{"id":7136,"date":"2025-01-30T11:22:21","date_gmt":"2025-01-30T11:22:21","guid":{"rendered":"https:\/\/www.zaharasoftware.com\/?p=7136"},"modified":"2025-03-20T15:28:01","modified_gmt":"2025-03-20T15:28:01","slug":"dynamics-365-ap-automation","status":"publish","type":"post","link":"https:\/\/www.zaharasoftware.com\/finance-and-erp-integrations\/dynamics-365-ap-automation\/","title":{"rendered":"Dynamics 365 AP Automation"},"content":{"rendered":"<p><a href=\"https:\/\/www.microsoft.com\/en-us\/dynamics-365\"><span data-contrast=\"none\">Microsoft Dynamics 365<\/span><\/a><span data-contrast=\"auto\"> is a solid piece of software for an SME that requires something comprehensive. The software offers many of the tools you\u2019d want from business software: accounting and ledger, resource allocation, strong supply chain optimisation. <\/span><a href=\"https:\/\/www.microsoft.com\/en-gb\/dynamics-365\/products\/business-central#:~:text=Dynamics%20365%20Business%20Central.%20Connect%20finance%2C%20sales%2C,by%20over%2040%2C000%20small%20and%20midsize%20businesses.\"><span data-contrast=\"none\">40,000 users worldwide<\/span><\/a><span data-contrast=\"auto\"> agree.\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/p><div id=\"ez-toc-container\" class=\"ez-toc-v2_0_80 counter-hierarchy ez-toc-counter ez-toc-light-blue ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.zaharasoftware.com\/finance-and-erp-integrations\/dynamics-365-ap-automation\/#what_makes_dynamics_365_strong\" >What makes Dynamics 365 strong?\u00a0\u00a0\u00a0<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.zaharasoftware.com\/finance-and-erp-integrations\/dynamics-365-ap-automation\/#financial_management\" >Financial Management:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.zaharasoftware.com\/finance-and-erp-integrations\/dynamics-365-ap-automation\/#operations_management\" >Operations Management:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.zaharasoftware.com\/finance-and-erp-integrations\/dynamics-365-ap-automation\/#supply_chain_optimisation\" >Supply Chain Optimisation:<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.zaharasoftware.com\/finance-and-erp-integrations\/dynamics-365-ap-automation\/#whats_so_important_about_dynamics_365_automation\" >What\u2019s so important about Dynamics 365 automation?\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.zaharasoftware.com\/finance-and-erp-integrations\/dynamics-365-ap-automation\/#looks_like_youve_covered_a_lot_of_info_were_here_to_answer_any_questions_you_might_have\" >Looks like you&#8217;ve covered a lot of info. We&#8217;re here to answer any questions you might have.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.zaharasoftware.com\/finance-and-erp-integrations\/dynamics-365-ap-automation\/#invoice_management_as_a_pain_point\" >Invoice management as a pain point\u00a0\u00a0\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.zaharasoftware.com\/finance-and-erp-integrations\/dynamics-365-ap-automation\/#how_zahara_enhances_dynamics_365\" >How Zahara Enhances Dynamics 365\u00a0\u00a0<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.zaharasoftware.com\/finance-and-erp-integrations\/dynamics-365-ap-automation\/#multi-step_approvals\" >Multi-step approvals\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.zaharasoftware.com\/finance-and-erp-integrations\/dynamics-365-ap-automation\/#improved_invoice_processing\" >Improved invoice processing\u00a0\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.zaharasoftware.com\/finance-and-erp-integrations\/dynamics-365-ap-automation\/#compliance_benefits\" >Compliance benefits\u00a0\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.zaharasoftware.com\/finance-and-erp-integrations\/dynamics-365-ap-automation\/#turbo-charged_payments\" >Turbo-charged payments\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.zaharasoftware.com\/finance-and-erp-integrations\/dynamics-365-ap-automation\/#benefits_of_combining_zahara_with_dynamics_365\" >Benefits of Combining Zahara with Dynamics 365\u00a0\u00a0<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/www.zaharasoftware.com\/finance-and-erp-integrations\/dynamics-365-ap-automation\/#let_us_guide_you_through_zaharas_ap_automation\" >Let us guide you through Zahara&#8217;s AP Automation<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/www.zaharasoftware.com\/finance-and-erp-integrations\/dynamics-365-ap-automation\/#a_word_from_zahara\" >A word from Zahara\u00a0<\/a><\/li><\/ul><\/nav><\/div>\n\r\n<p><span data-contrast=\"auto\">However, if you want to get the most out of the software, you\u2019re going to need to think about Dynamics 365 automation. This can be done through the smart use of ERP integration. In this article we\u2019ll show you just how that works.\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/p>\r\n<h2 aria-level=\"2\"><span class=\"ez-toc-section\" id=\"what_makes_dynamics_365_strong\"><\/span><span data-contrast=\"none\">What makes Dynamics 365 strong?\u00a0\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:40,&quot;335559739&quot;:0}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<h3><span class=\"ez-toc-section\" id=\"financial_management\"><\/span><b><span data-contrast=\"auto\">Financial Management: <\/span><\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span data-contrast=\"auto\">Dynamics 365 excels in financial management, providing tools to maintain accuracy, ensure compliance, and support the kind of strategic decision-making that\u2019ll make your business strong. Here are some key features:<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559685&quot;:720,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559991&quot;:360}\">\u00a0<\/span><\/p>\r\n<ul>\r\n\t<li data-leveltext=\"\u00a7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u00a7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"2\"><span data-contrast=\"auto\">Cash flow forecasting<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559685&quot;:1440,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559991&quot;:360}\">\u00a0<\/span><\/li>\r\n<\/ul>\r\n<ul>\r\n\t<li data-leveltext=\"\u00a7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u00a7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"2\" data-aria-level=\"2\"><span data-contrast=\"auto\">Accounting and ledger management<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559685&quot;:1440,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559991&quot;:360}\">\u00a0<\/span><\/li>\r\n<\/ul>\r\n<ul>\r\n\t<li data-leveltext=\"\u00a7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u00a7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"3\" data-aria-level=\"2\"><span data-contrast=\"auto\">Budgeting and financial reporting<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559685&quot;:1440,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559991&quot;:360}\">\u00a0<\/span><\/li>\r\n<\/ul>\r\n<ul>\r\n\t<li data-leveltext=\"\u00a7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u00a7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"4\" data-aria-level=\"2\"><span data-contrast=\"auto\">Compliance support<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559685&quot;:1440,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559991&quot;:360}\">\u00a0<\/span><\/li>\r\n<\/ul>\r\n<ul>\r\n\t<li data-leveltext=\"\u00a7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u00a7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"5\" data-aria-level=\"2\"><span data-contrast=\"auto\">Multi-currency support<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559685&quot;:1440,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559991&quot;:360}\">\u00a0<\/span><\/li>\r\n<\/ul>\r\n<h3><span class=\"ez-toc-section\" id=\"operations_management\"><\/span><b><span data-contrast=\"auto\">Operations Management:<\/span><\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span data-contrast=\"auto\">365 supports efficient production and project management so deliveries happen on time and you get the most out of your resources. Features include:<\/span><b><span data-contrast=\"auto\">\u00a0<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559685&quot;:720,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559991&quot;:360}\">\u00a0<\/span><\/p>\r\n<ul>\r\n\t<li data-leveltext=\"\u00a7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u00a7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"2\"><span data-contrast=\"auto\">Production planning\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559685&quot;:1440,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559991&quot;:360}\">\u00a0<\/span><\/li>\r\n<\/ul>\r\n<ul>\r\n\t<li data-leveltext=\"\u00a7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u00a7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"2\" data-aria-level=\"2\"><span data-contrast=\"auto\">Resource allocation<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559685&quot;:1440,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559991&quot;:360}\">\u00a0<\/span><\/li>\r\n<\/ul>\r\n<ul>\r\n\t<li data-leveltext=\"\u00a7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u00a7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"3\" data-aria-level=\"2\"><span data-contrast=\"auto\">Project management<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559685&quot;:1440,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559991&quot;:360}\">\u00a0<\/span><\/li>\r\n<\/ul>\r\n<ul>\r\n\t<li data-leveltext=\"\u00a7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u00a7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"4\" data-aria-level=\"2\"><span data-contrast=\"auto\">Service order management<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559685&quot;:1440,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559991&quot;:360}\">\u00a0<\/span><\/li>\r\n<\/ul>\r\n<h3><span class=\"ez-toc-section\" id=\"supply_chain_optimisation\"><\/span><b><span data-contrast=\"auto\">Supply Chain Optimisation: <\/span><\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span data-contrast=\"auto\">Robust supply chain software helps businesses optimise inventory and maintain smooth operations.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559685&quot;:720,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559991&quot;:360}\">\u00a0<\/span><\/p>\r\n<ul>\r\n\t<li data-leveltext=\"\u00a7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u00a7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"2\"><span data-contrast=\"auto\">Inventory optimization<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559685&quot;:1440,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559991&quot;:360}\">\u00a0<\/span><\/li>\r\n<\/ul>\r\n<ul>\r\n\t<li data-leveltext=\"\u00a7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u00a7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"2\" data-aria-level=\"2\"><span data-contrast=\"auto\">Procurement management<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559685&quot;:1440,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559991&quot;:360}\">\u00a0<\/span><\/li>\r\n<\/ul>\r\n<ul>\r\n\t<li data-leveltext=\"\u00a7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u00a7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"3\" data-aria-level=\"2\"><span data-contrast=\"auto\">Warehouse management\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559685&quot;:1440,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559991&quot;:360}\">\u00a0<\/span><\/li>\r\n<\/ul>\r\n<ul>\r\n\t<li data-leveltext=\"\u00a7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u00a7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"4\" data-aria-level=\"2\"><span data-contrast=\"auto\">Demand forecasting<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559685&quot;:1440,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559991&quot;:360}\">\u00a0<\/span><\/li>\r\n<\/ul>\r\n<p><span data-contrast=\"auto\">Dynamics 365 also boasts some solid CRM and HR software. Throw in the fact that 365 scales and integrates well and you\u2019re beginning to see why it\u2019s so popular with SMEs: with the correct integrations, you can easily make 365 work the way you need it to, growing alongside your business.\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/p>\r\n<h2 aria-level=\"2\"><span class=\"ez-toc-section\" id=\"whats_so_important_about_dynamics_365_automation\"><\/span><span data-contrast=\"none\">What\u2019s so important about Dynamics 365 automation?<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:40,&quot;335559739&quot;:0}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span data-contrast=\"auto\">While the basic software has plenty to celebrate, a basic version of Dynamics 365 won\u2019t bring the key benefit of modern business software: automation.\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/p>\r\n<p><span data-contrast=\"auto\">Automation \u2013 wherever you deploy it \u2013 will reduce manual effort and boost efficiency. If you\u2019re not harnessing tech to automate operations, you\u2019re basically clipping your own wings.\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><span data-contrast=\"auto\">\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/p>\r\n<p><span data-contrast=\"auto\">With Dynamics 365 automation you can get the most out of ERP integrations like Zahara to smooth out snags that are consistent pain points for your business. With our software for example, you can add advanced, <\/span><a href=\"https:\/\/www.zaharasoftware.com\/invoice-approval-software\/\"><span data-contrast=\"none\">multi-step workflows<\/span><\/a><span data-contrast=\"auto\"> to give you stronger control over who gets to authorize decisions in your business.\u00a0\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/p>\r\n<p><span data-contrast=\"auto\">You can integrate other elements to define how your workflows are executed. Stock falls below a certain threshold? You\u2019ll get a notification. A manager is off sick? Approvals can transfer to the second in command.\u00a0\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/p>\r\n<p><span data-contrast=\"auto\">The capabilities of good Dynamics 365 integration will reshape your business into a streamlined operation that offers full visibility and control of spends. The lion\u2019s share of these benefits will come from using ERP automation tools to tackle invoice management challenges.\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/p>\r\n<p><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\"><style>\r\n\t.testbox {\r\n    border-radius: 11.725px;\r\n    background: linear-gradient(89deg, #FF5C00 0.96%, #FFB800 113.64%);\r\n    box-shadow: 2.198px 2.931px 7.548px 0px rgba(0, 0, 0, 0.10);\r\n    display: flex;\r\n    padding: 11px 14px;\r\n    color: #fff;\r\n    align-items: center;\r\n    justify-content: center;\r\n}\r\n\t.ft18 {\r\n\t\tfont-size:18px!important;\r\n\t\tfont-weight: 400!important;\r\n\t}\r\n<\/style>\r\n<div class=\"testbox ft18 mt60 mb60\"><h2 class=\"pl10 pr20 mt10 mr20 fw300 ft18 text-center text-white\"><span class=\"ez-toc-section\" id=\"looks_like_youve_covered_a_lot_of_info_were_here_to_answer_any_questions_you_might_have\"><\/span>Looks like you&#8217;ve covered a lot of info. We&#8217;re here to answer any questions you might have.<span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n  <div> <a href=\"https:\/\/www.zaharasoftware.com\/book-a-demo\/\" class=\"btn btn-solid-blue\" role=\"button\">Schedule a Friendly Call<\/a><\/div>\r\n<\/div>\r\n<\/span><\/p>\r\n<h2 aria-level=\"3\"><span class=\"ez-toc-section\" id=\"invoice_management_as_a_pain_point\"><\/span><span data-contrast=\"none\">Invoice management as a pain point\u00a0\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:40,&quot;335559739&quot;:0}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span data-contrast=\"auto\">A major area for <\/span><a href=\"https:\/\/www.zaharasoftware.com\/accounts-payable-automation-software\/\"><span data-contrast=\"none\">accounts payable automation<\/span><\/a><span data-contrast=\"auto\"> is invoice processing. Traditional methods for handling invoices can be time consuming and rote \u2013 that rote, repetitive nature of the game causes errors and delays, snarling up your operations and giving your finance team hell.\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/p>\r\n<p><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\n<table id=\"tablepress-2\" class=\"tablepress tablepress-id-2\">\n<thead>\n<tr class=\"row-1\">\n\t<th class=\"column-1\">The Pain Point<\/th><th class=\"column-2\">How automation helps<\/th>\n<\/tr>\n<\/thead>\n<tbody class=\"row-striping row-hover\">\n<tr class=\"row-2\">\n\t<td class=\"column-1\">Errors<\/td><td class=\"column-2\">As we\u2019ve said above errors come from minds numbed by repetitive work.<br \/>\n<br \/>\nAutomation hands this work over to a machine. That machine handles the task error free. It also frees up your human employee for more valuable, rewarding work.\u00a0\u00a0<\/td>\n<\/tr>\n<tr class=\"row-3\">\n\t<td class=\"column-1\">Delays<\/td><td class=\"column-2\">We\u2019ve all experienced the month\u2019s end \u2013 that time where the paperwork stacks up along with the pressure. Delays caused here disrupt operations.\u00a0<br \/>\n<br \/>\nBecause automation will speed up your invoice processing, you can get your suppliers paid on, or ahead of, time. That translates as improved relations. It also means your accounting teams will be less stressed.\u00a0\u00a0<\/td>\n<\/tr>\n<tr class=\"row-4\">\n\t<td class=\"column-1\">Compliance risk<\/td><td class=\"column-2\">When handling invoices manually, with paper, you open yourself up to risks of losing invoices. This can give you trouble when the tax man comes knocking.\u00a0\u00a0<br \/>\n<br \/>\nWhat\u2019s more, because of <a href=\"https:\/\/www.zaharasoftware.com\/accounts-payable\/complying-with-uk-tax-law\/\">HMRC\u2019s Making Tax Digital<\/a> initiative UK businesses must now keep digital records.\u00a0<br \/>\n<br \/>\nAutomation will keep you on the right side of the law here.\u00a0\u00a0<\/td>\n<\/tr>\n<tr class=\"row-5\">\n\t<td class=\"column-1\">Inability to scale\u00a0<\/td><td class=\"column-2\">Traditional methods of invoice processing are labour intensive, so as your business grows your finance department must grow too. Added costs come hand in hand.\u00a0<br \/>\n<br \/>\nWith automated accounts payable you won\u2019t need to hire new hands as your company grows. That growth can be absorbed by the machine\u2019s ability to handle invoices for you.\u00a0\u00a0<\/td>\n<\/tr>\n<tr class=\"row-6\">\n\t<td class=\"column-1\">Limited reporting capabilities\u00a0<\/td><td class=\"column-2\">Information helps you make better decisions. With legacy practices you don\u2019t have the full picture. Automated invoice processing will give you a bird\u2019s eye view of the money coming and going from your accounts, all in one place and easy to read.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<!-- #tablepress-2 from cache --><\/span><\/p>\r\n<h2 aria-level=\"3\"><span class=\"ez-toc-section\" id=\"how_zahara_enhances_dynamics_365\"><\/span><span data-contrast=\"none\">How Zahara Enhances Dynamics 365\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:40,&quot;335559739&quot;:80}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span data-contrast=\"auto\">Zahara is built for seamless integration with all major business software \u2013 Dynamics 365 being one of them. Integrating with Zahara boosts the capabilities of your business software to deliver no small amount of savings in both time and money.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\r\n<p><span data-contrast=\"auto\">Look back through the table above. Do these pain points look familiar? Zahara is the pain killer.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\r\n<p><span data-contrast=\"auto\">How do we do this? With full invoice automation that brings you:\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\r\n<h3 aria-level=\"3\"><span class=\"ez-toc-section\" id=\"multi-step_approvals\"><\/span><span data-contrast=\"none\">Multi-step approvals<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:40,&quot;335559739&quot;:80}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span data-contrast=\"auto\">Zahara will add further elements to the approval process. With Zahara integrated you\u2019ll be able to assign controls to departments and a wider range of managerial positions. We also add the ability to run approval up the line in situations where, for example, a purchase request might need initial approval from a line manager followed by final approval from a department head.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\r\n<p><span data-contrast=\"auto\">Automated notification means your approvers won\u2019t miss a beat. And the visibility Zahara gives you means you can see the process of approvals from the start right to the end, tracking where a request is in the approval process. This transparency creates accountability and helps in speedy resolution of issues.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\r\n<h3 aria-level=\"3\"><span class=\"ez-toc-section\" id=\"improved_invoice_processing\"><\/span><span data-contrast=\"none\">Improved invoice processing\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:40,&quot;335559739&quot;:80}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><a href=\"https:\/\/www.zaharasoftware.com\/automated-invoice-processing\/\"><span data-contrast=\"none\">Zahara will polish up your invoice processing<\/span><\/a><span data-contrast=\"auto\">. With Zahara you\u2019ll no longer be handling invoices the old way. You will be fully automated. That automation is in place to save you time and money.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\r\n<p><span data-contrast=\"auto\">Much of that will come from reducing the risk of human error, but Zahara\u2019s invoice processing software also takes advantage of artificial intelligence and machine reading to <\/span><b><span data-contrast=\"auto\">make sure every invoice you\u2019re making a payment on isn\u2019t a duplicate or a fraud<\/span><\/b><span data-contrast=\"auto\">. It does this by matching invoices to goods received notes and <\/span><a href=\"https:\/\/www.zaharasoftware.com\/purchase-order-software\/\"><span data-contrast=\"none\">purchase orders<\/span><\/a><span data-contrast=\"auto\"> with an eye for detail no human could manage. This is known as Three Way Matching, and is the cutting edge of automated invoice processing.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\r\n<h3 aria-level=\"3\"><span class=\"ez-toc-section\" id=\"compliance_benefits\"><\/span><span data-contrast=\"none\">Compliance benefits\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:40,&quot;335559739&quot;:80}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span data-contrast=\"auto\">These days <\/span><a href=\"https:\/\/www.zaharasoftware.com\/accounts-payable\/complying-with-uk-tax-law\/\"><span data-contrast=\"none\">keeping a digital paper trail is part of UK law<\/span><\/a><span data-contrast=\"auto\">. Zahara will keep you on track here too. Your automated invoice processing software will keep digital records of invoices and purchase orders as well as detailed audit trails you can roll out when the tax man comes around.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\r\n<h3 aria-level=\"3\"><span class=\"ez-toc-section\" id=\"turbo-charged_payments\"><\/span><span data-contrast=\"none\">Turbo-charged payments<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:40,&quot;335559739&quot;:80}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span data-contrast=\"auto\">Your suppliers want to be paid on time or early. It\u2019s tough to make that happen using legacy methods. With Zahara boosting Dynamics 365 your payments will be turbo charged. Invoices can be handled on autopilot as soon as they arrive. All you need to do is approve the payment, sit back and watch your supplier relations go from strength to strength.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\r\n<h3 aria-level=\"3\"><span class=\"ez-toc-section\" id=\"benefits_of_combining_zahara_with_dynamics_365\"><\/span><span data-contrast=\"none\">Benefits of Combining Zahara with Dynamics 365\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:40,&quot;335559739&quot;:80}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span data-contrast=\"auto\">In short, you\u2019ll be tightening the ship \u2013 no more leaks. Automated invoice processing will give you improved accuracy when handling invoices, cutting back on duplicate and fraudulent invoices.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\r\n<p><span data-contrast=\"auto\">You\u2019ll have more control over who spends money in your business and greater visibility of where that money is being spent. Not to mention the fact you\u2019ll be in a better position to comply with financial regulation and law.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\r\n<p><span data-contrast=\"auto\">It will also save your staff time: Your approvers can handle their job with the click of a button and your finance department won\u2019t have to spend their days digging through stacks of paper. They can now use their time to figure new ways of making or saving the business money.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\r\n<p aria-level=\"2\"><style>\r\n\t.testbox {\r\n    border-radius: 11.725px;\r\n    background: linear-gradient(89deg, #FF5C00 0.96%, #FFB800 113.64%);\r\n    box-shadow: 2.198px 2.931px 7.548px 0px rgba(0, 0, 0, 0.10);\r\n    display: flex;\r\n    padding: 11px 14px;\r\n    color: #fff;\r\n    align-items: center;\r\n    justify-content: center;\r\n}\r\n\t.ft18 {\r\n\t\tfont-size:18px!important;\r\n\t\tfont-weight: 400!important;\r\n\t}\r\n<\/style>\r\n<div class=\"testbox ft18 mt60 mb60\"><h2 class=\"pl10 pr20 mt10 mr20 fw300 ft18 text-center text-white\"><span class=\"ez-toc-section\" id=\"let_us_guide_you_through_zaharas_ap_automation\"><\/span>Let us guide you through Zahara&#8217;s AP Automation<span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n  <a class=\"btn btn-solid-blue ft18\" href=\"https:\/\/www.zaharasoftware.com\/book-a-demo\/\" role=\"button\" title=\"Speak to an expert\" target=\"new\">30 min demo<\/a>\r\n<\/div><\/p>\r\n<h2 aria-level=\"2\"><span class=\"ez-toc-section\" id=\"a_word_from_zahara\"><\/span><span data-contrast=\"none\">A word from Zahara<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:40,&quot;335559739&quot;:80}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span data-contrast=\"auto\">Ok, so we know we\u2019re not impartial on this, but with decades of experience in the <a href=\"https:\/\/www.zaharasoftware.com\/accounts-payable\/benefits-of-accounts-payable-automation\/\">AP automation<\/a> game, we like to think our opinion counts for something either way.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\r\n<p><span data-contrast=\"auto\">Automation is where the future of accounts payable is headed. We\u2019ve talked to death about the time and cost savings, the compliance benefits and all the other reasons why you should be thinking about automation, so we\u2019ll spare you any more of that. But if you\u2019re a Dynamics 365 user, or thinking of adopting the software for your business, one of the strongest reasons to do so is that you\u2019ll have the option to automate accounts payable when the time is right.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\r\n<p><span data-contrast=\"auto\">When that time comes, we hope you\u2019ll consider us. We\u2019ve got a proven track record of excellence with our customers (<\/span><a href=\"https:\/\/www.zaharasoftware.com\/our-customers\/\"><span data-contrast=\"none\">you can read about that here<\/span><\/a><span data-contrast=\"auto\">) and we pride ourselves on the fact our software is simple and effective at delivering you all the benefits of automation.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\r\n<p><span data-contrast=\"auto\">You can also <\/span><a href=\"https:\/\/www.zaharasoftware.com\/book-a-demo\/?nonitro\"><span data-contrast=\"none\">schedule a demo<\/span><\/a><span data-contrast=\"auto\"> to see the software in action. Or, if you\u2019d like to hear from one of our experts about what Zahara can do for you, <\/span><a href=\"https:\/\/www.zaharasoftware.com\/zahara-system-contact-us\/\"><span data-contrast=\"none\">give us a call<\/span><\/a><span data-contrast=\"auto\">. We\u2019d love to hear from you.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>","protected":false},"excerpt":{"rendered":"<p>Microsoft Dynamics 365 is a solid piece of software for an SME that requires something comprehensive. The software offers many of the tools you\u2019d want from business software: accounting and ledger, resource allocation, strong supply chain optimisation. 40,000 users worldwide agree.\u00a0\u00a0 However, if you want to get the most out of the software, you\u2019re going &hellip; <a href=\"https:\/\/www.zaharasoftware.com\/finance-and-erp-integrations\/dynamics-365-ap-automation\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Dynamics 365 AP Automation&#8221;<\/span><\/a><\/p>\n","protected":false},"author":88127,"featured_media":7153,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"iawp_total_views":15,"footnotes":""},"categories":[721],"tags":[],"class_list":["post-7136","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-finance-and-erp-integrations"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.8 (Yoast SEO v27.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Dynamics 365 AP Automation<\/title>\n<meta name=\"description\" content=\"Discover the power of Dynamics 365 AP automation and how it can enhance your business efficiency. 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