Microsoft PL-900: Which Power Platform Tool Should Be Used to Automatically Extract Key Information from Invoices and Save It in Dataverse?

Learn which Power Platform tool is best for extracting invoice data and saving it in Dataverse. Discover how AI Builder automates document processing and integrates seamlessly with Dataverse for efficient data management.

Question

A company wants to automatically extract key information from invoices and save it in Dataverse. Which Power Platform tool should they use?

A. Power Automate desktop flows
B. Power Apps model-driven apps
C. Microsoft Teams workflows
D. AI Builder
E. Power Virtual Agents

Answer

D. AI Builder

Explanation

AI Builder includes prebuilt models for document processing, allowing businesses to extract structured data from documents like invoices.

AI Builder is the optimal Power Platform tool for automatically extracting key information from invoices and saving it in Dataverse. AI Builder provides prebuilt and custom models for document processing, specifically designed to recognize and extract structured data from invoices, such as invoice ID, date, vendor, and amount due.

How it works

• Document Processing: AI Builder’s prebuilt invoice processing model analyzes uploaded invoice files (PDF, JPEG, PNG) and extracts key fields automatically, including line items and totals.
• Integration with Dataverse: The extracted data can be passed directly into Dataverse tables using Power Automate flows, creating new records or updating existing ones for seamless business process automation.
• No Coding Required: Users can implement AI Builder models in Power Apps or Power Automate without programming expertise, making advanced AI capabilities accessible to all skill levels.
• Confidence Scoring: Each extracted field includes a confidence score, helping organizations determine when manual review is necessary for data accuracy.

Example Workflow

1. An invoice is uploaded to a designated location (e.g., SharePoint or OneDrive).
2. Power Automate triggers a flow that uses AI Builder’s invoice processing action to extract invoice details.
3. The extracted data is then saved to the appropriate Dataverse tables for further processing or reporting.

AI Builder enables organizations to automate the extraction of structured data from invoices using prebuilt document processing models, and, when combined with Power Automate, it can automatically save the extracted information in Dataverse for secure and efficient data management.

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