AI powers collections workspace timeline summary
Important
This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Dynamics 365 Finance. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
Jun 15, 2023 |
- |
Business value
When a collections agent views a customer record, a lot of information is needed from credit ratings, payment history, and communication history. This process can take anywhere from 15-30 minutes to search and find in Dynamics 365 Finance. With the new workspace page, the collections agent will have a summary of past activities and the most relevant information in one place. Personalized emails can save them even more time when sending reminder letters to customers.
Feature details
Timely payment and healthy cash flow are increasingly important in times of economic uncertainty. With Copilot in Dynamics 365 Finance, collections managers have quick access to credit and payment history. They can prioritize and personalize customer communications with AI-tailored content, increasing successful collection rates and proactively keeping customers in good standing.
The summary information, driven by AI summarization, gathers the relevant data and presents it on one page. If the collections agent wants to view the details, a new timeline view is available that will gather past activities, payment history, and communications with the customer. Aging details and account information is clearly presented so the magnitude of the account is easily found.
