Microsoft Dynamics 365 F&O – Dunning Process Configuration & Implementation

£750-1500 GBP

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£750-1500 GBP

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Project Overview: We are seeking an experienced Microsoft Dynamics 365 Finance & Operations (D365 F&O) consultant to design and implement a robust dunning (credit control) process within our existing environment. We are an established UK-based business with live transactional data, so this is not a greenfield setup. The solution must be carefully configured to align with existing aged debt and operational processes. Scope of Work: The consultant will be responsible for configuring and advising on best practice for: Creation and loading of dunning letter/email templates Configuration of dunning sequences (e.g. Letter 1 → Letter 2 → Final Demand) with appropriate timing intervals Channel handling logic: Email where available Automatic fallback to print where email is missing Strategy for onboarding existing aged debt: Preventing inappropriate escalation (e.g. avoiding immediate “final demand” letters) Handling of disputed invoices: Ensuring disputed items are excluded or treated appropriately to avoid unnecessary customer contact and increased call volumes End-to-end testing and validation of the process Knowledge transfer and documentation for internal teams Deliverables: Fully configured dunning process within D365 F&O Template set for communications (email + print) Clear documentation of configuration and process flow Guidance for ongoing management and adjustments Requirements: Proven experience implementing dunning processes in D365 F&O Strong understanding of credit control workflows and best practices Ability to work with live data environments and minimise customer impact Clear communication and documentation skills Nice to Have: Experience in wholesale / distribution environments Familiarity with high-volume transactional businesses Please outline your proposed approach to handling existing aged debt and disputed invoices as part of your response.

ID Projek: 40319652

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8 pekerja bebas membida secara purata £1,388 GBP untuk pekerjaan ini

@mayr81

Hi there, I’d be glad to support your D365 F&O dunning implementation, and I have hands-on experience configuring credit control processes in live environments with existing aged debt and active customer communications. My approach is to first run a focused discovery of your current AR aging, dispute flags, customer communication data quality, and existing collection policies, then configure dunning parameters, sequences, and delivery channels in a way that protects customer relationships while improving collection consistency. For existing aged debt, I would introduce a controlled onboarding strategy (e.g., temporary starting levels, customer/invoice segmentation, and phased activation) so legacy balances do not jump straight into inappropriate final-demand stages on day one. For disputed invoices, I would align exclusion logic using dispute indicators/collection holds and validation rules so those transactions are paused from escalation until resolution, reducing avoidable outbound contacts and inbound service volume. I would also configure channel logic to prioritize email where valid contact data exists and automatically route to print when email is unavailable, with auditable outputs and exception reporting for operational follow-up. Finally, I’d deliver end-to-end UAT support, admin-facing documentation, and practical knowledge transfer so your internal team can confidently manage templates, intervals, and policy adjustments post-go-live. Best regards!

£1,125 GBP dalam 7 hari

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@ProtolearnS

Hi, We have strong experience at Protolearn in configuring and optimizing dunning processes within Microsoft Dynamics 365 F&O for live environments, including handling complex aged debt scenarios without disrupting ongoing operations. Our approach would begin with assessing your current receivables structure and defining customer segmentation using collection groups and strategies aligned to risk profiles. For aged debt onboarding, we implement controlled entry into dunning cycles by assigning appropriate starting levels, preventing unintended escalations such as immediate final demands. Disputed invoices are handled through exclusion rules and status-based filtering to ensure no communication is triggered until resolution, reducing unnecessary customer interactions. We will configure end-to-end dunning sequences with flexible intervals, along with channel logic to prioritize email and automatically fall back to print where required. Our team has previously delivered similar implementations for high-volume businesses, ensuring seamless integration with existing data and processes. Complete testing, validation, and clear documentation will be provided along with knowledge transfer to your team for ongoing management. We can share relevant experience and proceed immediately. Looking forward to discussing further.

£1,250 GBP dalam 7 hari