Dynamics 365 F&O Case Management for Collections


Case management is a tool within Microsoft Dynamics 365 for Finance and Operations that allows users to track information relating to specific areas within the system. It allows tracking of notes, actions, tasks, events, and appointments, relating to different activities or processes, such as a company’s collections process. In this article, UG Expert Kelly Gustafson discusses how to set up, best utilize, and how to manage collections cases within Case management.

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