Get Your New View Podcast
Welcome to the Get Your New View podcast, the go-to source for actionable training and process efficiency in Microsoft Dynamics, NAV, and Microsoft Dynamics 365 Business Central with your host Kerry Peters. She is a recognized thought leader in the Microsoft Dynamics community and a Microsoft MVP for business applications.
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S9 EP07: Reconcile More Than Cash | Accounting
04/23/2024
S9 EP07: Reconcile More Than Cash | Accounting
Ever felt overwhelmed making AP and AR reconciliation reports? Wondering which reports to use for a smoother month-end process? Check out our new courses at In this episode, we discuss how to streamline the reconciliation of subledgers, the importance of reconciling not just bank accounts but also accounts payable, accounts receivable, fixed assets, and inventory. Join us as we give out more knowledge and pro tips highlighting some common reconciliation pitfalls and its preventive measures. Explore our on-demand training courses on LearnDynamics.com for more in-depth insights into Dynamics 365 Business Central. Tune in for these crucial moments in this podcast: Reconcile More Than Cash with Cari Corozza and Cynthia Priebe. Enjoy this episode? Don’t forget to leave a five-star review! --------------------------------------------------------------------------------------------------- About Cari Corozza: Cari Corozza is a Certified Public Accountant, Microsoft Dynamics NAV User and one of the trainers with New View Strategies. She is a dedicated professional with over a decade of experience transforming accounting and finance processes. Beyond her expertise, Cari's adventurous spirit takes her across the globe. With visits to 40 countries on six continents (and counting), including exotic destinations like Cambodia, Uganda, and Slovenia, she brings a unique global perspective to her work. About Cynthia Priebe: Cynthia Priebe is the go-to resource when it comes to solving tough problems with Microsoft Dynamics 365 Business Central/NAV. She brings specific expertise to NVS’s consulting and training team in assessment, accounting automation, finance functions, and documentation, as well as deep knowledge of all things BC/NAV. Outside of her career, she and her husband are outdoor enthusiasts and seasoned sailors on the Great Lakes. About New View Strategies: Let the experts help you tap into the true power of your BC / NAV system. You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today: #SubLedgerReconciliation #AccountingTips #BusinessCentral
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S9 EP06: Bank Import Setup | Import/Export Data
04/16/2024
S9 EP06: Bank Import Setup | Import/Export Data
Have you ever found yourself wrestling with the complexities of importing bank transactions into Business Central? Check out our new courses at Bank import setup often poses challenges. In this episode, discover how Assisted Setup simplifies bank transactions and addresses common obstacles end users may encounter while using this tool. Assisted Setup in Business Central is a lifesaver and does the job, particularly for non-tech savvy. Elevate your understanding of the system and streamline your importing task. For continuous learning, hop over to learndynamics.com and explore our On-Demand Classes for you. Elevate your business by learning with us! Enjoy this episode? Don’t forget to leave a five-star review! ------- About Cari Corozza: Cari Corozza is a Certified Public Accountant, Microsoft Dynamics NAV User and one of the trainers with New View Strategies. She is a dedicated professional with over a decade of experience transforming accounting and finance processes. Beyond her expertise, Cari's adventurous spirit takes her across the globe. With visits to 40 countries on six continents (and counting), including exotic destinations like Cambodia, Uganda, and Slovenia, she brings a unique global perspective to her work. About Cynthia Priebe: Cynthia Priebe is the go-to resource when it comes to solving tough problems with Microsoft Dynamics 365 Business Central/NAV. She brings specific expertise to NVS’s consulting and training team in assessment, accounting automation, finance functions, and documentation, as well as deep knowledge of all things BC/NAV. Outside of her career, she and her husband are outdoor enthusiasts and seasoned sailors on the Great Lakes. About New View Strategies: Let the experts help you tap into the true power of your BC / NAV system. You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today: #FinanceTechMastery #BankImport #AssistedSetUpSuccess
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S9 EP05: Chart Of Accounts - To Total or Not? | Reporting
04/09/2024
S9 EP05: Chart Of Accounts - To Total or Not? | Reporting
Unlock the power of Chart of Accounts strategies for enhanced financial reports and totals. Join us in this week's episode as we delve into the ongoing debate surrounding the optimal utilization of the chart of accounts. Understand the system’s processes and transactions easier for both minimalist and detailed users. Tune in for actionable insights that empower you with the tools for effective financial management in this week’s episode of Get Your New View: Chart Of Accounts - To Total or Not? with Cari Corozza and Cynthia Priebe. Learn how to be efficient and up your skills too! Hop over and explore our On-Demand Classes for you. Enjoy this episode? Don’t forget to leave a five-star review! --------------------------------------------------------------------------------------------------- About Cari Corozza: Cari Corozza is a Certified Public Accountant, Microsoft Dynamics NAV User and one of the trainers with New View Strategies. She is a dedicated professional with over a decade of experience transforming accounting and finance processes. Beyond her expertise, Cari's adventurous spirit takes her across the globe. With visits to 40 countries on six continents (and counting), including exotic destinations like Cambodia, Uganda, and Slovenia, she brings a unique global perspective to her work. About Cynthia Priebe: Cynthia Priebe is the go-to resource when it comes to solving tough problems with Microsoft Dynamics 365 Business Central/NAV. She brings specific expertise to NVS’s consulting and training team in assessment, accounting automation, finance functions, and documentation, as well as deep knowledge of all things BC/NAV. Outside of her career, she and her husband are outdoor enthusiasts and seasoned sailors on the Great Lakes. About New View Strategies: Let the experts help you tap into the true power of your BC / NAV system. You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today: #ChartOfAccountsDebate #FinancialStrategyInsights #EfficientFinanceTips
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S9 EP04: Uh-oh! Negative QOH | Inventory Management
04/02/2024
S9 EP04: Uh-oh! Negative QOH | Inventory Management
Explore our Business Central on-demand training courses at Ever faced the perplexity of negative inventory values with zero quantity on hand? In this episode, we dive into the importance of settings and processes in preventing inventory mishaps. We'll explore real-life scenarios where incorrect setup led to significant issues. We'll also provide insights on how to avoid these pitfalls in your business because understanding these intricacies is crucial for maintaining accurate financial records. Tune in to transform your Business Central management approach and gain control over your data. Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Uh-oh! Negative QOH with Cari Corozza and Cynthia Priebe. Enjoy this episode? Don’t forget to leave a five-star review! --------------------------------------------------------------------------------------------------- About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! Let the experts help you tap into the true power of your BC / NAV system. You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today: #NewViewStrategies #BusinessCentral #NegativeInventory
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S9 EP03: Lotsa Dimension Errors? | Dimension Control
03/26/2024
S9 EP03: Lotsa Dimension Errors? | Dimension Control
Explore our Business Central on-demand training courses at Are you struggling with dimensions in Business Central? Let's simplify it. In this episode, we delve into mastering the system for effective financial reporting. We explore how setting it up correctly prevents bad data entry to ensure accurate information from the start, emphasizing proactive measures rather than just relying on the correction feature. Discover how to seamlessly integrate this feature with master data like customers and vendors. Tune in to turn this process into a streamlined part of your financial process. Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Lotsa Dimension Errors? with Cari Corozza and Cynthia Priebe ▶ Enjoy this episode? Don’t forget to leave a five-star review! #NewViewStrategies #BusinessCentral #DimensionCorrection --------------------------------------------------------------------------------------------------- About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! Let the experts help you tap into the true power of your BC / NAV system. You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today:
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S9 EP02: Ctrl+Alt+F1? | Troubleshooting
03/19/2024
S9 EP02: Ctrl+Alt+F1? | Troubleshooting
Explore our Business Central on-demand training courses at Lost in the maze of Business Central's features? Press Ctrl+Alt+F1. Discover the power of page inspection, a tool that delves behind the scenes to unravel the details of your data and manage them effectively. Whether it's understanding GL account selections or troubleshooting report fields, this feature is your key to clarity, making the invisible visible. If you're ready to transform your approach to inspecting pages, dive into our discussion to unlock these capabilities and elevate your understanding of the system. Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Ctrl+Alt+F1? with Cari Corozza and Cynthia Priebe ▶ https://youtu.be/tuK7jvW4k7M 0:00 Introduction. 1:04 Discussion about inspect pages 2:12 Features of page inspections 3:09 Usefulness for implementation and testing 4:16 Steps to take to gain access and see the whole report 5:06 Explore more on the subject through online courses and resources #NewViewStrategies #BusinessCentral #PageInspections --------------------------------------------------------------------------------------------------- About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! Let the experts help you tap into the true power of your BC / NAV system. You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today:
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S9 EP01: Converting User Groups? | Security & Permissions
03/12/2024
S9 EP01: Converting User Groups? | Security & Permissions
Explore our Business Central on-demand training courses at What future awaits for existing User Groups in Business Central? This episode navigates the complexities of transitioning from user groups to new security structures. It's a significant change, but we'll break it down for you. With user groups being phased out, understanding the shift to security groups and composable permission sets is crucial. If you're not using the assisted setup for this transition, don't worry. You have options to start from scratch, but remember, being proactive is vital. Determine the best approach for your organization today by tuning it to this week’s episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Converting User Groups? with Cari Corozza and Cynthia Priebe ▶ 0:00 Introduction. 0:46 User group is going away and concerns about the transition 1:30 Explanation of the the move 2:40 Clarification on the use of the Assisted Setup 4:13 Other options aside from Assisted setup 05:38 Reevaluation of D 365 or the Standard Permission Sets 06:54 Be proactive and review the current setup --------------------------------------------------------------------------------------------------- About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! Let the experts help you tap into the true power of your BC / NAV system. You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today: #NewViewStrategies #BusinessCentral #OnDemandTraining
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Controller’s Boot Camp
03/05/2024
Controller’s Boot Camp
If you are a Controller, you are the person in charge of making sure everything adds up and runs smoothly! We’ve got the perfect training for you! Our Controllers’ Bootcamp is a bundle of six courses, giving you a solid start with Business Central. Navigate the software efficiently, understand financial foundations, and master sales purchasing, accounts payable, and receivable. Learn advanced journal entry features and month-end processes. Head over to to explore this class and more on-demand courses. Let’s make 2024 a year of learning and growth for your business! #NewViewStrategies #BusinessCentral #OnDemandTraining #Controller #ControllerBootcamp ---------------------------------------------------------------------------------------------- About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! Let the experts help you tap into the true power of your BC / NAV system. You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today:
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Accounts Payable
02/27/2024
Accounts Payable
Explore our Business Central on-demand training courses at I know dealing with Accounts Payable can be a headache. This 2024, we are boosting your business by ditching the old paper check routine. Imagine a world where handling payments is as smooth as butter. In these classes, we’re going to take you on a journey behind the scenes of the payables life cycle and we’ll throw in some tips on how to avoid common issues and execute swift corrections when necessary. If you are ready to level up your business, hop over to learndynamics.com and explore our On-Demand Classes for you. Let’s make 2024 your smoothest and most successful year yet! #NewViewStrategies #BusinessCentral #OnDemandTraining --------------------------------------------------------------------------------------------------- About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! Let the experts help you tap into the true power of your BC / NAV system. You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today:
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Accounts Receivable
02/20/2024
Accounts Receivable
Explore our Business Central on-demand training courses at Make yourself and your team happy and confident by knowing how to properly process your Accounts Receivable quickly and correctly. Not having to worry about who processes the Accounts Receivable can give your company an edge and will make everyone on your team's life, including you, much easier. With us, you'll go through the entire receivables lifecycle to understand how Microsoft Dynamics 365 Business Central handles those transactions behind the scenes. You will learn about the common issues to avoid and methods to make quick corrections when needed. SIGN UP HERE: #NewViewStrategies #BusinessCentral #OnDemandTraining --------------------------------------------------------------------------------------------------- About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! Let the experts help you tap into the true power of your BC / NAV system. You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today:
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Sales and Purchasing
02/13/2024
Sales and Purchasing
Explore our Business Central on-demand training courses at Maximizing what’s available for you to use is always a good thing, but how can you take full advantage of something you can’t truly understand? We’re here to guide and teach you everything you need to know about the robust Sales and Purchasing feature on Microsoft Dynamics 365 Business Central! Get started with us in just 3 easy steps: First, pick a course that looks right for you. Then, create an account if you still have not made one yet. Lastly, go ahead and start learning! SIGN UP NOW: #NewViewStrategies #BusinessCentral #OnDemandTraining --------------------------------------------------------------------------------------------------- About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! Let the experts help you tap into the true power of your BC / NAV system. You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today:
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Journal Entries and Month-End Close
02/06/2024
Journal Entries and Month-End Close
Explore our Business Central on-demand training courses at Is your month-end close process a recurring nightmare? Let's change that. In our latest podcast episode, we dive into the revolutionary ways Microsoft Dynamics 365 Business Central transforms your approach to journal entries and month-end close. Discover how advanced journal entry features minimize data entry, boost accuracy, and enhance confidence in your financial reporting. Our new on-demand training classes are here to guide you, ensuring you make the most of Business Central's capabilities. Learn to leverage these powerful tools for consistency, accuracy, and speed in your month-end processes. Tune in and transform your month-end headaches into a streamlined, efficient process. #NewViewStrategies #BusinessCentral #OnDemandTraining --------------------------------------------------------------------------------------------------- About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! Let the experts help you tap into the true power of your BC / NAV system. You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today:
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Financial Foundations
01/30/2024
Financial Foundations
Explore our Business Central on-demand training courses at Are you truly confident in navigating the complexities of Microsoft Dynamics 365 Business Central? In 2024, it's crucial to deeply understand your company's posting groups and dimensions. Many overlook these elements, but their impact on financial reporting is undeniable. This new year, it's time to master them. Our Financial Foundations course demystifies these aspects, starting from the chart of accounts to transactional nuances. By joining, you'll gain insights that ensure your financial management is not just proficient, but exemplary. Don't miss out on this opportunity to elevate your financial expertise. #NewViewStrategies #BusinessCentral #OnDemandTraining --------------------------------------------------------------------------------------------------- About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! Let the experts help you tap into the true power of your BC / NAV system. You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today:
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Navigation and Personalization
01/23/2024
Navigation and Personalization
Explore our Business Central on-demand training courses at The Role Center is a powerful tool if used correctly! When we observe people using Business Central, one of the first things we notice is that they have not set up the role center to match their jobs. Instead of getting two things in a single click, they do a lot of work over and over again to get the same thing. Make your navigation faster and more efficient by taking your professional development to the next level. We recommend these courses to all of our customers to get a good start with using Business Central. SIGN UP NOW! > WATCH 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Navigation and Personalization with Kerry Peters #NewViewStrategies #BusinessCentral #OnDemandTraining --------------------------------------------------------------------------------------------------- About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! Let the experts help you tap into the true power of your BC / NAV system. You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today:
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Security and Permissions
01/16/2024
Security and Permissions
Check out our new on-demand training courses at How many of your team members are set up with the status of SUPER instead of proper permissions? 2024 is a new year and we're looking forward to helping you to solve problems at your business. The proper setup and administration of security and permissions within Business Central can make all the difference. Get it right, and you as the system administrator can save yourself and your users countless hours of time and frustration. When you intentionally allocate resources to personal and professional development, you are setting yourself up for an incredibly high ROI. With our on-demand courses, you can bring more depth to your understanding of Dynamics 365 Business Central and become an even more valuable player! Get in touch with us today and let's bring your business to new heights. #NewViewStrategies #BusinessCentral #OnDemandTraining --------------------------------------------------------------------------------------------------- About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! Let the experts help you tap into the true power of your BC / NAV system. You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today:
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Accountant's Year-End Refresher
01/09/2024
Accountant's Year-End Refresher
Explore our Business Central on-demand training courses at Struggling to remember the steps for a seamless year-end close in your business? 2024 brings new challenges, and staying on top of your financial year-end processes is key. Our Accountant's Year-End Refresher course is your solution. It's designed to refresh and update your knowledge on closing the year effectively and efficiently. We cover everything from month-end closures to setting up your new annual budget. You'll learn to safeguard your month-end cut-offs and get expert advice on the best reports for period closures. Enhance your skills with us and ensure a strong financial year-end! #NewViewStrategies #BusinessCentral #OnDemandTraining ------------------------------------------------------------------------------------------------- About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! Let the experts help you tap into the true power of your BC / NAV system. You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today:
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S8 EP24: Advanced Reporting / Power BI
11/07/2023
S8 EP24: Advanced Reporting / Power BI
Ever wondered why businesses often delay the integration of advanced reporting tools like Power BI? Turns out, navigating the myriad of reporting requirements and tools can be overwhelming. Yet, the need is real. Companies are drowning in data, manually stitching together reports from various systems. Often, these reports consume hours of work and don’t even align with the true needs of the business. Shifting from manual 2-hour report preparations to a few clicks on a Power BI dashboard is a game-changer. Also, the potential time savings and self-service features empower teams like never before. Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Advanced Reporting / Power BI with Kerry Peters and Shawn Sissenwein ▶ [insert link] [00:00:20] Introduction [00:00:20] The challenges companies face with numerous reporting needs during system implementation. [00:00:47] The feasibility of reintroducing advanced reporting. [00:01:26] Common misconceptions about advanced reporting. [00:03:15] The significance of anticipating user needs in data reporting fields. [00:04:00] The benefits of investing in Power BI or advanced reporting over traditional methods. [00:05:36] Essential preparatory steps for companies embarking on an advanced reporting project. [00:07:03] Promoting self-service through user training in data reporting. #NewViewStrategies #BusinessCentral #ProcessImprovement #LandedCosts #Logistics --------------------------------------------------------------------------------------------------- About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! Let the experts help you tap into the true power of your BC / NAV system. You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today:
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S8 EP23: Change Management
10/31/2023
S8 EP23: Change Management
Ever wondered why companies postpone Electronic Data Interchange (EDI) implementation until Phase 2? It's not just about timing, but also about understanding the flow and intricacies of EDI. Moreover, implementation does not solely rely on understanding EDI but also on ensuring that data, especially item numbers, is meticulously prepared ahead of time. Many businesses falter here, leading to testing challenges. By sharing expertise and focusing on educating clients about the EDI process, New View Strategies helps bridge the knowledge gap and streamline the transition. Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Change Management with Kerry Peters and Shawn Sissenwein ▶ https://youtu.be/9TLdLXCoKco [00:00:00] Introduction [00:00:20] Timing challenges of testing with trading partners during blackout periods. [00:00:47] How feasible it is to implement post-launch adjustments. [00:01:29] Key things companies should understand about EDI and Business Central. [00:02:21] Breaking down the jargon of EDI documents into real-world terms. [00:03:39] The significance of understanding EDI processes and their requirements. [00:04:16] Preparatory measures companies can take before initiating an EDI project. #NewViewStrategies #BusinessCentral #ProcessImprovement #Training --------------------------------------------------------------------------------------------------- About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! Let the experts help you tap into the true power of your BC / NAV system. You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today:
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S8 EP22: Barcoding and Scanners
10/24/2023
S8 EP22: Barcoding and Scanners
Have you ever wondered why businesses frequently postpone barcoding and scanning to Phase 2? It's an intriguing topic and certainly one that stirs my curiosity. Simple mistakes, like picking the wrong item from a shelf, can be substantially minimized with barcoding and validation during both the receiving and shipping processes. Barcoding and scanning, when done right, can revolutionize warehouse operations, bringing about efficiency, accuracy, and peace of mind. Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Barcoding and Scanners with Kerry Peters and Shawn Sissenwein ▶ https://youtu.be/3P2CTm1KZXw [00:00:00] Introduction to barcoding and scanning. [00:00:20] The common reasons companies delay barcoding. [00:01:26] The underestimated benefits of barcoding in reducing warehouse mistakes. [00:02:15] A transformative journey from a vast to a zoned and labeled barcoding. [00:04:28] Preparations and considerations for a barcoding transition. [00:05:25] The expert-driven approach to ensuring a smooth barcoding implementation. #NewViewStrategies #BusinessCentral #ProcessImprovement #Training --------------------------------------------------------------------------------------------------- About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! Let the experts help you tap into the true power of your BC / NAV system. You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today:
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S8 EP21: Warehousing / Advanced Warehousing
10/17/2023
S8 EP21: Warehousing / Advanced Warehousing
Ever wondered why companies frequently delay implementing advanced warehousing until Phase 2? This burning query is one I've grappled with repeatedly, especially when understanding the intricate dynamics of warehousing. Remarkably, many organizations only look into advanced warehousing after their initial setup, often due to challenges in aligning business processes with the new system. Such delays, while sometimes strategic, can sometimes amplify operational hiccups. This episode features an in-depth discussion with Shawn Sissenwein, a seasoned consultant at New View Strategies. Shawn sheds light on the nuances of transitioning from traditional to advanced warehousing, the pivotal role of cross-docking in today's fast-paced supply chains, and real-world success stories. WATCH 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Warehousing / Advanced Warehousing with Kerry Peters ▶ [00:00:00] Introduction to the topic of advanced warehousing as a Phase Two project. [00:00:38] Challenges of incorporating advanced warehousing after the initial implementation. [00:02:01] The philosophy of taking a gradual approach in warehousing transitions. [00:02:25] The growing importance and benefits of cross-docking in advanced warehousing. [00:03:34] Real-life experiences with companies implementing advanced warehousing. [00:04:37] The primary benefits of advanced warehousing. [00:06:07] The significance of system efficiencies in warehousing processes. #NewViewStrategies #BusinessCentral #ProcessImprovement #BusinessProcessEvaluation --------------------------------------------------------------------------------------------------- About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! Let the experts help you tap into the true power of your BC / NAV system. You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today:
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S8 EP20: Landed Costs
10/10/2023
S8 EP20: Landed Costs
Often, companies hesitate to leverage Landed Costs until they reach a Phase 2 project because, quite frankly, many of them aren't even familiar with the concept. In simpler terms, Landed Costs allow you to consider not only the initial price of a product or unit but also all the extra expenses associated with getting that item delivered to your receiving dock. It encompasses all the little costs that add up in the process. Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Landed Costs with Kerry Peters and Cynthia Priebe ▶ [00:00:00] Introduction [00:00:13] Why do companies put off using Landed Costs until a Phase 2 project? [00:02:28] Two major ways Business Central handles Landed Costs [00:05:56] Get a truer picture of each item's profit and know if you're compensating salespeople on that profit [00:07:50] Landed costs is not just an accounts payable thing or an invoicing thing [00:09:07] Favorite customer story [00:12:14] How to prepare to put Landed Costs into place #NewViewStrategies #BusinessCentral #ProcessImprovement #LandedCosts #Logistics --------------------------------------------------------------------------------------------------- About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! Let the experts help you tap into the true power of your BC / NAV system. You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today:
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S8 EP19: Business Process Evaluation
10/03/2023
S8 EP19: Business Process Evaluation
Imagine the amount of pain you can eliminate within your organization if things were running more efficiently with your ERP system. How can you get even more out of this incredible investment you've made? We are here to assist you every step of the way. Our team regularly conducts business process assessments with our customers to identify areas where improvements can be made for maximum benefit to your company. Depending on the size of your company, we can complete this assessment in just 2 to 5 days, and you'll receive comprehensive results along with a detailed action plan in less than a month! It’s time to eliminate the need for external spreadsheets and workarounds – make the most of the ERP system you've invested in today! WATCH 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Business Process Evaluation with Kerry Peters ▶ [00:00:00] Introduction: Business Process Evaluation as a Phase 2 project [00:00:49] Three points when companies get this done [00:01:30] Internal politics getting in the way of process efficiency? Get outside consultancy [00:03:03] Favorite customer story [00:04:53] Depending on the size of your company, have a complete assessment in just 2 to 5 days, and a detailed action plan in less than a month! #NewViewStrategies #BusinessCentral #ProcessImprovement #BusinessProcessEvaluation --------------------------------------------------------------------------------------------------- About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! Let the experts help you tap into the true power of your BC / NAV system. You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today:
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S8 EP18: Training
09/26/2023
S8 EP18: Training
Ever wondered why companies delay training till Phase 2? Honestly, this is a vexing question (and a frustrating one!) for me too. Unfortunately, these three things: training, testing, and reporting are often the first budget items to be chopped when implementing an Enterprise Resource Planning (ERP) system. This is usually due to constraints in the overall project budget or time frame. Such decisions often have considerably severe repercussions. Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Training with Kerry Peters ▶ [00:00:00] Introduction: Training [00:00:34] Four theories on how training should be done with the software go-live [00:01:40] Why the train-the-trainer approach is not the best strategy [00:04:20] The power of refresher training [00:05:04] Companies who wait after go-live to do training are often operating from a point of pain [00:06:00] Implementers VS Trainers #NewViewStrategies #BusinessCentral #ProcessImprovement #Training --------------------------------------------------------------------------------------------------- About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! Let the experts help you tap into the true power of your BC / NAV system. You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today:
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S8 EP17: Inventory Reconciliation
09/19/2023
S8 EP17: Inventory Reconciliation
If you decided to tackle inventory reconciliation in Phase 2, it probably means that you weren't doing it before go-live. That's all right - the important thing is that you've realized it needs to be addressed, which is great! Putting it into place after going live might be a little tricky, but don't worry. This is more of an accounting than a system challenge. Don't stress out. That just means we'll need to figure out and solve the root of the problem first. It'll be a bit more work, but we can definitely handle it! WATCH Inventory Reconciliation with Kerry Peters ▶ [00:00:00] Introduction: Inventory Reconciliation [00:01:25] Monthly reconciliation of inventory and sub-ledgers is a super important part of accounting [00:01:42] Understanding Business Central’s inventory tools [00:03:10] How to prepare for Phase 2 [00:03:25] Looking at the evidence and providing solutions #NewViewStrategies #BusinessCentral #InventoryReconciliation --------------------------------------------------------------------------------------------------- About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! Let the experts help you tap into the true power of your BC / NAV system. You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today:
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S8 EP16: Fixed Assets
09/12/2023
S8 EP16: Fixed Assets
In today's new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 podcast, our conversation revolves around the Fixed Assets. You might wonder why companies tend to procrastinate the implementation of fixed assets until phase two, right? Truth be told, numerous businesses manage their fixed assets using spreadsheet tools or other exclusive fixed asset software, instead of taking advantage of their ERP system. Most people think that it's easy to do this, but using fixed assets in your fully integrated ERP system can make it even easier. Now, let's dive into some aspects of fixed assets in Business Central that might surprise you. WATCH Fixed Assets with Kerry Peters ▶ [00:00:00] Introduction: Fixed Assets [00:00:54] Business Central's fixed asset capability is robust; maximize that [00:01:52] Fixed assets can be completely synced with your purchasing area [00:02:55] Customer story: saving time and struggles by setting up fixed assets early [00:03:44] What to prepare before implementing Fixed Assets as a Phase 2 project #NewViewStrategies #BusinessCentral #FixedAssets --------------------------------------------------------------------------------------------------- About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! Let the experts help you tap into the true power of your BC / NAV system. You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today:
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S8 EP15: CRM/ Relationship Management
09/05/2023
S8 EP15: CRM/ Relationship Management
We use Business Central at New View daily and constantly find new ways to innovate with this amazing tool. My favorite success story revolves around us. Sound surprising? Here's why: For a while, we weren't using Business Central as a tool for our sales processes. And guess what? We experienced the same issues our customers frequently reported to us. We had multiple lists of leads, systems that were not integrated, and no system of record that told the truth about our sales process. And we spent a lot of manual time getting from sales to invoicing. We finally decided to "drink our own champagne" and truly loved the result. We have become so much more efficient and comfortable with our data, but we also understand our customers' needs better, especially when it comes to relationship management. Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — CRM/ Relationship Management with Kerry Peters ▶ [00:00:00] Introduction: CRM or relationship management [00:01:10] My favorite customer story [00:01:52] 3 things to think about if you're preparing to work on a project like this [00:02:49] Practice and understand how to use the system [00:03:40] Why traditional and more expensive CRM systems fail to follow through with their implementations #NewViewStrategies #BusinessCentral #CRM #RelationshipManagement --------------------------------------------------------------------------------------------------- About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! Let the experts help you tap into the true power of your BC / NAV system. You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today:
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S8 EP14: Data Warehouse
08/29/2023
S8 EP14: Data Warehouse
What reports do you absolutely need? Companies transitioning from a different system into BC/NAV have built many impressive reports with Excel already, but we all know maintaining them can be a bit tricky, not to mention it can bog down the system. The magic is, you can build a single, comprehensive report within that data warehouse. This report will present you with a complete view of the data you need. Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Data Warehouse with Kerry Peters and Kim Congleton ▶ [00:00:00] Introduction [00:00:15] Data warehouse defined [00:01:17] The conversation that often goes overlooked - what happens with the data from the old system? [00:02:08] The ease of putting a data warehouse in place after go-live [00:03:03] Favorite customer story [00:04:37] The primary benefits of using a data warehouse [00:07:00] Analyzing reports before project implementation [00:08:13] Implementation in Phase 2 with New View #NewViewStrategies #BusinessCentral #MRP #DataWarehouse --------------------------------------------------------------------------------------------------- About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! Let the experts help you tap into the true power of your BC / NAV system. You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today:
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S8 EP13: Fixing MRP and Production Planning
08/22/2023
S8 EP13: Fixing MRP and Production Planning
Implementing Detailed Production Planning including MRP in Business Central as a second phase project isn't that hard. However, it's like managing its own mini-project. Now, I won't pretend it's a walk in the park. There's a lot going on; there are setups and parameters to deal with, not to mention an array of moving parts. It's crucial that you understand each piece and thoroughly test them. Bear in mind that while this can be quite work-intensive, what’s needed is a serious commitment and an effective team to get it up and running smoothly. But once it's operating correctly, it runs like a dream. Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Fixing MRP and Production Planning ▶ [00:00:00] Introduction: MRP and Production Planning [00:00:35] Questioning the numbers [00:01:26] Is it difficult to put this in place after go-live? [00:02:39] What companies don't know about MRP and production planning that they should [00:03:53] Favorite customer story [00:05:15] Getting your parameters right #NewViewStrategies #BusinessCentral #MRP #ProductionPlanning --------------------------------------------------------------------------------------------------- About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! Let the experts help you tap into the true power of your BC / NAV system. You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today:
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S8 EP12: Budgets
08/15/2023
S8 EP12: Budgets
The biggest advantage of the Business Central system is its centralization, and this includes budgets, too. Here at New View, we don't just understand your financial reporting needs, we're experts in it. Let our real-world experience using this software guide you through the process. A major feature in financial reporting and budgeting is the ability to make a report that shows not just your Month-to-date and Year-to-date performance but also the total annual budget and the remaining budget with just a few extra columns. This is a huge game-changer that not many are maximizing. Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Budgets [00:00:00] Introduction: Phase 2 Project: Budgets [00:01:26] The primary benefits of using Budgets inside Business Central [00:02:40] Amazing customer story [00:03:54] Empowering teams to use financial reporting and proper filtering so they can view the data live in their system [00:05:21] Best feature related to budgets that shows Month-to-date and Year-to-date & total amount budgeted #NewViewStrategies #ProcessImprovement #Budgets --------------------------------------------------------------------------------------------------- About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! Let the experts help you tap into the true power of your BC / NAV system. You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today:
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S8 EP11: Dimensions
08/08/2023
S8 EP11: Dimensions
Do you maximize Dimensions as a tool in your BC system? It can significantly cut down the complexity of your chart of accounts. For those with segmented charts of accounts, Dimensions are a game-changer as they can help you focus on areas where there's a lot of breakdown for one account, like revenue or sales. So, think of dimensions as your little guardians guiding you through the world of accounting. Get the most out of them and simplify your life! Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ ✔ Dimensions add a whole new aspect to your filtering capabilities in the BC system. So what are Dimensions exactly? I like to look at them as data tags that you attach to your posted transactions. It's actually pretty straightforward. These data tags accompany each and every transaction that gets posted into the system. ✔ Reducing complexity in your chart of accounts will lead to efficiency within your accounting department. Your team won't have to check with colleagues on how to code things—it's all taken care of! As the system handles it all, it effectively prevents any erroneous or 'garbage' data from filling up your dimensions. So, you have automation, control, and accuracy—all in one! ✔ Setting up Dimensions can be a bit tricky after your system goes live. We personally suggest setting it up during the original configuration of your system. It's not entirely impossible to do that after the system is live, but what makes this a tough task, is although you can set them up later, you might miss out on the chance to attach these data tags to your migrated and new data. This could require a good deal of effort. ✔ We can help set up Dimensions in your system to do the heavy lifting for you. We're all in to guide awesome companies like yours to adapt and perfect this much-needed tool. During our sessions, we take into account the flow of accounts, financial reporting, and system efficiency. The purpose? To assist you in making the right dimension choices for your business. Essential points covered in this episode: [00:00:00] Introduction [00:00:11] Why do companies put off using Dimensions until Phase 2 after their go-live? [00:02:07] Dimensions can absolutely be poorly designed - so please don't do this on your own [00:02:57] Reduce a tremendous amount of complexity in your chart of accounts [00:04:04] Achieve more control and accuracy in your postings [00:05:50] Fulfill your daily research needs with dimensions [00:08:59] What to prepare for in Phase 2 #NewViewStrategies #ProcessImprovement #Dimensions --------------------------------------------------------------------------------------------------- About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! Let the experts help you tap into the true power of your BC / NAV system. You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today:
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