Dynamics 365 Credit Management – A Series

Our very own Microsoft MVP, Kelly (Kane) Gustafson, has been compiling a Credit management series on her blog, D365FandO(m).

In her nine part series, she explores the new functionality that she has demonstrated in our Dynamics Digital Academy and has helped numerous customers implement successfully.

We have taken this opportunity to compile a comprehensive list of her blog posts for you.

Dynamics 365 Credit Management Feature

• https://www.d365fandom.com/2020/08/credit-management-feature.html

Temporary Credit Limits

• https://www.d365fandom.com/2020/08/credit-management-temporary-credit.html

Customer Credit Groups

• https://www.d365fandom.com/2020/08/credit-management-customer-credit-groups.html

New Fields on Customer Record

• https://www.d365fandom.com/2020/08/credit-management-new-fields-on.html

Blocking Rules

• https://www.d365fandom.com/2020/08/credit-management-blocking-rules.html

Workflows

• https://www.d365fandom.com/2020/08/credit-management-workflows.html

Calculate Risk Scores

• https://www.d365fandom.com/2020/12/credit-management-calculate-risk-scores.html

Credit Limit Adjustment Journals

• https://www.d365fandom.com/2020/12/credit-management-credit-limit.html

Automatic Credit Limits

• https://www.d365fandom.com/2020/12/credit-management-automatic-credit.html

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