Getting Started

Collect 365

Collect 365 for Microsoft Dynamics 365 Business Central streamlines and automates your collection processes in a professional and auditable way.

Getting started with Collect 365 couldn’t be easier.

 

Quick first steps for Collect 365.

Become a Collect 365 Partner

We are proud to partner with hundreds of Microsoft Dynamics resellers around the world to provide innovative solutions to Dynamics customers.

STEP 1

Watch Video and Download Documentation

STEP 2

Become a Partner

STEP 3

Schedule Demo/Webinar for your customers with Professional Advantage

STEP 4

Complete your first sale by 8/31/2022 and get a 20% discount on Collect 365 for first year of subscription


Watch the demo video

STEP 1

Your first step in to getting started with Collect 365 couldn't be easier watch this informative 15 minute video. This video will give you an insight into using Collect 365 and how to set up users

Need some help?

Download our Collect 365 documentation

Getting Started

This document is to help you get started with Collect 365 for Microsoft Dynamics 365 Business Central from Professional.

Quick User Guide

This guide will lead you through the setup and operation of Collect 365 within Microsoft Dynamics 365 Business Central.

Letters

Read this document for everything you need to know about Collect 365 Letters.

Release Notes

Find out what's new with Collect 365 Latest Release Notes.

STEP 2

Become a Professional Advantage Partner

Professional Advantage are proud to partner with hundreds of Microsoft Dynamics resellers around the world to provide innovative solutions to Dynamics customers.

Working together with our partners, we strive to develop, support and deliver our pioneering applications to the end-user, giving them the tools they need to be successful in winning customers, improving profitability, and reducing operating costs.

STEP 3

Schdeule a Collect 365 Demonstration

Fill in the form below and one of our software specialist will arrange a demonstration at your convenience.

STEP 4

Complete your first Collect 365 sale!

As a partner, you are given a set margin (percentage) for each Collect 365 sale that you complete. 

Terms and conditions apply - get in touch for more information and details.

Upcoming Events

Webinar 13 Nov 2024 2:00 PM

FREE WEBINAR. Company Data Archive (CDA) provides an easy way to move historical information from your live company to an archive company.

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Webinar 14 Nov 2024 11:00 AM

Improve cash flow, streamline your processes, and reduce bad debt with Collect 365.

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Webinar 20 Nov 2024 9:00 AM

FREE WEBINAR. Improve cash flow, streamline your processes, and reduce bad debt with Collections Management.

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Webinar 27 Nov 2024 9:00 AM

Company Data Archive (CDA) provides an easy way to move historical information from your live company to an archive company.

Register