From Invoice to Cash: Hyper-Automated Accounts Receivable Across Dynamics 365 Finance and Sales
Accounts Receivable should not be manual, fragmented, or reactive. Yet across Microsoft Dynamics 365 environments, many organisations still depend on disconnected payment providers, manual reconciliation, delayed collections, and limited visibility between Finance and commercial teams.
In this session, we introduce TAPP — Bluefort’s embedded payment orchestration layer for Dynamics 365 Finance and Sales — built to automate the entire payment lifecycle across ERP and CRM.
We’ll begin with a cross-platform overview of TAPP across D365 Finance and D365 Sales, exploring architecture, automation flows, and measurable value drivers. Through live demonstration, you’ll see how to:
- Automate invoice collection with smart triggers, retries, and real-time updates
- Embed Stripe, GoCardless, and Adyen natively inside Dynamics 365
- Eliminate reconciliation friction across payouts, refunds, fees, and disputes
- Enable Sales teams to initiate and track payments directly in CRM
- Improve DSO, reduce revenue leakage, and scale AR without increasing headcount
We’ll close with a short walkthrough in Dynamics 365 Sales, demonstrating how Finance and Sales operate as one connected revenue engine.
If you run Dynamics 365 Finance and want to accelerate cash flow while reducing operational overhead, this session is for you.
