CoPilot-ing Dynamics 365: Credits and Collections

March 5, 2025
CoPilot-ing Dynamics 365: Credits and Collections

Debt doesn’t discriminate—but now, collections teams can work smarter, not harder. Microsoft’s Copilot for Dynamics 365 is revolutionizing Credits and Collections, making it easier than ever to manage outstanding balances with efficiency and precision.

In this exclusive webinar, discover how AI-powered automation transforms the collections process, equipping agents with intelligent insights, automated reminders, and a centralized customer view to drive faster resolutions.

What You’ll Learn:

  • How Copilot integrates with Dynamics 365 for smarter collections management
  • A deep dive into the Collections Coordinator Workspace – see all customer data at a glance
  • How AI-generated summary text simplifies communication and decision-making
  • Effortless email drafting & automated balance reminders to streamline follow-ups

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Posted in Dynamics 365/AX and tagged