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MICROSOFT DYNAMICS 365 INTEGRATION

AP Automation for Microsoft D365

 

Integrating systems delivers deep functionality and real efficiency gains in invoice processing and payment, providing management greater visibility and control across operations

Unlock true AP Automation with
RapidAP & Dynamics 365

Seamless integration with your system

 

RapidAP integrates quickly and smoothly with Dynamics 365 to provide you complete, endtoend accounts payable automation to meet current and future business needs. 

An integrated solution

 

RapidAP captures and digitises data from invoices sent via email using world-leading Optical Character Recognition (OCR) technology. It then validates this data before passing it to Dynamics 365 for straight-through processing, or to trigger Dynamics’ in-built invoice approval workflow.  

FAQs

What is Dynamics 365

Dynamics 365 is a modern, flexible cloud-based business applications platform that combines Enterprise Resource Planning with Customer Relationship Management. Naturally, it integrates seamlessly with Microsoft’s other business and productivity applications to offer a unified platform and a consistent user-experience. 

What can RapidAP offer Dynamics 365 users?

RapidAP’s uses world-leading, AI-enabled OCR technology to achieve a data extraction rate of over 90% from invoices received via email. It then performs compliance checks on this data to validate it before sending it to Dynamics 365 for invoice processing and payment. This means accounts payable officers do not need to manually enter payables information into the finance system.

As a specialist accounts payable solution, RapidAP offers an integrated invoice receiver’s PEPPOL access point, if required, so you can receive and process PEPPOL e-invoices. It also has a highly configurable business rules engine that can take care of your invoice processing needs. This may be important to you if you have a complex organisational structure or business requirements that are not adequately met through a generic solution.

RapidAP offers a modular end-to-end accounts payable solution. Users can select the functionality they require to meet their specific business requirements.

How does RapidAP work with Dynamics 365’s invoice processing capabilities?

RapidAP has a flexible, modular structure. This means you can avoid any unnecessary duplication by selecting the functionality you require to fully automate accounts payable. For example, if you’re using Dynamics 365’s invoice processing workflows, you may want to add on an external OCR to extract and validate data from incoming PDF invoices (or other file types).

RapidAP’s sophisticated OCR enables you to fully automate the processing of invoices received by email as there is no need to manually run compliance checks on them or enter these payables into the finance system. RapidAP has an extraction success rate of over 90%, making the solution highly effective and efficient, while also delivering significant cost savings to your business versus time-consuming manual work.

As a specialist end-to-end accounts payable solution, RapidAP can receive PEPPOL e-invoices. It also offers its own in-built approval workflows for PEPPOL e-invoices and traditional invoice formats, before integrating with Dynamics 365 for invoice posting and payment.

How does RapidAP integrate with Dynamics 365?

RapidAP integrates seamlessly with Dynamics 365 through OData and REST APIs so you can leverage the capabilities of Dynamics 365, while gaining additional functionality to meet business needs.  

Efficiency Leaders can use a range of integration methods to connect RapidAP with different systems, as required. These include connecting to REST and SOAP endpoints, SFTP data exchange, CSV file exports, as well as direct connections to databases using stored procedures. 

What does integration involve?

Integration involves establishing connections between software interfaces to allow them to share data. It’s also about ensuring the structure and data fields in both systems match, so data can flow across all inter-connected systems. Synchronisation between systems upholds data integrity, improves operational efficiency, and gives management a real-time view of the business.

How do you ensure succesful systems integration?

For each deployment, Efficiency Leaders writes a detailed Scope and Requirements document and an Integration Specification document. This enables both parties to agree on the solution design and the integration method, providing assurance and attributing accountability for deliverables.

Testing is an important part of the integration process. Efficiency Leaders uses actual supplier invoices to validate RapidAP’s automated workflows are effective, and that data is passed smoothly to Dynamics 365 for the next stage in the accounts payable process.

RapidAP has integrated with almost all ERP systems – including Dynamics 365 – many times over. As a result, integration can be completed quickly (usually in a day or two), helping to yield a return on investment as soon as possible.

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