ERP Integrated Deductions for Microsoft Dynamics

End-to-End Deduction Management Automation for Dynamics 365

Automate claim validation and resolution workflows across Dynamics 365 Finance & Operations and Business Central. Our native connector enriches the Microsoft ecosystem with AI-driven document retrieval and automated ledger posting.

  • Native connectors for D365 F&O and Business Central.
  • Automated backup retrieval from 100+ carrier and retailer portals.
  • Real-time posting of Credit Notes and write-offs to Dynamics accounts.

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Why Finance Teams Choose HighRadius Deductions For Microsoft Dynamics

Measurable impact across resolution speed, recovery rates, and DSO, purpose-built for the Microsoft Dynamics 365 ecosystem.

85%
Reduction in Manual Research
Eliminate Manual Claim Research

Automate the entire research lifecycle, from claim retrieval to resolution. HighRadius AI agents automatically log into retailer and distributor portals, download backup documents, and map reason codes directly to your Dynamics 365 environment.

Automated retrieval of PODs, Bills of Lading, and Debit Memos
AI-powered mapping of retail codes to Dynamics 365 reason code categories
Direct dispute case creation within the Dynamics Finance & Operations interface
2x
Increase in Invalid Claim Recovery
Protect Your Margins from Revenue Leakage

Identify and dispute invalid pricing and shortage claims before they hit your bottom line. AI cross-references shipping and fulfillment data in Dynamics with customer claims to flag discrepancies instantly.

Automated validation against Dynamics Sales Orders and Warehouse Shipments
Intelligent flagging of recurring invalid deductions and price variances
Streamlined approval workflows using Microsoft Dynamics organizational hierarchies
30%
Average Decrease in DDO
Accelerate the Path to Resolution

Eliminate the bottlenecks that cause deductions to age on your Dynamics sub-ledger. By automating high-volume manual tasks, your team can resolve disputes within the recovery window, directly lowering your Days Deductions Outstanding (DDO).

Automated dispute coding to trigger instant resolution workflows.
Intelligent routing of disputes to Sales, Logistics, or Warehouse teams based on Dynamics user roles.
Proactive alerts for high-value claims nearing their Dynamics aging thresholds.
100%
Native Dynamics Connectivity
Certified Connectivity for D365 F&O and Business Central

Stop jumping between portals and your ERP. HighRadius offers a native connector that enriches your Microsoft Dynamics AR module with external claim data and backup documents without heavy custom development.

Bidirectional data sync ensures Dynamics 365 remains the "Single Source of Truth."
Automated ledger updates for credit notes, write-offs, and reversals in Dynamics.
Zero manual reconciliation required between HighRadius and your Dynamics environment.
$1B+
In Deductions Managed Globally
Built for High-Growth Manufacturing & CPG

Consolidated deduction workflows as you scale your Microsoft footprint. HighRadius provides the governance and scale needed to manage millions of claims from thousands of retail partners across all global entities.

Multi-legal entity and multi-currency support for global Dynamics environments.
Standardized global workflows to ensure policy compliance across all regions.
Centralized audit trails for every dispute, resolution, and Dynamics GL update.

End-To-End Deduction Workflows, Automated For Microsoft Dynamics

From claim ingestion to final ledger posting: every step is orchestrated by AI agents
that work directly with your Microsoft Dynamics 365 and AR data.

Aggregate Claims Automatically

The ingestion agent monitors emails and logs into 100+ retailer and distributor portals to identify new "short-pays" and debit memos as they occur.

1Scan emails and customer portals for new claims

2Extract claim numbers, amounts, and metadata

3Create a dispute case linked to the Dynamics 365 Customer Account

100% elimination of manual claim entry
Standardize Disparate Data

The mapping agent translates "retailer-speak" into your specific Dynamics Reason Codes. It ensures all customer claims are normalized to match your internal Microsoft Dynamics accounting structure.

1Identify customer-specific reason codes

2Map to internal Dynamics 365 reason code hierarchies

3Automatically categorize claims as "Trade" or "Non-Trade"

95%+ accuracy in reason code categorization
Automated Evidence Gathering

Stop the "portal crawl." AI agents automatically retrieve all necessary backup documents, including Proof of Deliveries (PODs), Bills of Lading (BOLs), and packing slips from carrier and distributor portals.

1Log into carrier portals and warehouse management systems

2Fetch signed PODs and supporting shipping documentation

3Attach documents directly to the Dynamics 365 Dispute Case

80% reduction in document retrieval time
AI-Powered Discrepancy Detection

The research agent cross-references claim line items against Dynamics Sales Orders, Warehouse Shipments, and pricing records to find the "truth" behind the deduction.

1Compare claim details against Dynamics fulfillment and shipping data

2Identify price variances, quantity mismatches, or duplicate claims

3Flag invalid deductions for immediate dispute or recovery

2x increase in invalid claim recovery
Collaborative Internal Resolution

Route high-value or complex disputes to the right stakeholders in Sales, Logistics, or Finance. The agent manages the workflow based on your Dynamics 365 Organizational Hierarchy.

1Route disputes based on Dynamics user roles and approval limits

2Automate reminders for pending internal approvals

3Consolidate communication within a centralized audit trail

40% faster internal approval cycles
Touchless Dynamics Updates

Once resolved, the posting agent updates the Dynamics 365 Sub-ledger in real-time. Whether it's a credit note, a write-off, or a reversal, the transaction is posted back to Dynamics without human intervention.

1Generate credit notes or adjustments directly in Dynamics 365

2Clear open items and close the dispute case

3Ensure the Dynamics AR Aging report reflects real-time status

90% touchless posting for resolved disputes

HighRadius & Microsoft Dynamics Keep Your Deduction Data In Sync

Your dispute resolution is only as fast as the data it relies on. Here’s how we keep Microsoft Dynamics and HighRadius aligned to ensure a single source of truth for every claim.

Bi-Directional Sync

Claims, reason codes, PODs, and adjustment updates flow both ways between HighRadius and your Dynamics 365 environment in real-time. No more manual reconciliation or stale dispute cases. What’s resolved in HighRadius is automatically posted back to the Dynamics sub-ledger, ensuring your Microsoft ecosystem is always up to date.

Flexible Sync Cadence

Choose how often deduction data syncs with your Dynamics instance: hourly, daily, or on-demand via native connectors. Sync scheduling adapts to your specific Microsoft Power Platform or ERP maintenance windows and period-end close cycles without disrupting core financial controls.

Unified Financial Visibility

Standardized, real-time updates across all legal entities and global regions eliminate data silos. Finance leaders get a single source of truth for Days Deductions Outstanding (DDO) and recovery rates across all Dynamics instances, strengthening strategic decision-making at scale.

Seamlessly Integrates With 50+ ERP Systems

Running multiple ERPs? HighRadius connects to all of them. Pre-built, certified connectors mean
faster deployment and fewer integration headaches.

erp-logo
Value Creation for the Office of the CFO

From Confusion to Clarity: How Teams Recovered Revenue in Just 6 Months

Duplicate claims. Invalid deductions. Endless research and approval delays. Finance teams cut through the chaos with Agentic AI-powered Deductions Management, automating claim capture, reason code mapping, trade promotion matching, and dispute resolution across every channel.

The result is tangible deduction recovery software benefits: faster deduction resolution, higher recovery rates, reduced write-offs, and millions in recovered revenue within six months.

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FAQs: AI-Powered FAQs Solutions

Does HighRadius support Dynamics 365 Finance & Operations and Business Central?

Yes. HighRadius provides native connectors for both Dynamics 365 F&O and Business Central. The solution enriches your Microsoft environment by automating data-heavy research and validation tasks that typically slow down finance teams relying on standard Dynamics AR.

How does the solution handle Dynamics 365 Reason Codes?

Our AI agent maps disparate customer reason codes to your specific internal Dynamics 365 hierarchy. This ensures standardized reporting across your ecosystem and allows you to categorize deductions as Trade or Non-Trade with over 95% accuracy.

Can HighRadius automate Credit Note posting in Dynamics?

Absolutely. Upon resolution, HighRadius automatically posts the appropriate Credit Note or adjustment directly to the Dynamics 365 sub-ledger. This achieves up to 90% touchless posting and ensures your Microsoft ecosystem remains the single source of financial truth.

How does HighRadius interact with the Microsoft Power Platform?

HighRadius integrates seamlessly within the Microsoft stack, allowing for clean data flows between your ERP and our AI engine. This ensures that your deduction data is accessible for extended reporting or workflow needs within the broader Microsoft Power BI or Power Apps environment.

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