How to Integrate Dynamics 365 with OCR: 1-Min Guide

How to Integrate Dynamics 365 with OCR

Updated on:

June 5, 2026

By:

Madhav Bhandari

Use this interactive demo to learn how to integrate Dynamics 365 with optical character recognition (OCR) technology.

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Below is a clear, practical, and up‑to‑date guide on how to integrate Dynamics 365 with OCR:

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On your Dynamics 365 dashboard, navigate to 'App Settings'.
Go to 'App Extensions' and select 'Partner Apps'.
In the search bar, type 'OCR' and press ENTER.
Choose and select 'ACE Cloud Docs'.
Click 'Contact Me'.
To continue, fill in the profile information needed.
Click 'Contact Me', by doing this you can discuss with someone and start the integration process.

📌 Why this matters

Integrating Dynamics 365 with OCR transforms paper documents and image files into searchable, actionable data within your CRM workflow. You can automatically extract customer information from scanned contracts, invoices, or forms and populate relevant records without manual data entry.

This connection creates a seamless bridge between physical documentation and your digital customer management system, enabling you to maintain comprehensive customer histories that include both digital interactions and paper-based communications in one centralized location.

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