You plan to manage delinquent customers by monitoring the collection process in Dynamics 365 Finance. You need to use the Collections list page to monitor the collection process. What must you do…

The correct answer is B. Set up customer pools. Customer pools are queries that define a group of customer records. You can use these grouped records to view information for the customer accounts that are included, and to manage collections or aging processes for them. You can use customer pools to filter information on the…

Implement accounts receivable, credit, collections

Question

You plan to manage delinquent customers by monitoring the collection process in Dynamics 365 Finance. You need to use the Collections list page to monitor the collection process. What must you do first?

Options

ASet up customer groups.
BSet up customer pools.
CUpdate financials.
DAge customer balances.

How the community answered

(44 responses)

A
2% (1)
B
86% (38)
C
5% (2)
D
7% (3)

Explanation

Customer pools are queries that define a group of customer records. You can use these grouped records to view information for the customer accounts that are included, and to manage collections or aging processes for them. You can use customer pools to filter information on the collections list pages. You also can use them to filter the customer accounts that are included when aging snapshots are created. https://docs.microsoft.com/en-us/dynamics365/finance/accounts-receivable/cm-collections-

Topics

#collections#customer pools#collections list page#accounts receivable

Community Discussion

No community discussion yet for this question.

Full MB-310 Practice