Customer Payment Predictions in Dynamics 365 Finance — PickAClass

Customer Payment Predictions in Dynamics 365 Finance

Learn to set up, analyze, and leverage predictive payment insights in Dynamics 365 Finance to optimize your collections process and improve cash flow.

⏱ 1h 39m 📚 9 lessons 🎧 Audio version

About this course

Managing cash flow effectively requires anticipating when customers will pay their invoices. Dynamics 365 Finance offers powerful predictive capabilities to help finance teams transition from reactive tracking to proactive collections. This text-only course guides you through the core concepts, setup, and practical application of customer payment predictions. You will learn how to leverage automated insights to optimize your accounts receivable processes and forecast cash flow with greater accuracy. What you'll learn: Understand the key concepts and terminology behind predictive payment models; Configure the necessary prediction settings and parameters within Dynamics 365 Finance; Analyze prediction results to segment customers by payment reliability; Integrate predictive insights into your daily collections workflows and strategies; Track and evaluate the accuracy of payment forecasts over time. Starting with foundational definitions, this course walks you through configuration steps and practical scenarios for interpreting prediction data. You will read detailed explanations and review structured examples to build your confidence. This course is designed for finance professionals, accounts receivable specialists, and system administrators who are new to predictive features in Dynamics 365 Finance, with no prior experience in machine learning required. Start reading today to transform your collections process with data-driven insights.

What you'll get

  • 📜 Certificate of completion
    Add it to your LinkedIn profile
  • 💬 Personal AI tutor
    Stuck on a lesson? Ask your built-in tutor anything, any time.
  • 🎧 Audio version included
    Learn on the go — no screen needed
  • ♾️ Lifetime access
    Come back anytime, no expiry
  • 📱 Phone or computer
    Works anywhere, any device
  • 💸 30-day refund
    No questions asked
  • Short & focused
    1h 39m of practical content

Reviews

No reviews yet — be the first to share your experience.

Write a review

You'll be asked to sign in after sending — your draft is saved.

Learners also took

Frequently asked

What do I need to take this course? +

Just a phone or computer with internet. No installs, no special hardware.

How do I pay? +

By card via Stripe. We don’t store card details — Stripe handles them securely.

Can I get a refund? +

Yes — full refund within 30 days, no questions asked.

How long will I have access? +

Forever. Once you purchase, the course is yours to revisit anytime.

Will I get a certificate? +

Yes. On completion you'll receive a certificate you can add to your LinkedIn profile.

Built for learners in
Tech Design Finance Marketing Healthcare Education Hospitality Manufacturing