A Quick Demo of Dynamics 365 Credit Management

As is the case with any addition to Dynamics 365 functionality, Credit Management has generated a lot of interest in the community. In a recent webinar with the User Group, our resident Microsoft MVP Kelly Kane had the opportunity to show it off.

As part of the demonstration, Kelly walked through the process of using credit management tools within the system to set automatic credit limits, set blocking rules for past due or overextended customers, and more.

Check out the recording here:

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