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Business Central Incoming Documents OCR with Document Intelligence

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Posted on by agregoriades

I'm looking at the Incoming documents section and the OCR setup page. I use Document Intelligence from Azure for OCR for other things, and I have some custom models that I use there. I want to connect the OCR setup to my Document intelligence endpoint. Has anyone else done this or is there documentation that you've found for this?

Thanks.

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Dynamics 365 Business Central

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Andrés Arias 964 on at

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Business Central Incoming Documents OCR with Document Intelligence

Hello,

I hope the following links can help you:

https://www.youtube.com/watch?v=O8HW3Bnt2EY

https://learn.microsoft.com/en-us/dynamics365/business-central/across-how-use-ocr-pdf-images-files

Hope I can help.

Regards,

Andres
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YUN ZHU 85,148 Super User 2025 Season 1 on at

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Business Central Incoming Documents OCR with Document Intelligence

Hi, Just to add some information, you can take a look at the new Sales Order Agent feature.

https://learn.microsoft.com/en-au/dynamics365/business-central/sales-order-agent?wt.mc_id=DX-MVP-5004336

https://learn.microsoft.com/en-us/dynamics365/release-plan/2024wave2/smb/dynamics365-business-central/use-copilot-agent-capabilities-automate-sales-order-taking-process?wt.mc_id=DX-MVP-5004336

Thanks.

ZHU
agregoriades 8 on at

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Business Central Incoming Documents OCR with Document Intelligence

The OCR service setup page is asking for a username and password, but I don't think that's how the DI endpoint is accessed. It also has fields for the signup page and then some stuff about customer ID and status and stuff. I'm in the trial using Cronus test company if that helps.
Matteo Fiocco 191 on at

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Business Central Incoming Documents OCR with Document Intelligence

Yes, you can use your custom Azure Document Intelligence models with Business Central. In the OCR Service Setup page, enter your service endpoint and key. Documents can be processed manually or automatically. This is supported in recent versions (Wave 2 2024). There's no detailed official guide yet, but integration via API is possible.