COSMO CrefoDynamics

COSMO CrefoDynamics is the credit management system for professional debtor and receivables management in Microsoft Dynamics 365 Finance & Supply Chain Management. With the module company information and debt collection, the individual sub-processes of the credit allocation can be automated by the application check, customer identification, customer evaluation, risk classification, credit decision.

CrefoDynamics

Requirement

• Creditreform membership for access to company database

Areas of use

• Retrieval and integration of Creditreform company information for simple, well-founded credit rating in Dynamics 365 Finance & Supply Chain Management
• New business partner creation and monitoring
• Risk assessment: Credit assessments of companies for companies
• Debt collection processing: Transfer of open receivables to the reminder service or collection service of the Creditreform

YOUR ADVANTAGES AT A GLANCE

• Direct connection to the Creditreform databases
• Central data storage with data access within the company network
• Clear preparation of important decision criteria
• New customer evaluation and subsequent creation of a new debtor by mouse click
• Monitoring of existing customers
• Decision basis for credit limits
• Comprehensive picture of your debtors by linking internal data with Creditreform company information
• Basis for a portfolio overview of all debtors
• Transparent display of debt collection case status in real time
• Lean processes and relief in receivables management

Visit our product page for more information.