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2020 releases free collections analytics for clients

Leading Microsoft Dynamics 365 provider offers free Power BI solution for advanced collections insights to help clients navigate the economic downturn.

Atlanta, GA – April 6, 2020:® announced today that they have released an advanced AR & Collections analytics solution designed to help their clients proactively manage collections activities and maximize cash flow during the economic downturn caused by COVID-19. is offering this tool to its Microsoft Dynamics 365 ERP clients free of charge to help them successfully manage their way through the current economic challenges.

The advanced AR Content Pack leverages Microsoft Power BI to provide rich analytics around key metrics and activities related to analyzing and collecting outstanding customer payments. This solution specifically leverages data from Microsoft Dynamics 365 for Finance and uses the associated Dynamics 365 BYOD data warehouse technology.

“Closely managing cash flow will be critical to many organizations’ ability to navigate the current economic downturn,” explains Joel Leichty, Director of Products for “We designed our Power BI content pack to provide deep insights into outstanding receivables, client payment trends, and other important collections information to help our clients stay on top of their incoming cash.”

The advanced AR and collections analytical experiences include:

  • Metrics around open AR, payments, invoices, and open AR trends
  • Customer invoicing and payment statistics
  • AR aging and past due invoice visibility
  • Analysis of client payment trends for identifying at-risk clients

“We are committed to helping our clients successfully navigate this difficult economic environment,” explained Andy Yeomans, Executive Vice President for “By providing this solution free of charge to our clients and helping them deploy this into their environments, we are hopeful that they will be able to get a firm grasp on their receivables and proactively manage their way through any potential cash flow challenges.”

For more information about the AR content pack, clients can contact us at: This email address is being protected from spambots. You need JavaScript enabled to view it.


With 30 years of experience in ERP, CRM, HCM, and business intelligence solutions, is a Microsoft Dynamics Gold Partner offering industry-specific solutions to firms in key vertical markets like AEC, legal, accounting, consulting, and advertising & marketing. The company is a 10-time winner of the coveted ‘Microsoft Dynamics Partner of the Year’ Award and is also a part of Microsoft’s elite Inner Circle. The global organization has a team of over 800 members across 27 offices in 21 countries.

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