Dynamics 365 Operations – The term “cash collection” is not commonly used in everyday language. However, if you use the term “debt collection”, everyone will quickly realize what you’re talking about. Some may have personal experience from either side of the process and may be currently seeing their life flash before their eyes.

Wherever payment is involved, arrears billing and cash collection are part of the process. Microsoft Dynamics 365 for Operations offers a number of functions when it comes to cash collection. As well as the previous options of defining one or more arrears billing processes or calculating interest, you now have the chance to define “debtor pools”. These debtor pools serve to group customers in accordance with defined criteria. This grouping can be carried out by sales area or responsible editor, for example.

Here is an excerpt of the available criteria that shows how filter elements can be taken from various areas of Microsoft Dynamics 365 for Operations:

Debtor credit and cash collection workspace

In the Microsoft Dynamics 365 for Operations debtor credit and cash collection workspace, all information is brought together in one form:



And finally, you can also define and personalize your activities. Thanks to the Microsoft Dynamics 365 for Operations common data models, you have the option of synchronizing your activities with your Outlook client: This makes it possible to manage all cash collection activities in Microsoft Dynamics 365 for Operations from one screen. Naturally, this comes with the considerable benefit of making your customer service department’s work easier and simpler.

We hope we’ve been able to give you an insight into this topic, as well as the relevant features available in Microsoft Dynamics 365 for Operations.

Have we piqued your interest? Would you like to find out more about cash collection? Don’t hesitate to get in touch with us, we’re always happy to help.

Learn more about Microsoft Dynamics 365 here.

The term “cash collection” is not commonly used in everyday language. However, if you use the term “debt collection”, everyone will quickly realize what you’re talking about. Some may have personal experience from either side of the process and may be currently seeing their life flash before their eyes.

Wherever payment is involved, arrears billing and cash collection are part of the process. Microsoft Dynamics 365 for Operations offers a number of functions when it comes to cash collection. As well as the previous options of defining one or more arrears billing processes or calculating interest, you now have the chance to define “debtor pools”. These debtor pools serve to group customers in accordance with defined criteria. This grouping can be carried out by sales area or responsible editor, for example.

Here is an excerpt of the available criteria that shows how filter elements can be taken from various areas of Microsoft Dynamics 365 for Operations:[/fusion_text]

Debtor credit and cash collection workspace

In the Microsoft Dynamics 365 for Operations debtor credit and cash collection workspace, all information is brought together in one form:



And finally, you can also define and personalize your activities. Thanks to the Microsoft Dynamics 365 for Operations common data models, you have the option of synchronizing your activities with your Outlook client: This makes it possible to manage all cash collection activities in Microsoft Dynamics 365 for Operations from one screen. Naturally, this comes with the considerable benefit of making your customer service department’s work easier and simpler.

We hope we’ve been able to give you an insight into this topic, as well as the relevant features available in Microsoft Dynamics 365 for Operations.

Have we piqued your interest? Would you like to find out more about cash collection? Don’t hesitate to get in touch with us, we’re always happy to help.

Learn more about Microsoft Dynamics 365 here.

The term “cash collection” is not commonly used in everyday language. However, if you use the term “debt collection”, everyone will quickly realize what you’re talking about. Some may have personal experience from either side of the process and may be currently seeing their life flash before their eyes.

Wherever payment is involved, arrears billing and cash collection are part of the process. Microsoft Dynamics 365 for Operations offers a number of functions when it comes to cash collection. As well as the previous options of defining one or more arrears billing processes or calculating interest, you now have the chance to define “debtor pools”. These debtor pools serve to group customers in accordance with defined criteria. This grouping can be carried out by sales area or responsible editor, for example.

Here is an excerpt of the available criteria that shows how filter elements can be taken from various areas of Microsoft Dynamics 365 for Operations:[/fusion_text]

Debtor credit and cash collection workspace

In the Microsoft Dynamics 365 for Operations debtor credit and cash collection workspace, all information is brought together in one form:



And finally, you can also define and personalize your activities. Thanks to the Microsoft Dynamics 365 for Operations common data models, you have the option of synchronizing your activities with your Outlook client: This makes it possible to manage all cash collection activities in Microsoft Dynamics 365 for Operations from one screen. Naturally, this comes with the considerable benefit of making your customer service department’s work easier and simpler.

We hope we’ve been able to give you an insight into this topic, as well as the relevant features available in Microsoft Dynamics 365 for Operations.

Have we piqued your interest? Would you like to find out more about cash collection? Don’t hesitate to get in touch with us, we’re always happy to help.

Learn more about Microsoft Dynamics 365 here.