ERP

Collecting overdue receivables from Microsoft Dynamics 365

Microsoft Dynamics 365 combines ERP and CRM applications, so customer and invoice data often sit side by side. On request, overdue receivables can be handed over to Fortis Inkasso together with the relevant customer context.

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

After your request, we review the data scope and transfer method and activate the integration individually. Fortis Inkasso then takes over the open receivables transmitted from Dynamics 365 and carries out dunning and debt collection. We report the status of each claim at the agreed intervals, so sales and accounting can follow progress.

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 data
  • Open invoices
  • Amounts due and due dates
  • Payment history per 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.