Customizing Aging Reports in Microsoft Dynamics D365

Lessons

1. Understanding the Terminologies of Microsoft D365 Collections

2. How to Configure Dynamics 365 Aging Period Definitions

3. How to Create Customer Aging Snapshot in d365

4. How to Generate Customer Aging Report in Dynamics 365

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Duration 30 Min
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Lessons 4 Lessons
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Language English
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Course Overview

As a collector, what do you think is more important? Following up with your past-due customers or building a customer aging report? Irrespective of the quantity of past-due customers, aging reports are an essential component of a collectors' job to create aging reports. Won't it be like a dream come true for collectors to discover a collections process that automatically identifies customer invoices that require email reminders, collection activity, a follow-up, or a collection letter? Organizations spend a significant amount of time researching aged balance reports, customer accounts, and open invoices to determine which customers to contact upon a single due invoice. Microsoft d365 does it all. D365 helps in seamless setting up a customer aging process by enabling building an aging report. Here in this tutorial, we would cover four vital processes involved in creating a customer aging report.

What you will learn

  • Understanding the terms of aging analysis in Microsoft Dynamics
  • How to Create Aging Period in D365
  • How to Create Aging Snapshot in D365
  • How to Build Aging Reports in D365

Skills you will gain

Microsoft Dynamics Aging Analysis
Microsoft d365 Aging Definitions
Microsoft d365 Aging Snapshot
Building d365 Aging Report
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Role: Collections Analyst
Designed for Collections Analyst & Managers
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Level : Foundation Course
Designed to educate entry-level 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. Understanding the Terminologies of Microsoft D365 Collections

As a collector, isn't it difficult to identify customer invoices that require email reminders, a follow-up, collection letter? Microsoft d365 automates this. Learn what are the terminologies before getting onboard with d365

2. How to Configure Dynamics 365 Aging Period Definitions

Had you ever thought that analyzing the maturity of customer accounts would be just a matter of few clicks? Microsoft d365 helps you build an aging period definition seamlessly. Watch this tutorial to learn how.

3. How to Create Customer Aging Snapshot in d365

As a collector, how often are you able to organize your customer accounts to analyze aged balances? monthly? quarterly? d365 could help you to view customer aging snapshot in secs and whenever you want. Watch this tutorial to learn how

4. How to Generate Customer Aging Report in Dynamics 365

Will it be too much to offer if you get to see the customer aging report in d365 displaying the balances that are due from customers, sorted by date interval or aging period? Watch this tutorial to learn the step by step process.

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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