AP Automation for D365 Finance: Native Functionality vs. Advanced Embedded Solution

Microsoft has made meaningful investments in native AP automation within Dynamics 365 Finance, particularly with Invoice Capture and AI‑assisted data extraction. These capabilities are intentionally designed to reduce manual entry, improve accuracy, and demonstrate how AI can be embedded directly into core ERP workflows. However, Microsoft’s native functionality is best understood as a platform foundation, not an end‑to‑end AP automation solution. In this MSDW webinar, we’ll explore the key decision factors that CFOs and CIOs should consider when evaluating AP automation options in Dynamics 365 Finance and Operations.

Drawing on a combined 75+ years of experience in AP automation, our panelists will discuss practical considerations behind selecting the right approach for your business, including development requirements, invoice volumes, exception handling, process complexity, and approval workflows. From out-of-the-box tools to more advanced third-party solutions, understanding where standard functionality - and where additional capabilities may be needed - can have a major impact on efficiency, control, and scalability.

Key Webinar Takeaways:

• Deciding whether you should build vs. buy (built-in tools vs. advanced AP automation)
• Why flexible exception management matters as AP processes become more complex
• What to consider for complex automatic processing and higher invoice volumes
• How non-PO line attribution mapping can improve accuracy and efficiency
• Where AI coding and approval can support smarter invoice processing and workflows