Customer and vendor balances netting for Dynamics 365 Finance | March 12, 2024

Get an intro and overview of customer and vendor balances netting critical feature enhancements for Dynamics 365 Finance. Public preview is open from 10.0.39 release.

Chapters:
00:00 Intro
00:37 Agenda
01:02 What is customer and vendor balance netting?
02:27 Benefits of customer and vendor balance netting
03:17 Core capabilities
05:23 Netting solution
08:06 Useful resources and attention points
10:49 Create netting agreements
12:09 Demo 1
15:39 Netting workbench
17:17 Demo 2
24:07 Automatic netting
25:58 Demo 3
31:22 Advanced netting functions
33:01 Demo 4
36:11 Roadmap
37:39 Q&A
46:33 Closing comments

    •    Severin Bock  – severin.bock@microsoft.com 
    •    Eric Wang - wangchen@microsoft.com 
    •    Patrick Li - patrickli@microsoft.com