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Home » GYDE365-Design Content Chapter: Credit and Collections

GYDE365-Design Content Chapter: Credit and Collections

About Credit and Collections

Credit and Collections controls the successful management of customer credit limits and collections activities, should they be deemed necessary.

Credit and Collections Sections

Survey sections are found within each chapter and segment the chapter into manageable topics. This enables end users to review the topics prior to taking the survey to gauge an understanding of the types of question content that will follow. This ensures the correct business user is assigned to answer questions.

Questions are found within each section to ask end users business specific questions to enable the build of a functional Dynamics 365 system. Questions can be assigned to specific users to answer. GYDE365 provides questions within the template as standard, however partners can also build their own questions.

Credit and Collections
  • Ageing snapshots
    • Collections management
    • Dunning letters
    • Collection cases

Sales Ledger appears in the below Survey Templates