DynamicsMinds 2025

26/05/2025, Grand Hotel Bernardin
Portorož, Slovenia

Digital Magic: Efficient Communication with Customers for Collections

In this session, we’ll explore the three primary ways to communicate with customers about their account statements and overdue invoices: using the Aged Balances inquiry, Process Automations, and Copilot for Finance in Outlook. These tools provide efficient solutions for maintaining contact and ensuring timely updates, but there’s always room to improve these communications. You can take your email communications a step further by exploring tools that enable customization and enhancement of email templates. These functionalities help you craft more effective, professional, and customer-focused communications, tailored to your specific needs.