Supercharge D365 Finance Collections with Copilot AI

 Supercharge D365 Finance Collections with Copilot AI

Is your finance team spending too much time chasing payments and drafting reminder emails?

Microsoft Dynamics 365 Finance has integrated Copilot to transform the collections process. Instead of manually digging through transaction history, collections agents can now leverage generative AI to get instant summaries and take action faster.

What it does:

Copilot sits right within the Collections coordinator workspace. It reviews the customer's account—aging balances, payment history, and recent activities—and generates a concise, natural language summary of their current status.

More impressively, it can automatically draft personalized reminder emails based on that data. The agent can review, tweak, and send the email in seconds, rather than minutes.

Key Benefits:

• Reduced Prep Time: Instant account overviews without navigating multiple screens.

• Faster Communication: AI-generated emails speed up customer outreach.

• Improved Cash Flow: More efficient collections lead to faster payments.

How to Enable It:

This is generally managed via Feature Management in D365 FO. Look for features related to "Collections coordinator summary" or "Copilot for Finance."

Note: Ensure your environment meets the geographical and licensing requirements for Azure OpenAI services utilized by Copilot.

Official Microsoft References:

• Release Plan (Verified): Speed results with collections coordinator summary

• FAQ & Overview (Verified): Collections coordinator summary FAQ