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Creating Collection Letters in Microsoft Dynamics D365

Do you spend a lot of time writing collection letters for your late paying customers? Now you don't have to. D365 offers you different templates for your different types of customers based on your dunning strategies.

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About this Course

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lessonOverview

As a collector, how much time do you often spend writing collection letters for your past-due customers? one hour? 2 hours? close to 6 hours? a day? Agree or not, writing collection letters is a painstaking task for every collector. It would not have been problematic if we could send the same collection letter to all our customers. Today, as we all know sending collection letters to customers for collecting is often delayed. The reason being the unavoidable huge volumes of past-due customers. Writing letters manually could be difficult when it comes to keeping track of all of them at the same time.

Microsoft D365 offers a tool for sending automated correspondences to customers. This tool offers different templates for different late-paying customers based on your dunning strategies. Watch this tutorial to understand how to configure collection letters in Microsoft D365. This course highlights the three top functionalities of the D365 collection.
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instructor
name title image description
MANMOHAN JAIN Chief Catalyst, Zensark Manmohan Jain holds 25+ years of experience in diverse technical and managerial roles., including Software Design, Product Development, Management, and Operations
recommendation
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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 Collectors training that gives 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 Maintaining Customer Information in D365 This course will help you understand the basics of maintaining customer information in D365 and how to set up their credit, collections & payment defaults. https://academy.highako.com/maintaining-customer-information-in-d365-course 30 Mins
tribe
widgetType Id components
topic ms-d365-technical-skills-credit-management input

Curriculum15 Mins

  • Collection Letters Overview in D365 (~4 Mins)
  • Preview
    Collection Letters Overview in D365
  • Creating Collection Letters in D365 (~2 Mins)
  • Creating Collection Letters in D365
  • Create a Collection Letter Sequence and Processing Collection Letters in D365 (~7 Mins)
  • Create a Collection Letter Sequence in D365
  • Processing Collection Letters in D365

About this Course

promoImage
description
lessonOverview

As a collector, how much time do you often spend writing collection letters for your past-due customers? one hour? 2 hours? close to 6 hours? a day? Agree or not, writing collection letters is a painstaking task for every collector. It would not have been problematic if we could send the same collection letter to all our customers. Today, as we all know sending collection letters to customers for collecting is often delayed. The reason being the unavoidable huge volumes of past-due customers. Writing letters manually could be difficult when it comes to keeping track of all of them at the same time.

Microsoft D365 offers a tool for sending automated correspondences to customers. This tool offers different templates for different late-paying customers based on your dunning strategies. Watch this tutorial to understand how to configure collection letters in Microsoft D365. This course highlights the three top functionalities of the D365 collection.
transcript

Coming Soon
resources Coming Soon
discuss Coming Soon
instructor
name title image description
MANMOHAN JAIN Chief Catalyst, 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 Collectors training that gives 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 Maintaining Customer Information in D365 This course will help you understand the basics of maintaining customer information in D365 and how to set up their credit, collections & payment defaults. https://academy.highako.com/maintaining-customer-information-in-d365-course 30 Mins
tribe
widgetType Id components
topic ms-d365-technical-skills-credit-management input

Curriculum15 Mins

  • Collection Letters Overview in D365 (~4 Mins)
  • Preview
    Collection Letters Overview in D365
  • Creating Collection Letters in D365 (~2 Mins)
  • Creating Collection Letters in D365
  • Create a Collection Letter Sequence and Processing Collection Letters in D365 (~7 Mins)
  • Create a Collection Letter Sequence in D365
  • Processing Collection Letters in D365