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In the credit Collection module - Collection letter sequence - Can each individual collection be assign to their accounts? For example I have a collection of pools of all my accounts can I do this.?
Hi Sylvia,
Features which are in preview can be enabled using the Feature management workspace. See also: docs.microsoft.com/.../feature-management-overview
Hi Sylvia Dixon,
Can you please open a new thread. The ticket is already mark as verfied.
Were will I find this in D365. My IT department have update the new information
Hi Sylvia,
If you open the link (shared above) again, you will be able to see the status. There are features open now for public preview.
Do you know if this was added this month Automatic collection task creation
Hi Sylvia,
The form I was referring to is: Credit and collections > Collections > Aged balances.
There was an ISV solution with advanced credit management functionality. Microsoft acquired this solution and will add the features to the product starting in October 2020. docs.microsoft.com/.../planned-features
I'm not aware of other solutions.
Andre, is there a third party solution for this ?
Andre, How would I access this in credit management overview?
Hi Sylvia,
On the form you shared, there is no out of the box filtering option. You can use the credit management overview which do have the option to view the customers and open balances per collection pool. For this form you have to consider a customization.
We have 4 collectors and I would like for to have the option of them to be able view their assign accounts with their names. Is this something that D365 can do?
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