Creating Collection Letters in Microsoft Dynamics D365

Lessons

1. Overview of Collection Letters in D365

2. How to Create Collection Letters in D365

3. How to Set up a Collection Letter Sequence in D365

4. How to Process Collection Letters in D365

Hour glass
Duration 30 Min
Watch
Lessons 4 Lessons
Globe
Learn 100% Free
Globe
Language English
  • About
  • Course Content
  • Resources
  • Instructors

Course Overview

As a collector, how much time do you often spend writing collection letters for your past-due customers? one hour? 2 hours? close to 6 hours? a day? Agree or not, writing collection letters is a painstaking task for every collector. It wouldn't have been problematic if we could send the same collection letter to all our customers. Today, as we all know sending collection letters to customers for collecting is often delayed. The reason being the unavoidable huge volumes of past-due customers. Writing letters manually could be difficult when it comes to keeping track of all of them at the same time. Microsoft D365 offers a tool for sending automated correspondences to customers. This tool offers different templates for different late-paying customers based on your dunning strategies. Watch this tutorial to understand how to configure collection letters in Microsoft D365. This course highlights the three top functionalities of the D365 collection dashboard.

What you will learn

  • How to Create Collection Letters in D365
  • How to Define a Collection Letter Sequence in D365
  • How to Process Collection Lettersin D365

Skills you will gain

Creating Collection Letters
Following-Up
Payment Reminders
Globe
Role: Collection Analysts
Designed for Collection Analysts & Managers
Globe
Level: Foundation Course
Designed to educate entry level professionals
Globe
Topic Microsoft Dynamics
Role Specific ERP Module Training
Globe
Blended Course
Modules with both theoritical and application based lectures

1. Overview of Collection Letters in D365

Wouldn't it be better for the collectors if they get an automating tool like d365 which can help them creating collection letters and processing them in just a few clicks? Learn all the basics before getting started with D365

2. How to Create Collection Letters in D365

Can you believe D365 not only helps you write a collection letter but also offers you pre-defined templates for your customers? Check this tutorial to find out.

3. How to Set up a Collection Letter Sequence in D365

Did you know that you can set up your own collection letter sequence in D365 based on your dunning strategies? Have a look at this tutorial to find out how

4. How to Process Collection Letters in D365

Wouldn't it be better if instead of generating letters individually and posting it, you can already set the date for each of your letters so that it automatically get processed. Watch this tutorial to find out how it can be done in d365.

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.

More courses you might like

Learners who joined this course have also joined:
Course Duration
20 Min

Collections Calling & Negotiation

Robert S.Shultz
Link
Course Duration
20 Min

Effective Collection Emails and Letters

Robert S.Shultz
Link