Credit Management with COSMO ERP CrefoDynamics FSCM

Credit checks, monitoring and collections seamlessly integrated in Microsoft Dynamics 365. For well-founded credit decisions based on a central data foundation.

Well-Founded Credit Decisions Based on a Central Data Foundation

With COSMO ERP CrefoDynamics FSCM, you manage your credit management intelligently – directly within your ERP. The credit management software enables fast and well-founded credit checks on your business partners, automates credit decisions, and integrates collections processes without media disruptions. This keeps you constantly informed about risks and outstanding receivables. 

Thanks to the direct connection to the Creditreform database and integrated monitoring, you can detect all credit-relevant changes at an early stage. The credit management software supports you in the efficient onboarding of new debtors, the evaluation of credit limits, and the monitoring of existing customers. Automated workflows eliminate manual errors, increase transparency, and help you save considerable time in your day-to-day business. 

How CrefoDynamics Addresses Your Challenges

Your Challenge
Product Solution
Your Challenge
Uncertainty about the creditworthiness of business partners
Product Solution
Direct credit check: retrieval and integration of Creditreform commercial information for secure decisions.
Your Challenge
High manual effort in credit checks and collections
Product Solution
Automated processes: credit assessment, credit decision, and collections directly within the ERP system.
Your Challenge
Lack of transparency regarding credit limits and risks
Product Solution
Central data foundation: all relevant information and credit limits are clearly available in one place.
Your Challenge
Media disruptions between ERP and external credit information systems
Product Solution
Seamless integration: Creditreform data and collections cases are processed directly in Microsoft Dynamics 365.
Your Challenge
Delayed response to credit-relevant changes
Product Solution
Early warning system: monitoring and alert notifications for credit-relevant changes among your business partners.

Features - What's Under the Hood

1.

Direct access to Creditreform commercial information

Retrieval and integration of credit data directly into Microsoft Dynamics 365 Finance.

2.

Automated credit assessment and risk classification

Fast evaluation of business partners and credit limits without manual effort.

3.

Collections processing and status tracking

Receivables can be transferred directly from the ERP to Creditreform – including transparent status tracking.

4.

Monitoring of existing customers

Early detection of credit-relevant changes through automated monitoring.

5.

Centralized data management and transparent decision-making basis

All relevant information is stored centrally in the ERP system and is available across applications for evaluations.

Take a look—here's how the system works in practice

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Credit assessment and commercial credit report directly in the Microsoft Dynamics 365 Finance ERP system.
Overview of credit assessments and commercial credit reports in Microsoft Dynamics 365 Finance.

Overview of credit assessments and commercial credit reports in Microsoft Dynamics 365 Finance.

Credit Management Software Fully Integrated in Microsoft Dynamics 365 Finance

COSMO ERP CrefoDynamics FSCM is fully integrated in Microsoft Dynamics 365 Finance, ensuring a continuous data flow without media disruptions. All relevant credit and collections information is centrally available in the ERP system and can be used by all departments. 

The credit management software enables efficient collaboration between sales, finance, and credit management. You benefit from unified processes, automated workflows, and a transparent decision-making foundation. This increases efficiency while simultaneously minimizing risks – all directly within your familiar Microsoft environment. 

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Industries Where Our Credit Management Software Delivers Its Full Potential

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COSMO CONSULT – Your #1 Partner for Secure Credit Management in Microsoft Dynamics 365

With COSMO CONSULT, you have one of the world's leading digitalization specialists at your side, with extensive experience in implementing credit management solutions in Microsoft Dynamics 365 Finance. We support you with understanding and expertise – from the analysis of your processes through implementation to training and support. 

Our experts ensure that your system is optimally tailored to your requirements and functions smoothly. You benefit from individual consulting, practical implementation, and sustainable support – so that your credit management remains efficient and secure in the future as well. 

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Current awards

6x Microsoft Solutions Partner
Awarded Microsoft’s highest quality seal in all categories.

6x Microsoft Solutions Partner

Awarded Microsoft’s highest quality seal in all categories.

Ranked among the top 1% of Microsoft partners worldwide every year since 2014.

Microsoft Dynamics Inner Circle

Ranked among the top 1% of Microsoft partners worldwide every year since 2014.

Among the top 0.4% of all employers in Germany.

Top employer

Among the top 0.4% of all employers in Germany.

Leading data and analytics partner: 11× Leader, multiple #1 rankings, and a 100% recommendation rate.

BARC Study 2026

Leading data and analytics partner: 11× Leader, multiple #1 rankings, and a 100% recommendation rate.

Frequently Asked Questions

Your Expert for COSMO ERP CrefoDynamics FSCM

Thomas Dießner is your point of contact for credit management solutions at COSMO CONSULT. With many years of experience in ERP implementation, he supports you from analysis through to go-live. Benefit from individual consulting and practical implementation. Feel free to reach out to him – he looks forward to the conversation.

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Thomas Dießner

Thomas Dießner

Team Lead Operations

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