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Microsoft D365 Credit Management Certified

This online certification program is designed to equip credit professionals at all levels with the skills to setup scoring rules, credit blocking rules for sales order and customer master data in D365.

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About this course

{"miniCertification":{"title":"Microsoft D365 Credit Management Certified","short-description":"Master your credit management skills in Microsoft D365 and earn this exclusive skill badge now!","promo-image-title":"This online certification program is designed to equip credit professionals at all levels with the skills to set credit limits, set up credit blocking rules, handle customer master data and track & resolve cash flow roadblocks in D365.","promo-image":"","duration":"5","modules-count":"6","course-overview":{"description":"Microsoft Dynamics 365 Business Central now has over 15,000 customers on its SaaS platform and is seeing 200 percent annual growth in users for customer relationship management (CRM) and enterprise resource planning (ERP).

Unorganized data can lead to unforeseen circumstances which can result in bad credit decisions.

Microsoft Dynamics 365 makes this entire process of data management and data governance more facile and hassle-free.

It lets you manage credit limits and control the flow of sales orders through the posting process, based on credit rules that you create. You can define risk assessments that can be assigned to customers, based on their risk score. Integrated customer master gives you the flexibility to master customer data in any Dynamics 365 application and provides a comprehensive view of the customer across the Dynamics 365 application suite.

This certification is ideal for anyone who wants to start their journey in D365 from scratch or wants to learn how to manage credit in Microsoft Dynamics 365.","course-worth-highlight":"","bulletpoints":[{"name":"Configure Credit Scoring and Credit limits in D365."},{"name":"Set up Credit Blocking Rules in D365."},{"name":"Set up Approval Workflows in SAP."},{"name":"Create a Customer Master in D365."},{"name":"Power BI in D365: Perform Predictive Aged Customer Account Analysis through Power BI in D365."}],"whats-included":{"get-started-url":"get-started-url","modules-count":"4","checklist-count":"8","templates-count":"1 Ready-to-Use Template","quiz-count":"1","interactive-scenarios-count":"3","duration":"2"}},"curriculum-section":{"brochure_url":"https://resources.highako.com/hubfs/mini_certification_pages/Brochure-D365%20Credit%20Management%20(1).pdf","accordion-items":[{"accordion-title-text":"1. Understanding Credit Limit & Scoring in Microsoft Dynamics D365","accordion-description-text":"1.1. How to Set Up Credit Limits Automatically in Microsoft Dynamics D365
1.2. How to Set Up Risk Classification in Microsoft Dynamics D365
1.3. How to Set Up Credit Scoring Groups in Microsoft Dynamics D365
"},{"accordion-title-text":"2. Credit Blocking Rules for Sales Order in D365","accordion-description-text":"2.1. How to Set Up Days Overdue Blocking Rules in D365
2.2. How to Set Up Risk Classification in Microsoft Dynamics D365
2.3. How to Set Up Overdue Amount & Sales Order Blocking Rules in D365
2.4. How to Set Up Credit Limit Blocking Rules in D365
"},{"accordion-title-text":"3. Fundamentals of Customer Master Data in D365","accordion-description-text":"3.1. Creating a Customer Master with General Details in D365
3.2. Creating a Customer Master with Miscellaneous & Sales Details in D365
3.3. Creating a Customer Master with Credit & Collections Details in D365
3.4. Creating a Customer Master with Sales Order & Payments in D365
"},{"accordion-title-text":"4. Power BI in D365: Track & Resolve Cash Flow Roadblocks","accordion-description-text":"4.1. Introduction to Power BI Reports in Credit and Collections Module
4.2. Power BI in D365: Predictive Aged Customer Account Analysis
4.3. Power BI in D365: Smarter Way to Handle Credit and Collections Workspace
"},{"accordion-title-text":"5. Final Assessment [45 mins]","accordion-description-text":"5.1. 5.1. Final Quiz
5.2. Certificate and Feedback
"}]},"testimonial-section":{"team-onboarding-url":"team-onboarding-url","testimonials":[{"testimonial-text":"I was really impressed with what I saw of Highako at Radiance. I plan to introduce this to our 300 member team as part of our training curriculum.","testimonial-author-img":"https://7386813.fs1.hubspotusercontent-na1.net/hubfs/7386813/Bill%20Lehmann.png","testimonial-author-name":"Bill Lehmann","testimonial-author-title":"Director, Credit, HPE"},{"testimonial-text":"Highako is doing a great job of curating courses on various critical job skills that address the needs of all credit and collection professionals.","testimonial-author-img":"https://7386813.fs1.hubspotusercontent-na1.net/hubfs/7386813/Development%20Team/1516691649873.jpeg","testimonial-author-name":"Disha Sawlani","testimonial-author-title":"Credit Risk Specialist, Acer Europe SA"}]},"managers-section":{"heading-part1":"Dear Credit Managers, ","heading-part2":" We Are Here For You!","description":"As a credit manager, it is your responsibility to ensure that both your credit and collections team are aware of all the critical laws they need to follow during debt collection.","manager-section-image":"https://resources.highako.com/hubfs/mini_certification_pages/shutterstock_720924823%201.png","team-onboarding-url":"https://calendly.com/shelley-mishra/onboard-your-team","highlights":[{"highlight":"Build better customer relationships with the help of FDCPA."},{"highlight":"Identify the right time to call for a past due balance inquiry."},{"highlight":"Understand the penalties for violation of the antitrust laws."},{"highlight":"Mitigate the risk of bankruptcy preference lawsuits."},{"highlight":"Legal steps to follow under ECOA when a person is denied credit."}]},"post-completion-section":{"heading-part1":"Share Your Achievement After ","heading-part2":"Completing the Course!","description":"Become an expert in UCC Filing and broadcast your achievement to friends and colleagues to get the recognition you deserve.","description":"Become an expert in D365 Credit Management and broadcast your achievement to friends and colleagues to get the recognition you deserve.","certificate-image":"https://resources.highako.com/hubfs/mini_certification_pages/Screenshot%20(226).png","email-url":"mailto:mike.yakiemchuk@highako.com?cc=rudrani.das@highradius.com&bcc=shelley.mishra@highradius.com&subject=Highako%20Support%3A%20Mini%20Certifications&body=Hi%2C%20%0AHave%20a%20look%20at%20the%20mini-certification%20https%3A%2F%2Facademy.highako.com%2Far-credit-collections-laws-mini-certification","public-link-url":"https://www.credly.com/org/highradius/badge/d365-credit-management","download-certificate-url":"https://resources.highako.com/hubfs/mini_certification_pages/Screenshot%20(226).png","badge-image-url":"https://resources.highako.com/hubfs/mini_certification_pages/D365%20Credit%20Management-badge.png"},"faq-section":{"title":"FAQs","accordion-items":[{"accordion-title-text":"Q. How does this course work?","accordion-description-text":"The course is 100% on-demand and fully self-paced. Once you enroll, you’ll work through the modules in chronological order and be invited to take part in activities. At the end of each module, you’ll be presented with mandatory quiz questions and if you pass all these, you’ll earn the exclusive badge and get credit and collection laws certified."},{"accordion-title-text":"Q. How long will the course content take to complete?","accordion-description-text":"The course content, activities, and exams will take approximately 5 hours to complete."},{"accordion-title-text":"Q. What are the scoring marks for the quizzes?","accordion-description-text":"You need to score 80% in the Final Quiz, only then you will be able to earn the exclusive Skill Badge on Credit and Collections Laws"},{"accordion-title-text":"Q. How long will I have access to the course content?","accordion-description-text":"For life! One off-payment gives you unlimited access to all the course’s content forevermore."},{"accordion-title-text":"Q. You have completed watching the course and passed all the quizzes, how do you tell the world?","accordion-description-text":"Highako Certified Skill Badge is a great way to showcase your achievement to peers and potential employers by adding the skill badge to your LinkedIn profile.
Follow the below steps:
Step 1: Visit your academy profile page
Step 2: Click on the 'Accept this Badge'
Step 3: Sign up on Credly using your email address
Step 4: Click on the 'Accept Badge' button
Step 5: Share your Badge on Linkedin
That’s it! You’re all set. Colleagues, prospective employers, recruiters, etc. will now be able to see your new skill badge."}]}}}

Curriculum

  • Managing Credit in D365
  • D365 Credit Management
  • Certificate and Feedback

About this course

{"miniCertification":{"title":"Microsoft D365 Credit Management Certified","short-description":"Master your credit management skills in Microsoft D365 and earn this exclusive skill badge now!","promo-image-title":"This online certification program is designed to equip credit professionals at all levels with the skills to set credit limits, set up credit blocking rules, handle customer master data and track & resolve cash flow roadblocks in D365.","promo-image":"","duration":"5","modules-count":"6","course-overview":{"description":"Microsoft Dynamics 365 Business Central now has over 15,000 customers on its SaaS platform and is seeing 200 percent annual growth in users for customer relationship management (CRM) and enterprise resource planning (ERP).

Unorganized data can lead to unforeseen circumstances which can result in bad credit decisions.

Microsoft Dynamics 365 makes this entire process of data management and data governance more facile and hassle-free.

It lets you manage credit limits and control the flow of sales orders through the posting process, based on credit rules that you create. You can define risk assessments that can be assigned to customers, based on their risk score. Integrated customer master gives you the flexibility to master customer data in any Dynamics 365 application and provides a comprehensive view of the customer across the Dynamics 365 application suite.

This certification is ideal for anyone who wants to start their journey in D365 from scratch or wants to learn how to manage credit in Microsoft Dynamics 365.","course-worth-highlight":"","bulletpoints":[{"name":"Configure Credit Scoring and Credit limits in D365."},{"name":"Set up Credit Blocking Rules in D365."},{"name":"Set up Approval Workflows in SAP."},{"name":"Create a Customer Master in D365."},{"name":"Power BI in D365: Perform Predictive Aged Customer Account Analysis through Power BI in D365."}],"whats-included":{"get-started-url":"get-started-url","modules-count":"4","checklist-count":"8","templates-count":"1 Ready-to-Use Template","quiz-count":"1","interactive-scenarios-count":"3","duration":"2"}},"curriculum-section":{"brochure_url":"https://resources.highako.com/hubfs/mini_certification_pages/Brochure-D365%20Credit%20Management%20(1).pdf","accordion-items":[{"accordion-title-text":"1. Understanding Credit Limit & Scoring in Microsoft Dynamics D365","accordion-description-text":"1.1. How to Set Up Credit Limits Automatically in Microsoft Dynamics D365
1.2. How to Set Up Risk Classification in Microsoft Dynamics D365
1.3. How to Set Up Credit Scoring Groups in Microsoft Dynamics D365
"},{"accordion-title-text":"2. Credit Blocking Rules for Sales Order in D365","accordion-description-text":"2.1. How to Set Up Days Overdue Blocking Rules in D365
2.2. How to Set Up Risk Classification in Microsoft Dynamics D365
2.3. How to Set Up Overdue Amount & Sales Order Blocking Rules in D365
2.4. How to Set Up Credit Limit Blocking Rules in D365
"},{"accordion-title-text":"3. Fundamentals of Customer Master Data in D365","accordion-description-text":"3.1. Creating a Customer Master with General Details in D365
3.2. Creating a Customer Master with Miscellaneous & Sales Details in D365
3.3. Creating a Customer Master with Credit & Collections Details in D365
3.4. Creating a Customer Master with Sales Order & Payments in D365
"},{"accordion-title-text":"4. Power BI in D365: Track & Resolve Cash Flow Roadblocks","accordion-description-text":"4.1. Introduction to Power BI Reports in Credit and Collections Module
4.2. Power BI in D365: Predictive Aged Customer Account Analysis
4.3. Power BI in D365: Smarter Way to Handle Credit and Collections Workspace
"},{"accordion-title-text":"5. Final Assessment [45 mins]","accordion-description-text":"5.1. 5.1. Final Quiz
5.2. Certificate and Feedback
"}]},"testimonial-section":{"team-onboarding-url":"team-onboarding-url","testimonials":[{"testimonial-text":"I was really impressed with what I saw of Highako at Radiance. I plan to introduce this to our 300 member team as part of our training curriculum.","testimonial-author-img":"https://7386813.fs1.hubspotusercontent-na1.net/hubfs/7386813/Bill%20Lehmann.png","testimonial-author-name":"Bill Lehmann","testimonial-author-title":"Director, Credit, HPE"},{"testimonial-text":"Highako is doing a great job of curating courses on various critical job skills that address the needs of all credit and collection professionals.","testimonial-author-img":"https://7386813.fs1.hubspotusercontent-na1.net/hubfs/7386813/Development%20Team/1516691649873.jpeg","testimonial-author-name":"Disha Sawlani","testimonial-author-title":"Credit Risk Specialist, Acer Europe SA"}]},"managers-section":{"heading-part1":"Dear Credit Managers, ","heading-part2":" We Are Here For You!","description":"As a credit manager, it is your responsibility to ensure that both your credit and collections team are aware of all the critical laws they need to follow during debt collection.","manager-section-image":"https://resources.highako.com/hubfs/mini_certification_pages/shutterstock_720924823%201.png","team-onboarding-url":"https://calendly.com/shelley-mishra/onboard-your-team","highlights":[{"highlight":"Build better customer relationships with the help of FDCPA."},{"highlight":"Identify the right time to call for a past due balance inquiry."},{"highlight":"Understand the penalties for violation of the antitrust laws."},{"highlight":"Mitigate the risk of bankruptcy preference lawsuits."},{"highlight":"Legal steps to follow under ECOA when a person is denied credit."}]},"post-completion-section":{"heading-part1":"Share Your Achievement After ","heading-part2":"Completing the Course!","description":"Become an expert in UCC Filing and broadcast your achievement to friends and colleagues to get the recognition you deserve.","description":"Become an expert in D365 Credit Management and broadcast your achievement to friends and colleagues to get the recognition you deserve.","certificate-image":"https://resources.highako.com/hubfs/mini_certification_pages/Screenshot%20(226).png","email-url":"mailto:mike.yakiemchuk@highako.com?cc=rudrani.das@highradius.com&bcc=shelley.mishra@highradius.com&subject=Highako%20Support%3A%20Mini%20Certifications&body=Hi%2C%20%0AHave%20a%20look%20at%20the%20mini-certification%20https%3A%2F%2Facademy.highako.com%2Far-credit-collections-laws-mini-certification","public-link-url":"https://www.credly.com/org/highradius/badge/d365-credit-management","download-certificate-url":"https://resources.highako.com/hubfs/mini_certification_pages/Screenshot%20(226).png","badge-image-url":"https://resources.highako.com/hubfs/mini_certification_pages/D365%20Credit%20Management-badge.png"},"faq-section":{"title":"FAQs","accordion-items":[{"accordion-title-text":"Q. How does this course work?","accordion-description-text":"The course is 100% on-demand and fully self-paced. Once you enroll, you’ll work through the modules in chronological order and be invited to take part in activities. At the end of each module, you’ll be presented with mandatory quiz questions and if you pass all these, you’ll earn the exclusive badge and get credit and collection laws certified."},{"accordion-title-text":"Q. How long will the course content take to complete?","accordion-description-text":"The course content, activities, and exams will take approximately 5 hours to complete."},{"accordion-title-text":"Q. What are the scoring marks for the quizzes?","accordion-description-text":"You need to score 80% in the Final Quiz, only then you will be able to earn the exclusive Skill Badge on Credit and Collections Laws"},{"accordion-title-text":"Q. How long will I have access to the course content?","accordion-description-text":"For life! One off-payment gives you unlimited access to all the course’s content forevermore."},{"accordion-title-text":"Q. You have completed watching the course and passed all the quizzes, how do you tell the world?","accordion-description-text":"Highako Certified Skill Badge is a great way to showcase your achievement to peers and potential employers by adding the skill badge to your LinkedIn profile.
Follow the below steps:
Step 1: Visit your academy profile page
Step 2: Click on the 'Accept this Badge'
Step 3: Sign up on Credly using your email address
Step 4: Click on the 'Accept Badge' button
Step 5: Share your Badge on Linkedin
That’s it! You’re all set. Colleagues, prospective employers, recruiters, etc. will now be able to see your new skill badge."}]}}}

Curriculum

  • Managing Credit in D365
  • D365 Credit Management
  • Certificate and Feedback