AI Builder Text Recognition Expenses with Dynamics 365 FinOps
Sample PowerAutomate flows in order to create automatically Expenses in Dynamics 365 Finance and Operations with the AI Builder of the PowerPlatform.
1/ You will need a Trial or license of AI Builder
2/ Import also the Data Entity (IMPExpTransV2) in your Dynamics 365 FinOps DEV tenant & deploy it (.axpp file with Import Project wizard in Dynamics365 Visual Studio Addin - don't forget to change to your Model Solution)
3/ Import first the childflow
4/ Import the main flow AI Builder + change the URL of the last call at the end of the flow with the generated URL coming from the child flow before.
5/ See if you have a worker assigned in your Systemuser account in Dynamics365 FinOps, as well as a manager with HR module with job positions hierarchies.
6/ Test it with like the example of the expense attach in this github project.
DISCLAIMER : It's just a proof of concept, and don't use it (yet) in production environment. It's just a demonstration and you will need to change/improve based on the use case you want to achieve.
Improvements :
=> Ask for a project in the input of the Flow (if you want to have a relationshipt between a project in FinOps and the expense of the end user)
=> Detect automatically the category of the expense (at this time I put hard coded TEST)
=> Attach the expense with DocuRef entity after uploading in your sharepoint repository.
=> Improve the delimiter for the Transaction Date and Total Amount + Currency based on your template of expense in your country.
See the article on my blog for more details : https://www.powerazure365.com/blog-1/ai-builder-powerplatform-for-expense-management-in-dynamics-365-finance-and-operations