April 14-17, 2024
Directions North America 2024
Sheraton San Diego Hotel & Marina
Directions NA 2024 was the largest yet, with a turnout of 1,286 attendees, of which 346 were first-timers. The event hosted 291 sessions and workshops for the attendees who represented 30 countries, 42 states and 6 Canadian provinces.
04-14-2024
Streamlining Invoice Processing with AI Builder and Dynamics 365
Automate accounts payable with AI Builder and Microsoft Dynamics 365 Business Central. In this session, we'll explore how AI Builder's form processing capabilities can help you quickly and accurately extract key information from supplier invoices and seamlessly integrate that data into Business Central. Attendees will learn how easy it can be to train an AI model to read invoices, understand the steps to set up an automated invoice processing workflow, and see a demonstration of the AI Builder connector that synchronizes invoice data with Business Central in real time. If your organization receives a high volume of printed or scanned invoices, this session will showcase how AI can minimize manual data entry and accelerate your AP processes.
Learning Objectives:
1) Understand how to train an AI model using the point-and-click interface in AI Builder to extract fields from supplier invoices
2) Learn how to set up a workflow in Power Automate that calls the AI model to process invoices and integrate the extracted data into Business Central via the AI Builder connector
3) See a demo of the AI Builder invoice processing model in action and how it automatically synchronizes with vendor records, item ledger entries, and new invoices in Business Central
Speakers:
Kevin Liebergen
Lead Consultant
Kevin is a member of the FORVIS Business Technology Solutions team, with more than 17 years of experience in the IT industry with a focus on software development. He has experience performing business needs analysis, developing software solutions, performing data integrations and migrations, and creating report and data analysis solutions. He worked on various systems including Microsoft Dynamics 365 CRM, BC, Salesforce.com, Peoplesoft, Dynamics AX, and others. He has also worked with various data integration tools including KingswaySoft, Scribe, MuleSoft, SmartConnect, and others. He holds several Microsoft certifications.
He is a Lead Consultant, providing technical designs and estimates of work. Kevin's project experience includes clients among various vertical industries including manufacturing, nonprofit, and healthcare. He also has 11 years of experience working as a software developer in the manufacturing industry for a packaging company.
Kevin is a graduate of Fox Valley Technical College, Appleton, Wisconsin, with two A.A.S. degrees: PC programming and database design, and website development and design. Kevin is working on a B.A.S. degree in organization leadership from UW - Green Bay with a graduation date of spring 2024.
Kevin Liebergen
Lead Consultant
Kevin is a member of the FORVIS Business Technology Solutions team, with more than 17 years of experience in the IT industry with a focus on software development. He has experience performing business needs analysis, developing software solutions, performing data integrations and migrations, and creating report and data analysis solutions. He worked on various systems including Microsoft Dynamics 365 CRM, BC, Salesforce.com, Peoplesoft, Dynamics AX, and others. He has also worked with various data integration tools including KingswaySoft, Scribe, MuleSoft, SmartConnect, and others. He holds several Microsoft certifications.
He is a Lead Consultant, providing technical designs and estimates of work. Kevin's project experience includes clients among various vertical industries including manufacturing, nonprofit, and healthcare. He also has 11 years of experience working as a software developer in the manufacturing industry for a packaging company.
Kevin is a graduate of Fox Valley Technical College, Appleton, Wisconsin, with two A.A.S. degrees: PC programming and database design, and website development and design. Kevin is working on a B.A.S. degree in organization leadership from UW - Green Bay with a graduation date of spring 2024.