This webcast shows how you can calculate, create and post reserves for bad debt in MSDyn365FO.
Recording bad debt reserves was always an area that required costly system modifications in previous Dynamics versions. With MSDyn365FO you do not need to spend money for that but can rather make use of the full Microsoft business solution power to get bad debt reserves incorporated in the standard application without writing a single line of code.
This video post shows you how you can attach documents such as a dunning letters to Emails that you send out to customers. If no Email is provided a document is automatically printed and can be send by letter post. In case an invalid Email address was setup, the bouncing Emails are tracked through MS Flow and other products of the MS stack. All the things shown in the video can be achieved in the D365FO standard application in combination with products from the MS stack without making any system modification. Hope you enjoy and see you next time.
Note: If you run the latest MSDyn365FO version the Email transfer might not work in the way illustrated in the post because of a system bug. To overcome this bug, you need a hotfix installed. Details thereof can be found on LCS by searching for the issue ‘235081eMail source account setup on Electronic reporting destination setup is not stored’