Manage Customer Credit and Collections in Dynamics 365 Finance and Operations apps
This course prepares you for some of the skills measured for Finance Exam MB-310.At Course Completion
The goal of this course is to enable students to:
Describe the credit management process.
Configure the credit management process.
Define credit management setup information.
Describe and configure customer credit groups.
Manage customer credit limits.
Set up and generate credit limit adjustments.
Manage credit holds for sales orders.
Describe the collection management process.
Prepare and send customer account statements.
Configure the collections management process
Review and manage customer collection information.
Set up and process collection letters.
Set up and process interest notes.