Reporting Day Sales Outstanding in Microsoft Dynamics D365

Lessons

1. Overview of Day Sales Outstanding in D365

2. How to Configure Start Date for DSO Calculation in D365

3. DSO Calculation in D365: Case Study

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Duration 30 Mins
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Lessons 3 Lessons
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Language English
  • About
  • Course Content
  • Resources
  • Instructors

Course Overview

Day Sales Outstanding calculation is a very simple process, isn't it? But what about keeping a track of it on a daily basis? When the number of customers is huge, there's always a chance that we might miss out on some of them. Hence, tracking DSO untimely using manual process can cause delay in collecting payments from your customers. Moreover, it might also lead to borrowing money to run your business due to huge outstanding receivables. Collectors, how would you ensure an accurate and timely DSO calculation to keep a track of all your customers and protect your company's cash inflows? Microsoft D365 offers you a tool that can help you find the DSO of your customer in just a few clicks. Say NO to troublesome and error-prone DSO calculation as this tool is a one-stop-shop for an efficient calculation. Also, this tool helps you to keep a track of all your customers on a day-to-day basis from whichever start date you want. Leverage this course to get an in-detailed understanding of how to configure your customers' DSOs by selecting your own start date. Watch this tutorial to get insights about how to configure customer accounts with the help of the illustrated example.

What you will learn

  • Overview of Day Sales Outstanding in D365
  • How to Configure DSO Start Date in D365
  • How to Calculate DSO of a Customer in D365

Skills you will gain

Building DSO Reports
Following Up
Worklist Prioritization
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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. Overview of Day Sales Outstanding in D365

Isn't it a hectic task for the collectors to calculate DSO for each and every customer everyday? Wouldn't it be better if they get an automating tool like D365 which would simplify this hectic process. Watch this tutorial to find out how.

2. How to Configure Start Date for DSO Calculation in D365

Watch this tutorial to understand how to configure the DSO start date in D365 which would help you in an accurate DSO Calculation.

3. DSO Calculation in D365: Case Study

Here is an example of calculation Day Sales Oustanding of a customer in D365 to make you more familiar with the 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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