AI-Powered Analysis of Payment Behavior

When reviewing a customer record, collection agents require comprehensive details such as credit ratings, payment behavior, and communication logs. The new workspace consolidates past activities and relevant information, providing collection agents with a clear overview. Custom email templates further simplify the process of sending reminders to customers.

In times of economic uncertainty, prompt payments and a stable cash flow are crucial. Copilot, integrated into Dynamics 365 Finance, assists collection managers by providing quick access to credit and payment records. This feature enables personalized customer interactions through AI-generated content, enhancing collection success rates and proactively nurturing positive customer relationships.

The AI-powered summarization function efficiently consolidates relevant data onto a single page. Additionally, a new timeline view offers detailed insights into past activities, payment behavior, and customer communication. The clear presentation of aging details and account information simplifies the assessment of an account’s significance.