August 6: Credit Management in Dynamics 365 Finance

Are you able to set credit rules and manage credit limits?   

Are you able to manage credit exposure and risk levels based on customer metrics? 

Join our Senior Consultant, Brad Bertchie, on August 6th at 11 am PT/2 pm ET as he demonstrates the recently released Credit Management in Dynamics 365 Finance.  Also discussed will be the options you can use to configure Credit Management parameters to meet your organization's requirements.

Credit Management will proactively suggest credit control activities.  This will improve your cash flow, reduce bad debts, and provide insight and controls that will help you manage credit risks. These credit controls will also ensure that your customers have the flexibility to take advantage of promotions and to make their purchases.

This webinar will look at these Credit Management capabilities:

  • Management of risk scores
  • System-suggested credit limits
  • Configurable blocking rules
  • Dynamic release of credit holds
  • Credit limit management
  • Tracking historical credit limits

Join us for this free webinar to explore these functionalities and more:

 
Watch a Demonstration Watch a Demonstration Create a Dashboard

ENSURE CUSTOMER PURCHASE FLEXIBILITY

CONFIGURABLE FOR YOUR ORGANIZATION

TRACK HISTORICAL CREDIT LIMITS

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