Microsoft Dynamics 365 Collections Case Management: Improve Your Recovery Rate

How to improve your recovery rate? Leverage Microsoft Dynamics 365 collections case management!

Collection Letters Overview in MS D365

Collection Letters Overview in MS D365

Key Takeaways

  • An overview of collection letters in Microsoft Dynamics 365
  • Collections case management made easy
  • Practical walkthrough of setting up a case category

Course Description

Are you having trouble managing your open invoices? Often you may face a situation where you have 10-15 delinquent customers you need to call today and another 10 next week. However, while you call the new batch of past-due accounts, you may miss track of the collections from customers who have paid after a few reminders.

As a result, your recovery rates could be low and past dues high despite all the hard work! So, what steps could you take to prioritize your collection efforts?

Microsoft Dynamics 365 comes to the rescue as it provides a single source of truth. Having a central source helps you manage and follow up on open invoices in a few steps while you direct your time to delinquent accounts.

This online tutorial powered by Highako University (the world’s first and only free online training platform for order-to-cash professionals) on Collections Case Management will help you customize your workspace based on your unique requirements.

And it is absolutely FREE!

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


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