Finance scenario: Collections coordination
Available with: Microsoft 365 Copilot for Finance Scenario level:
KPIs impacted
Days sales outstanding
Value benefit
Cost savings
Revenue growth
Using Copilot for collections coordination
1. Surface oustanding invoices
Use Copilot in Outlook to summarize recent email threads with customers. Use Copilot for Finance to identify outstanding invoices and related insights pulled directly from your ERP system.
Copilot in Outlook
Copilot for Finance (Preview)
Benefit: Speed analysis and streamline customer communications by connecting your ERP and financial system data.
2. Build call script
Prompt Copilot to generate a call script. Use Copilot in Word to refine the call script and save as a template to be used again.
Business Chat1
Copilot in Word
Benefit: Build conversation script, suggesting the most effective and policy compliant approach to collect outstanding invoices and negotiate payment terms.
3. Call customers
Call customers who have outstanding balances and use Copilot in Teams to take meeting notes.
Copilot in Teams
Benefit: Simplify capture of customer intent with generated call notes.
4. Send payment reminders
Use Copilot in Outlook to draft follow up emails to customers. With Copilot for Finance, view and attach related records and financial insight directly within Outlook.
Copilot in Outlook
Copilot for Finance (Preview)
Benefit: Automate drafting of emails and use
Copilot to review the tone and customize
emails with relevant records and insight.
5. Update financial data
Prompt Copilot in Outlook to summarize recent payment updates. Use Copilot for Finance to update your ERP system directly from Outlook with the latest payment plans and promise to pay dates.
Copilot in Outlook
Copilot for Finance (Preview)
Benefit: Simplify record updates by updating ERP records from directly within Outlook.
6. Update legal team
Draft a summary of the collections cycle for the legal team. Draft the message with Copilot in Word, including references to associated documents and emails.
Copilot in Word
Benefit: Quickly find and summarize documents
related to a customer.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Business Chat at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
3Copilot agents allow Microsoft 365 Copilot to access your organization-specific apps. In the past, this would have required an API call to get data from a system of record. The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
