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.
Markets: Germany · Europe · USA
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
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.
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 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 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.