Professional AI-Powered Document Analysis for Dynamics 365

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Introducing DocPulseAI

AI-Powered Document Analysis for Dynamics 365

Published on October 26, 2025 | 8 min read

Transform Document Management with AI

Drag & Drop

Upload files instantly

AI Analysis

GPT Vision powered

Real-time

Instant insights

The Challenge: Document Overload

In today's business environment, organizations deal with hundreds of documents daily-contracts, invoices, reports, proposals, and more. Sales teams need to quickly understand customer contracts, support teams must extract key information from support tickets, and legal teams need to identify risks in agreements.

The traditional approach? Manual review, copy-pasting into notes, and hoping nothing important gets missed. This is time-consuming, error-prone, and frankly, not scalable in 2025.

What if your CRM could automatically understand, analyze, and extract insights from documents without leaving Dynamics 365?

Meet DocPulseAI

DocPulseAI is a PowerApps Component Framework (PCF) control that brings AI-powered document intelligence directly into your Dynamics 365 forms. Built on Azure OpenAI's GPT Vision, it transforms how your team interacts with documents.

Key Features

Intelligent Upload

Drag and drop PDFs and images directly onto your Dynamics 365 forms. Files automatically attach as Notes with no additional steps required.

AI-Powered Analysis

Leverages Azure OpenAI GPT Vision to extract key information, identify risks, and generate actionable insights automatically.

Structured Output

Get executive summaries, key points, risk assessments color-coded by severity, and recommended next actions.

Advanced Operations

Regenerate analysis, translate to 15+ languages, expand details, or adjust AI parameters all within the control.

No Power Automate

Direct Azure API integration means faster processing and simpler architecture. Configure endpoints right in the form designer.

Enterprise Security

Environment variables, Azure Key Vault support, and managed identities ensure your credentials stay secure.

See It in Action

Let's say your sales team receives a 15-page partnership agreement. With DocPulseAI, here's what happens:

User uploads contract PDF

↓

AI analyzes in 10-20 seconds

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Insights appear automatically

Example Analysis Output:
Executive Summary ──────────────────────────────────────────────────────── This partnership agreement establishes a 3-year strategic collaboration between Contoso Corp and Fabrikam Inc., valued at $2.5M annually. The agreement includes software licensing, professional services, and ongoing support with quarterly business reviews. Key Points ──────────────────────────────────────────────────────── • Annual contract value: $2,500,000 • Term: 36 months (January 2025 - December 2027) • Payment terms: Net-60 days from invoice • Auto-renewal: Yes, with 90-day opt-out notice • Service level: 99.9% uptime guarantee • Territory: North America exclusive rights Risks Identified ──────────────────────────────────────────────────────── HIGH Unlimited liability clause in Section 5.2 exposes company to significant financial risk MEDIUM Payment terms (Net-60) exceed industry standard of Net-30, impacting cash flow MEDIUM Auto-renewal without explicit approval process may lead to unwanted commitments Recommended Next Actions ──────────────────────────────────────────────────────── 1. Schedule legal review of liability terms in Section 5.2 2. Negotiate payment terms down to Net-30 or Net-45 3. Add calendar reminder for 90-day renewal notice period 4. Obtain executive approval before signature 5. Set up quarterly business review schedule

Time saved: What would take 30-45 minutes of manual review is completed in under 20 seconds. More importantly, the AI catches risks and action items that might otherwise be overlooked.

How It Works

Architecture

  1. File Upload: User drags document onto control
  2. Note Creation: File automatically attached via Dynamics 365 Web API
  3. Base64 Encoding: Document converted for API transmission
  4. AI Processing: Sent to Azure OpenAI GPT-Vision endpoint
  5. Smart Parsing: Response structured into executive summary, key points, risks, and actions
  6. Display & Storage: Results shown in UI and saved to bound field

Technology Stack

PowerApps Component FrameworkTypeScriptAzure OpenAIGPT-4 VisionDynamics 365 Web APIAzure Document Intelligence

Configuration Made Simple

Unlike other AI integrations that require complex Power Automate flows or custom APIs, DocPulseAI is configured directly in the form designer:

// Configure in Form Properties (Form Designer) documentSummary: [Bound to your Multiple Lines of Text field] azureEndpoint: ${docpulseai_azure_endpoint} azureApiKey: ${docpulseai_azure_apikey} deploymentName: gpt-4o maxFileSizeMB: 10 acceptedFileTypes: .pdf,.png,.jpg,.jpeg
Security Best Practice: Use Environment Variables (with Secret type) for API keys. Never hardcode credentials!

Real-World Use Cases

Sales Teams

  • Analyze customer contracts for key terms and obligations
  • Extract pricing and payment terms automatically
  • Identify renewal dates and auto-renewal clauses
  • Flag non-standard terms for review

Customer Support

  • Process customer-submitted documents (receipts, reports, etc.)
  • Extract serial numbers, warranty info, and purchase dates
  • Identify issue severity from diagnostic reports
  • Generate case summaries from lengthy communications

Legal and Compliance

  • Risk assessment of partnership agreements
  • Compliance verification for regulatory submissions
  • Extract key clauses and obligations
  • Compare terms across multiple contracts

Finance

  • Invoice data extraction and validation
  • Purchase order analysis
  • Vendor contract review
  • Budget document summarization

Getting Started

Prerequisites

  • Dynamics 365 environment
  • Azure OpenAI Service with GPT Vision deployment
  • System Administrator or System Customizer role

Quick Setup (5 minutes)

  1. Create Azure OpenAI resource and deploy GPT Vision model
  2. Import DocPulseAI solution to your Dynamics 365 environment
  3. Add Multiple Lines of Text field to your entity
  4. Add DocumentAnalyzer control to form
  5. Configure Azure endpoint and API key (using Environment Variables)
  6. Save and publish!
Full deployment guide available: Check out our comprehensive DEPLOYMENT.md with step-by-step instructions, screenshots, and troubleshooting tips.

Performance & Scalability

Processing Speed:

  • Simple PDFs (1-2 pages): 5-10 seconds
  • Complex documents (10-20 pages): 15-30 seconds
  • Images with OCR: 8-15 seconds

Cost Efficiency:

  • Average cost per document: $0.025 - $0.08 (using GPT-4o)
  • Monthly estimate (100 docs/day): ~$150-$240
  • ROI: Hours saved in manual review far outweigh costs

Ready to Transform Your Document Workflow?

Get started with DocPulseAI today and bring AI-powered document analysis to your Dynamics 365 environment.

View on GitHub Read Deployment Guide

DocPulseAI - AI-Powered Document Analysis for Dynamics 365

Made with ❤️ by the Ajith Premarathne | © 2025

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