Credit management


This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
End users by admins, makers, or analysts This feature is released. Feb 3, 2020 This feature is released. Apr 3, 2020

Business value

Credit management will proactively suggest credit control activities, thereby improving cash flow, reducing bad debts, and providing insight and controls that help you manage credit risks while ensuring that customers have the flexibility to take advantage of promotions and make the purchases they need.

Feature details

Credit management's capabilities will include:

  • Management of risk scores.
  • System-suggested credit limits.
  • Configurable blocking rules.
  • Dynamic release of credit holds.
  • Credit limit management.
  • Tracking historical credit limits.

See also

Credit and collections overview (docs)