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Maintaining Customer Information in D365

Watch this tutorial to understand how D365 can be used as a tool for maintaining customer information as you can create customer accounts, set their credit & collections and payment defaults on the same tab in one go.

About this Course

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description

lessonOverview	Collectors, how do you store your customer information? Still, using the old conventional method which includes a lot of paperwork? Agree or not, this traditional method of maintaining customer information brings in a lot of hassle when it comes to reaching out to the right contact in the AP team. Hence, if we fail to maintain customer information, we might have to contact our existing customers again for obtaining the necessary information which could irritate them, jeopardizing the relationship with the customer. Microsoft D365 offers you a very simple tool that helps you in maintaining and retrieving customer information at any point in time. The tool gives you the privilege of creating customer accounts, setting up credit & collections, and payment defaults in just a few clicks. Watch this tutorial to understand how to maintain customer information in D365 from scratch. Also, get an insight into the basics of maintaining customer information and learn how to send collection letters, and even calculate the day sales outstanding.
transcript	Coming Soon
resources	Coming Soon
discuss	Coming Soon

instructor

name	title	image	description
Manmohan Jain	Chief Catalyst at Zensark		Manmohan Jain holds 25+ years of experience in diverse technical and managerial roles including Software Design, Product Development, Management, and Operations.

recommendation

image	tag	title	description	link	duration
	Collections Prioritization	Customizing Aging Reports in Microsoft Dynamics D365	Learn how to configure and build Microsoft D365 aging period for seamless customer aging process set up and invoicing.	https://academy.highako.com/customizing-aging-reports-in-microsoft-dynamics-d365-course	30 Mins
	Collections Prioritization	D365 Collections Case Management: Improve Your Recovery Rate	Get a detailed overview of case management and how it can be managed effectively with D365.	https://academy.highako.com/d365-collections-case-management-course	30 Mins
	Collections Prioritization	Creating Collection Letters in Microsoft Dynamics D365	Learn how to create a collection letter in Dynamics D365 and also understand how to define a collection letter sequence and process them.	https://academy.highako.com/creating-collection-letters-in-microsoft-dynamics-d365-course	15 Mins

tribe

widgetType	Id	components
topic	ms-d365-technical-skills-credit-management	input

Curriculum40 Mins

Basics of Maintaining Customer Information in D365 (~ 10 Mins)
Preview

Basics of Maintaining Customer Information in D365
How to Create New Customer Account in D365 (~ 10 Mins)
How to Create New Customer Account in D365
Configuring Credit & Collections, and Payment Defaults in D365 (~ 20 Mins)
How to Set-Up Credit and Collections Defaults in D365
How to Configure Payment Defaults in D365

About this Course

promoImage

description

lessonOverview	Collectors, how do you store your customer information? Still, using the old conventional method which includes a lot of paperwork? Agree or not, this traditional method of maintaining customer information brings in a lot of hassle when it comes to reaching out to the right contact in the AP team. Hence, if we fail to maintain customer information, we might have to contact our existing customers again for obtaining the necessary information which could irritate them, jeopardizing the relationship with the customer. Microsoft D365 offers you a very simple tool that helps you in maintaining and retrieving customer information at any point in time. The tool gives you the privilege of creating customer accounts, setting up credit & collections, and payment defaults in just a few clicks. Watch this tutorial to understand how to maintain customer information in D365 from scratch. Also, get an insight into the basics of maintaining customer information and learn how to send collection letters, and even calculate the day sales outstanding.
transcript	Coming Soon
resources	Coming Soon
discuss	Coming Soon

instructor

name	title	image	description
Manmohan Jain	Chief Catalyst at Zensark		Manmohan Jain holds 25+ years of experience in diverse technical and managerial roles including Software Design, Product Development, Management, and Operations.

recommendation

image	tag	title	description	link	duration
	Collections Prioritization	Customizing Aging Reports in Microsoft Dynamics D365	Learn how to configure and build Microsoft D365 aging period for seamless customer aging process set up and invoicing.	https://academy.highako.com/customizing-aging-reports-in-microsoft-dynamics-d365-course	30 Mins
	Collections Prioritization	D365 Collections Case Management: Improve Your Recovery Rate	Get a detailed overview of case management and how it can be managed effectively with D365.	https://academy.highako.com/d365-collections-case-management-course	30 Mins
	Collections Prioritization	Creating Collection Letters in Microsoft Dynamics D365	Learn how to create a collection letter in Dynamics D365 and also understand how to define a collection letter sequence and process them.	https://academy.highako.com/creating-collection-letters-in-microsoft-dynamics-d365-course	15 Mins

tribe

widgetType	Id	components
topic	ms-d365-technical-skills-credit-management	input

Curriculum40 Mins

Basics of Maintaining Customer Information in D365 (~ 10 Mins)
Preview

Basics of Maintaining Customer Information in D365
How to Create New Customer Account in D365 (~ 10 Mins)
How to Create New Customer Account in D365
Configuring Credit & Collections, and Payment Defaults in D365 (~ 20 Mins)
How to Set-Up Credit and Collections Defaults in D365
How to Configure Payment Defaults in D365