Credit and collections overview

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Are you providing the right level of credit to the right customers? Is your organization collecting efficiently and effectively? Credit and collections insights provides proactive guidance about questions such as these and more. It provides key credit and collections metrics, such as days sales outstanding, balance overdue, credit exposure, and customers who are over their credit limit. It uses transactional data and provides aggregate views of credit and collections across all designated companies. It also provides a breakdown per company, customer group, and customer.

In addition to historical trends and analysis, you can leverage predictive analysis and built-in visuals to proactively show and identify trends. By experimenting with the visuals, you can see emerging trends and key groups of customers and credit.

The Credit and collections insights capabilities are available as part of a workspace within Dynamics 365 for Finance and Operations, and also in a stand-alone app, which is available at https://appsource.microsoft.com.

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Credit and collections

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Credit and collections

Availability Public Preview of Credit and collections is available in
all regions where Dynamics 365 for Finance and Operations is available.

For a complete list of regions, see the Dynamics 365 International Availability Guide.