ARPilot + Microsoft Dynamics 365

Overview

For businesses leveraging Microsoft Dynamics 365, ARPilot offers a transformative approach to accounts receivable management. Our AI-native platform seamlessly integrates with Dynamics 365, specifically enhancing its Finance AR module. You can effortlessly automate AR workflows, including invoice reminders, follow-ups, and payment plans, all while maintaining your existing accounting system. With ARPilot, there’s no need for a disruptive rip-and-replace; instead, enjoy the benefits of AI-driven automation that integrates smoothly into your current operations.

What the Integration Does

The ARPilot and Microsoft Dynamics 365 integration focuses on synchronizing critical AR data and automating essential tasks. The integration syncs customer ledger entries and payment journals directly from Dynamics Finance, ensuring that all AR records are up-to-date. Automation is expanded through Power Automate trigger support, enabling automated follow-ups based on Dynamics invoice aging reports, which helps to ensure timely collections. Furthermore, Azure AD authentication ensures that data exchanges remain secure and compliant with enterprise standards.

Step-by-Step: Getting Set Up

Key Benefits

• Seamless Integration: No need for a rip-and-replace. ARPilot works with your existing Dynamics 365 setup, providing a smooth transition to enhanced AR automation.

• Significant DSO Reduction: Customers typically see a 20-40% reduction in DSO within 90 days, thanks to AI-driven outreach and workflow automation.

• Enhanced Efficiency: By automating manual tasks like reminders and follow-ups, your team can focus on strategic initiatives rather than administrative burdens.

• Transparent Pricing: With per-invoice pricing, you pay only for what you use, ensuring cost-effectiveness and scalability as your business grows.

FAQ

How does ARPilot integrate with Microsoft Dynamics 365?

ARPilot integrates with Microsoft Dynamics 365 by syncing data from the Dynamics Finance AR module, automating workflows through Power Automate triggers, and ensuring secure operations via Azure AD authentication.

What kind of data is synced between ARPilot and Dynamics 365?

The integration syncs customer ledger entries and payment journals from Dynamics Finance, ensuring that your AR processes have the most current data for decision-making and automation.

How can ARPilot reduce our DSO by 20-40%?

ARPilot reduces DSO through AI-generated outreach that automates reminders and follow-ups, ensuring timely payment collections without additional manual effort from your team.

Is there a need to change our current accounting system to use ARPilot?

No, ARPilot is designed to work with your existing accounting system, including Microsoft Dynamics 365, without the need for any disruptive changes or replacements.

Can ARPilot trigger follow-ups from invoice aging reports in Dynamics 365?

Yes, ARPilot uses Power Automate triggers to initiate follow-ups based on invoice aging reports from Dynamics 365, ensuring proactive management of overdue accounts.