Cash, Kindly: Credit & Collections 101 in D365 F&O
Session Overview: Keep cash flowing without burning bridges. This beginner‑friendly session explains how D365 F&O surfaces overdue balances and supports professional follow‑ups using aging, Collections workspaces, credit limits/holds, collection letters, and interest notes. We’ll clarify what each feature does, when to use it, and how to avoid common pitfalls—no prior system knowledge required.
Who it’s for: AR specialists, credit/collections staff, finance managers, and anyone new to D365 F&O.
Learning Objectives:
- Understand standard credit and collections functionality in D365 F&O
- Standardize a collections playbook
- Use the Collections workspace
Speakers: Brittany Burke
Recorded at: Community Summit NA 2026
Type: Education Session
Ability Level: 101 – Beginner
Primary Product: Dynamics 365 F/SCM (FO)
Tracks: Finance
Terms: All rights reserved by the speaker, Community Summit NA, and Dynamic Communities and cannot be reproduced or distributed without express written consent by the speaker and Dynamic Communities.
