A blog for fans of Dynamics 365 for Finance and Operations.
When creating Automatic credit limits, you can create a set of rules that will take specific criteria into account while quickly and easily applying credit limits. Navigate to Credit and collections > Setup > Risk > Automatic credit limits to begin.
When defining Automatic credit limits, you will use the Scoring groups that were created for Risk scores.
At long last, we finally have controls on Credit limits! Sure, you could set security on the Credit limit field, but it was never my favorite thing that the Credit limit field on the Customer was so easily editable.
Part of the new Credit management feature is the ability to calculate Risk scores for your Customers. There is a little bit of setup initially, but the value that can be derived from calculating a Customer's potential risk is tremendous!
