Integrations
Abivo + Microsoft Dynamics 365: Intelligent Collections, Natively Integrated
Intelligent Collections for Microsoft Dynamics 365
✓ Connect open invoices and customer contacts
✓ Kate follows up by phone, email, and SMS
✓ Promises to pay and disputes logged automatically
Dynamics 365
Native integration
Upgrading Your “Reminders” to “Results”
Seamless integration for Business Central & Finance. Automates dunning. Syncs with your Customer Ledger. “Dynamics tracks the debt. Abivo collects it.”
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.”
Frequently asked questions
How does Abivo connect to Dynamics 365?
Abivo connects securely to Dynamics 365 and syncs open invoices, balances, and customer contacts so Kate always works from live data.
Does Abivo replace Dynamics 365?
No. Dynamics 365 stays your system of record. Abivo sits on top as the follow-up layer for overdue invoices.
How long does setup take?
Most teams are live in 3 to 5 business days, including connection, tone settings, and escalation rules.
What happens when a customer disputes an invoice?
Kate pauses outreach, logs the dispute, and alerts your team with the conversation history so a person can take over.
Dynamics 365
Connect Abivo to your stack and let Kate follow up on every overdue invoice—without replacing your system of record.
