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Did You Know the CRM in Dynamics 365 Business Central Can Simplify Accounts Receivable Follow-up?

by Robb Delprado
Senior Presales Architect, Accelerynt, Inc.

Did you know there is CRM functionality in Dynamics 365 Business Central?

It is called Relationship Management.

Business Central’s Relationship Management standard functionality includes Contact Management, Contact Segmentation, Profile Questionnaires, Opportunity Management, Task Management, Campaign Management, Marketing Segments, Outlook Insights, and Interaction Tracking.

With all this functionality, I am surprised more companies have not taken advantage of it.  But today, we are only going to look at how two elements, Interaction Tracking and Marketing Segments, can assist the Accounts Receivables collection efforts.

Many companies using Business Central simply to focus on the customers that owe them money.

Here we see a Customer Card with a Balance of $53,833.52 and a Balance Due of $51,793.67.  The Balance represents the total of all outstanding invoices, and the Balance Due represents the total of all past due invoices.

Many companies record a Comment on the Customer Card when they make collection calls to the Customer.

To do that, they click on the Customer button and the Comments option.

The problem with making collection comments on the Customer Card is other users, most notably the sales staff, also make comments on the Customer Card. 

Below is a sample of what I see on the Customer Comments.  Buried between Sales comments is the Collection comment.

Not only can other users add comments to the Customer Card, but if ...

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About Robb Delprado

Robb is a non-practicing CPA with 26 years of experience in the NAV / Business Central space.  Robb is a Microsoft MVP, Microsoft Certified Trainer, and a Microsoft Certified Business Center Functional Consultant.

He has been on the partner side and the user side.  As a user, Robb was a member of the c-level suite directing the company’s strategic growth first as COO and later as President.  From the partner side, Robb has been a Trainer, Consultant, System Architect, Project Manager, and Account Manager.

He has presented at Microsoft Convergence, Directions for Partners in the US and Europe, and the following User Group conferences: Forum, Summit, Focus, DynamicsCon Live and Solve My ERP Problem.

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