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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.

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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.
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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