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DC Digest – 2020 Edition 9

If you know me, you know that I am not someone who does particularly well with change or uncomfortable situations in general. When I was young my mom even attempted to write a book called “Change is Good” specifically to help me cope. Well, if you’ve been anywhere around the world in the past few months, you probably know that life…

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MSDyn365FO Credit Management, Part 6 – What are Customer Credit Groups and how are they used?

A Customer Credit Group is a great way to link customers together to share a credit limit. If you have a group of customers that share a Credit limit, setup a Customer credit group, and add each of the customers…

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MSDyn365FO Credit Management, Part 5 – What are Automatic credit limits?

Automatic credit limits are another useful tool to keep in your back pocket when working with customers. With Automatic credit limits, you can set up rules by Risk group to calculate what the customer’s credit should be based on the…

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MSDyn365FO Credit Management, Part 4 – What are Risk Scores and how are they updated?

Last week, we took a look at the new customer screen and features for MSD365FO. This week we're going to be reviewing and going into further detail on the specifics of Risk Scores and how they're updated! As D365F&O’s new…

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