What! What! Out of the Box Credit & Collections! - DynamicsCon
DynamicsCon November 2024

What! What! Out of the Box Credit & Collections!


Jolie Tanigawa

Jolie Tanigawa

First Time DynamicsCon Presenter

Session Description

Microsoft designed an out of the box Credit and Collections management solution that could potentially blow your socks off! Show me the money!

Every company needs to get cash fast!

During this session we walk through several collections’ strategies using Customer agents, Customer pools, Customer statements, Collections status and activities.

Collections Process Automations – What YouTube doesn’t tell you

Configure and calculate a customer’s potential risk using Risk Scoring Groups

Customer Statistics

Reporting – Show me the Money

Session Track: Finance & Operations
Session Type: Functional
Session Category: Other
Content Level: Intermediate
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