
Know the customer position before you chase.
Copilot can summarise overdue invoices, payment history and remaining credit in the collections coordinator workspace, and prepare a reminder email for a person to review and send.
What this gives you
- Why it matters. Less time assembling the account history before deciding what to do next.
- How we help. We configure the process, check the underlying customer and collections data, and agree where a person still reviews and owns the communication.
Availability
- Microsoft status: Generally available in Finance, with Copilot prerequisites.



