Customer credit and collections with Dynamics 365
Manage your receivables efficiently and accelerate cash collection. With Dynamics 365 Finance, centralize customer data, automate reminders, and control risk. A solution designed to improve cash flow and simplify the entire invoicing cycle.
Customer credit management challenges
Customer credit monitoring is often slowed by manual reminders, limited visibility into outstanding receivables, and unstructured collection processes. These challenges directly impact cash flow and increase the risk of unpaid invoices.
- Time consuming manual reminders
- Limited visibility into outstanding balances
- Late payments and bad debt difficult to anticipate
- Complex or delayed payment matching
- Unstructured collection processes
Customer credit and collections with Dynamics 365 Finance
Dynamics 365 Finance modernizes customer credit management by automating the full cycle: reminder generation, due date tracking, payment matching, overdue analysis, and risk management. The module centralizes data from Sales, invoices, and cash receipts to provide a clear view of receivables. Automated reminder scenarios reduce payment delays, while built in indicators help anticipate unpaid invoices. With Dynamics 365 Finance, you accelerate collections, secure outstanding balances, and improve cash flow performance.
Our FiveForty expertise
FiveForty optimizes your collection processes by configuring reminder scenarios, payment matching, and workflows to structure clear and efficient monitoring. We standardize practices, secure your data, and streamline collaboration between Finance, Sales, and Customer Service. With a pragmatic and human approach, your teams adopt the solution easily. With FiveForty, customer credit management becomes smoother, faster, and more controlled.
Key customer credit features in Dynamics 365
- Automated reminders with customizable scenarios
- Real time tracking of outstanding balances and due dates
- Automatic payment matching
- Customer risk analysis
- Dedicated Accounts Receivable dashboard
- Detection of overdue and unpaid invoices
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Why Choose FiveForty?
From integration to maintenance.
Clear governance, transparent reporting, shared decisions.
Well controlled processes and a team that truly listens.
Human, responsive support always delivered with a smile.
A QUESTION? An answer.
Frequent asked questions
An ERP such as Dynamics 365 Finance automates reminders, centralizes outstanding balances, and tracks payments in real time. A traditional system remains isolated and requires manual follow up.
Yes. The Customer Credit and Collections module adapts to both SMEs and mid sized companies through flexible scenarios, progressive automation, and clear visibility into receivables.
Depending on process complexity, invoice volume, and banking integrations, implementation can range from a few weeks to several months.
Yes. Power BI connects natively to Dynamics 365 Finance and enables analysis of outstanding balances, overdue amounts, payment behavior, risk exposure, and collection performance.