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.
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Integrations are being added
The integrations shown here are currently being added to the Fortis system and are not yet available for general use. If you would like to use one, please contact us directly – via the request form or at info@fortis-inkasso.de.
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.
These integrations are currently being added to our system. If you would like to use one, 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 access works
- 1
Submit a request
Choose your system and tell us briefly which receivables data you want to send.
- 2
Review by Fortis
We review your request and align the technical requirements with you.
- 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.
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.