Microsoft Dynamics 365

With our API integration, connect Microsoft Dynamics 365 to LeanPay in minutes. Reduce manual work and accelerate your collections process.

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Microsoft Dynamics 365 is a suite of modular, connected SaaS applications combining CRM and ERP features. Developed and distributed by Microsoft, it stands out for its use of AI across all modules.

Among the many applications offered by Microsoft Dynamics 365, you'll find:

Dynamics 365 Business Central: an all-in-one solution for SMEs, covering accounting, purchasing, inventory, and project management; seamless integration with Microsoft tools, automation of financial processes, real-time decision support…
Dynamics 365 Sales: AI-powered insights into customer intent, automated sales workflows, and coaching for sales teams...
Dynamics 365 Finance: real-time reporting, AI-powered insights, budgeting, cash flow management, year-end closing, and financial risk reduction.
Dynamics 365 Service: omnichannel customer relationship management, AI-assisted case assignment to the most qualified agent, and improved support through IoT-based alerts.
Dynamics 365 Commerce: AI-powered personalised shopping experience, store operations optimisation, connected commercial processes...
Dynamics 365 Supply Chain: end-to-end order lifecycle management, smart factory production, real-time inventory, improved demand planning, stock optimisation...

Why use Microsoft Dynamics 365 x LeanPay integration?

Fast integration

In 2 hours max, your tools are connected and you can send your first reminders!

Reliable and secure

Reduce the risk of errors by synchronising your accounting data.

Support team

Our team of experts helps you synchronise LeanPay with your accounting tools.

3 steps to connect your tools

Create your LeanPay account

Configure your settings

Create your LeanPay account

Configure your settings

Once the SMS option is activated, set the sender name for your SMS messages.

Set up your LeanPay workspace according to your company to start centralizing your customer data.

Set up Electronic Registered Delivery in LeanPay, including letter templates and sender details.

Set up your LeanPay workspace to centralise your customer data.

Set up your LeanPay workspace according to your company to start centralising your customer data.

Define the sending settings for your standard or registered letters: sender address, logo, footer, etc.

Sync your data

Add an SMS step to your reminder plan

Connect your Outlook business email

Connect your Gmail business email

Add the Electronic Registered Delivery step to your reminder plan

Connect your Infolegale account

Importez vos données

Connect your Creditsafe account

Add a letter step to your reminder plan

Select Microsoft Dynamics 365 from our list of integrations and follow the setup steps

Centralise your email

Emails sent and received are automatically synchronised in LeanPay.

Centralise your email exchanges

Emails sent and received via Gmail are automatically synchronised and stored in LeanPay.

Send your first Electronic Registered Deliveries

Validate the sending of Electronic Registered Deliveries from your reminder to do list once the delay threshold is reached.

Send your first SMS

Start sending your first reminders

Send your first letters

Choose between automatic sending managed by LeanPay or manual approval of each message.

Your two tools are now connected

Approve sending from your reminders to-do list or let LeanPay handle dispatch automatically according to your settings

Retrieve your Infolegale data

Récupérez vos données

Get your Creditsafe data

LeanPay automatically imports the credit opinion, the Infolegale score, their historical changes and all available information for each customer.

LeanPay importe automatiquement l’ensemble des informations disponibles pour chacun de vos clients.

LeanPay automatically imports credit scores, credit limits, and financial health events for each of your customers.

Import your coverage

LeanPay automatically retrieves credit insurance contracts and amounts covered for each of your customers.

Debt collection connected to your tools

Allianz-Trade

Credit insurance

Allianz-Trade

Credit insurance

Stripe Billing

Online Payment

Stripe Billing

Online Payment

Atradius

Debt Collection

Atradius

Debt Collection

Infolegale

Risk management

Infolegale

Risk management

MySendingBox

Reminders

MySendingBox

Reminders

Microsoft Outlook

Reminders

Microsoft Outlook

Reminders

Altares

Risk management

Altares

Risk management

smsmode

Reminders

smsmode

Reminders

Ellisphere

Risk management

Ellisphere

Risk management

Gmail

Reminders

Gmail

Reminders

Maileva

Reminders

Maileva

Reminders

Coface

Credit insurance

Coface

Credit insurance

Microsoft Dynamics 365

Why use Microsoft Dynamics 365 x LeanPay integration?

Fast integration

Reliable and secure

Support team

3 steps to connect your tools

They already connected their accounting software to LeanPay

A question about our integration with Microsoft Dynamics 365?

Debt collection connected to your tools

Découvrez nos clients qui utilisent cette intégration