News & Events

Co-Piloting Dynamics 365 - Credits and Collections

Date: June 6th, 2024 11:00 - 11:30 AM


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
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