Document Inbound
Extension Features & Optimizations
| Feature | General Availability |
|---|---|
| Enhanced Error Handling and Processing Continuity in Document Inbound |  March, 2025 |
| Duplicate Document Detection in Document Inbound via Hash Values | May, 2025 |
| Configurable Email Cleanup Behavior for Document Inbound Fetching | May, 2025 |
| AI Enhancement of Document Inbound | September, 2025 |
| Document Preview Integration in Input Dialog for Manual Data Entry | September, 2025 |
| Smart Master Data Recognition & Creation | September, 2025 |
| Smart Email Conversation Processing | September, 2025 |
| Smart Processing Use New Content Understanding Service and Implement New Classifier | September, 2025 |
| Smart Processing Standard Configuration and Guided Wizard to Import | September, 2025 |
Enhanced Error Handling and Processing Continuity in Document Inbound
Document Inbound efficiently processes incoming documents by identifying corresponding records through various factors such as Barcode, QR Code, Filename, and email subject values. The system ensures continuous workflow by isolating and notifying users of any issues without disrupting the overall process. Clear error messages and resolution steps enhance user experience, while detailed logging and troubleshooting guidance reduce support overhead.
General Availability: March, 2025
Duplicate Document Detection in Document Inbound via Hash Values
The upcoming feature will improve Document Inbound by using previously calculated hash values to identify duplicate documents upon entry. This feature will compare the hash values of incoming documents with those already in the system, enabling automatic detection and marking of duplicates in the inbound list. It will also offer configurable actions for handling duplicates, providing administrators and users with the flexibility to manage these entries according to their specific processes. This enhancement will prevent duplicate entries from cluttering Document Central, increase efficiency and data quality by automatically identifying existing documents, and allow customizable handling of duplicates based on company procedures.
General Availability: May, 2025
Configurable Email Cleanup Behavior for Document Inbound Fetching
The upcoming feature enables administrators of Document Inbound to configure post-fetch email handling. They can choose to either delete emails or mark them as read after successful processing. These mutually exclusive options provide flexible mailbox management, reduce manual cleanup, improve visibility, and support compliance or auditing policies.
General Availability: May, 2025
AI Enhancement of Document Inbound
Enhance your document processing with our new feature in Document Central. Leveraging Microsoft's Document Intelligence and Business Central’s Copilot, this update automates the recognition and classification of incoming documents, reducing manual effort and increasing accuracy. Automatically create and link records, enrich existing data, and process key workflows like incoming invoices in PDF or XML format seamlessly.
***Available for pilot customers starting March 2025.
General Availability: September, 2025
Document Preview Integration in Input Dialog for Manual Data Entry
Enhance your Document Inbound process with embedded document preview directly in the input dialog for mapping values to Business Central fields. This feature allows users to visually inspect documents such as invoices, delivery notes, and shipping labels while manually entering values when automatic recognition fails. Users can easily refer to the visible document content and enter accurate information into the appropriate fields, ensuring precise data processing. This streamlined workflow eliminates the need for context-switching, increases user confidence through direct visual verification, and is particularly helpful for handling complex or inconsistent document layouts.
General Availability: September, 2025
Smart Master Data Recognition & Creation
Introducing Smart Processing in Document Inbound: Enhanced with intelligent master data recognition powered by Microsoft Document Intelligence and Content Understand. This upcoming feature automatically extracts essential master data such as name, address, VAT ID, and contact details from incoming documents. It identifies whether the sender is already a Customer, Vendor, or Contact in Microsoft Dynamics 365 Business Central. If no match is found, the system facilitates the creation of a new master data record from the extracted content, with all required fields accurately prefilled using AI. Experience efficient identification of business partners, seamless data extraction, automated field population, and improved data consistency, streamlining the onboarding process and minimizing manual errors.
General Availability: September, 2025
Smart Email Conversation Processing
Introducing an exciting new feature for Document Inbound: Enhanced Email Conversation Processing. Leveraging Microsoft’s advanced Document Intelligence and Content Understanding services, this feature allows for the intelligent extraction, interpretation, and contextual understanding of entire email conversations. Now, Business Central can automatically create records such as sales orders, service tickets, and purchase proposals based on the full context of email threads, including message history and customer intentions. This innovation reduces manual work for service and sales teams by transforming emails into structured business processes with high accuracy and contextual relevance. Experience true conversational AI for email processing with this powerful enhancement.
General Availability: September, 2025
Smart Processing Use New Content Understanding Service and Implement New Classifier
Enhance the document inbound process by integrating the new Content Understanding API and implementing a content-based classifier. Conduct a comprehensive analysis of the API and classifier to understand their architecture, capabilities, and integration points. Adapt the system to utilize the new classifier, replacing the existing classification logic to leverage content understanding results for determining document types and metadata. Design and implement the integration plan, followed by testing and validation with real document samples. This feature aims to enable a more intelligent and context-aware document classification process, improving adaptability to diverse and unstructured content.
General Availability: September, 2025
Smart Processing Standard Configuration and Guided Wizard to Import
Introducing a wizard-based import mechanism to streamline the setup of standard document processing workflows. This feature allows users to import entire processes and their configurations in a structured and guided manner, supporting key steps such as Import Type Selection, Process Selection, Import Configuration, Service Evaluation and Setup, and Model Evaluation and Publishing. By automating these steps, users can deploy document intelligence processes quickly, consistently, and with minimal manual effort, enhancing setup efficiency and reducing the risk of misconfiguration.
General Availability: September, 2025
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No release date has been set for this feature yet. ↩