Summary by Copilot of a customer’s account and revenues in Dyn365 Finance

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Dynamics 365 Finance

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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