Advanced Credit Limit Control

  • D365 for Finance and Operations

A well-applied credit limit control solution helps companies mitigate risk in realtime. Assess the capacity of a customer or partner to meet their commitments, easily execute credit limit management and protect turnover!

Credit limit management allows a company to optimize its working capital and finance its operating cycle while limiting the use of external solutions, such as overdrafts.

It also contributes to the development of corporate social responsibility since it promotes compliance with financial commitments and consolidates commercial relationships on a sound basis.

Dynamics Software Credit Limit Control solution is particularly suitable for advanced credit risk management as it seamlessly integrates within Microsoft Dynamics 365 for Finance and Operations. This allows credit limit information and control to be shared between multicompany implementations of head offices and subsidiaries and between all the relevant parties within these organizations.

Apart from modifications in many menus and forms, additions to existing credit limit functionality have been made in the modules Credit and Collections and Accounts Receivable.


  • Proactively Manages and Prevents Risks
  • Secures Cash Flow
  • Establishes Profitable and Maintainable Margins
  • Ensures that Governance Rules are Applied on a Daily Basis
  • Increases Productivity
  • Supports Performance and Decrease Cost of Credit Insurance
  • Reduced Administrative Burden on Business
  • Better Focus on Reliable and Profitable Customers
  • Underlines Credit Management Policy