Dynamics 365 Finance Credit Management

Dynamics 365 Finance Credit Management enables organizations to optimize credit processes and automate credit management activities. It helps improve customer relationships and strengthens the bottom line by streamlining credit granting, monitoring, and collections activities across the entire enterprise. Features include:

• Automated Credit Application Processing – Create a consistent method for issuing credits that meets compliance regulations. Automatically assign sales orders to credit limits and generate customer account statements for review.

• Enhanced Cash Flow Management – Monitor customer accounts for timely payment, issue reminders, run credit checks, and configure automated dunning processes. Generate detailed reports on overdue credits and outstanding payments.

• Robust Credit Risk Management – Leverage the credit scoring engine to assess customer risk levels and assign them appropriate grades. Monitor trends in customer payment behaviors to better manage credit risk across the enterprise.

• Improved Collaboration – Put all your customer data in one place for easy access. Share information between departments and increase visibility into the entire process, from account set up to collections management.

• Streamlined Collections – Automate collections activities to reduce manual work and increase efficiency. Track progress with real-time updates and assign tasks to specific users for quick resolution.

With Dynamics 365 Finance Credit Management, organizations can more effectively manage their credit processes and ensure they are making informed decisions on credit transactions. This will ultimately improve customer relationships, reduce costs associated with credit processes, and strengthen the bottom line.

Start leveraging Dynamics 365 Finance Credit Management today to optimize your credit processes and maximize your profits.