Dynamics 365 Finance: Credit Management | February 14, 2020

Presenter: Mike Falkner, Pat Nolte

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Credit management is new functionality that significantly enhances your ability to manage credit for sales orders. This TechTalk describes the capabilities of the Credit Management module, and offers considerations for successful implementation.  In this session, you will discover how to:

• Enable credit management and set it up
• Manage credit limits using a business process
• Enable blocking rules and risk assessments
• Place an order on hold and release it

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Download Presentation (pdf)

ID: DYN759PAL2

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