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- Handle customer payments and predict future cash flows with Finance insights.
In this module, you:
- Discover how Finance insights works with Dynamics 365 Finance.
- Learn about the three main components that Finance insights offers.
- Forecast customer payments, cash flows, and budget proposals in Dynamics 365 Finance with intelligent machine learning.
In this module, you'll:
- Set up Finance insights in Dynamics 365 Finance.
- Modify external data to be used for the creation of cash flow forecasting.
- Learn how to create a connection between Finance and Power Apps.
- Analyze and improve customer payment predictions in Dynamics 365 Finance to enhance collections process and track forecasted late payments.
In this module, you will:
- Analyze customer payment predictions.
- Improve customer payment predictions.
- Learn how payment probabilities are calculated.
- Improve forecasting accuracy with Intelligent cash flow tool in Dynamics 365 Finance.
In this module, you will:
- Learn how the cash flow forecasting capability can help companies manage their cash balance.
- Learn what goes into the cash flow forecast in Dynamics 365 Finance.
- Identify ways to improve the accuracy of the cash flow forecast.
- Learn how to use machine learning to analyze historical data and generate a budget proposal in Dynamics 365 Finance.
In this module, you will:
- Explore the capabilities of budget proposals.
- Generate a budget proposal.
- Run financial reports in the Report designer.
