Install the Invoice capture solution

Install the Invoice capture solution

Prerequisites
Ensure the Finance and Operation Virtual Entity is installed in the environment.
For Integrated Power Platform environment, the Finance and Operation virtual entity is by-default
installed.
To ensure the Finance and Operation virtual entity is installed in the environment, please go to Power
Platform admin center > Environment > Environment details form and click Resource > Dynamic 365 apps,
Finance and Operation Virtual Entity should be shown in the list with status Installed.

For the non-Integrated Power Platform environment, it requires:

1. Install Finance and Operation virtual entity first via steps:
a. Go to Power Platform admin center > Resources > Dynamics 365 apps, find “Finance and
Operations Virtual Entity”.
 b. Select the environment and accept the terms of service.
c. Click “Install” to install Finance and Operation virtual entity in the selected environment.
d. Please ensure the installation is complete.

2. Invoice capture officially supports the Integrated Power Platform environment. Before installation, Set
up the connection between the environment and Dynamics 365 Finance environment via steps:
a. Find the environment URL in Power Platform admin center > Environment > Environment details
form.

b. Replace the following <Environment URL> in the below URL and open the “Finance and Operation
Virtual Data Source configuration”.
 https://<Environment
URL>/main.aspx?cmdbar=true&forceUCI=1&navbar=off&pagetype=entityrecord&etn=msdyn_financ
eandoperationsvirtualentity&id=47c40dcb-35d6-e911-a95e-000d3a110bbd
c. Keep existing entries unchanged and fill the following fields.

• Dynamics 365 Finance URL – The URL of the Finance environment that you want to integrate
with.
• Tenant ID – The tenant ID for the Finance environment.
• Client ID – The Azure application ID that was registered.
• Client Secret – The client secret that was generated for the Azure application.

Note: For Integrated Power Platform environment, this step is still REQUIRED for current version, but
not needed in GA version.

Note
Invoice capture is supported on Dynamics 365 Finance version 10.0.31 and later.

How-To install Invoice capture

Go to AppSource, and select the link for the preview version of Dynamics 365 Invoice capture.
After the installation is completed, you will see the solution installed in the selected
environment in Power Apps.

Note:
Please go to Setup system > Manage legal entities and Manage vendors to check whether the entries
are synchronized from Dynamics 365 Finance in the list.

Upgrade the Invoice capture solution

When the new version is published, please go to Power Platform admin center > Environment >
Environment details form and click Resource > Dynamic 365 apps, Invoice Capture within Dynamics 365
Finance will be shown in the list with status Upgrade available. Admin can do the update by clicking Update
in the ribbon and confirm after accepting the terms of service.