TechTalk: Process Automation for Customer Collections and Vendor Payments

Session overview

This talk will introduce and explain the process automation framework which was added to Dynamics 365 Finance. Process automation framework allows simple scheduling of processes to be run by batch server. This new framework eliminates the need for business users to configure customized batch jobs to handle their finance processes. In this talk, we walk you through the setup and configuration of the framework Customer Collections and Vendor Payments processes along with implementation design best practices.


Presented by:

Adeel Edhi, Senior R&D Solution Architect, Microsoft

Severin Bock, R&D Solution Architect, Microsoft

Register for the web conference

This web conference is virtual event and is being offered live at two separate times to accommodate various time zones and busy schedules.  The Presenters will cover the same topics at each session; please attend the one that best fits your schedule.

Session 1

Date: April 7, 2021

Time: 2:00 PM – 3:00 PM Pacific time

Registration URL:

Session 2

Date: April 8, 2021

Time: 7:00 AM – 8:00 AM Pacific time

Registration URL:

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Watch later

This session will be recorded. The recording will be available on the TechTalks Dynamics Community Page within 5 business days post event. Be sure to register even if you are unable to attend the live event. This will ensure that you receive the post-session email messaging which will include details on how to access the recording and any available session materials.

Registration support

For registration support call: 800-290-5900

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