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Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | Sep 2025 | - |
Business value
Collections software plays a vital role in modern business operations, streamlining the process of recovering outstanding debts. Some of the major advantages include:
- Streamlined workflows: Effective collections software brings all key data elements needed into a single pane of glass and empowers the user to execute the key end-to-end processes without bouncing between multiple applications.
- Enhanced communication: By providing a centralized platform for managing emails and phone calls, customers can ensure all interactions are tracked and accessible by authorized personnel, promoting increased transparency.
- Increased compliance: Microsoft 365 Copilot for Finance will be built on compliant, secure platform technology that allows customers to better comply with industry regulations and legal requirements.
- Reporting and analytics: Copilot for Finance provides accounts receivable managers the means to better measure the effectiveness of their copilot initiatives by offering insights into team performance, collection trends, and customer behavior. This data-driven approach enables teams to identify areas for improvement, optimize strategies, and make better business decisions.
Collections teams can specifically benefit from the adoption of these tools in the following ways:
- Reduced Days Sales Outstanding (DSOs): By being prompt in responding to customer inquiries, collections teams can reduce days sales outstanding by avoiding delays when customers reach out for key documents.
- Reduced delinquency rates: By automating reminders and follow-up tasks, collections software can significantly reduce the time it takes to collect debts, leading to faster cash flow and improved financial performance.
- Enhanced resource productivity: By automating routine tasks and improving communication, collections software allows agents to handle more cases and resolve them faster, boosting overall team productivity.
- Improved customer service: Collections software fosters a more positive customer experience by facilitating personalized communication and ensuring timely resolution of inquiries.
Feature details
Copilot for Finance is a game-changer for collections coordinators, offering a suite of capabilities that streamline and enhance the collections process. Copilot for Finance provides an immersive experience in Microsoft Teams that offers the following capabilities needed to decrease days of outstanding sales and improve cash flow.
- Worklist items: This feature will display the list of cases that the collections coordinator needs to work on, sorted by priority, urgency, and status. Each item will include details of the associated customer, the invoice, and the relevant correspondence details.
- Pre-call preparation: Enriched with generative AI, collections coordinators will be provided with call scripts to prepare for calls and to support the customers during the calls.
- Copilot dialing support: During customer calls, collections coordinators will be able to interact with Copilot for Finance to gain specific customer insight and take action on key scenarios that would typically require context switching to the ERP.
- Post-call support: This feature will provide the ability to store call summaries, transcripts, and calls in Microsoft Dataverse. It will also recommend the next best actions.
Note
The public preview is available in English only.
Geographic areas
This feature will be released into the following Microsoft Azure geographic area:
- United States