- Collections Management in D365
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D365 Collections Management
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Certificate and Feedback
Microsoft D365 Collection Management Certified
This online certification program is designed to equip credit and collections professionals at all levels with the skills on how to manage your open invoices and do an error-free DSO calculation in Microsoft D365.
{"miniCertification":{"title":" Microsoft D365 Collections Management Certified","short-description":"This online certification program is designed to equip credit and collections professionals at all levels with the skills to track DSO efficiently and manage and follow up on open invoices in Microsoft D365.","promo-image-title":"Master your collection management skills in Microsoft D365 and earn this exclusive skill badge now!","promo-image":"","duration":"1","modules-count":"6","course-overview":{"description":"The DSO tracking Using a manual process improperly can result in delays in getting payments from your clients. Additionally, it could result in borrowing money to fund your company's operations because of the sizeable amount of outstanding receivables.
You might need to call 10 to 15 past-due customers today and another 10 the following week. However, you might miss out on collecting from the previous clients who would have paid after a couple of reminders while you are calling the new batch of past-due accounts.
This fundamental Microsoft D365 Collection certification will help you understand how to manage your open invoices and do an error-free DSO calculation as Microsoft D365 is a one-stop-shop for efficient calculation..","course-worth-highlight":"","bulletpoints":[{"name":"How To Create Collection Letters in D365."},{"name":"How To Process Collection Letters in D365."},{"name":"How to Configure Start Date for DSO Calculation in D365."},{"name":"Practical Walkthrough of Setting Up A Case Category in D365."},{"name":"How to Configure Dynamics 365 Aging Period Definitions."}],"whats-included":{"get-started-url":"get-started-url","modules-count":"6","quiz-count":"3","duration":"1"}},"curriculum-section":{"brochure_url":"https://resources.highako.com/hubfs/mini_certification_pages/Brochure%20D365%20Collections.pdf","accordion-items":[{"accordion-title-text":"1. Creating Collection Letters in Microsoft Dynamics D365 [10 mins] ","accordion-description-text":"1.1 Collection Letters Overview in D365
1.2 Creating Collection Letters in D365
1.3 Create a Collection Letter Sequence in D365
1.4 Processing Collection Letters in D365
"},{"accordion-title-text":"2. Reporting Day Sales Outstanding in Microsoft Dynamics D365 [10 mins]","accordion-description-text":"2.1 Overview of Day Sales Outstanding in D365
2.2 How to Configure Start Date for DSO Calculation in D365
2.3 DSO Calculation in D365: Case Study
2.4 Quiz #1
"},{"accordion-title-text":"3. D365 Collections Case Management: Improve Your Recovery Rate [15 mins]","accordion-description-text":"3.1. Credit and Collections Workspace in Microsoft Dynamics 365
3.2. Collections Case Management in D365: A Detailed Overview
3.3. Practical Walkthrough of Setting Up A Case Category in D365
"},{"accordion-title-text":"4. Maintaining Customer Information in D365 [10 mins]","accordion-description-text":"4.1. Basics of Maintaining Customer Information in D365
4.2 How to Create New Customer Account in D365
4.3. How to Set-Up Credit and Collections Defaults in D365
4.4 How to Configure Payment Defaults in D365
"},{"accordion-title-text":"5. Customizing Aging Reports in Microsoft Dynamics D365 [15 mins]","accordion-description-text":"5.1 Understanding the Terminologies of Microsoft D365 Collections
5.2 How to Configure Dynamics 365 Aging Period Definitions
5.3 How to Create Customer Aging Snapshot in D365
5.4 How to Generate Customer Aging Report in Dynamics 365
5.5 Quiz #2
"},{"accordion-title-text":"6. Final Assessment ","accordion-description-text":"6.1. Final Quiz
6.2. 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!","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":"Set-Up Credit and Collections Defaults in D365."},{"highlight":"Create Customer Aging Snapshot in D365."},{"highlight":" Basics of Maintaining Customer Information in D365."},{"highlight":" Create New Customer Account in D365."},{"highlight":" Generate Customer Aging Report in Dynamics 365."}]},"post-completion-section":{"heading-part1":"Share Your Achievement After ","heading-part2":"Completing the Course!","description":"Become an expert in Microsoft D365 Collections 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(94).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/microsoft-d365-collections-management","download-certificate-url":"https://resources.highako.com/hubfs/mini_certification_pages/Screenshot%20(94).png","badge-image-url":"https://resources.highako.com/hubfs/mini_certification_pages/Screenshot%20(94).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."}]}}}