ERP

Recovering past-due invoices from Microsoft Dynamics 365

Because Microsoft Dynamics 365 spans ERP and CRM apps, a customer's contact details and invoices are often found in the same environment. On request, Fortis can review how delinquent accounts could be placed for collections together with the relevant account history.

Being added: on request

Markets: Germany · Europe · USA

Other systems on request

Apart from DATEV and Lexware Office, which you connect yourself in the portal, these systems are still being added to the Fortis system. To use one of them, please contact us through the request form or at info@fortis-inkasso.de. Until then, you can hand over open items from any system with the CSV bulk import in the portal.

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How Fortis works with Microsoft Dynamics 365

Following your request, Fortis would assess which data is needed and how it could be transferred, then decide on individual activation. Once activated, Fortis would take over the past-due invoices sent from Dynamics 365 and handle reminders and collections on each account. Status reports at the agreed intervals would let your sales and A/R teams follow every case.

Apart from DATEV and Lexware Office, these systems are still being added; to use one of them, please contact us directly.

Typical data from Microsoft Dynamics 365

  • Customer and contact records
  • Open invoices
  • Balances due and due dates
  • Payment history by customer

Which data is transferred is agreed with you when access is activated.

How to get access to other systems

  1. 1

    Submit a request

    Choose your system and tell us briefly which receivables data you want to send.

  2. 2

    Review by Fortis

    We review your request and align the technical requirements with you.

  3. 3

    Individual activation

    Once approved, you send open receivables to Fortis directly from your system.

Related integrations

Prefer to connect through the Fortis API?

After review, you can link your own systems to Fortis through an individual API integration.

Go to the Fortis API

Microsoft Dynamics 365 is a trademark of its respective owner. Its mention describes an integration Fortis reviews on request and does not imply any cooperation with the vendor.