Maintaining Customer Information in D365

Lessons

1. Microsoft D365: Basics of Maintaining Customer Information

2. How to Create a New Customer Account in D365

3. How to Set-Up Credit and Collections Defaults in D365

4. How to Configure Payment Defaults in D365

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Duration 30 Mins
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Lessons 4 Lessons
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Learn 100% Free
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Language English
  • About
  • Course Content
  • Resources
  • Instructors

Course Overview

Collectors, how do you store your customer information? Still using the old conventional method which includes a lot of paperwork? Agree or not, this traditional method of maintaining customer information brings in a lot of hassle when it comes to reaching out to a right contact in AP team. Hence, if we fail to maintain customer information, we might have to contact our existing customers again for obtaining the necessary information which could irritate them, jeopardizing the relationship with the customer. Microsoft D365 offers you a very simple tool which helps you in maintaining and retrieving customer information at any point of time. The tool gives you the priveledge of creating customer accounts, setting up credit & collections, and payments defaults in just a few clicks. Watch this tutorial to understand how to maintain customer information in D365 from scratch. Also, get an insight into the basics of maintaining customer information and learn how to send collection letters, and even calculate the day sales outstanding.

What you will learn

  • Basics of Maintaining Customer Information in D365
  • How to Create a New Customer Account in D365
  • How to Set-Up Credit and Collections Defaults in D365
  • How to Configure Payment Defaults in D365

Skills you will gain

Process Effectiveness
Understanding Customer Financials
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Role: Collection Analysts
Designed for Collections Analyst & Managers
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Level : Foundation Course
Designed to educate credit and collections professionals
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Topic Microsoft Dynamics
Role Specific ERP Module Training
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Blended Course
Modules with both theoritical and application based lectures
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Completion Time: 1 Week
Suggested reading for 2-3 hours/week

1. Microsoft D365: Basics of Maintaining Customer Information

Watch this tutorial to get an insight into the basics of Maintaining Customer Information in D365

2. How to Create a New Customer Account in D365

This tutorial will help you understand how to create a new customer's account in D365 which needs to be done before adding the rest of the necessary information.

3. How to Set-Up Credit and Collections Defaults in D365

Watch this tutorial to understand how to set-up the credit and collections defaults of a particular customer in D365.

4. How to Configure Payment Defaults in D365

Watch this tutorial to understand how to set-up the payment defaults of a customer 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.

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