Enterprise ERP integration

AR automation for Microsoft Dynamics 365 Finance and Business Central

Finero automates accounts receivable on Dynamics 365 Finance (F&O) and Business Central: it chases invoices, takes payment and posts cash back to Dynamics.

Dynamics 365 Finance gives collectors a workspace to organise their work. Finero does the work: it contacts each customer, takes card and ACH payment, and applies the cash, so your team handles only the exceptions. No new ERP project.

What the Microsoft Dynamics 365 integration does, end to end.

1. Sync
Microsoft Dynamics 365 sends open AR, customer master and terms into Finero on a continuous basis.
2. Chase
Fin chases every invoice by email, adding SMS and chat on Scale, and respects your customers' credit terms.
3. Collect
Buyers pay card or ACH on hosted Finero pages, routed through your existing payment provider.
4. Reconcile
Cash is matched to invoices at the line level and posted back to Microsoft Dynamics 365 with audit trail.

How the Dynamics 365 Finance integration works

Finero connects to Dynamics 365 Finance, part of Microsoft's finance and operations apps (often called F&O), and to Dynamics 365 Business Central. Open invoices, customer master, and aging flow in continuously; cash receipts post back against the invoices they settle. Dynamics stays the system of record and the AR sub-ledger stays clean. No manual journal entries, no overnight exports.

Every posting carries an audit trail; payments that can't be confidently matched surface as exceptions for review.

What Dynamics 365 Finance does for collections natively

Dynamics 365 Finance manages collections from a central Collections page. It groups customers into collections pools, assigns them to collections agents, and builds aged balances from aging snapshots, which have to be created before the collections list pages show anything. The Collections coordinator workspace, switched on through Feature management, puts a customer's aged balances, last payment and highest balances on one page, and write-offs, NSF payments and interest or fee waivers each take one step.

Collections process automation goes further: it sends email reminders, creates and posts collection letters, and schedules activities such as phone calls, on steps set a number of days before or after each customer's oldest open invoice. Copilot can summarise a customer's account in the workspace and draft a reminder email for a collector to edit and send.

What it does not do is handle the conversation. Steps follow fixed rules, activities are tasks for a person, and replies, promises to pay and disputes come back to your team. That is the part Finero takes over.

Source: Microsoft Learn: collections in Accounts receivable · Microsoft Learn: collections process automation · Microsoft Learn: Collections coordinator summary · Microsoft Learn: Collections coordinator workspace

Where an autonomous layer fits on Dynamics

Finero adds execution on top of the Dynamics collections tools: an agent that works each invoice across email, SMS, and chat, takes card and ACH payment on hosted pages through your existing processor, triages disputes, and applies cash at the line level back into Dynamics. Collectors keep the Collections coordinator workspace for the exceptions it escalates.

Dynamics 365 Finance or Business Central?

Microsoft sells two ERPs under the Dynamics 365 name. Dynamics 365 Finance, with Supply Chain Management, is the enterprise suite that grew out of Dynamics AX and is often called F&O. Business Central is the small and mid-sized business ERP that grew out of NAV. Finero connects to either, and the collections workflow on top is the same.

What to ask any AR tool about Dynamics 365

Ask whether the integration is two-way or only reads from Dynamics; where applied cash posts, and whether it lands against the invoice it settles; how it handles several legal entities; which Dynamics product it supports, Finance or Business Central; and what happens to a payment it cannot match. The answers separate a collections layer that keeps the sub-ledger clean from one that creates reconciliation work.

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Common questions about the Microsoft Dynamics 365 integration

Does Finero write back to Microsoft Dynamics 365?

Yes. Cash receipts, credit memos and reconciliation entries are posted back to Microsoft Dynamics 365 via its native API. Every action is auditable.

How long does the Microsoft Dynamics 365 connector take to deploy?

Custom implementations on Microsoft Dynamics 365 take 1-2 weeks.

Do we keep using Dynamics as the system of record?

Yes. Dynamics 365 stays the ledger; Finero owns the workflow between invoice and applied cash.

What AR software integrates with Microsoft Dynamics 365 Finance?

Several tools do, and they differ in who does the work. Finero chases each invoice itself, takes card and ACH payment through your processor, and posts cash back to Dynamics. Versapay integrates natively with Dynamics 365 Business Central, NAV and Finance and Supply Chain Management around a customer payment portal. Invoiced by Flywire lists a native Dynamics 365 integration. HighRadius lists Microsoft Dynamics among its ERP connections for its enterprise suite.

Does Finero work with Dynamics 365 Finance and Operations (F&O)?

Yes. Finero connects to Dynamics 365 Finance, part of Microsoft's finance and operations apps, often called F&O. Open invoices, customer master and aging flow in, and cash receipts post back against the invoices they settle.

Does Finero work with Dynamics 365 Business Central?

Yes. Finero connects to Business Central as well as Dynamics 365 Finance, and the collections workflow on top is the same for both.

Does Finero replace the Dynamics 365 Collections coordinator workspace?

No. The workspace organises collections for your team, and collections process automation sends rule-based emails and letters. Finero handles what those leave to people: reading replies, following up on promises to pay, taking card and ACH payment inside the message, and applying the cash. The cases it escalates are the ones your collectors work in Dynamics.