The latest release introduced seamless integration with Copilot for Finance, to enhance cash flow management and minimize the effort required to collect outstanding payments.
With quick access to pertinent customer data, collections teams can operate more efficiently, wwith less reducing the need for switching between screens and applications.
Key Features
- AI-Powered Assistance:
Copilot for Finance can assist to draft personalized, dunning emails, and other personalized communications.
- Real-Time Financial Data Access:
View customer aging data directly within Outlook, for insights into payment behaviors.
- Simplified Invoice Handling:
Attach unpaid invoices to emails to aid customer interactions and potentially accelerate payments.
- Instant Contact Details:
Access relevant contact information from Business Central within the current email context.
- Promised to Pay Date Setup: Seamlessly post invoices from Outlook in Business Central, enhancing transparency on payment agreements.
The collaboration between Dynamics 365 Business Central and Copilot for Finance marks a significant leap forward in optimizing financial workflows. By empowering collections teams with advanced tools and data, companies can anticipate improved cash flow and a more efficient collections process.
Further Details on Copilot for Finance
To learn more about this feature, see Microsoft’s release notes:
