Co-Piloting Dynamics 365 - Credits and Collections
Date: June 6th, 2024 11:00 - 11:30 AM
Description:
Debt doesn’t discriminate! Explore how Copilot, the innovative and cutting-edge Artificial Intelligence solution from Microsoft, integrates with Dynamics 365 to empower collection agents to navigate the complex world of liabilities with grace and efficiency.
Key Takeaways:
- An overview of Co-pilot and how it works in Credits and Collections
- Collections coordinator workspace - the customer's information on one page
- Using the power of Artificial Intelligence to generate summary text
- Drafting reminder emails and reminding customers about balances due