D365 Collections Case Management: Improve Your Recovery Rate

Lessons

1. Credit and Collections Workspace in Microsoft Dynamics 365

2. Collections Case Management in D365: A Detailed Overview

3. Practical Walkthrough of Setting Up A Case Category in D365

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Duration 30 Min
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Lessons 3 Lessons
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Language English
  • About
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Course Overview

Delinquent accounts need a lot of personal time and effort. You might have 10-15 delinquent customers you need to call today and another 10 next week. However, while you are calling the new batch of past-due accounts, you might lose out collecting from the previous customers who would have paid after a couple of reminders. At the end of the day, you might end-up facing low recovery rates and high past dues despite all your hard work! So, what steps could you take to prioritize your collection efforts? Here is what Microsoft Dynamics D365 comes to rescue. It provides a single source of truth workspace that enables you to manage and follow-up on all open invoices in just a few steps while you direct most of your time to delinquent accounts. This online tutorial on Collections Case Management will help you customize your workspace based on your unique requirements.

What you will learn

  • Credit and collections workspace in Microsoft Dynamics 365
  • Collections Case Management in D365: A Detailed Overview
  • Practical Walkthrough of Setting Up A Case Category in D365

Skills you will gain

Collections Prioritization
Customer Relationship
Time Management
Performance Management
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Role: Collections Analyst
Designed for Collections Analyst & Managers
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Level : Advanced Course
Designed to educate credit and collections professionals
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Topic: Microsoft Dynamics
Role-specific ERP Module training
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Type: Blended Course
Modules with both theoretical and application based lectures
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Completion Time: 1 Week
Suggested reading for 1-2 hours/week

1. Credit and Collections Workspace in Microsoft Dynamics 365

Watch this D365 tutorial on how to set up a feature-rich workspace that facilitates all the credit and collections management into one single space.

2. Collections Case Management in D365: A Detailed Overview

Watch this D365 tutorial that helps you manage your customers effectively in D365. Learn how you could set up a separate case category to increase the volume of your collections.

3. Practical Walkthrough of Setting Up A Case Category in D365

Watch this D365 tutorial that helps you focus on your customers and make your collection task facile by setting up a case category.

Lesson Resources

Manmohan Jain

Manmohan Jain

Chief Catalyst at Zensark * Salcit * India Literacy Project
Manmohan Jain holds 25+ years experience in diverse technical and managerial roles., including Software Design, Product Development, Management and Operations.

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