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!
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.
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: