Maintain Customer Information in Microsoft Dynamics 365
Want updated customer details in MS D365?
How to Create New Customer Account in D365
Key Takeaways
- Maintain customer information in Microsoft Dynamics 365
- How to create new customer account in MS D365
- Learn to configure credit, collections, and payment defaults in MS Dynamics 365
Course Description
Collectors, how do you store your customer information? Still, using the old conventional method which includes a lot of paperwork? The manual or traditional method that is used to maintain customer details can cause hassles and make it tough to reach the right contact in the AP team.
If customer information is not updated, then chances are that your collection team may call the existing customers to obtain information again causing friction. Microsoft Dynamics 365 offers you a very simple tool that helps you maintain and retrieve customer information at any point in time.
You can leverage the tool to create customer accounts, set up credit & collections, and payment defaults in just a few clicks. Powered by Highako University (the world’s first and only free online training platform for order-to-cash professionals) this tutorial will help you to understand how to maintain customer information in Microsoft Dynamics 365 from scratch. Also, get an insight into the basics of maintaining customer information and learn how to send collection letters, and even calculate the day sales outstanding.
And it is absolutely FREE!
How to Create New Customer Account in D365
Key Takeaways
- Maintain customer information in Microsoft Dynamics 365
- How to create new customer account in MS D365
- Learn to configure credit, collections, and payment defaults in MS Dynamics 365
Course Description
Collectors, how do you store your customer information? Still, using the old conventional method which includes a lot of paperwork? The manual or traditional method that is used to maintain customer details can cause hassles and make it tough to reach the right contact in the AP team.
If customer information is not updated, then chances are that your collection team may call the existing customers to obtain information again causing friction. Microsoft Dynamics 365 offers you a very simple tool that helps you maintain and retrieve customer information at any point in time.
You can leverage the tool to create customer accounts, set up credit & collections, and payment defaults in just a few clicks. Powered by Highako University (the world’s first and only free online training platform for order-to-cash professionals) this tutorial will help you to understand how to maintain customer information in Microsoft Dynamics 365 from scratch. Also, get an insight into the basics of maintaining customer information and learn how to send collection letters, and even calculate the day sales outstanding.
And it is absolutely FREE!
