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SSRS framework improved by Docentric offers powerful emailing capabilities, integrated in the process of report posting and printing, supporting execution in batch. There are scenarios such as emailing collection letters or return acknowledgments when you don't need to send an email to the customer with […]
In Dynamics 365 for Finance and Operations (D365FO), the standard Customer account statement report summarizes financial transactions for a customer over a specified period, providing a clear overview of the outstanding balance, payments, credits, and recent transactions to ensure transparency and facilitate timely payments. Usually, […]
In the previous article, Are you ready to collect more of your money?, we described how we can improve the dunning process, but now we want to focus on the technical part. The article shows you how you can add the functionality of printing and […]
Microsoft Dynamics 365 for Finance and Operations offers a robust credit and collections management functionality that enables you to manage the entire collection process – right from generating customer account statements, to being informed of balances as and when due, getting notifications on when collection […]
Tags: Collection letter, Collections, D365FO, Emailing, Free Edition 