A logistics company uses Dynamics 365 Finance.
Several customers have outstanding invoices. The CFO wants the system to identify delinquent customers, send an email reminder, and schedule a collections phone call.
You need to configure the functionality.
What should you use?
This item tests the candidate's knowledge of collections management and the functionality available when setting up an automated collections process.
The Automatic collection task feature allows you to set up a collections process strategy that automatically identifies customer invoices that require an email reminder, collection activity (such as a phone call), or a collection letter to be sent to the customer. Customer pools represent groups of customers. They can be used as filters for customer information that appears on Collections list pages, on the Collections page, or when you create aging snapshots. A collections team can be used if a group of people in your organization performs collection work together. Collections case category is specific to case functionality and setting a case category that has the Collections category type. Using cases alongside collections helps you better organize your collections work. An aging snapshot is used in collections to take a point-in-time look at records for all customers or for the customers in a customer pool.
Configure accounts receivables for credit and collections - Training | Microsoft Learn
Collections process automation - Finance | Dynamics 365 | Microsoft Learn