Understanding Credit Limit and Scoring in Microsoft Dynamics 365
How to set credit limit and score in MS D365?
How to Set Up Credit Limits Automatically in Microsoft Dynamics 365
Key Takeaways
- Learn to automatically set up credit limits in D365
- Set up risk classification with confidence in MS Dynamics 365
- Discover ways to set credit score groups in Microsoft Dynamics 365
Course Description
Credit Management is a crucial aspect for the financial health of your business. The focus of credit management is on two aspects.
The first is to make sure your customers pay on time for the goods or services delivered. The next aspect is to ensure that you pay your suppliers on time to ensure seamless supply of raw materials and a sterling market reputation.
How does Microsoft Dynamics 365 help manage credit?
Effective credit management ensures optimum cash flow, a good market reputation, financial stability, long-term relationships with customers and suppliers, and saves on credit cost.
Leverage Microsoft Dynamics 365 to manage credit effectively by setting up credit limits automatically, and risk classification based on risk scores.
Powered by Highako University (the world’s first and only free online training platform for order-to-cash professionals) this online training course provides a detailed overview of what are credit limits, risk scores, and risk classifications and how you can configure and set them in Microsoft Dynamics 365 for your customers and suppliers according to your organization and manage your credit successfully.
And it is absolutely FREE!
How to Set Up Credit Limits Automatically in Microsoft Dynamics 365
Key Takeaways
- Learn to automatically set up credit limits in D365
- Set up risk classification with confidence in MS Dynamics 365
- Discover ways to set credit score groups in Microsoft Dynamics 365
Course Description
Credit Management is a crucial aspect for the financial health of your business. The focus of credit management is on two aspects.
The first is to make sure your customers pay on time for the goods or services delivered. The next aspect is to ensure that you pay your suppliers on time to ensure seamless supply of raw materials and a sterling market reputation.
How does Microsoft Dynamics 365 help manage credit?
Effective credit management ensures optimum cash flow, a good market reputation, financial stability, long-term relationships with customers and suppliers, and saves on credit cost.
Leverage Microsoft Dynamics 365 to manage credit effectively by setting up credit limits automatically, and risk classification based on risk scores.
Powered by Highako University (the world’s first and only free online training platform for order-to-cash professionals) this online training course provides a detailed overview of what are credit limits, risk scores, and risk classifications and how you can configure and set them in Microsoft Dynamics 365 for your customers and suppliers according to your organization and manage your credit successfully.
And it is absolutely FREE!
