Credit and Collections Workflow in Microsoft Dynamics

According to the Chronicles study, Repetitive Tasks Cost $5 Trillion in Lost Productivity Annually. A credit analyst spends an average of 69 days per year on the same tasks as managing credit limits and sales orders. Repetitive tasks come with high expenses and errors.

Error-free operation is impossible. A proactive approach to identifying and correcting errors is something you can work on. 

With workflow management systems, it is easier to prevent errors from occurring in the first place. Additionally, if any errors do occur, your system shows where they occurred. You can fix the problems to prevent the same errors from occurring again.

Managing credit limits for customers is a breeze with Microsoft Dynamic 365 credit and collections workflow. Credit management release workflow allows you to handle hold sales orders with just a few clicks.

In this tutorial, you will learn:

1.   Benefits of integrating credit and collections workflow.
2.  What to configure before starting using workflows?
3.  Functions of Credit Management Release Workflow.
4.  Functions of Credit Adjustment & Credit Adjustment Line Workflow.