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Fundamentals of Customer Master Data in D365
Credit Scoring KPIs and Reporting Collections Prioritization
This course will act as a guide for credit analysts by helping them understand the basics of customer master data in D365 and how they can leverage various details to create a single source of information for all the credit-related issues.
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  • Lesson Overview
  • Transcript
  • Resources
  • Discuss

"Credit Management is at the heart of any business.  It is one realm that can help propel the growth forward."

Credit Analyst needs to deal with a lot of data while making any decision. Every customer data whether it is personal, credit and collections, or sales order related illustrates a story and pattern.

The major challenge for a credit analyst is to understand this story, analyze the pattern, and gather relevant information from it to predict the future performance of the customer and how it will affect the business in the long haul.

Unorganized or disoriented data or data stored in the discrete format could lead to unforeseen circumstances where analysts may culminate making a wrong decision resulting in huge loss to the organization.

What if this entire process of data management and data governance becomes more facile and hassle-free?

Microsoft Dynamics D365 is the one-stop tool for all the needs of a credit analyst and can act as a single source of all the information where credit analysts can retrieve the data whenever required and gain meaningful insight from it and help businesses make better decisions on customer's creditworthiness.

Tune in to this course on fundamentals of customer master in D365 by our expert Manmohan Jain and learn how D365 acts as a single compelling source of information to an organization and mitigate the complex challenges of data management and data governance and makes the whole process a duck soup and intriguing for the credit analysts. 

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Instructor
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.
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Fundamentals of Customer Master Data in D365

Course 3 of 5 in Exclusive Credit Courses on Microsoft Dynamics 365

This course will act as a guide for credit analysts by helping them understand the basics of customer master data in D365 and how they can leverage various details to create a single source of information for all the credit-related issues.

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About this Course

 

promoImage
description
lessonOverview

"Credit Management is at the heart of any business.  It is one realm that can help propel the growth forward."

Credit Analyst needs to deal with a lot of data while making any decision. Every customer data whether it is personal, credit and collections, or sales order related illustrates a story and pattern.

The major challenge for a credit analyst is to understand this story, analyze the pattern, and gather relevant information from it to predict the future performance of the customer and how it will affect the business in the long haul.

Unorganized or disoriented data or data stored in the discrete format could lead to unforeseen circumstances where analysts may culminate making a wrong decision resulting in huge loss to the organization.

What if this entire process of data management and data governance becomes more facile and hassle-free?

Microsoft Dynamics D365 is the one-stop tool for all the needs of a credit analyst and can act as a single source of all the information where credit analysts can retrieve the data whenever required and gain meaningful insight from it and help businesses make better decisions on customer's creditworthiness.

Tune in to this course on fundamentals of customer master in D365 by our expert Manmohan Jain and learn how D365 acts as a single compelling source of information to an organization and mitigate the complex challenges of data management and data governance and makes the whole process a duck soup and intriguing for the credit analysts. 
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 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. https://academy.highako.com/maintaining-customer-information-in-d365-course 40 Mins
Credit Scoring 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. https://academy.highako.com/d365-collections-case-management-course 30 Mins
tribe
widgetType Id components
topic ms-d365-technical-skills-credit-management input

Curriculum15 Mins

  • Creating a Customer Master with General Details in D365 (~4 Mins)
  • Preview
    Creating a Customer Master with General Details in D365
  • Creating a Customer Master with Miscellaneous & Sales Details in D365 (~3 Mins)
  • Creating a Customer Master with Miscellaneous & Sales Details in D365
  • Creating a Customer Master with Credit & Collections Details in D365 (~3 Mins)
  • Creating a Customer Master with Credit & Collections Details in D365
  • Creating a Customer Master with Sales Order & Payments in D365 (~3 Mins)
  • Creating a Customer Master with Sales Order & Payments in D365

About this Course

 

promoImage
description
lessonOverview

"Credit Management is at the heart of any business.  It is one realm that can help propel the growth forward."

Credit Analyst needs to deal with a lot of data while making any decision. Every customer data whether it is personal, credit and collections, or sales order related illustrates a story and pattern.

The major challenge for a credit analyst is to understand this story, analyze the pattern, and gather relevant information from it to predict the future performance of the customer and how it will affect the business in the long haul.

Unorganized or disoriented data or data stored in the discrete format could lead to unforeseen circumstances where analysts may culminate making a wrong decision resulting in huge loss to the organization.

What if this entire process of data management and data governance becomes more facile and hassle-free?

Microsoft Dynamics D365 is the one-stop tool for all the needs of a credit analyst and can act as a single source of all the information where credit analysts can retrieve the data whenever required and gain meaningful insight from it and help businesses make better decisions on customer's creditworthiness.

Tune in to this course on fundamentals of customer master in D365 by our expert Manmohan Jain and learn how D365 acts as a single compelling source of information to an organization and mitigate the complex challenges of data management and data governance and makes the whole process a duck soup and intriguing for the credit analysts. 
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 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. https://academy.highako.com/maintaining-customer-information-in-d365-course 40 Mins
Credit Scoring 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. https://academy.highako.com/d365-collections-case-management-course 30 Mins
tribe
widgetType Id components
topic ms-d365-technical-skills-credit-management input

Curriculum15 Mins

  • Creating a Customer Master with General Details in D365 (~4 Mins)
  • Preview
    Creating a Customer Master with General Details in D365
  • Creating a Customer Master with Miscellaneous & Sales Details in D365 (~3 Mins)
  • Creating a Customer Master with Miscellaneous & Sales Details in D365
  • Creating a Customer Master with Credit & Collections Details in D365 (~3 Mins)
  • Creating a Customer Master with Credit & Collections Details in D365
  • Creating a Customer Master with Sales Order & Payments in D365 (~3 Mins)
  • Creating a Customer Master with Sales Order & Payments in D365