Microsoft Dynamics 365 Collections Case Management: Improve Your Recovery Rate
How to improve your recovery rate? Leverage Microsoft Dynamics 365 collections case management!
Collection Letters Overview in MS D365
Key Takeaways
- An overview of collection letters in Microsoft Dynamics 365
- Collections case management made easy
- Practical walkthrough of setting up a case category
Course Description
Are you having trouble managing your open invoices? Often you may face a situation where you have 10-15 delinquent customers you need to call today and another 10 next week. However, while you call the new batch of past-due accounts, you may miss track of the collections from customers who have paid after a few reminders.
As a result, your recovery rates could be low and past dues high despite all the hard work! So, what steps could you take to prioritize your collection efforts?
Microsoft Dynamics 365 comes to the rescue as it provides a single source of truth. Having a central source helps you manage and follow up on open invoices in a few steps while you direct your time to delinquent accounts.
This online tutorial powered by Highako University (the world’s first and only free online training platform for order-to-cash professionals) on Collections Case Management will help you customize your workspace based on your unique requirements.
And it is absolutely FREE!
Collection Letters Overview in MS D365
Key Takeaways
- An overview of collection letters in Microsoft Dynamics 365
- Collections case management made easy
- Practical walkthrough of setting up a case category
Course Description
Are you having trouble managing your open invoices? Often you may face a situation where you have 10-15 delinquent customers you need to call today and another 10 next week. However, while you call the new batch of past-due accounts, you may miss track of the collections from customers who have paid after a few reminders.
As a result, your recovery rates could be low and past dues high despite all the hard work! So, what steps could you take to prioritize your collection efforts?
Microsoft Dynamics 365 comes to the rescue as it provides a single source of truth. Having a central source helps you manage and follow up on open invoices in a few steps while you direct your time to delinquent accounts.
This online tutorial powered by Highako University (the world’s first and only free online training platform for order-to-cash professionals) on Collections Case Management will help you customize your workspace based on your unique requirements.
And it is absolutely FREE!
