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Collections coordinator summary

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This article explains how to enable the optional Summary by Copilot field in the Collections coordinator workspace. For more information about how to use this workspace, see the Collections coordinator workspace.

Turn on Copilot support for the Collections coordinator workspace

The Collections coordinator workspace and Collections coordinator summary features are on by default in Microsoft Dynamics 365 Finance version 10.0.39.

Note

In Dynamics 365 Finance version 10.0.40 and later, and in the proactive quality update (PQU) for version 10.0.39, the Collections coordinator workspace and Collections coordinator summary features are turned on by default in Feature management. If they aren't set to On by default, you must enable them in Feature management.

The Collections coordinator workspace can be used either with or without its AI-powered copilot functionality. To use the copilot functionality in the workspace, you must install the Copilot in Microsoft Dynamics 365 Finance app in your Dataverse environment. For more information, see Copilot prerequisites.

Use this feature to get an AI-generated summary of a customer's overdue invoices, payment history, and remaining credit in the Collections coordinator workspace, and to get an AI-generated draft of a reminder email. This feature is powered by Azure OpenAI Service's large language model and is designed to reduce the time that you must spend reviewing collections details for your customers.

This feature has three purposes:

  • Provide customer account information.
  • Help you make better decisions about your customers.
  • Increase efficiency by drafting reminder emails that you can edit and then send to your customers.

Country/region and language availability

For information about the languages that this Copilot feature was validated for, see Explore Copilot features by geography and languages. Although the feature can be used in other languages, it might not work as intended. Language quality might vary, based on the user's interactions or system settings, and might therefore affect accuracy and the user experience.

Summary by Copilot

Go to Credit and collections > Workspaces > Collections coordinator to open the Collections coordinator workspace, The page shows an overview of the activities that are assigned to a collections coordinator (collections agent), the customers who have the highest balances, and the customers who have the most overdue amounts.

To get to the Collections coordinator details page, select any customer name. Alternatively, when a Customer account is selected at the top of the page, select View customer details. The Collections coordinator details page includes the Summary by Copilot field. Azure OpenAI is used to generate the results in Balances and payment history, based on data in Finance and the provided prompts. All calculations are done in Finance. The summary is based on the amounts for the selected customer's payment history for the past year, outstanding debt amount, and invoices for the last six months.

Generate a reminder email

To have AI generate a draft email in the form of a reminder letter, select Create reminder email. The following message is shown:

A reminder email will be created with AI. Make sure AI-generated content is complete, accurate, and appropriate before using. Do you want to create the email?

To return to the Collections coordinator workspace without generating an email, select No. To generate and open a draft email in your default email service, select Yes. Azure OpenAI incorporates robust filters and safeguards to help prevent offensive, destructive, or abusive content from being created by using this feature.

Note

The email is generated by using AI and Finance data, and the content is a suggestion. It's your responsibility to review and edit the suggested content to ensure that it's complete, accurate, and appropriate before you send the email.

For additional information, see Collections coordinator summary: FAQ.