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D365 Collections Case Management: Improve Your Recovery Rate

Watch this D365 tutorial that provides a single source of truth workspace which enables you to manage and follow-up on all open invoices in just a few steps.

Course Overview 30 Mins (Show All)

About this Course

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lessonOverview

Delinquent accounts need a lot of personal time and effort.

You might have 10-15 delinquent customers you need to call today and another 10 next week. However, while you are calling the new batch of past-due accounts, you might lose out on collecting from the previous customers who would have paid after a couple of reminders.

At the end of the day, you might end up facing low recovery rates and high past dues despite all your hard work! So, what steps could you take to prioritize your collection efforts?

Here is what Microsoft Dynamics D365 comes to the rescue. It provides a single source of truth workspace that enables you to manage and follow up on all open invoices in just a few steps while you direct most of your time to delinquent accounts. This online tutorial on Collections Case Management will help you customize your workspace based on your unique requirements
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instructor
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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.
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topic ms-d365-technical-skills-credit-management input