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D365 Collections Case Management: Improve Your Recovery Rate 30 Mins

Course Overview

Collection Letters Overview in D365 ( ~15 Mins)

Credit and Collections Workspace in Microsoft Dynamics 365

Creating Collection Letters in D365 ( ~15 Mins)

Collections Case Management in D365: A Detailed Overview

Practical Walkthrough of Setting Up A Case Category in D365

details

Credit and Collections Workspace in Microsoft Dynamics 365

Summary

Summary

Watch this D365 tutorial on how to set up a feature-rich workspace that facilitates all the credit and collections management into one single space.