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MB-310: How to Streamline Credit Management in Microsoft Dynamics 365 Finance?

Discover how implementing customer credit adjustment workflows in Microsoft Dynamics 365 Finance can optimize credit limit approvals, reduce risks, and improve efficiency.

Table of Contents

Question

A manufacturing company is facing challenges with their credit management processes. This leads to inefficiencies and increased credit risk. You need to streamline the credit management workflow to ensure timely and accurate handling of credit limit adjustments and approvals. What should you recommend?

A. Assign a dedicated team to manually handle all credit limit adjustments and approvals without workflow automation.
B. Eliminate credit limit adjustments and maintain static credit limits for all customers.
C. Implement customer credit adjustment workflows to automate the approval process for credit limit adjustments.
D. Use a first-come, first-served approach for credit limit adjustments without any formal approval process.

Answer

C. Implement customer credit adjustment workflows to automate the approval process for credit limit adjustments.

Explanation

Implementing customer credit adjustment workflows automates the approval process, ensuring efficiency and accuracy in handling credit limit adjustments. Assigning a dedicated team without workflow automation can lead to inefficiencies and human errors. Eliminating credit limit adjustments removes the flexibility needed to manage credit risk effectively. A first-come, first-served approach lacks the necessary controls and oversight for responsible credit management.

Microsoft Dynamics 365 Finance Functional Consultant MB-310 certification exam assessment practice question and answer (Q&A) dump including multiple choice questions (MCQ) and objective type questions, with detail explanation and reference available free, helpful to pass the Microsoft Dynamics 365 Finance Functional Consultant MB-310 exam and earn Microsoft Dynamics 365 Finance Functional Consultant MB-310 certification.