Dynamics 365 Finance Credit & Collections | Credit Limits, Aging & Collections
Learn Credit and Collections in Microsoft Dynamics 365 Finance, including customer credit limits, credit management, aging snapshots, customer pools, overdue balances, collection activities, write-offs, interest and fees, and Accounts Receivable controls.
- *
Select duration. Access ends after the period.
Sneak peek inside!
Sneak peek inside!
Course Length: 00 Hours 26 Minutes 00 Seconds
The paid version of this course contains videos on the following topics:
Overview
This course provides practical training on Credit and Collections in Microsoft Dynamics 365 Finance. You’ll learn how credit management and collections functionality help organizations manage customer credit exposure, monitor aged and overdue balances, organize collection activities, control customer credit, and support more effective Accounts Receivable and cash-flow management.
What You Will Learn
- Understand Credit and Collections in Microsoft Dynamics 365 Finance
- Understand and manage customer credit limits
- Review customer credit exposure and credit information
- Understand customer aging snapshots and aged balances
- Use customer pools to organize collection activities
- Understand collections agents and collection activities
- Review customer collections information from a centralized view
- Manage overdue customer balances and collections activities
- Understand interest, fees, write-offs, and payment issues
- Support stronger Accounts Receivable, credit-risk, and cash-flow management
Course Overview
This module includes hands-on demonstrations of:
- Working with Credit and Collections in Microsoft Dynamics 365 Finance
- Reviewing customer credit information and credit limits
- Working with customer aging information and aged balances
- Creating and using customer pools for collections
- Working with collections agents and customer collection activities
- Reviewing overdue customer balances and collections information
- Working with interest, fees, write-offs, and collection-related payment issues
- Supporting Accounts Receivable credit and collections processes
Outcome
By the end of this course, you’ll understand how Credit and Collections functionality in Microsoft Dynamics 365 Finance supports customer credit management, aging analysis, collections activities, overdue account management, Accounts Receivable controls, credit-risk management, and improved cash-flow management.
