation.See your data appear in Microsoft Dynamics 365
Affinda sends your data straight into Microsoft Dynamics 365, automatically populating all the extracted data fields.Extract any information from any document, fast
Create models in seconds
Upload a claims document and the Affinda Platform will predict the fields you need – like claimant details, policy number, incident date, totals and line items – so you can automate claims document processing in just a few clicks.
Validate and transform data
The platform checks extracted claims data against your business rules and transforms it into a format your claims management system expects. That way, it’s ready for workflows like coverage checks, reserving, routing and settlement.
Apply your business logic
Use natural language to write validation rules that match your claims workflows, for example: flag missing fields; check policy numbers match correct formats; validate that document dates are within ranges; check financial consistency, such as line items summing correctly to totals.Pathway 1: Use the Agent
Create integrations fast, even if you’re not a developer. Choose from 2800+ business systems and describe how you want your claims document processing workflow to connect, using natural language. The Agent will generate the code to make it happen.Pathway 2: Write your own code
Easily connect Affinda Platform to your claims stack using our client libraries and APIs. Automatically generate type-safe Pydantic models or TypeScript interfaces tailored to your claims documents, so extracted fields map cleanly into your workflows.
No need to talk to sales. Get started now
Sign up for free
Sign up and configure your custom extraction model.Set up your integration
The Agent works like your own developer - describe how you want data exported, and it builds the integration for you.Start processing
Send your files to Affinda and watch as the data automatically populates into your downstream system.Automating their document processes with AI
Combine the best of artificial and human intelligence
Frequently asked questions
Does Affinda integrate with Microsoft Dynamics 365?
Yes. Affinda's integration with Microsoft Dynamics 365 connects your document processing directly to your ERP workflows. It automatically extracts, validates and syncs data from invoices, purchase orders, sales orders and expense claims straight into Dynamics 365 Finance, Sales and Supply Chain Management. With Affinda, you can process transactions faster, eliminate manual data entry and maintain complete control over your business data through a single, automated workflow.
How does the Affinda-Microsoft Dynamics 365 integration work?
The integration works in three simple steps. First, send your documents to Affinda via email, direct upload or API connection. Affinda's AI agents then extract structured data - supplier details, invoice numbers, line items, dates, amounts and more - from any document format or layout.
Once extracted and validated, the data automatically flows into the appropriate Dynamics 365 module. Supplier invoices become vendor invoices in Dynamics 365 Finance. Customer purchase orders transform into sales orders in Dynamics 365 Sales. Receipts turn into expense claims ready for approval.
You can configure validation rules and workflows to match your business logic - like auto-approving invoices under a certain threshold or flagging mismatches for review before they enter your system.
What types of documents can Affinda process and send to Microsoft Dynamics 365?
Affinda processes any document type relevant to your Dynamics 365 workflows, including:
- Supplier invoices and purchase orders
- Receipts and expense forms
- Sales orders and customer purchase orders
- Contracts and supplier statements
Whether your documents are digital PDFs or scanned images, Affinda's advanced OCR and AI-powered parsing handle them all - achieving over 99% accuracy across formats, layouts and languages.
Do I need to manually upload files to Microsoft Dynamics 365?
No. Affinda fully automates document ingestion through our APIs. You have three ways to get documents to Affinda:
- Upload documents directly to your Affinda workspace
- Forward documents via email manually or configure automatic forwarding
- Integrate your document source through API or cloud storage connections
Once received, Affinda extracts and validates your data automatically, then sends it straight to Microsoft Dynamics 365 - no manual file handling required.
Can I define my own validation and business rules?
Yes. Affinda lets you define custom validation rules in natural language before data enters Dynamics 365.
You can configure rules to:
- Check for duplicate invoices before creating vendor records
- Validate invoice amounts against purchase order thresholds
- Ensure expense claims comply with company spending policies
- Flag mismatched line items for review
These checks ensure only accurate, compliant data flows into your Dynamics 365 Finance, Sales and Supply Chain modules.
Can Affinda handle bulk invoice uploads for Microsoft Dynamics 365?
Yes. Affinda's platform is built to handle volume. Whether you're processing 20 invoices a month or thousands daily, Affinda supports bulk uploads and automated processing at scale.
This makes it ideal for accounts payable teams, finance departments and enterprise organizations managing high volumes of supplier documents into Dynamics 365 Finance.
How fast can I get started with the Microsoft Dynamics 365 integration?
You can start processing documents into Dynamics 365 in minutes. Affinda's flexible integration lets you:
- Connect securely to your Dynamics 365 environment
- Map document fields to Finance, Sales or Supply Chain Management entities (like vendor invoices, sales orders or expense claims)
- Begin automating document processing immediately
For enterprise teams, Affinda provides API access and advanced customization options - allowing you to configure validation rules, define custom workflows and scale your document processing across multiple Dynamics 365 modules.
Is my financial data secure when using Affinda with Microsoft Dynamics 365?
Absolutely. Affinda follows security standards including ISO 27001:2022, SOC 2 and GDPR for security and compliance. Data is encrypted in transit and at rest, with strict role-based access controls and full audit logging. You can also select region-specific data storage to meet your organization's compliance and data residency requirements.
What are the main benefits of integrating Affinda with Microsoft Dynamics 365?
By integrating Affinda with Microsoft Dynamics 365, you can:
- Eliminate manual data entry and reduce errors across Finance, Sales and Supply Chain modules
- Accelerate accounts payable, order processing and expense reimbursements
- Prevent overpayments with automated purchase order matching and duplicate detection
- Improve compliance and auditability with built-in validation rules
- Achieve straight-through processing from document receipt to system entry