Configuring Credit and Collections in Dynamics 365 Finance

Unpaid invoices can disrupt cash flow, making structured credit management essential for any healthy business. Learning to configure and navigate the built-in financial tools allows you to systematically track outstanding balances and reduce credit risk. This text-based course guides you through establishing a comprehensive collections system within Dynamics 365 Finance. You will gain the skills to define credit limits, set up automated aging periods, and utilize the centralized Collections workspace to handle overdue accounts. What you will learn: Understand core credit and collections terminology and foundational system parameters; Configure credit limits, aging period definitions, and customer pools to segment your accounts; Set up automated collection letters and interest calculation formulas for overdue invoices; Manage daily operations using the centralized Collections workspace and customer touchpoint logs; Apply modern automation rules to streamline follow-ups and prioritize high-risk accounts. The course begins with foundational definitions and setup parameters before moving into practical configuration steps for credit limits, aging definitions, and automated letter templates. You will then explore how to navigate daily operations and track customer communication history entirely through written explanations and structured scenarios. Designed for beginners, finance professionals, and system administrators looking to manage accounts receivable workflows, with no prior configuration experience required. Start mastering your organization's cash flow management today.