Sr. Software Engineer - Power Automate (Desktop & cloud) Job

Experience

Required: 3-5 years

Current Solution Overview

Existing Automation

The current invoice processing solution is automated using Power Automate Desktop, Power Automate Cloud Flows, and an AI Document Processing Model.

Existing Process Flow

• Vendors send invoices through email
• The bot monitors the mailbox and downloads invoice attachments
• Invoices are received from 11 different vendors, each having different invoice formats/templates
• An AI model extracts key invoice details such as: Vendor details, Invoice Number, Invoice Date, Purchase Order (PO) Number, Invoice Amount, Line Item Information
• Extracted data is stored in a SharePoint List for tracking
• The bot reads the extracted data from SharePoint
• Using UI automation, the bot logs into the AX Windows application
• Invoice details are entered into AX and the invoice creation/posting process is completed
• Processing status is updated for monitoring and reporting

Business Requirements for D365

The business wants to eliminate the dependency on:

• AX Windows application
• Power Automate Desktop UI automation
• SharePoint-based intermediate processing

Move to a D365 Invoice Capture based solution.

D365 Tasks

• Vendor invoices are received through configured intake channels such as Email
• D365 Invoice Capture automatically imports and processes incoming invoices
• AI-powered extraction captures invoice header and line-item details
• Extracted data is validated within D365 Invoice Capture
• Purchase Order matching and business rule validations are performed directly in D365
• Validated invoices are automatically created as Vendor Invoices in D365 Finance
• Invoice approval, processing, and posting are managed within D365 without any UI automation
• Users can track and monitor invoice status directly from D365 Finance

Required D365 Skills

• Microsoft Dynamics 365 Finance
• D365 Invoice Capture Setup & Configuration
• D365 Finance Integration