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Understanding Credit Limit & Scoring in Microsoft Dynamics D365
About this course
| promoImage |
 |
| description |
| lessonOverview |
Credit Management is considered an important activity for every business. Credit Management mainly involves two things:- Firstly, it ensures that your customers pay you on time for the goods or services you sold to them. The second and equally important activity in the credit management process is to ensure that you pay your suppliers on time. Now you must be wondering how D365 is gone help you in this tedious task of Credit management?
Effective credit management ensures optimum cash flow, contributes to a good reputation in the industry, protects financial stability, helps create long-term relationships with customers and suppliers, and saves you from additional costs of credit. Well, D365 can be leveraged for all of the above-mentioned things as it helps you manage credit effectively by enabling you to set up credit limits automatically, and risk classification based on risk scores.
This online training course provides a detailed overview of what are credit limits, risk scores, and risk classifications and how you can configure and set them in D365 for your customers and suppliers according to your organization and manage your credit successfully.
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| transcript |
Coming Soon
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| resources |
Coming Soon |
| discuss |
Coming Soon |
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| instructor |
| name |
title |
image |
description |
| MANMOHAN JAIN |
Chief Catalyst, Zensark |
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Manmohan Jain holds 25+ years experience in diverse technical and managerial roles., including Software Design, Product Development, Management, and Operations. |
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| recommendation |
| image |
tag |
title |
description |
link |
duration |
.png) |
Collection Emails and Letters |
Creating Collection Letters in Microsoft Dynamics D365 |
Do you spend a lot of time writing collection letters for your late-paying customers? Learn how you could use different templates for your different types of customers based on your dunning strategies |
https://academy.highako.com/creating-collection-letters-in-microsoft-dynamics-d365-course |
15 Mins |
.png) |
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 |
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| topic |
ms-d365-technical-skills-credit-management |
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Curriculum15 Mins
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How to Set Up Credit Limits Automatically in D365 (~5 Mins)
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Preview
How to Set Up Credit Limits Automatically in Microsoft Dynamics D365
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How to Set Up Risk Classification in Microsoft Dynamics D365 (~4 Mins)
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How to Set Up Risk Classification in Microsoft Dynamics D365
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How to Set Up Credit Scoring Groups in Microsoft Dynamics D365 (~5 Mins)
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How to Set Up Credit Scoring Groups in Microsoft Dynamics D365
About this course
| promoImage |
|
| description |
| lessonOverview |
Credit Management is considered an important activity for every business. Credit Management mainly involves two things:- Firstly, it ensures that your customers pay you on time for the goods or services you sold to them. The second and equally important activity in the credit management process is to ensure that you pay your suppliers on time. Now you must be wondering how D365 is gone help you in this tedious task of Credit management?
Effective credit management ensures optimum cash flow, contributes to a good reputation in the industry, protects financial stability, helps create long-term relationships with customers and suppliers, and saves you from additional costs of credit. Well, D365 can be leveraged for all of the above-mentioned things as it helps you manage credit effectively by enabling you to set up credit limits automatically, and risk classification based on risk scores.
This online training course provides a detailed overview of what are credit limits, risk scores, and risk classifications and how you can configure and set them in D365 for your customers and suppliers according to your organization and manage your credit successfully.
|
| transcript |
Coming Soon
|
| resources |
Coming Soon |
| discuss |
Coming Soon |
|
| instructor |
| name |
title |
image |
description |
| MANMOHAN JAIN |
Chief Catalyst, Zensark |
|
Manmohan Jain holds 25+ years experience in diverse technical and managerial roles., including Software Design, Product Development, Management, and Operations. |
|
| recommendation |
| image |
tag |
title |
description |
link |
duration |
|
Collection Emails and Letters |
Creating Collection Letters in Microsoft Dynamics D365 |
Do you spend a lot of time writing collection letters for your late-paying customers? Learn how you could use different templates for your different types of customers based on your dunning strategies |
https://academy.highako.com/creating-collection-letters-in-microsoft-dynamics-d365-course |
15 Mins |
|
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 |
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| tribe |
| widgetType |
Id |
components |
| topic |
ms-d365-technical-skills-credit-management |
input |
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