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Procure-to-Pay in Dynamics 365, Explained

A silent slide walkthrough of procure-to-pay in Dynamics 365: requisitions, purchase orders, receipts, invoice matching, and vendor payments.

Free

Free 2-minute video lesson. A silent slide walkthrough of procure-to-pay in Dynamics 365: requisitions, purchase orders, receipts, invoice matching, and vendor payments. Short, visual and to the point, so you can watch it between meetings and apply it the same day.

Understand procure-to-pay in Dynamics 365 Supply Chain Management and Finance in about three minutes. The video covers vendor and product setup, purchase requisitions, purchase order approval, product receipts, vendor invoice matching (two-way and three-way), and vendor payment proposals. It also shows what posts to the ledger at each step and the controls that prevent overpayment. Built for consultants, buyers, and AP teams who want a clear, end-to-end view.

What you'll learn

  • The goal
  • Master data you need first
  • The core flow
  • Receipt vs invoice
  • Invoice matching
  • Controls that save money
  • Paying vendors
  • Where AI helps
  • Key takeaway
  • Quick checklist

Who it's for

Functional consultants, business analysts, key users and project leads working on Microsoft Dynamics 365 Finance & Operations, plus anyone moving into D365 from another ERP.

Go deeper

Pair this lesson with the related free e-books and templates in the resource library, and read the latest practical articles on the blog.

Let's connect

I'm Pranshu Shubham, a Microsoft Dynamics 365 F&O Solution Architect and PMP-certified program lead with 8+ years of ERP and AI transformation across the USA, Europe and APAC. I created this resource from real project experience, and I'd love to hear how you use it.