Navigating pitfalls while implementing Invoice Capture solution

Key Takeaways

[Music] [Music] good morning everyone and thank you all for joining us today my name is rash and I am the event planner for Microsoft reactor India the session will run over the next 60 Minutes including Q&A but before we begin today's session please take a moment to read our code of conduct we are all here to learn together so please be respectful of other people views understanding of differences being kind and considerate in the way you engage the chat section will be open throughout and we do encourage you all to participate so please feel free to drop all your questions in the chat section I would now like to welcome our speakers for today's session Rakesh and Muhammad Hamza Rakesh is a Senior Solutions architect with over 23 years years of experience in designing developing and managing Enterprise and Microsoft MVP in business applications and FastTrack recognized solution architect our next speaker Muhammad Hamza working as a technical consultant as a part of customer success architect team but for now let me bring both of the speakers into the stream and and here you go good morning to both of you and uh Welcome to our show um the stage is all yours I'll be at the backstage so just let me know if you need any help but yeah than thank you very much good hello everyone good morning everyone so today we are going to talk about our episode 3 so episode 3 is basically a topic where we are going to talk about understanding our learning on the implementation side of invoice capture in the previous two lessons or previous two episodes uh we learn a lot uh in the episode one we tried to cover uh the what is uh what is the entire journey of vendor invoice automation we also try to understand why the automate vendor invoices the need of the r we also talk about what does the invoice capture do as an automated AI enable tool for your vendor invoice Journey we also understood the how do you implement invoice capture right in terms of the installation challenges in terms of the configuration in terms of the Streamline your business process and so on so forth right we also talk about the the competitive Landscapes there are multiple isvs out there and how do you ensure that uh the isvs goes with invoice capture right so we also discuss at length in the episode one and towards the end we also had a detailed demo on the the Journey of uh the vendor invoice automations that was a quick recap of our first episode in this series of Zero to Hero invoice capture in the second episode uh we uh we actually de delve into the more understanding of the hands-on experience where we talk about the configuration piece of the invoice captured we also talked about the standard model versus the custom model and how do you ensure that in which scenario you need a custom model versus the standard invoice AI model we also understood the strategy uh between the AI model and the custom AI model in terms of the the cost benefit in terms of the long-term goal so on so forth right and towards end we also try to cover the the extension part or the customization part of the the invoice capture so that's how this episode two uh episode three which is today's topic where we are going to more focus on navigating the pitfalls while doing the implementation of the invoice cap this is nothing but our own journey of the implementation what we learn what kind of a challenges that we faced right so and we wanted to ensure that you learn from those our learning so that you know your journey of the implementation of invoice capture will be more smooth so in terms of agenda today we're going to first start with the real time challenges that we typically face when we receive the uh the bulk of invoices from your different vendors then we also going to talk about how the uh the versions that we received from Microsoft across the invoice capture and how do you ensure that you have to manage that realtime business challenges with these limitations and the version limitation that we received then we will also talk about the uh the standard model versus the custom AI model right where we will see how do you ensure which model to be prefer I think quite a bit of portion that we covered in episode uh two as well but today we are going to go into more detail to for that aspect then we'll talk about the uh the accuracy of the data mapping right when you have the mapping of the data fields across the standard and the custom model we would see how that accuracy to be maintained while doing that activity in the product then we'll also talk about the uh benefits of the migration tool where I have seen a many scenarios where the existing copies of invoices how do you migrate those copies of invoices what capability that invoice capture allow us to do that we will see that and towards the end we will also see the U the VW Channel which is nothing but the superpow for your implementations one single hub for all your queries doubts and everything right so I'm going to walk you through those uh Channel if you are not subscribed I would highly recommend you to subscribe to channel but we'll see where to start a journey and what kind of questions that you can go and ask in the yamar channel or the Via Channel okay and then we also covered the implementation guide what product ships what the product team ships and how to navigate to The implementation guide and so on and so forth and if there any questions we will try to address those questions uh towards end so that's pretty much uh we have set for our 45 minutes or 50 minute or so for today's talk and last 10 or 15 minutes we will try to see if there are any questions and we'll try to address those questions in terms of uh introductions about myself so my name is uh raakesh raakesh Z I'm Microsoft MVP as well as the FastTrack recognized solution architect in Dynamic 365 Erp I have been working since last close to 20 more than 20 years in this Erp did multiple implementation across the globe and invoice capture is one of them today I'm joined by uh my colleague uh Muhammad Hamza Khan who is going to cover our couple of topics that we are going to talk about today and more qu of the presentation slide Hamza would you like to introduce yourself thank you Rakesh and hello everyone I am Muhammad hamak Khan and I am a Dynamic c65 Technical and generative AI Enthusiast I'm working specifically on invoice capture for a past year like since the movement invoice capture you know came out I've been working on it diving deep into it and I believe now since it's been such a long time that even if you wake up someone in sleep and ask me something about in capture I should be able to give you a definitive answer regarding your capture So yeah thank you thank you ham for your introduction so now we'll move on to our first flight but before I go there U I would like to call out one of the important uh announcement is that probably I need to stop my camera due to the challenges and the bandwidth issue and uh I'll come back once I have the right bandwidth for this okay so in terms of our uh first point which we are going to cover the challenges face in real time implementations right every implementations come with a lot of challenges right and there is no surprise that any implementation without challenges that you're going to face but there are two particular challenges that I would like to call out in today's session and one of the cases I'm going to also discuss about the case study we will see in actions how do we manage uh the configurations uh to meet that the need of the customer uh request or the customer requirements by fulfilling that case study that's how I'm calling that as a case study might be helpful for you in your implementations so one of the aspect that I have learned when you have the invoice capture first of all Define your own strategy when you try to implement the invoice capture uh as an AI powered U automation tool for the scanning of the invoices from vendor side first of all you have to understand and learn the features that has been provided by invoice captur what it means that go through the uh the documentation as well as the implementation guide that has been shared by Microsoft understand what capability that Dynamics invoice capture allow you to perform right and then and try to map the vendor invoice as its process automation process with this uh particular invoice Capt solution and one of the benefit that I have seen there are many uncovered feature which might your customer is not currently being using because they're in completely into the manual processes that you can fully automated into this into and invoice capture Z another learning that I have seen with this approach for this tailor mod you can Define your own tailor made processes what it means is that say for example customer is currently being using any other isv solution for invoice capture but when it comes to the when it comes to the Dynamics that is Microsoft invoice capture piece you'll be able to you know compare what features that invoice capture provides out of the P versus the isv solution right and it also help you to define the aend to journey of your tailored made vendor invoice automation Journey right so that's how you have to focus on the learning of understanding the capture invoice capture capability and the features and try to map with the business processes sometimes you have to come up with your own standard operating processes as well because as the product evolving lot of things are coming up a lot of things are in there in the pipeline and if you define that road map that is eventually going to help your customer if you define the tailored made business process processes for vendor invoice automation right and with that I would like to call out one of the case study uh where I implemented this invoice capture uh solution right so where mean during the implementation uh we were able to you know simplify the business process with this approach for one of the retail CH outside the India uh geography and where we have learned the customer basically wanted to go with the uh concept of the procurement category they were receiving the invoices from a different vendors couple of invoices they were coming as a p as a as a inventory based item however the couple of invoices they were receiving from the procurement categories right and there was a lot of juggling between a thought process that how do you ensure that our product uh ensure the both the categories uh that is the procurement category based invoices as well the purchase order line which is inventory based invoices right so then that was a primary requirement from a customer and when we expect uh and they understood the requirement from customer the expectation from customer was pretty clear that the invoices should go maybe uh 99 to 100% in the system without any errors without having any kind of some sort of the test list operation they were expecting right so when we understood the product capability of the invoice capture uh we were able to explore that feature that Dynamics 365 invoice capture solution offers where we have configured the PO header lines the PO header template and that allows uh after the consultation with the definitely with the customer team and some sort of POC and all you could able to you know manage the situation where the PO headers were um were automatically automatically scanned by the copy of the invoice captures and then the lines will be automatically created we will seen that actions uh once I complete this presentation day where my colleague Hamza will try to explain what features that allow us to do that for this automation journey of particular case study that I just talked about then I'll move on to the next topic where uh very interesting one right how do you ensure the version limitation which translate into the realtime business challenges as I mentioned in the beginning of the session that this particular invoice capture is the Capt Solution that's been building on top of the model driven app the power apps right so it's it's changing Microsoft is collecting the information different customers partners and a community leaders and a community uh enthusastic like you where they're collecting feedback and they're building the capability on top of that there are multiple religiones happening right but I just wanted to call out the two aspects that I learn in the implementation one of the aspect is the constant currency code right so say for example you have the you have the different scenarios where the purchase ORD is being recorded into a multiple currency code right so as we speak invoice capture does support a single currency code right there are things in the road map we uh will'll get to know from Microsoft very soon that multiple currency factors and everything right but as we speak it does support the currency single currency code what it means that you have a either po lines all the PO lines those are associated with the only the one USD currency and if you have ero another currency you will not be able to segregate and scan that particular invoice automatically the manual intervention is required so keeping in mind that you have to have one single currency code attached to the lines although I do understand it's not the real life business scenario but yes you can go with some workaround to deal with this particular aspect of the constant currency code another aspect that the learning that I have seen is the uh single decimal separator right what it means that if you are dealing with a different vendors one of the vendor is coming from maybe us geography another vendors information coming from Euro geography but obvious there will be a two different separators in terms of the decimal separate Right One is using the dot another using the comma right so in that case as we speak invoice capture does support only one single decimal separate whether it's whether it's a standard AI model or whether it's a custom AI model whatever the we case that you would like to go with based on your business scenario just keeping in mind that you have to rely only one single decimal separate whether it's a DOT or comma there are there are few things that Microsoft is cooking in their kitchen probably we'll see we we'll see soon in upcoming releases but as we speak this is the option that Dynamics 365 invoice capture doeses offers another point that I wanted to just call out as part of this uh uh challenges or the learning that we have seen is a AI portion so think about a scenario you have two different scenario one of the scenario is where you have the invo you have the PO invoices that is coming from the vendors but at the same time the purchase ORD that you have recorded is not directly punched into the dynamic 365 is being recorded automatically by the third party uh integration so maybe third party generating and that information is being or any other applications being the PO purchase order po purchase headlines and we are just through the integration Channel we are recording the information into the Dynamics right so in that case when you receive the invoices from the uh from the vendor and you have the PO number that has been associated with the prefix for example po hyph 1 2 3 4 5 and when you receive the invoice you have seen a different prefix or maybe conation to the existing po as a prefix with a different one in that case your invoice capture will not be able to read that particular invoice automatically why because you haven't enabled the concept of the number sequence in the dynamic 365 finance and operation and invoice capture does look up for the uh the number sequence that you configure for an example in another scenario where you still imported record from integration Channel but you configur the you know the number sequences with proper prefix in that in that case invoice capture does have a capability where it removes the prefix and goes with the the number of that particular U the PO number and then that PO automatic that invoice or any kind of image that can be imported automatically without having any you know without having any kind of uh manual intervention okay and just a caution if this will not work if you're trying to import a PO from your uh from your exis number sequence it has to be you know uh turned on automatic so just try to make that particular uh note uh as we learn from this particular implementation process with that I'll take a pause and I would request uh my colleague uh Hamza to share his screen and talk about the core differences between the the standard versus custom model and how do you ensure in the product okay over to you Hamza yes hello everyone yeah so the thing uh let me start initially from where R has started so as rakash said right what we need to do is we need to tailor our business processes so what my client wanted or our client wanted was he wanted that all the invoices which are coming com from Dynamics they must have a procurement category okay so what would have been the process if we had gone through you know that process we had to go into invoice capture we had to go into system setups and within system setups we had to you know map a rule and within all those rules we had to manage some expense type we need to add the number of items and say after you know x amount of time they had to uh they had to map it the x amount of items today and then you know after uh one year or two year down the line then they also need to map it such that the accuracy remains 100% And that would have been a very manual and a very tedious process because say for example they have another criteria and that criteria was even before continuous learnings and I'm just schimming through all these topics because all of these have already been explained within you know the last two sessions so I'm just scaming through this what continuous learning does is uh continuous learning just you know say for example you have already implemented a solution and invoice capture says you know okay this was the wrong invoice and then you manually corrected it so the next time when you're going to do it you know it's automatically going to be a correct invoice based on what's the learning which has it has done on your past you know patterns okay I'm just skimming through all of this because we have already explained this now what my client wanted my client wanted that you know even from the start the moment the invoice capture solution is up and it's running there must be no errors so the continuous learning functionality although it should be there it you know it should not be at the Forefront it has to work in the background and it has to be very subtle you cannot you know use it as a main core feature it has to be very subtle so what we suggested to our client we suggested that instead of going to the procurement category the invoice lines and everything what they can do is um let me open an invoice and I'll tell you okay this is a cancelled invoice yes you know instead of reading all of the services and you know the cost of the various Services the unit price of the services what they can't read is they can just read the header okay so as soon as they have readed the headers what about the lines from where are the lines going to come we have mapped it over here so you go into you know uh Dynamics you open this up uh you go into modules again accounts payable and within accounts payable you go into accounts payable parameters okay and within parameters you can see vendors invoice automation over here you can see automatic lines creation for the imported invoices over here we have turn the toggle on to yes okay and within yes you have two options you can either take it from you know uh the product receipt or the product purchase order okay so the product receipt or the ordered quantity usually what happens is um when you have a product uh purchase order sometimes it's not received partially sometimes it's received you know um partially itself so it's either complete or partial but when you try to create s you know product receipt at that time uh your business process should be such that whatever product receipt you are going to create it should be of the product which you have you know already received it should not be a test based process it has to be you know uh a manual physical uh if it's a physical Goods then it has to be physical Goods if you have a Services then those Services should already been performed and it should already been done so that's how you have to tailor your business processes such that you know um the our product and the client's expectations match because in the end the client would have you know n numbers of expectations and we can only do n minus one so to remove that Delta of just one we need to you know make multiple changes and uh that's what Rakesh was trying to say uh from the first slide I hope um this might be clear I'm also watching um the live stream and I'm checking if there are any questions which you have you can just you know um upload it uh on the chat and I'll be watching it and I'll respond you uh you know as soon as I see this okay so now coming to the next version so the how does this version limitations worked I can also show you the constant currency code so what invoice you know whenever you upload your invoices right vsar invoice yes it's not going to take you know the unit price of RUP P 400 which we have uh shown over here right invoice capture uh as a you know as an completely integrated module within Dynamics 365 it takes the currency symbol from the purchase orders okay if if you're doing it for the purchase order if it's cost invoice then it will take it from over here but if it is for the purchase order then for the purchase order it's going to go to into your purchase order so let's go to our purchase order or much better I'll create one okay I'll create a new purchase order give it sometimes it's a trial environment and you know it will take some time yeah H there you got it click on a new purchase order as you can see this currency right this is from where it actually takes your currency code from uh here it does not take it from the invoice so whatever currency you have you know within your invoice if that does not matches you know the purchase orders then there is going to be a process Gap and we must ensure that this process Gap does not exist okay uh because if it does exist then you know our whole finances will get derailed similarly the case for a single decimal operator so um I'll show this within you know uh the custom option or how you create a custom uh solution so if you go within Solutions Now give me if you go within aiub yes this should would be the correct path and within aiub I do I should have a draft version right let's not make change to the public one let's make check for a draft one okay yes so say for example uh By the time oh this got finally loaded this say for example let's go back next is I need to add a new number field right and my number field is KN going to name total I have added a number field called total so now for the total I can only use it as a DOT separator or as a comma separator so oh within UK and USA what we use we generally use the dot separator okay but when you go to other European countries uh like Germany France what they use is they use comma as a decimal separator so you cannot have you know um both of them so this is something which you must you know take care uh while you're implementing the invoice capture solution that either it's going to work as a DOT or either it is going to work as a comma because in very Niche cases this might be a very important thing okay then coming to the AI portion so as you know you might uh you might already know our invoice capture solution within integrated within Dynamics it's an AI Erp okay so the secret source of all of this is say for example um you have your invoice okay um where's our invoice yes let's take this is this is let's make this our default example right so this is our invoice and over here as you can see the purchase number ISS 023 okay and you have created it within Dynamics using the Dynamics number sequence so uh for the number sequence part how you're going to do it you are going to go into its parameters and within parameters you can see the number sequence and within this number sequence um where is the number sequence for the purchase orders okay so the number sequence purchase order is going to be somewhere else but we'll take the vendor account number segment as a reference um I forgot the navigation for the purchase order number segments okay no worries so so over here as you can see this number sequence right if if your number sequence is not set to manual but before that let me explain what the secret Source was all about okay um going with the flow I forgot to explain the secret source okay now within this number sequence um purchase order number let's say my client like on the invoice the purchase order number comes as Hamza 0023 and when I have enabled the number sequence within Dynamics for the purchase orders and the number sequence is set to continuous it's not set to manual as you can see if it is set to manual it is not going to work will come to that part Le why it is not going to work how it is not going to work and everything if it is set to continuous and you have you know a specific format what invoice capture does dynamically is that it will remove that Hamza 0023 and it will take the purchase order which was set up you know using continuous number so for the continuous number you have set it to 000023 okay trip 0 and 23 was the purchase order number but on the invoice it was written Hamza 23 so it will dynamically remove that Hamza part or the suffix part and the prefix part uh from the purchase order and it will do it but the only condition is that the number sequence has to be generated within Dynamics it has to be continuous you cannot do something like that say for example you have imported your uh invoice purchase order numbers and then you are trying to you know to remove this minute slight change from the invoice and you have on uh the product then it is not going to work your purchase order number within the product and your purchase order number on the invoice should match if you are you know uh importing it or if you have set your uh the purchase ERS manually within Dynamics if that's the case then it's not going to work but say for example you have set it to continuous then that Delta of you know where it has a suffix and prefix that will automatically being removed from you know from a product and I believe that's a very very you know unique feature which a product has now coming to something which I recommend to everyone and I believe I have already said this within you know the last session but always prefer the standard model over the custom model for multiple reasons so you know the custom model does have its advantages and there are scenar areas where you have to use custom model you know the standard model is not going to work but when you go for a custom model right what's going to happen you have tagged it and you know everything is done but say for example you have received a new kind of invoice the invoice format is going to be new so what you need to do is you would go and then you would need to add those document through a new collection you need to make sure that you have a new collection and everything and then you also need to you know tag everything and after all the tagging is done and everything is done um okay I believe these are not tag I need to tag it but since this is uh what you canel save and close this I already have a publish model right let me show you the published one so if I go to the published one I'll edit this as a draft okay so what is going to happen is you would need to you know redo everything from the scratch again and sometimes or in many times what will happen is the accuracy of your model which you already have that is going to get reduced right I'll remove this document because we only require five so this is 6 one since this is not tagged I'll remove this as tag and I what I'll do is what is not there I'll just say it is not available in the document and we should be good with this right everything is what is not mapped the table is not M right so what I'll do is I'll see this table is not in the document and this tagging should be done still pending okay one item is remaining sub total I'll say I'll remove this tag I'll also remove this tag okay yes this should be Cod I'll save and close Okay as you can see my model now has an accuracy of 92 it's good but the movement I'll make some changes to it sometimes this accuracy may fall so when you go for a custom model and you make any single changes to it there's a high chance that it is going to impact your accuracy and today you are going to implement it what about two years down the line there are multiple things which may change two years down the line right you w you may or you may not be there to support the clients after 2 years so it's usually much better and highly recommended that you go for the standard model only within a minute case and I'll tell you what's the most important thing when you go for custom model is as of today until now if you need to have credit invoices like the invoices must be in credit so the numbers are going to be negative only and only in such scenarios you go for like you have to go for a custom model usually for most of the invoices standard model is sufficient and if you have a very you know very what you can unique invoices at that time you can also go for custom model but it's a global globalization and you know we don't have you know that many unique invoices where you need to go for a custom model there are scenarios there are you know um genuine use cases where you have to go for a custom model okay I just saw a comment that of Janet if my purchase what if my p number in invoice has a suffix of minus one how the invoice capture will capture only the p023 and not p231 so if you have a number sequence enabled to continuous right what invoice capture will see it will try to see you know how much accurately it can map your purchase orders okay so say for example um you give it you know this score um where is it let me show you you would have it given a score of confidence score right so if it is very confident um then what it will do is it will process it if it is not confident then for the first time your are purch order is going to fail but since you have enabled the continuous learning right this two both things are connected you know um simultaneously you have enabled the continuous learning use this continuous learning functionality as you're using the continuous learning functionality it you know invoice captures understands that that one is not important anymore it only needs to focus on this part and this is also they have also explained it very well within the implementation guide I I'll come to that implementation later Janet okay so they have explained it very well you know they have explained it and they have written it out and that is going to be anything which is written guys is definitely has a lot more what you can say it makes lot more sense and you have a lot more time then I'll be explaining it and I'll be taking you know a lot of time instead you'll just read this document out we'll come to this document later okay and where was I going before this question yes I was speaking about the custom model yes it's over here so your accuracy is going to reduce and for the credit invoice we have to go for the custom model because for the standard one it's still down the pipeline it will come but uh we don't know when it is going to come because understand guys our invo capture module that I believe it's been only an year and we are only at version 1.8 we are we have not you know made it to the version two so we are still at the first version there were multiple things which were you know which we have which Microsoft has imported directly within this one year there was within version 1.1 there were many things which were not there and now if you go it's a very stable product similarly um there's one thing which I forgot to mention and that is when you go for a custom model you miss out on a very important feature you miss out on a feature of you know of updating this kvps the key value PS when you go for a custom model what is going to happen is this option now it's not visible because it's still loading and it's a trial environment but this option is not going to be there when you go with the custom model what this option does is say for example um you have an invoice and within this invoice your invoice numbers is very unique okay it so you are able to map it on the fly on the go this on the Fly and on the go now will not seem you know see like much what you can also do this when you training the model right but when you have actually trained your model then you have to go back you have to add those fields and everything but when you go with this on the Fly and on the go right so um uh style then you can see let me derive and check and let me see which model I'm using okay so when you go with the standard this on the FL on the go right you don't have to do it even the client two years down the line they have an invoice they can map at themselves they don't need to you know have any technical expertise when they do it any any any business user or any accountant or any account clerk he himself can do it he himself herself and they can do it no no issues nothing okay now coming to data mapping so mapping is a very tedious process within the invoices but it's a very important that you map some of the fields manually instead of relying you need to do it automatically one of such cases is let me go to the setup okay within setups you have an option to manage your channel okay and even within channels what you can do is say for example you have um some part particular flow and within that particular flow for X legal entity this invoices are going to only come into this mailbox so for Hamza legal entity um it's only going to come into Dynamics mailbox okay Dynamics 365 that's the name of the mailbox so what I'll do is anything which flows from Dynamics mailbox to um invoice capture I'll map it over here I'll assign it a legal entity that it's only going to go to Hamza so now invoice capture does not have to you know use it comp it does not have to scan and then decide which legal entity has to go dynamically you have already pre-mapped it that's logged and anything which you know certainty is better then your probability okay so now it's very certain that you know your flow is going into Hamza legal entity it is not going to you know any other legal entity even by mistake or you know you don't need to rely on that continuous learning you don't need to rely on anything else it's going into Hamza legal entity that means it's going into Hamza legal entity so map it map it manually and similarly say for example you have a vendor um let me call my vendor what should I call it what should I call it yeah let me take an example of a car yeah let take the example of scod okay so if you go with scod right scod has that when you search for scod they had that special r on that logo or let's say the Jaguar's new logo okay so when you go with that Jaguar's new logo that's very different right sometimes what invoice capture is going to do is instead of taking the name of the vendor it takes Tak the name of the vendor from the logo itself on that logo one of the Jaguar's new logo the J is opposite there's a big slash and then you have a j okay so it's going to check it and that does not exist it's going to get confused what you need to do is you need to manually map it you know you go you'll manually map it into legal entities you'll manually map it uh go let me go here discard the changes okay you go into new and then you'll make a new name let's call it Jaguar Jag okay and then the description is going to be car when the company names contains J and j/ andj what you do is you copy whatever the name invoices when you are doing the testing or when you're doing the development of the invoice cap you copy all of this and then you paste it as it is and then you add a legal code manually such that whenever that vend is going to come it is going to be mapped to this okay and this you can also you know this is this feature of system setup system it's not going to be available to the clerk it's only being available to the AP admins and the it's not going to available to the account payable clerk so to the admin you can teach them or you can you know give them a knowledge KY session of how uh you know this is going to work a transfer session shall I say that yes this is how the flow is going to be this is how you have to set it man and it's very important because as I say say certainty is better than a probability so when it's going to be very certain that the next time this invoice is going to come it says okay j/j it directly needs to go to Jaguar the account number is going to be this it's going to be this legal entity so everything is going to be you know very subtle and everything is going to be very smooth now all the processes and everything which we are talking about right now when the product is actually been working all these process are going to go into the background you'll see directly that you know um Ino is going to come it is going to come into Dynamics this all this talks of process which we are doing now that's going to be eliminated from you know from the user he or she does not have to worry of what is going to happen Okay so I believe this is very important okay the vendor account number is going to be this and you know the legal entity number is going to be that and everything similarly say for example you have that vendor for two names two legal entity right so what you need to do is you say for this legal entity for Hamza legal entity when j/ when you see a vendor's name the j/j then the vendor account number is going to be this for Rakesh legal entity when you see j/j then the vendor account number can be different you can also map that so you know the invoice capture is not going to get confused or everything if you have manually mapped it it's very certain and that's how things are going to be okay so for the interest of time let me move far ahead okay yes um similarly you have a migration tool migration tool I believe Rakesh uh should have it on Yammer take it from Yammer what this migration tool is going to do this this migration Tool uh say for example whatever you have prepared during your development or during your testing phase all those data and all those continuous learning data and all you know everything which invoice capture has learned that learnings which also be implemented within production so when you deploy everything you don't have to start from scratch you can directly migrate it you don't need to worry about it okay you don't need to worry about that continu oh from you know all these learnings and all these steps and all this error correction which I have done within you know my testing environment and every other environment you you don't need to worry about that okay you can directly do it from the migration tool and also one last thing which I'll say is when you're going to migrate it right always export the mappings which you have done keep it somewhere else such that you know if anything thing or if you have any issues you'll have a safe copy of those axles because this thing this mapping you do it manually it's a very tedious process if you have less number of days you will have higher number of Team um you know if you know if by any chance you miss this mapping and you know you are unable to transport this mapping it it will you know it will have a huge impact on the timeline trust me guys it does have a huge impact on timeline and I'm speaking from experience uh yes and after this I believe raak should you know explain you all about yamar and what yamar is um over to you Rakesh thank you thank you Hamza for such a wonderful presentation and the slide that you covered I hope I hope the team is going to really learn from it and try to implement in their implementation process okay now let's understand uh the the our last slide where we're going to main focus on the the super power which we call as Microsoft vaa Channel forly known as yamar and the implementation cide right so when we start our implementation Journey right as I mentioned beginning of the call right we need to also understand what product features that Dynamics invoice capture as a solution offers right and often it is very important to understand do speech Fe and map it with the product processes or your custom processes that customer is using and try to see how you can liage that and come up with your P Gap analysis or for that matter come up with some sort of poc's and you know all those sort of things so there are two things uh that we learn a lot in our implementation one is a yamar channel second one is the the product team that has been connected with through the yamar channel so any questions that you try to share you can you know easily get the answer to it whether it's available in the product or some understanding app from your side or something is not there in the product and you wanted to see cover you know understand as a new future capability so that's the best opportunity for you to subscribe for this via Channel known as invoice capture I'll show in actions once we complete this presentation second I would highly recommend you try to share your experience uh through a different ch channels whether it's a community blogs or whether it's a community User Group sessions so on and so forth right so that others can also learn from your experience as this product evolving it is going to be beneficial for both the party right one definitely for product team from Microsoft side so that they will understand what the scenarios on the ground that we as the implementation partner is facing or customer is learning from it second the person like you as a implementation consultant right also learning a lot in terms of what capability can be configured so the return on the investment of that particular invoice captured as well as your end to endend you know the timelines for this invoice capture implementation can be reduced okay that's a ultimate goal by sharing a screen uh or the sharing your experience with the others right another point that I wanted to highlight that the implementation guide so any changes that happens to the product any versions uh Microsoft team from product team side they always try to update the the the pdf version of the implementation guide which not only talks about the installation piece but also does talk about bunch of scenarios bunch of configurations mechanisms and so forth so without much further delay I'll try to share my screen okay and then we will see that in action I hope my screen is now visible so when you loging into the Yammer right so this is the landing page this is a landing page where you would see a multiple channels and based on your interest and based on your you know the implementation challenges you can registered for it uh I registered for this particular one because uh I was going through initial lot of understanding Gap and what product offers and so on and so forth right so one of the Channel that I have subscribed for it which is the invoice capture for dynamic 365 Finance okay where you can have multiple options either you can raise the questions you can raise the P polls and Etc and within a few seconds a product team will try to you know address and also the the the community teams those who are really enthusastic people those are working and if they have fa any kind of a challenges you will see bunch of questions that has been asked and bunch of questions that have been addressed within a few seconds of time so I would highly recommend you to go through this Channel and try to stay ahead of what you're trying to achieve or try to stay ahead what Microsoft is publishing whether it's in private preview or public preview or any kind of features right so I would highly recommend to you know uh registered for it or or or subscribe for this Channel and uh leverage and enhance your learning as far as the invoice capture is concerned another point I just wanted to highlight is the implementation guide right so to to download the implementation guide you can navigate to the app source. microsoft.com uh look up for the tool called invoice captures when you find for invoice capture navigate to the tab called details and support and then then you will find the uh option called link for implementation guide when you click on this implementation guide the latest version that you would see one. A.O with some release numbers you'll find all the options that you want to do first of all start with the document history the release Noe entire installation piece a lot of uh the channels and the definition of the channels and how do you ensure including the security aspect also the configuration aspect which Hamza has covered in today's topic as well as the episode two uh and also it has a lot of options to define the mapping rules and everything right you can also see uh what information that you can leverage from the from the received file and the documentation file perspective as well as you'll also see a lot of information how do you see the side by side viewer for capturing the invoices your dimension into and I would say kind of a single stop for everything if you want to learn the in voice capture right so I would highly recommend you go through it and try to see what has been shipped into the multiple uh versions as well as the entire journey of invoice capture in fact it does have the capture it does captur uh the information of uh you know how do you import the solution how do you do the custom AI model and how do you extend the product right so I would again highly recommend you go through this download it whenever any announcement happens for the new releases you you would see that announcement is happening here on a platform on a invoice capture for Via Channel and then you can immediately download the file and understand what has been shipped by the so that you can you know start doing that analysis for your customer tailored made sort of information that you're working with the customer so um that's all for today uh I can see only one question from Janet which uh Hamza has already answered it I don't see any further questions I think uh we'll take a pause today and that's how our end of series Zero to Hero in invoice captured we would highly recommend you to uh look up for the uh the next announcement where we will publish all the episode uh on our YouTube channels as well as the Microsoft reactor YouTube channel as well as our LinkedIn handle that is mine and Hamza as well and happy to connect again if you have any questions any doubts happy to share our learnings with all of you so with that uh I'll take a pause Hamza would you like to say thanks to everyone hello Janet um yes you can have the implementation document uh but then uh if what you need to do is you need to go into app Source okay go to app Source click on this click on invoice search for invoice and with within invoice click on invoice capture for dynamic c65 Finance as soon as you're going to click it you can see it in the details and support link you can download it you can use it it's no issues I believe that should answer your question or you can always connect with us via LinkedIn we will share the link uh for the download and you can download it yeah even that works and thank you everyone thank you for your time and patience I believe this concludes our invo capture journey and thank you Microsoft reactor team Rakesh uh for collaborating with me and yes it was a wonderful time I enjoyed it I hope you also thank you yeah thank you than you for giving us an opportun bye thank you thank you thank you so much Rakesh and Mohammad thams up for hosting this session and thank you all for joining us today please visit Microsoft reactor website for more upcoming sessions also we would appreciate your feedback on today's session as it will help us to curate future session so please scan the QR code and do share your feedback today's event ID is 23862 thank you and enjoy the rest of your day thank you bye