Customize Aging Reports in Microsoft Dynamics 365

Want to customize aging reports in MS D365?

Basic Understanding of the Terminologies of Microsoft Dynamics 365 Collections

Basic Understanding of the Terminologies of Microsoft Dynamics 365 Collections

Key Takeaways

  • How to do aging analysis in Microsoft Dynamics 365
  • Find out ways to create an aging period
  • Discover how to create an aging snapshot
  • Acquire skills to build an aging report

Course Description

As a collector, what do you think is crucial? -Following up with your past-due customers or building a customer aging report?

Irrespective of the number of past-due customers, aging reports are an essential component of a collector’s job. What can help collectors is a collections process that automatically identifies all accounts that need email reminders, collection activity, a follow-up, or a collection letter,

Organizations spend a significant amount of time researching aged reports and open invoices to determine which customers to contact when a single invoice is due.

Microsoft Dynamics does it all. Powered by Highako University (the world’s first and only free online training platform for order-to-cash professionals) this online training series has been specifically designed to help Microsoft Dynamics 365 users to seamlessly set up a customer aging process and build an aging report.

And it is absolutely FREE!

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

Customers

Frequently Asked Questions

Why this series?

In today’s dynamic world, businesses not only have to manage their cash flow with ease but also fulfil customer demands without compromising on cost while struggling to remain competitive. Accounts receivable management is one of the functions that helps with cash flow management. This complimentary training series has a compilation of courses specially designed for mid-sized businesses to deal with finance-related challenges.

This training series Powered by Highako University (the world’s first and only free online training platform for order-to-cash professionals) helps CFOs, order-to-cash leaders, and 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
Collection Emails and Letters
Collections Prioritization
KPIs and Reporting