Automate customer collection. - DynamicsCon
DynamicsCon November 2024

Automate customer collection.


Session Description

Automate customer collection
Organizations spend a significant amount of time researching reports, customer accounts, and open invoices to determine which customers need to be contacted. This research takes times away from core business and communication with customers. Collections process automation lets you set up a strategy-based approach to your collection process. This helps you apply collection activities consistently by providing customized email reminders.

Session Track: Finance & Operations
Session Type: Functional
Content Level:
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