Low + Pro Code: Create Dataverse Invoice Record based on Power Automate Extract Invoice Information

Hello! For today’s scenario, we will learn how to automate the process of creating a Vendor Invoice record in Dataverse using an uploaded Vendor Invoice PDF file that comes to OneDrive’s company folder. To be exact, we will learn how to utilize Power Automate to simplify the trigger point, supply the information needed using Extract Information from invoices action, and pass it to Dataverse Custom API. But, FYI, the solution I provided will not be generic and needs to be amended based on the document format that you have (especially in the Custom API part). Without further ado, let’s deep dive into the solution!

Build a Dataverse Plugin and use AIClassify to simplify business process

For those who don’t know, now we can call AI functions within Dataverse which helps to simplify lots of business processes. One of the scenarios that we will learn today is regarding Case/Feedback/Incident creation where users can just put minimal information such as “Title“, “Description“, and “Customer” and let the AI help us to set the correct “Subject” to route the case to the specific department (this is another process which not being demonstrated in this blog post). For example, we have “Problem“, “Billing“, “How To“, and “Licensing“. Then, if none of the categories are found, we can route the Case to “Default Case” which the team in this Department helps to clarify/route the Case to the correct Team.