Microsoft Dynamics 365 F&O – Dunning Process Configuration & Implementation
Budget: £750 – £1,500 GBP
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.
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.