Square 9 Puts Generative AI to Work to Unlock More Value From Microsoft Dynamics

Intelligent Document Processing Turns Documents into Actionable Data and Creates a Flexible Information Flow Into Microsoft Dynamics

Organizations invest heavily in Microsoft Dynamics to manage critical business operations, but much of the information those systems need still originates outside the ERP: invoices, purchase orders, contracts, forms, emails, and other unstructured documents. Turning that information into accurate, actionable data is where Square 9’s generative AI-powered Intelligent Document Processing can add significant value.

The Square 9 platform captures information from documents and external sources, transforms unstructured content into clean, usable data, and securely shares that information with Dynamics and other business systems.

In fact, up to 90% of critical operational data remains trapped in unstructured formats (MIT), including paper invoices, purchase orders, contracts, and vendor forms. Today, Intelligent Document Processing platforms like Square 9 add value to ERP systems by helping businesses leverage more of their information.

At Community Summit, Square 9 will show attendees how organizations can turn unstructured document data into ERP-ready information and create a more intelligent flow of information into Microsoft Dynamics:

• Generative AI turns documents into Dynamics-ready data without relying on traditional templates or manual data entry.
• Complex business documents, including invoices, purchase orders, contracts, forms, and handwritten documents, can be captured and transformed into usable information.
• No-code workflows connect that information to Dynamics 365 Business Central and Dynamics GP, helping organizations automate processes such as accounts payable, order processing, contract management, and vendor onboarding.

“Businesses invest heavily in optimizing their ERP environments, but the value of those systems ultimately depends on the information flowing into them,” said Stephen Young, President and CEO of Square 9 Softworks. “Generative AI gives organizations a way to capture information from the documents they already rely on, transform it into usable data, and make that information actionable within Dynamics.”

Square 9 Softworks will present two live sessions at Community Summit in Nashville, Tennessee, on October 13. Attendees can also schedule time to meet with the Square 9 team at booth #449.

Partner Solution Showcase: Making Microsoft Dynamics Smarter with AI and Intelligent Information
October 13, 2026 | 11:00 AM–12:00 PM
Delta Mezzanine 4, Level M

During this 50-minute Solutions Showcase, Square 9 will demonstrate how generative AI can capture information from complex documents, transform it into usable business data, and create an intelligent flow of information into Microsoft Dynamics. Attendees will see how these capabilities can support real-world processes including accounts payable, order processing, contract management, and vendor onboarding.

Legends Stage Presentation: AI Isn’t Replacing Dynamics. It’s Making It Smarter.
October 13, 2026 | 3:00–3:10 PM
Legends Stage, Booth #957

In this 10-minute presentation, Square 9 will show how AI-powered document processing can extend the value of Microsoft Dynamics by turning information trapped in documents into accurate, actionable data, helping organizations get more from the ERP investment they have already made.

Attendees can experience Square 9’s AI-powered document processing and Dynamics integration at booth #449 throughout Community Summit. To schedule time with the Square 9 team, visit the Community Summit 2026 event page.

About Square 9 Softworks®  

Square 9 Softworks is a generative AI-powered platform that removes the frustration of extracting data from documents, forms, and external sources, so you can harness the full power of your information. Release your team from repetitive tasks while your work flows freely in areas like accounts payable, order processing, onboarding, contract management, and more. The Square 9 platform captures your unstructured content, transforms it into clean, searchable data, and securely shares it across your organization to accelerate your decisions and actions.