Security management concept illustration - Credit Management System for Microsoft Dynamics NAV

Credit Management System for Microsoft Dynamics NAV

A Credit Management System for Professional Accounts integrated in Microsoft Dynamics NAV

cc|crefodynamics is a credit management system for professional accounts arrears and receivables management in Microsoft Dynamics NAV, jointly developed with Creditreform. With Microsoft Dynamics NAV modules Business Information and Payment Records, individual credit granting sub processes can be automated from application review, customer ID, customer rating and risk classification through to the credit decision. The solution is already being used successfully by over 50 companies in various industries.

The benefits at a glance

  • clean master data  - deposition of master data, debitors and creditors with information of the Creditreform at the click of a mouse
  • faster processes - you can work with Microsoft Dynamics NAV consistently and do not need to change ERP system
  • transparent informationen - the accounts receivable department and the customer service department can be notified actively
  • reduced risk - early warning systems and scoring mechanisms are easy to implement
  • handover to debt collection at the click of a mouse and releveant case information is directly accessible in Microsoft Dynamics NAV

Our credit management system is being used by various businesses from different industries and is constantly improved and updated in cooperation with Creditreform.

Overview of the different modules

Microsoft Dynamics NAV Information Module

  • Access to Creditreform databases
  • Visualisation and central archiving of business information in Microsoft Dynamics NAV
  • Early warning system through change orders and monitoring
  • Integration of Creditreform business information and credit information from private individuals in Microsoft Dynamics NAV Credit Management
  • Merging and evaluation of internal customer data and Creditreform business information
  • Also creditor monitoring options
  • Structured database as a basis for your own score cards

Microsoft Dynamics NAV Payment History DRD Module

  • Connection to the Customer Accounts Register Germany as a Microsoft Dynamics NAV add-on
  • Automatic extraction of required customer master data and document data from Microsoft Dynamics NAV
  • Anonymous exchange of payment experiences
  • Free delivery of external payment information, payment terms, early repayments and amounts overdue
  • Comparison of internal and external payment experiences and conditions
  • Regular analysis of existing customers
  • Identification and playback of the Crefo ID for active customers

Microsoft NAV debt collection module

  • individual commissioning  of debt collection cases
  • transparent presentation of the current debt collection status
  • automated tracing and transfer of debt collection cases
  • late registration of lagging items and payments
  • postal administration allows simple and quick communication
  • availability of invoice documents

Other Add Ons, Apps and ERP Special Solutions


With the e-balance sheet, you can easily create an electronic tax balance sheet from the trade balance sheet in Microsoft Dynamics NAV or Microsoft Dynamics AX.

Automated accounts payable processes

ExFlow is an add-on software module for Microsoft Dynamics that enables the handling and approval of invoices via a web interface.

Data integration suite

You can use the additional module cc|data integration suite to exchange both master data and documents - with other companies from the group, customers, suppliers, and partners.

Factory Data Capture

Factory Data Capture (FDC) for Microsoft Dynamics NAV (formerly Navision) offers the ability to use time more accurately as well as to illustrate time and time-related data more clearly.

Task-based scheduling

Task based scheduling allows you to see delivery deadlines, lead times and stock levels at a glance and identify deviations quickly.

Quality Management

Quality Management for Microsoft Dynamics NAV manages all necessary tests, test devices and test documentation – during purchase, production and final inspection to increase the product quality.

Vendor Rating

Vendor Rating is used as a basis for decision-making in the allocation process and also for the ongoing control of supplier relationships.

Transport Software

With cc|transport you can manage goods shipments as transport orders that you hand over to freight forwarders to send to your customers or a consignment warehouse.

BI for Microsoft Dynamics

For Microsoft Dynamics, we offer pre-configured business intelligence dashboards that can be launched using your data within the shortest possible time.

Formatted Documents

With cc|formatted documents, users have the ability to enhance and improve the appearance of reports or documents through the use of an integrated word processor directly in Microsoft Dynamics NAV.

Mobile Solution

The holistic special solution for mobile field services seamlessly integrated in Microsoft Dynamics NAV.

Product Data Management

With cc|product data management, you can process technical documents from areas such as mechanical engineering, electrical engineering and electronics company-wide based on consistent rules.

Workflow Management

Workflow helps the teams in your organisation work through their respective tasks on time and in the proper manner. Conventional organisation manuals have significant disadvantages compared with an electronic workflow solution.


EDI integrates the electronic data exchanges between you and your customers, suppliers, shippers and Internet shops directly into the Microsoft Dynamics NAV business processes.

Rental Solution

The rental solution is intended to be an add-on to the make-to-order and process manufacturing industry solutions since it is becoming increasingly common in the current climate for companies to lease or rent large machines instead of buying them.


Microsoft Dynamics NAV Version 2018 or later will comply with this EU directive by default.

Does this sound interesting?

By working with you, we know that we can find the ideal concept to meet your specific requirements. Get in touch with us to discuss how COSMO CONSULT and our ERP special solutions can help you to get more output of your business.

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