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.

COSMO CrefoDynamics

作者 COSMO CONSULT