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.
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Measurable impact across resolution speed, recovery rates, and DSO, purpose-built for the Microsoft Dynamics 365 ecosystem.
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.
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.
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).
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.
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.
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.
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
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"
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
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
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
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
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.
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.
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.
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.
Running multiple ERPs? HighRadius connects to all of them. Pre-built, certified connectors mean
faster deployment and fewer integration headaches.
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.
Book A Discovery CallYes. 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.
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.
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.
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.