Collections Automation Solution for MS Dynamics 365

End-To-End Collections Automation For MS Dynamics 365

Connect HighRadius Collections directly to MS Dynamics 365 Finance & Operations via pre-built SFTP connectors, syncing customer master, open AR, payment history, and PODs into your collections workspace and writing deduction resolutions back to D365 automatically.

Available on Microsoft Marketplace , version 10.0.28 and beyond
File-based SFTP connectors , no custom development required
Bi-directional sync, collections activity posted back to D365 automatically

Why AR Teams Choose HighRadius Collections for MS Dynamics 365

Measurable collections impact across dunning automation, DSO reduction, and collector productivity, purpose-built for MS Dynamics 365 environments.

30%

Increase in Collector Productivity

Eliminate Manual Data Gathering from MS Dynamics 365

AI agents sync open AR, customer master, invoice PDFs, and PODs from D365 F&O into the collections workspace, giving collectors everything they need without switching systems.

Open AR & closed AR synced from D365 daily
Invoice PDFs & PODs pulled from D365 F&O
Customer master synced from F&O daily

10x

Automated Email Coverage

Automate Collections Correspondence Across D365

AI agents auto-generate and send dunning emails using customer master and invoice data from D365 F&O backend tables, reaching every account without manual collector effort.

Dunning templates built from D365 customer data
Invoice PDFs auto-attached from D365 F&O
Smart send optimizes timing by response patterns

10%

Reduction in DSO

Accelerate Cash Collection Across D365 F&O

AI agents analyze payment history from D365 F&O to build 30-day delinquency predictions, helping collections teams prioritize the right accounts and close the cash gap faster.

Payment history synced from D365 F&O daily
30-day delinquency predictions per customer
Payment links embedded for immediate action

20%

Reduction in Past Due

Resolve Past Due Balances Faster Across D365

AI agents use open AR, POD data, and item master from D365 to flag delinquent accounts and route dispute workflows, so fewer invoices age past due waiting on manual research.

Open AR & AR summary synced from D365 daily
PODs & item master pulled for dispute research
Deduction workflows routed with D365 data

Collection Calls

Double the Number of Calls Your Team Makes Daily

AI agents surface open invoices, POD details, and customer context from D365 F&O before every call, so collectors spend more time talking and less time preparing.

Customer master & open AR synced before calls
PODs & item data pulled from D365 for calls
Post-call actions written back to D365 F&O

Collection Emails

Triple Personalized Email Output Without Adding Headcount

AI agents auto-draft personalized emails using customer data, invoice PDFs, and PODs from D365 F&O, allowing collectors to send 3x more emails daily without manual composition.

Emails auto-drafted from D365 customer data
Invoice PDFs & PODs auto-attached from D365
Email activity logged back to D365 daily

End-to-End Collections Workflows, Automated for MS Dynamics 365

From AR data sync to dispute resolution and writeback, every collections step is orchestrated by AI agents that work directly with your MS Dynamics 365 data.

Always Work from Accurate D365 F&O Data

Open invoices, customer master, invoice PDFs, and AR summary are automatically extracted from D365 F&O 10.0.28 and beyond via SFTP, giving collectors a real-time, accurate view of every account.

Open AR & closed AR synced from D365 daily
Invoice PDFs & sales orders pulled via SFTP
AR summary synced for full portfolio visibility

Available on Microsoft Marketplace, V 10.0.28+

Enable Collectors with Complete D365 F&O Data

Customer contacts and master data are queried directly from D365 F&O backend tables and synced via SFTP, ensuring collectors always reach the right contact without switching systems.

Customer contacts synced from D365 F&O daily
Full & delta load supported for all data
File-based SFTP, no custom development needed

100% contact data available from day one

AI Worklists Built on D365 AR & Payment Data

AI agents analyze open AR and payment history synced from D365 F&O to score and rank every customer, delivering a prioritized daily worklist with suggested actions for each collector.

Payment history pulled from D365 for AI scoring
Customers ranked across 20+ risk parameters
Actions assigned by collector bandwidth

30-day delinquency predictions from D365 data

Drive Outreach Directly from D365 F&O Data

AI agents auto-generate dunning emails and call talking points using customer data, open invoices, and invoice PDFs synced from D365 F&O, backing every collector interaction with accurate data.

Dunning emails auto-generated from D365 data
Call talking points built from D365 open AR
Invoice PDFs auto-attached from D365 F&O

10x more accounts covered via automation

Resolve Disputes Faster with D365 F&O Data

POD documents, item master, and item cross reference data synced from D365 F&O give collectors everything needed to research, categorize, and resolve disputes without leaving the workspace.

PODs pulled from D365 for dispute evidence
Item master & item xref synced from D365
Dispute workflows routed with D365 data

20% reduction in past-due through faster resolution

Post Collections Activity Back to D365 F&O

Deduction resolutions, reason code updates, and customer records are automatically written back to D365 F&O via SFTP, keeping your AR ledger accurate without manual data entry from collectors.

Resolution extract posted back to D365 F&O
Reason codes & deduction splits synced back
Customer updates triggered back to D365 F&O

100% collections activity reflected in D365

HighRadius & MS Dynamics 365 Keep Your Collections Data In Sync

Your collections workflows are only as effective as the data behind them. Here's how HighRadius and MS Dynamics 365 stay perfectly aligned at all times.

Bi-Directional Sync

Customer master, open AR, POD documents, and deduction resolutions flow both ways between HighRadius and D365 F&O via SFTP. What’s in D365 is what collectors see, and every resolution is written back automatically.

Flexible Sync Cadence

Data is queried directly from D365 F&O backend tables and synced via SFTP, with full load, delta load, or trigger-based options. Sync scheduling adapts to your business cycles without disrupting AR workflows.

Unified Collections Visibility

AR summary data synced from D365 F&O ensures open item counts and balances stay reconciled between systems. Collections managers get a single source of truth, so every collector works from accurate, up-to-date data.

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

From Chaos to Cash: How Finance Teams Reclaimed Millions in 6 Months

Leading enterprises are transforming collections with an AI-led collections management solution—automating customer prioritization, dunning workflows, and dispute resolution. By replacing manual follow-ups with predictive prioritization and real-time automation, teams reduce overdue receivables by up to 30% and improve collector productivity without increasing headcount. Within 6 months, organizations accelerate cash flow, reduce DSO, and unlock more predictable, controlled revenue realization.

FAQs

How does HighRadius integrate with MS Dynamics 365?

HighRadius connects to D365 F&O via pre-built SFTP connectors that query F&O backend tables directly, syncing customer master, open AR, payment history, PODs, and invoice PDFs into the collections workspace with resolutions written back automatically.