Speed results with collections coordinator summary

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	Jun 15, 2023	Jun 2024

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 are clearly presented so the magnitude of the account is easily found.

Geographic areas

This feature will be released into the following Microsoft Azure geographic areas:

• Germany
• Norway
• Singapore
• South Africa
• Switzerland
• United Arab Emirates
• United States
• Europe
• Asia Pacific
• United Kingdom
• Australia
• Canada
• India
• Japan
• France
• Korea
• China

See also

Collections coordinator workspace (docs)