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Managing Credit and Accounts Receivable with Dynamics 365 - November 20 - Webinar - VOX ISM

In this webinar, we will demonstrate how to manage credit and accounts receivable using one central view using the Dynamics 365. Credit and collections managers can use this central view to manage collections, add notes, tasks, promises and create follow up phone calls. Collections agents can begin the collections process from customer lists that are generated by using predefined collection criteria, or from the Customers page.

This webinar will cover the following procedures:
· Subscribing to customer ageing reports
· Reviewing account balance information from Outlook
· Creating lists, groups and charts to organize collections customers, activities, and cases
· Reviewing all communication for one customer to provide a 360-degree view of all account activity.
· Create dunning letters, statements or interest charges
· Correct, Reverse or change collection dates
· Use the information to create a cash flow projection
· Create a write-off transaction


November 20, 2019
1:30 pm - 2:15 pm - ET EST
Event Categories:

This webinar will take place on the Cisco Webex platform. Once registered, we will send you the links required to join the Live Webinar.

Hope to see you on the webinar. For questions, reach out to linda@voxism.com, or call 905-840-7477

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