- The Collections coordinator workspace helps save time for collection agents by displaying necessary information on a single page.
- Information such as outstanding invoices, latest payments, and other important data is now summarized on a single page.
- An AI-generated draft of a reminder email can be obtained and sent to the customer.
- The Collections coordinator workspace and Collections coordinator summary features are on by default in Microsoft Dynamics 365 Finance version 10.0.39.
- The purpose of the summary is to provide customer account information, help make better decisions about customers, and increase efficiency by drafting reminder emails.
- To access the summary, select a customer name and choose View Customer Details at the top of the page.
- Azure OpenAI is used to generate results in Balances and payment history, based on data in Finance and provided prompts.
- Collection managers can explore AI-delivered functionality to save time.
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