Speed results with collections coordinator summary

2025-07-15

Enabled for	Public preview	General availability
Users by admins, makers, or analysts	Jun 15, 2023	Jun 14, 2024

Business value

When a collections agent views a customer record, they need a lot of information, including credit ratings, payment history, and communication history. This process can take anywhere from 15 to 30 minutes to search for and find in Dynamics 365 Finance. With the new workspace page, the collections agent gets a summary of past activities and the most relevant information in one place. Personalized emails 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 get quick access to credit and payment history. They can prioritize and personalize customer communications with AI-tailored content, so they increase successful collection rates and proactively keep 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, they can use a new timeline view that gathers past activities, payment history, and communications with the customer. Aging details and account information are clearly presented so the magnitude of the account is easy to find.

Collections coordinator overview