Customer and vendor balances netting for Dynamics 365 Finance | TechTalk

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 TechTalk Presenters • Severin Bock • Eric Wang • Patrick Li