How to Create Collection Letters in Microsoft Dynamics 365

Create Collection Letters in Microsoft Dynamics 365

Collection Letters Overview in MS D365

Collection Letters Overview in MS D365

Key Takeaways

  • Overview on collection letters in MS D365 (~4 Mins)
  • Discover ways to create collection letters in MS D365 (~2 Mins)
  • Learn how to create a collection letter sequence and processing collection letters in MS D365 (~7 Mins)

Course Description

Do you spend a lot of time drafting collection letters to your late-paying customers? Then your search ends here; powered by Highako University (the world’s first and only free online training platform for order-to-cash professionals) this MS Dynamics 365 training video offers specific templates for different types of customers based on your dunning strategies. This 4-part tutorial series will help you understand how to configure collection letters in Microsoft D365.

And it is absolutely FREE!

HighRadius Order-to-Cash Software Trusted by Leading Mid-sized Businesses


Frequently Asked Questions

Why this series?

The business world is dynamic and companies have to gear up. With the changes in the way the world functions, companies have to resolve challenges around cost savings, operational efficiency, and intense competition with limited resources. This complimentary training series offers a compilation of courses specially designed for mid-sized businesses to deal with these challenges.

This training series helps CFOs, order-to-cash leaders, and finance professionals to streamline pivotal business operations, activities, and reporting across finance processes. It covers accounts receivables, accounts payables, cash forecasting, and budgeting.

Why should you take this course?

This course is designed for finance professionals to proactively plan, record, manage, and report key business operations daily. Trusted by 9000+ Order to Cash Professionals, these training sessions will allow businesses to:

  • Mitigate risk and propel revenue growth
  • Reduce manual effort and improve team productivity
  • Improve process efficiency with real-time visibility into key business metrics

What skills will you learn?

Effective collections
Deductions Management
Creating and Analysis of Customer Aging Report
Deductions Management
DSO Calculation
Maintaining Customer Information
Configuring credit, Collections and Payment Defaults
Credit Risk Scoring
Credit Risk Classification