Abivo + Microsoft Dynamics 365: Intelligent Collections, Natively Integrated

Seamless integration for Business Central & Finance. Automates dunning. Syncs with your Customer Ledger. "Dynamics tracks the debt. Abivo collects it."

Upgrading Your "Reminders" to "Results"

Dynamics 365 is a powerhouse for operations, but its native dunning system is often manual and rigid. Abivo replaces static templates with an active AI agent that recovers revenue without adding admin work.

• Step 1: The Live Ledger Link Abivo connects via secure Web Services (OData) to read "Posted Sales Invoices" and "Customer Ledger Entries" in real-time, respecting your existing payment terms.

• Step 2: The Adaptive Workflow Instead of rigid "Reminder Levels," Kate (our AI) adapts her tone based on customer behavior. She handles the complex back-and-forth dialogue that Dynamics cannot.

• Step 3: The Native Interaction Log Every conversation is captured. Abivo writes summaries and transcripts directly back to the Interaction Log Entries on the Customer Card, keeping your data inside the Microsoft ecosystem.

The "Deep Sync" Specifications

We ensure that the Abivo engine respects the dimensions and document structures that make Dynamics 365 unique.

• Dual-Stack Support (BC & F&O) Native connectors for both Dynamics 365 Business Central and Dynamics 365 Finance ensure a fit for both Mid-Market and Enterprise setups.

• Global Dimension & Segment Mapping We read your Global Dimensions (Department, Project, Salesperson). Segment your collections by "Region" or "Sales Rep" automatically.

• Smart Attachment & PDF Fetch We pull the original invoice PDF directly from the posted document record, ensuring clients get the correct paperwork every time.

• Real-Time Credit Limit Synchronization When Abivo collects, the "Balance Due" updates in Dynamics immediately, freeing up the customer’s credit limit for new orders instantly.

Designed for the Microsoft Ecosystem

Built for IT teams and Controllers who prioritize security, scalability, and ease of maintenance.

• Azure-Grade Security Standards Hosted on infrastructure that meets the rigorous security and compliance standards that Microsoft-first organizations expect.

• Non-Disruptive API Integration We don't modify your base extensions or AL code. It’s a clean API integration that won't interfere with your next Business Central update.

• Role-Tailored Access Control Give your AR Clerks and Controllers specific views into the Abivo dashboard without needing to grant full ERP administrative rights.

Upgrade your "Reminders" to "Results."

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