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COSMO CrefoDynamics

durch COSMO CONSULT

COSMO CrefoDynamics is a credit management app for professional debtor and receivables management

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.

Auf einen Blick

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