Dynamics 365
Power Platform
Dynamics
Cloud & Productivity
Credit Manager
Strengthen credit control and reduce financial risk inside Business Central
Credit Manager helps organizations extend Microsoft Dynamics 365 Business Central’s native customer credit functionality into a more controlled, enforceable, and auditable process. Designed for finance teams, operations leaders, and distribution organizations, the app improves visibility into customer exposure while helping organizations reduce unnecessary financial risk.
Free 30 day trial
$100
per month/per tenant
Supported Editions
Dynamics 365 Business Central
Essentials & Premium
Supported Countries
USA & Canada
Complimentary sandbox
Onboarding assistance
Complimentary upgrades
Online training & support
About
Are overdue accounts creating unnecessary financial risk?
Credit Manager helps organizations proactively monitor customer exposure and enforce credit policies before additional transactions are processed. Finance teams gain better visibility into account risk while reducing reliance on manual intervention.
Are manual credit approvals slowing down operations?
The app streamlines credit reviews and automates enforcement directly within Business Central workflows. Sales, finance, and operations teams can work more efficiently while maintaining stronger financial controls.
Do you lack visibility into credit adjustments and exceptions?
Credit Manager maintains detailed audit logs for credit changes, holds, and temporary adjustments. Organizations improve accountability and simplify audit preparation with centralized tracking inside Business Central.
Features
Features
Improve financial oversight and strengthen customer credit management directly within Microsoft Dynamics 365 Business Central.
- Block over-limit sales orders: Prevent sales orders that exceed a customer’s credit limit from being released or posted until they have been properly approved. This helps organizations reduce financial exposure while ensuring credit policies are consistently enforced across sales operations.
- Temporary credit limit adjustments: Enable authorized users to apply temporary credit limit increases when needed while maintaining complete audit visibility. Organizations can support customer relationships and operational continuity without sacrificing financial control or accountability.
- Password-based credit approvals: Create a secure password that authorized users can use to approve over-limit sales orders and override credit limit restrictions. If a sales order exceeds the customer’s credit limit, the order cannot be posted until the required password has been entered and the overage has been approved.
- User-specific approval levels: Assign approval limits to individual users based on either a maximum dollar amount or percentage over the customer’s credit limit. If a transaction exceeds the user’s approval authority, Business Central generates an error notification to prevent unauthorized approvals.
- Exposure calculation and monitoring: Proactively calculate and track customer exposure to help finance teams identify risk earlier in the sales process. Increased visibility into outstanding balances and pending transactions supports more informed financial decision-making and stronger customer account oversight.
- Credit check oversight: Monitor customer credit checks and approval activity directly within Business Central to improve visibility into customer credit status and order processing decisions. This helps finance teams maintain stronger oversight throughout the customer transaction lifecycle.
- Transaction processing controls: Allow or restrict the processing of sales orders, shipments, and invoices depending on customer credit status. Organizations gain greater control over operational workflows while reducing the likelihood of unauthorized or high-risk transactions being processed.
- Audit logging for adjustments and holds: Maintain a detailed audit trail of credit adjustments, approvals, overrides, and customer holds directly within Business Central. Organizations improve accountability, strengthen audit readiness, and gain centralized visibility into all credit-related actions.
Screenshots
Screenshots
Supported Languages
Supported Languages
- English (United States)
Better financial control starts with better visibility
%
of spreadsheets contain critical business errors
%
reduction in bad debt with automated credit management
%
of finance leaders prioritize real-time financial visibility
Why purchase an app from Rand Group?
Business Central specialists
Work with a dedicated team focused on Microsoft Dynamics 365 Business Central implementations, optimization, and operational improvement.
Built for real-world finance operations
Rand Group apps are designed around practical business challenges faced by finance, distribution, and operations teams every day.
Simplified deployment and support
Accelerate adoption with guided onboarding, ongoing support, product updates, and long-term Business Central expertise.
Connected Microsoft experience
Extend Business Central while aligning seamlessly with the broader Microsoft ecosystem, including Microsoft 365, Power Platform, and reporting tools.