Get Your New View Podcast: Recent Episodes
Kerry Peters
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.
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
Financial reporting just got easier for Business Central and Dynamics NAV users.
In this episode, we cover practical updates: new audit-ready templates, more control over formatting, easier Excel integration, and improved tracking with features like “where used” and G/L update alerts. The 2025 Wave 1 Release brings tools that support accurate, polished reporting and real-time decision-making.
These changes reflect what finance users have asked for—more visibility, better reporting structure, and smoother workflows.
Don’t miss it this episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Financial Reporting Improvements from Microsoft Just Keep Getting Better in the 2025 Wave 1 Release!
Enjoy the podcast? Subscribe and leave a 5-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: https://getyournewview.com/services/
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
Ready to simplify your supply chain and boost efficiency?
Big things are coming in the 2025 Wave 1 Release of Business Central and they’re designed to help you work smarter, not harder.
In this episode, we break down practical upgrades like multi-user inventory posting, reversing production consumption, Excel journal edits, and reopening finished orders. You’ll also discover smarter ways to handle non-inventory costs, SKU-based standard costing, and overpicking.
These features cut the guesswork, reduce manual cleanup, and keep your operations running smoothly and accurately.
Tune in now to 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Supply Chain Management Improvements from the 2025 Wave 1 Release.
Enjoy the podcast? Subscribe and leave a 5-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: https://getyournewview.com/services/
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
The 2025 Wave 1 Release brings a powerful set of updates for Business Central users, with Copilot Agents leading the way.
In this episode, we break down the new Copilot functionality, focusing on three core areas: general application features, such as "Summarize with Copilot"; sales automation through the new Sales Order Agent; and an early look at the Payables Agent, coming later this year.
As we head deeper into 2025, there will be more functionality and pricing clarity, but even now, this toolset has the potential to shift how we operate in Business Central.
Tune in to this episode and take your first step toward smarter system utilization. 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Copilot Agents: New Functionality in the 2025 Wave 1 Release
Enjoy the podcast? Subscribe and leave a 5-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: https://getyournewview.com/services/
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
In this episode, we highlight practical updates in Microsoft Dynamics 365 Business Central, including the ability to add fields from related tables in data analysis mode, new diagnostics for Adjust Cost, and electronic 1099 submissions through IRIS. We also cover improved report validation, enhanced column flexibility, and adjustable FactBox sizes, all aimed at speeding up routine tasks. These tools streamline processes, helping your team work smarter, not harder.
Listen now and take control of your time in Business Central. 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Top Time-Saving Tips: New Functionality in the 2025 Wave 1 Release
Enjoy the podcast? Subscribe and leave a 5-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: https://getyournewview.com/services/
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
Tap into the latest Business Central features designed to simplify governance and streamline admin!
In this episode, we spotlight key UX upgrades: instantly preview PDF attachments, fine-tune narrow vs. wide views, and resize FactBox areas for a cleaner workspace. We also cover automating environment management with the Power Platform connector—freeing your admins from manual tasks.
For governance, we explain how defining allowed languages simplifies multilingual team setups. Plus, you’ll hear about application enhancements like preventing document number errors on project journals and ensuring purchase document totals match perfectly.
Tune in and put these updates to work in your Business Central environment. 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Unlock Productivity with Governance, Admin, and UX Tips.
Enjoy the podcast? Subscribe and leave a 5-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: https://getyournewview.com/services/
#UserInterface #BusinessCentralProductivity #WaveOneRelease
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
In this episode, Kerry Peters breaks down Microsoft’s Essential Clean-Up Initiative, launching with the 2025 Wave 1 release. Over 150 obsolete tables and fields are being permanently removed. This affects both on-prem and cloud users, especially those with customizations or delayed upgrades.
It also highlights the importance of the new STEP release and what the "CLEANSCHEMA" marker means. Data linked to these obsolete objects will be wiped, so backup planning and upgrade strategy are now critical.
Tune in to understand what to fix, what to watch, and how to stay compliant before these changes hit your system. 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ What You Should Know About Microsoft's New Essential Clean-Up Initiative
Enjoy the podcast? Subscribe and leave a 5-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: https://getyournewview.com/services/
#BusinessCentral #Innovation #SystemsUpdate
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
Manual reconciliations and paper checks are slowing you down. It's time to let Business Central do the heavy lifting.
In this episode, I cover how to master banking integration, reconciliations, and electronic payments using Business Central with help from New View. I also break down how to go paperless, set up EFT and ACH payments, and use Business Central as it was intended: to handle transactions correctly and reduce manual work.
Whether you’re just starting or cleaning up years of bad data, we guide the full process and include training every step of the way.
If your company is ready to reduce errors, save time, and increase visibility into cash flow, tune in now. 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Mastering Banking Integration, Reconciliations, and Payments with Help from New View.
Enjoy the podcast? Subscribe and leave a 5-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: https://getyournewview.com/services/
#ReconcileWithBC #BankingIntegration #PaperlessAccounting
Become a Dynamics 365 Business Central superhero https://www.learndynamics.com/
In this episode, I share the latest tools from New View Strategies built to boost your business system utilization. I also explain our new pricing options for Learn Dynamics On-Demand courses—including extended one-year access for just $200 more and lifetime access to the Functional Finance Library for $2,500.
You’ll hear about our monthly strategy guides, using Business Central for smarter budgeting, and streamlining payments with EFT and ACH.
If you’re ready to push your system further, tune in now to learn how you can work smarter with tools designed for Business Central and NAV users. 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ New Tools From New View.
Enjoy the podcast? Subscribe and leave a 5-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: https://getyournewview.com/services/
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
Microsoft Fabric is transforming how businesses handle data in Dynamics 365 Business Central. By offering an end-to-end solution for data analytics, Fabric simplifies complex processes and opens the door to real-time insights
In this episode, Belinda Allen, Director of Enablement at iLink Digital and a Microsoft Certified Trainer, shares insights into the key benefits of integrating Fabric with Business Central.
Learn how Fabric enhances data management, separates compute from storage, and streamlines data modeling with tools like Azure Data Factory and Power BI. As Belinda Allen explains, “Fabric consolidates tools and eliminates the need to move data around, making workflows far more efficient.”
Explore how Fabric is reshaping data management and analytics in Business Central.
Listen now and see how to bring simplicity and power to your data workflows! 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Fabric in Business Central.
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: https://getyournewview.com/services/
Belinda Allen is the Director of Enablement at iLink Digital and a Microsoft Most Valuable Professional (MVP) for the Data Platform, specializing in Power BI and Microsoft Fabric. A seasoned Microsoft Certified Trainer (MCT), author, and speaker, Belinda has co-authored two books on Business Intelligence and Microsoft Dynamics GP. With a focus on Microsoft Fabric, she leverages her expertise to empower organizations to harness data effectively within Business Central. Belinda is a passionate advocate for the #CitizenDeveloper movement, blending technical insights with user-friendly solutions. Her mission is to improve the lives and success of customers and partners through innovative enablement strategies.
Website: https://msbelindaallen.com/
https://www.ilink-digital.com/
LinkedIn: https://www.linkedin.com/in/msbelindaallen/
https://www.linkedin.com/company/ilink-digital-thinkingbeyond/
Instagram: https://www.instagram.com/ilinkdigital/
X: https://x.com/MsBelindaAllen https://x.com/ilink_digital
Facebook: https://www.facebook.com/belinda.saci/
https://www.facebook.com/iLink.digital
Youtube: https://www.youtube.com/user/ilinkinfo/featured
#NewViewStrategies #MicrosoftFabric #BusinessCentral #MicrosoftMVP #Workflows #DataVerse #NAVSystems #PowerBI
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
Sustainability is no longer just a trend—it’s a critical business initiative.
In this episode, Larisa Harrison, co-founder and director at Bast Fibre Technologies Inc., shares how her company is implementing Business Central’s sustainability features.
The 2024 Wave Two Release of Dynamics 365 Business Central introduces powerful tools to help companies measure, manage, and improve their environmental impact.
Discover how they use tools like the Sustainability Journal and Chart of Accounts to track environmental metrics and set actionable goals. Larisa notes, “Sustainability isn’t just a priority for us—it’s who we are as a company."
Catch this week’s episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Real Customers Using the New Sustainability Features.
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: https://getyournewview.com/services/
Larisa Harrison is the co-founder and director at Bast Fibre Technologies Inc., bringing over 20 years of expertise in public and private company operations, corporate compliance, and systems administration. Since 1994, she has been a pioneer in the hemp and natural fibres industry, driving innovation in sustainable solutions. At Bast Fibre Technologies, Larisa has championed the development of performance-enhanced, compostable bast fibres, providing eco-friendly alternatives to synthetic materials for the global nonwoven market. Her leadership in corporate communications, sustainability, and quality systems underscores her commitment to advancing environmentally responsible practices.
Website: https://www.bastfibretech.com/
LinkedIn: https://www.linkedin.com/in/larisa-harrison-07b28a11/
https://www.linkedin.com/company/bast-fibre-technologies-inc/
X: https://x.com/BastFibreTech
Facebook: https://www.facebook.com/Bastfibretech
#BusinessCentral #NAV #Dynamics365 #businessprocesses #sustainability #BCfeatures #SubscriptionBillin #RenewableCrops
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
Moving to a paperless accounting system is no longer a future goal—it’s a necessity.
In this episode, we break down how to transition your accounting team to a paperless process. From eliminating filing cabinets and paper checks to automating vendor remittances, we cover actionable steps to modernize your accounting workflows.
We also explain how New View’s proven approach simplifies this transformation. From on-site visits to establishing scanning processes and approval protocols to vendor communication, their methodology ensures a smooth transition.
We provide mentorship and accountability check-ins to ensure lasting success.
Tune in to this episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ How Can New View Make Your Accounting Team Paperless.
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: https://getyournewview.com/services/
#NewViewStrategies #PaperlessAccounting #APAutomation #NAV #BusinessCenrtral #Accounting
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
Get ready to elevate your business operations with the 2024 Wave Two Release for Dynamics 365 Business Central.
In this episode, we highlight three key features from the 2024 Wave Two Release. Learn about the new modern search that optimizes list navigation, providing faster and more accurate results compared to the legacy search.
We also explore the new subscription billing module, which significantly enhances recurring billing. Lastly, we cover improvements to 1099 functionality, including email capabilities and setup enhancements.
Tune in to learn how the 2024 Wave Two Release can transform your Business Central experience. 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Specific Stuff You Should Know about the 2024 Wave Two Release.
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: https://getyournewview.com/services/
#NewViewStrategies #SubscriptionBilling #BusinessCentral #IRS #1099Features #SubscriptionBilling #Vendors #NewFeatures
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
Effortless administration starts with the latest innovations.
In this episode, we focus on key administration enhancements, including extended update periods for major releases, streamlined data administration tools, and advanced features. These updates give administrators greater control over system performance and help prevent downtime.
We also explore enhancements like the ability to allow multiple users to post warehouse entries simultaneously and improvements in embedded Power BI reports. Features like compressing old entries offer quick solutions to common challenges. These tools ensure systems remain optimized and free of unnecessary clutter.
Stay ahead with these powerful new tools! Learn more in this week’s episode of G𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Administration Improvements from the 2024 Wave Two Release.
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: https://getyournewview.com/services/
#NewViewStrategies #BusinessCentral #AdminImprovements #WaveTwoRelease #NAV #Adminwork
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
Enhanced customization and pre-built templates make managing finances simpler and more efficient.
In this episode, we explore the new financial reporting capabilities in Business Central, including pre-configured reports and improved integration with Excel templates. These updates simplify generating detailed financial statements like trial balances, balance sheets, and income statements.
Another game-changing feature is the improved integration with Excel templates, enabling users to update and publish financials effortlessly. We also discuss how row and column definitions streamline reporting by offering ready-to-use configurations for trial balances and budget comparisons.
Tune in to this episode and discover how the 2024 Wave Two Release can transform your approach to financial management. 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Financial Reporting Improvements from the 2024 Wave Two Release.
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: https://getyournewview.com/services/
#NewViewStrategies #BusinessCentral2024 #FinancialReporting #WaveTwoRelease #NAV #Accounting
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
In today’s tight job market, finding experienced Business Central professionals can be a challenge.
In this episode, we break down how you can leverage New View’s fractional services for roles like AP specialists, controllers, and CFOs. Learn how fractional experts can streamline processes and implement strategic IT or ERP solutions.
We also cover New View’s structured approach to engagements. From initial calls to understanding your needs to clear project plans with defined deliverables, every step ensures transparency and accountability.
Schedule a consultation today and take the next step toward streamlined operations.
Tune in to this episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ How to Engage New View for Fractional Services.
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: https://getyournewview.com/services/
#NewViewStrategies #BusinessCentral #NAV #ERP #Businessprocesses #Experts #BusinessSoftware #Workefficiency
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
The 2024 Wave Two Release for Dynamics 365 Business Central brings a fresh focus on productivity, transforming how businesses handle daily tasks.
In this episode, we dive into the most impactful productivity tips you can start using today. Highlights include user interface updates like the ability to drag and drop multiple files into attachments and resize columns regardless of personalization settings.
We also explore advanced features like the new Analysis Mode, which allows users to summarize and filter data within the application, eliminating the need for external tools like Excel.
Stay ahead of the curve!
Catch to see how these tips can help you optimize your time and resources. 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ New Productivity Tips from the 2024 Wave Two Release.
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: https://getyournewview.com/services/
#Microsoft #BusinessCentral #Dynamics365
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
If you’ve ever wondered how to get hands-on training for Dynamics NAV or Business Central, LearnDynamics is where you start.
In this episode, we guide you through the experience of taking a LearnDynamics class. You’ll discover how to navigate the platform, access your courses, and maximize the value of each lesson.
Navigating your courses is simple. Start by logging in and accessing your lessons under "My Library." With a 90-day access period, you can revisit lessons anytime, pause when life gets busy, and complete the course at your own pace.
Unlock the skills you need to advance in your career. Every lesson brings you closer to becoming an expert!
Tune in to this episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ What it's Like to Take a LearnDynamics Class.
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: https://getyournewview.com/services/
#NewViewStrategies #BusinessCentral #LearnDynamicsClass #ERPSoftware #OnlineLearning #BusinessGrowth #TechSkills #BusinessSolutions
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
Microsoft’s Release Planner is the go-to tool for keeping up with the latest Dynamics 365 and Business Central updates.
In this episode, we focus on how to view and manage Business Central release plans through the Microsoft Release Planner.
Navigate the Release Planner separates updates into three key sections: Planned, Coming Soon, and Try Now, allowing you to prioritize features effectively.
Learn how to customize the tool to track the features that impact your workflows most.
Listen today and get ahead of the curve! 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ How to Use the Microsoft Release Planner.
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: https://getyournewview.com/services/
#NewViewStrategies #MicrosoftReleasePlanner #BusinessCentralUpdates #ERPSoftware #Innovation #NewFeatures
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
Ready for the new updates?
The 2024 Wave Two Release for Dynamics 365 Business Central is here, delivering practical solutions to everyday business challenges.
In this episode, we spotlight the key updates:
✅Shopify Integration: Simplified data flow and improved refund locations eliminate manual processes, making your Shopify-Business Central integration smoother than ever.
✅Project Management: Create purchase orders directly from project planning lines and take advantage of extended text functionality for better efficiency.
✅Service Management: Explore improvements like document archiving and enhanced field service integration, streamlining your operations.
Join us as we break down how these enhancements can optimize your workflows and drive real results for your business.
Leverage these new tools in Business Central in this week’s episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ What's New in the 2024 Wave Two Release.
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: https://getyournewview.com/services/
#SoftwareUpdate #ERPSoftware #BusinessInnovation #BusinessCentral #Dynamics365 #MicrosoftDynamics #2024Updates
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
Are you ready to enhance your learning?
Business Central is a powerful tool, but maximizing its potential requires the right training. That's where Learn Dynamics On Demand comes in.
In this episode, we're breaking down everything you need to know about LearnDynamics On-Demand Business Central Training. We'll cover the types of courses available, how they're delivered, and why they're essential for anyone looking to enhance their ERP skills.
You'll learn about course bundles like the Controllers Bootcamp and the benefits of custom training options for companies needing a tailored approach.
Boost your ERP skills with training designed for real-world applications.
Listen now to find out how you can start learning today! 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ All About LearnDynamics On-Demand Business Central 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: https://getyournewview.com/services/
#NewViewStrategies #BusinessCentral #OnDemandTraining #NAVSystem #ERPSolutions #BootCamp #LearnNew #Trainings #CareerDevelopment #SystemsEnhancement
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
Is your team ready to maximize Business Central's potential?
In this episode, we'll guide you through engaging NewView for a Business Central Assessment. Discover what the assessment entails, the tailored recommendations you'll receive, and how to get started.
We walk through every step—from analyzing your current system setup to pinpointing pain points and uncovering opportunities to enhance efficiency
If you're looking to amplify the effectiveness of your Dynamics NAV or Business Central system, a NewView assessment could be your next best move.
Listen now to see how NewView can help you maximize your Business Central investment and drive real business improvements! 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ How To Engage NewView For A Business Central Assessment
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: https://getyournewview.com/services/
#NewViewStrategies #BusinessCentral #OnDemandTraining #BusinessAssessment #BusinessProcesses #Business #Assessment #Innovation
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
From automating routine tasks to enhancing data accuracy, CoPilot is designed to take Business Central's capabilities to a new level.
In this episode, we dive into how Business Central and CoPilot work together and practical examples to streamline sales processes, bank reconciliations, inventory management, and even Power Automate workflows.
Leverage CoPilot's capabilities to simplify your Business Central tasks and drive your ERP to its full potential.
Listen now to discover how CoPilot can simplify your tasks and help you get the most out of Business Central! 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Business Central and CoPilot, Together At Last!
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: https://getyournewview.com/services/
#NewViewStrategies #BusinessCentral #Copilot #MicrosoftDynamics365 #NewFeatures #BusinessCentralAutomation #Efficiency #AccountingTools
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
The world of Business Central is growing fast, and staying up-to-date is key to maximizing its potential for your company.
In this episode, we’ll explore the best free web resources for Microsoft Dynamics 365 Business Central, including Microsoft Learn, Dynamics Communities User Group, and Business Central Release Planner.
We’re diving into practical tools that enhance your experience, from learning paths that cover the basics to advanced tutorials and webinars. We’ll also discuss how community forums and blogs provide invaluable insights into Business Central’s latest updates and functionality.
Take the first step towards optimization today!
Tune into this episode to discover which free resources can transform how you use Business Central: 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Wide World of Free Web Resources For Business Central.
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: https://getyournewview.com/services/
#NewViewStrategies #BusinessCentral #OnDemandTraining #LearnDynamics #NewFeatures #ProfessionalDevelopment #CareerAdvancement #BusinessTools
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
Transform your corporate training programs and inspire your team with innovative methods that drive engagement and retention.
In this episode, we explore the latest trends and best practices in corporate training with insights from industry leaders. We delve into the importance of customization, relevance, and interactive learning to keep your team engaged and productive.
Join Kerry Peters, Kate Coffey, Kim Congleton, and Cari Corozza to learn how to enhance your training program and create impactful training experiences that resonate with your employees and lead to long-term success to keep your team ahead of the curve.
Tune in now to master the art of corporate training excellence of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 podcast episode ▶ Expert Panel Discussion: Making Corporate Training Successful.
About Kerry Peters & New View Strategies:
Schedule time to meet with Kerry: https://calendly.com/kerrypeters/30-minute-meeting
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: https://getyournewview.com/services/
#NewViewStrategies #BusinessCentral #OnDemandTraining #EmployeeEngagement
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
Unlock the secrets to retaining knowledge with effective adult learning methods.
In this episode, we dive into retention boosters and adult learning methods that make training more effective. We cover ten actionable strategies to help you retain the information learned longer, addressing common challenges like shrinking attention spans and high information loss. Discover practical strategies to ensure your training sessions lead to long-lasting understanding and skill retention, vital for business success.
Improve your team's skill retention and see a significant impact on their performance.
Listen now and start implementing these strategies today! 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Retention Boosters: Adult Learning Methods for Effective Training.
About Kerry Peters & New View Strategies:
Schedule time to meet with Kerry: https://calendly.com/kerrypeters/30-minute-meeting
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: https://getyournewview.com/services/
#NewViewStrategies #BusinessCentral #LearningMethods #Trainings
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
Microlearning delivers bite-sized, focused content that fits seamlessly into busy schedules, making it a perfect solution for modern learners.
This episode explores how to master microlearning techniques to enhance training effectiveness. We'll delve into the benefits, design considerations, and best practices for creating impactful, focused learning experiences. Discover how it can significantly improve retention, engagement, and performance while being cost-effective and scalable with your team.
Tune in now to master the latest microlearning techniques and see a big impact on your training outcomes. 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Tiny Bites, Big Impact: Mastering Microlearning Techniques with Kerry Peters.
About Kerry Peters & New View Strategies:
Schedule time to meet with Kerry: https://calendly.com/kerrypeters/30-minute-meeting
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: https://getyournewview.com/services/
#NewViewStrategies #BusinessCentral #OnDemandTraining #CorporateTraining #Microlearning #Engagement #CareerGrowth
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
Want to keep your workforce engaged and productive?
In this episode, we dive into the emerging trends in employee training with insights from industry expert Erika Hebert. Discover how microlearning, gamification, immersive learning experiences, personalized learning pathways, and in-the-flow learning reshape the professional development landscape.
These trends are not just buzzwords, they are practical solutions to enhance employee engagement and knowledge retention.
Explore how emerging trends in employee training can nurture expertise within your organization.
Listen now and start applying these innovative techniques today! 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Nurturing Expertise: Emerging Trends in Employee Training with Erika Hebert.
About Kerry Peters & New View Strategies:
Schedule time to meet with Kerry: https://calendly.com/kerrypeters/30-minute-meeting
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: https://getyournewview.com/services/
#NewViewStrategies #BusinessCentral #OnDemandTraining #NewLearnings #CareerDevelopment #EmployeeCentered #Value #EmployeeAssest
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
Unlock the full potential of your warehouse operations with the newest features in Business Central.
In this episode, we explore the latest release features, which bring significant improvements to warehousing and are designed to enhance efficiency and productivity in your warehousing processes.
Some features are Enhanced Item Descriptions, Lot and Package Numbers, Flexible Warehouse Handling, and more.
Tune in now to master the latest warehousing features in Business Central. Enhance your processes and boost productivity with these powerful updates. 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Warehousing Unleashed: Mastering the Latest Release Features with Kim Congleton.
About Kerry Peters & New View Strategies:
Schedule time to meet with Kerry: https://calendly.com/kerrypeters/30-minute-meeting
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: https://getyournewview.com/services/
#NewViewStrategies #BusinessCentral #OnDemandTraining #Management #Logistics #NewFeatures
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
Discover how to optimize processes, reduce errors, and streamline tasks with the newest Business Central updates!
This episode explores the latest Business Central features that significantly enhance customer productivity. We'll cover critical updates, including handling zero-amount lines in recurring general journals, assigning salesperson codes to customer ship-to addresses, and effectively utilizing allocation accounts.
Packed with practical demonstrations and tips to help your team work more efficiently and with less frustration.
Enhance your business processes and customer experience with these powerful tools. Listen now and start leveraging these updates today! 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Elevate Customer Productivity with Features from the New Release with Cari Corozza.
About Kerry Peters & New View Strategies:
Schedule time to meet with Kerry: https://calendly.com/kerrypeters/30-minute-meeting
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: https://getyournewview.com/services/
#NewViewStrategies #BusinessCentral #OnDemandTraining #NewFeatures #WorkEfficiently #Customer #ProvideValue #NewUpdates #BusinessSolutions
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
We are all about maximizing Business Central's potential to ensure your customers have a seamless and satisfying journey.
In this episode, we dive into Customer Delight 2.0, focusing on how to better support your customers by utilizing the newest system features. We explore key areas such as improved setup options, enhanced role center functionality, efficient data entry methods, and effective error resolution techniques.
Learn how we can help you leverage the latest release features of Business Central to enhance your customer experience.
Listen now and start delighting your customers today! 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Customer Delight 2.0: Leveraging Latest New Release Features.
About Kerry Peters & New View Strategies:
Schedule time to meet with Kerry: https://calendly.com/kerrypeters/30-minute-meeting
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: https://getyournewview.com/services/
#NewViewStrategies #BusinessCentral #OnDemandTraining #Leverage #CustomerSupport #DynamicsNAV #Microsoft
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
Are you struggling with traditional training methods that just don't work anymore? It's time to transform the way your team learns and performs.
In this episode, we delve into the Consultant's Accelerator Training Program of New View Strategies and why it's a game-changer for functional consultants. Learn how conventional training methods fall short and how our program can improve utilization rates drastically as we cover the significant cost savings, the accelerated learning curve, and the impressive ROI you can achieve.
Discover how you can significantly improve your team's skills and your company's bottom line. Don't miss this opportunity to revolutionize your training methods.
Listen now and take the first step towards a more efficient and successful future! 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ All About The Consultant’s Accelerator Training Program with Kerry Peters
About Kerry Peters & New View Strategies:
Schedule time to meet with Kerry: https://calendly.com/kerrypeters/30-minute-meeting
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: https://getyournewview.com/services/
#NewViewStrategies #BusinessCentral #OnDemandTraining #TrainingProgram #BusinessSoftware #BeEfficient #AimForSuccess #LearnNewSystems #SystemsTraining
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
Unlock the true power of your business systems with tailored training and services from New View Strategies.
This episode explores how engaging New View for custom training and services can transform your business operations. Discover how our business process improvement consulting and specialized training programs can significantly impact your business and maximize your potential.
We focus on helping you get the most out of your existing software, ensuring higher customer satisfaction and greater team efficiency.
Don’t miss out on these valuable insights – hit play now! 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — How To Engage New View For Custom Training And Services with Kerry Peters ▶
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: https://getyournewview.com/services/
#NewViewStrategies #BusinessCentral #OnDemandTraining #ConsultantLife #ProcessImprovement #BusinessGrowth #CustomTraining #GoLive #Software
Feeling lost with all those department codes and project numbers? We’ve got a solution.
Join this insightful discussion as we break down the benefits of keeping it simple and easy. Explore the importance of setting up department code as admin and intuitively reviewing the transactions.
Remember, dimensions are values that categorize entries so you can track and analyze them on documents, indicate the project or department from which an entry came, and streamline your data organization.
Don't miss out on the valuable insights that could help the way you handle dimensions in your organization. Enroll in our on-demand training courses on LearnDynamics.com for more in-depth insights into Dynamics 365 Business Central.
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: https://getyournewview.com/services/
#NewViewStrategies #PermissionsTesting #DepartmentCodes #BusinessCentral #Accounting #DimensionsInBusinessCentral #SetupBC
Have you ever had a headache from a messy permissions testing checklist? Desperately searching for that elusive Excel spreadsheet on SharePoint? Check out our new on-demand training courses at https://www.learndynamics.com/
In this episode, we explore the challenges of keeping testing organized and why it is essential to avoid permissions errors before going live. Learn the importance of keeping testing simple and discover how involving conscientious users, even the newest members, can help you deal with these hurdles.
Explore with us as we give out more gems on how to organize your Permissions Testing Checklist with Cari Corozza and Cynthia Priebe.
Enroll in our on-demand training courses on LearnDynamics.com for more in-depth insights into Dynamics 365 Business Central.
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: https://getyournewview.com/services/
#MicrosoftDynamics365 #PermissionsTesting #BusinessCentral #Permissions
Ever found yourself puzzled with your general entries? Let’s dive deep and tackle the difference of source code and source type and their individual functions. Check out our new on-demand trainings at https://www.learndynamics.com/
Join the exploration as we unravel the functions behind these two fields, discover their pivotal roles in troubleshooting financial discrepancies, especially when dealing with reconciliation challenges, and emphasize the significance of source code in identifying transaction types and source types in revealing the account or ledger through which the entry originated.
Discover the importance of incorporating these fields into your GL entry page to avoid confusion in your daily workflow.
Enroll in our on-demand training courses on LearnDynamics.com for more in-depth insights into Dynamics 365 Business Central.
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: https://getyournewview.com/services/
#NewViewStrategies #GLEntries #SourceCodeandType
Ever found yourself frustrated with delayed invoice payments? Still on the search on what to do to ease out the process? Check out our new courses at https://www.learndynamics.com/
Picture this: your customers consistently neglecting invoices, leading to a manual, time-consuming process of sending statements with minimal response. Hassle, right? Dive into this episode, where we tackle the common disadvantages of traditional statements and how Reminders in Business Central can have a transformative impact in your sales and receivables.
Join us in this week’s episode of STOP Sending Statements! | Sales & Receivables with Cari Corozza and Cynthia Priebe as we share essential tips on how to efficiently use reminders in Business Central.
Explore our on-demand training courses on LearnDynamics.com for more in-depth insights into Dynamics 365 Business Central.
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: https://getyournewview.com/services/
#NewViewStrategies #BusinessCentralReminder #BusinessCentral
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 https://www.learndynamics.com/
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: https://getyournewview.com/services/
#SubLedgerReconciliation #AccountingTips #BusinessCentral
Have you ever found yourself wrestling with the complexities of importing bank transactions into Business Central? Check out our new courses at https://www.learndynamics.com/
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: https://getyournewview.com/services/
#FinanceTechMastery #BankImport #AssistedSetUpSuccess
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. https://www.learndynamics.com/
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: https://getyournewview.com/services/
#ChartOfAccountsDebate #FinancialStrategyInsights #EfficientFinanceTips
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
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: https://getyournewview.com/services/
#NewViewStrategies #BusinessCentral #NegativeInventory
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
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: https://getyournewview.com/services/
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
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: https://getyournewview.com/services/
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
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: https://getyournewview.com/services/
#NewViewStrategies #BusinessCentral #OnDemandTraining
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 https://www.learndynamics.com/ 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: https://getyournewview.com/services/
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
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: https://getyournewview.com/services/
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
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: https://www.learndynamics.com
#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: https://getyournewview.com/services/
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
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: https://www.learndynamics.com
#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: https://getyournewview.com/services/
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
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: https://getyournewview.com/services/
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
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: https://getyournewview.com/services/
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
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! > learndynamics.com
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: https://getyournewview.com/services/
Check out our new on-demand training courses at https://www.learndynamics.com/
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: https://getyournewview.com/services/
Explore our Business Central on-demand training courses at https://www.learndynamics.com/
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: https://getyournewview.com/services/
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: https://getyournewview.com/services/
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: https://getyournewview.com/services/
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: https://getyournewview.com/services/
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: https://getyournewview.com/services/
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: https://getyournewview.com/services/
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: https://getyournewview.com/services/
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: https://getyournewview.com/services/
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: https://getyournewview.com/services/
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: https://getyournewview.com/services/
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: https://getyournewview.com/services/
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: https://getyournewview.com/services/
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: https://getyournewview.com/services/
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: https://getyournewview.com/services/
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: https://getyournewview.com/services/
Why do companies defer financial reporting to Phase 2 in their ERP system?
💁🏼 Often they have the notion that they can do financials out of the box and are ready to go without their need to participate.
💁🏼 They believe that it's no big deal to accomplish this task at a later period and usually don't consider it a primary task for the system go-live.
💁🏼 There are many instances wherein no one within the team has adequate financial expertise, or the individual with the required skill set mainly uses Excel. Such folks might be planning to stick to Excel until they can spare the time to familiarize themselves with the new tool provided by Business Central.
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Financial Reporting ▶
✔ Putting financial reporting in your ERP system before go-live is just as challenging as after.
Integrating financial reporting BEFORE or AFTER the go-live holds an equal level of complexity. Instead of adding extra stress while everyone’s trying to learn the new system, a great idea would be to get reports in ASAP - remember the motto: the earlier, the better.
✔ Financial Reporting using Business Central is very flexible and fast.
Having had the pleasure of working with hundreds of companies over the last 20 years, I've realized an interesting fact - hardly any two companies have identical financial reports! This is why the flexibility offered by Business Central is so invaluable. It enables you to tailor your financial statements exactly how you need them!
Another highlight, which is often overlooked, is its remarkable speed. Open your new account schedule and voila, your numbers are ready in no time!
Now, you might ask - Isn't that supposed to be a given? Isn't speed expected? Well, think back to the other financial reporting packages you've used. Recall waiting for your numbers to load, enduring the processing time, and in worse scenarios, having to set the schedule overnight and anxiously waiting till the next day! Quite a contrast, isn't it?
✔ Create your financial report dreams with New View!
We specialize in simplifying Financial Reporting for you. With our vast experience and hundreds of satisfied customers to vouch for us, we promise you top-notch results. Whether you need to create financial statements the same as what you have today or build new ones from scratch, we've got you covered! We can also coach you on how to do all of these giving you lots of helpful suggestions at every step along the way.
The result? Financial statements that are professional, easy to understand, consistently delivered, and above all, accurate.
Essential points covered in this episode:
[00:00:00] Introduction
[00:00:19] Putting off Financial Reports for Phase 2
[00:03:12] No two companies have identical financial reports
[00:04:40] Added uses as operational management reporting tool or even as a daily research tool
[00:06:48] Easy to partner up with more tools inside BC
[00:09:15] Dumping results into a trial balance in Excel
[00:11:05] How to prepare transitioning financials inside BC
#NewViewStrategies #ProcessImprovement #FinancialReporting
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: https://getyournewview.com/services/
Pondering over how to make the accounts payable process faster and more efficient? It's common for companies to push this problem to Phase Two. Simply because, from their perspective, it seems like there are massive issues that need solving that require a lot of time and effort.
Just think about it. The invoices come in, perhaps via email or postal mail. They are printed out, someone gives the green light for payment and jots it down on the documents. And then, voilà, they have these gigantic filing cabinets stocked with paper invoices.
There are a handful of reasons why going paperless could be a revolutionary step for your business. Let's dive deeper into the benefits of ditching those paper invoices.
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Paperless Accounts Payable ▶
✔ Going paperless doesn't have to be difficult at all.
Speaking to businesses and reassuring them is one element of our job at New View that we truly enjoy. There's often a fear that certain changes may take a long time, like going paperless in your AP, but the truth is that it can actually be quite a speedy process.
✔ Paperless accounts payable allows people to work remotely and have more flexibility even in the accounting department.
Often, accountants feel bound to their physical paperwork. 🗃️🤦🏼♀️
They have mountains of documentation on their desks and piles in their filing cabinets. Deciding to go on the paperless route completely trumps those constraints, allowing them to efficiently operate from a remote location, adding flexibility even to the accounting department.
✔Electronic payments help eliminate paper and the mistakes made.
Ever faced a situation where you needed to make a payment, but the check stock was either at your colleague's place or in the office? Well, with e-payments, we can completely avoid such situations and make payments from absolutely anywhere. That's the beauty of it, convenience right at your fingertips.
Essential points covered in this episode:
[00:00:00] Intro
[00:00:24] Why companies hold off paperless AP until Phase 2
[00:02:21] Is it really difficult to put this into place after go live?
[00:03:04] Switching to paperless doesn’t have to be ‘cold turkey’
[00:05:00] Customer story: the horror when your AP clerk leaves
[00:07:08] Making that transition to paperless & remote working
[00:08:32] Primary benefits of being paperless with AP
[00:11:21] Top things that companies should prepare before going all-digital
#NewViewStrategies #ProcessImprovement #PaperlessAccountsPayable
For the past decade, Cari Corozza has relished driving smarter processes and more efficiencies with the accounting and finance teams she’s worked with, developing a deep background in month-end reporting, accounts payable, and financial consolidation. She is a Certified Public Accountant and an experienced Microsoft Dynamics NAV User. As a trainer with New View Strategies, she enjoys sharing her past NAV experience to guide other users toward finding the best way to accomplish daily and monthly tasks and goals. Cari is a Microsoft Certified Trainer and holds the Microsoft Office Specialist: Excel Expert credential.
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: https://getyournewview.com/services/
Many firms and companies are not familiar with Reminders or, even if they've encountered them in their software, they may not realize how beneficial they are. Truth be told – Reminders are among the most underleveraged financial tools we have in Business Central.
WATCH: Reminders ▶
✔ Reminders are better than customer statements.
One major advantage of Reminders is their ability to incorporate various levels. (This is unlike Statements, where we traditionally send one format enlisting everything.) This flexibility with varied messaging styles is an exciting feature, a novelty that is unfortunately absent in the case of statements.
✔ Implementing Reminders with Business Central
Receiving a Customer Reminder definitely catches the eye that's why we strongly teach companies to use this incredibly effective approach.
This doesn't have to be complicated. Thanks to the reminder templates that come with Business Central, you can quickly assign those reminder terms to the customer in just a few minutes, making it very straightforward.
✔ Easy and efficient Reminder Implementation with New View
We take pride in making the implementation of reminders as a Phase Two project a breeze for you! We've got a great flowchart that walks you through all the steps of how reminders work, from drafting the reminder terms to delivering or pulling the final reminder.
Need help to tweak the different levels or change the wording? Or who should receive the reminders or how often to send them? We've got you covered! We'll work alongside you throughout the whole process, guiding you on best practices for reminders.
Essential points covered in this episode:
[00:00:01] Why do companies hold off putting Reminders into place until Phase 2?
[00:00:41] Features and secrets you may not know
[00:02:02] Three-level reminders
[00:03:41] Access templates out of the box
[00:05:05] Top things that companies should prepare for putting Reminders into place?
#NewViewStrategies #ProcessImprovement #Reminders
For the past decade, Cari Corozza has relished driving smarter processes and more efficiencies with the accounting and finance teams she’s worked with, developing a deep background in month-end reporting, accounts payable, and financial consolidation. She is a Certified Public Accountant and an experienced Microsoft Dynamics NAV User. As a trainer with New View Strategies, she enjoys sharing her past NAV experience to guide other users toward finding the best way to accomplish daily and monthly tasks and goals. Cari is a Microsoft Certified Trainer and holds the Microsoft Office Specialist: Excel Expert credential.
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: https://getyournewview.com/services/
Kerry Peters is joined by Cari Corozza to talk about what’s holding back organizations from setting up email functionality, what this feature looks like and how it works, how much of your workload it lessens, and the steps that you can take to prepare for this project.
Essential points covered in this episode:
✔️ Email functionality is easy to set up. You just need to make that choice! This feature allows you to have the documents emailed from Business Central from a shared inbox. Ensure your organization has a plan before starting the setup.
✔️ Get rid of all those steps and save time! No more tracker spreadsheets, invoice printing, and manual searching of contacts. Business Central enables you to set up a consistent email message and send it all in just one click.
✔️ Do these to prepare your organization for this project. Be clear on who will monitor your shared inbox. Double-check that you’re using your company’s internal email address when sending out invoices. Review if you have multifactor authentication turned on to avoid emails being sent out of business.
✔️ Consider all options to find the specifications that work best for your organization. Ask for help from experts like Get Your New View to start testing and know the best practices so your company can maximize this functionality.
For the past decade, Cari Corozza has relished driving smarter processes and more efficiencies with the accounting and finance teams she’s worked with, developing a deep background in month-end reporting, accounts payable, and financial consolidation. She is a Certified Public Accountant and an experienced Microsoft Dynamics NAV User. As a trainer with New View Strategies, she enjoys sharing her past NAV experience to guide other users toward finding the best way to accomplish daily and monthly tasks and goals. Cari is a Microsoft Certified Trainer and holds the Microsoft Office Specialist: Excel Expert credential.
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: https://getyournewview.com/services/
#businessmanagement #processimprovement #businesscentral
Kerry Peters is joined by Cynthia Priebe to discuss why organizations put off setting up permissions and security until phase two, practical tips to make the implementation process easier, the benefits of getting it done, and a shocking customer story that will encourage you to get started.
Essential points covered in this episode:
✔️ The entire enterprise needs to be involved. Whether it’s phase one or phase two, permissions and security are everyone’s responsibility and should be a top-down effort.
✔️ Create ownership by giving tasks to each department. This not only makes the workload for your project reasonable but also minimizes the pains of issues caused by certain people not having permission to do what they need to do.
✔️ Permission sets and their structure is the core. Microsoft deprecates user groups and allows you to decide which sets get assigned to certain users or groups of users.
✔️ Setting up permissions helps monitor sensitive information. With Business Central, you can control and oversee who gets access to them, avoiding any data breach that could happen.
✔️ Be clear on who should be involved. Getting your data leaked can ruin your organization – so be sure to get your expectations aligned and have experts like New View Strategies guide you in getting your permissions and security done.
When it comes to solving tough problems with Microsoft Dynamics 365 Business Central/NAV, Cynthia Priebe has built a reputation as a go-to resource. 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. Cynthia understands that there’s often more than one right way to accomplish specific goals in BC, and she can help clients find the “righter” way!
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: https://getyournewview.com/services/
In this episode, Cynthie Priebe talks about using Business Central for workflow approvals and notifications, its overall benefits for your organization, and why you need to reconsider your company’s approval process now.
Essential points covered in this episode:
✔️ Having only one place to look saves time. Eliminate manually writing emails, physical folders, and uncategorized back-and-forths waiting for approvals. It only takes one notification on Business Central to get the process moving.
✔️ An efficient workflow approval system positively impacts work performance. Instead of spending half an hour on every purchase order, one employee improved in vendor negotiation. No more printing spreadsheets. Approvals and reports are sent with a click.
✔️ Don’t be afraid to go paperless. Evaluate your organization’s current process and see how much it’s costing you. Not only does this simplify systems for hybrid and remote workplaces, but you also remove the spending on paper and extra time spent manually taking approvals and checking them.
When it comes to solving tough problems with Microsoft Dynamics 365 Business Central/NAV, Cynthia Priebe has built a reputation as a go-to resource. 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. Cynthia understands that there’s often more than one right way to accomplish specific goals in BC, and she can help clients find the “righter” way!
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: https://getyournewview.com/services/
Kerry Peters talks about why companies postpone fixing bad data until phase two, the common data errors in workflows, the benefits of cleaning up and having correct data, and two actionable steps that organizations can start doing now.
Essential points covered in this episode:
✔️ Bad data is not impossible to correct. With Business Central, you can fix these four common mistakes:
- Wrong base unit of measure for inventory
- Wrong inventory costing method
- Incorrectly mapped posting groups
- Inaccurate dimensions
✔️ Having correct data is good for customers and teams. Duplicate records, data with wrong links, and missing data can create so much confusion and trouble. We want to have a reliable database, and having zero errors is possible with the right configurations.
✔️ Having correct data saves time. Any time you have a data error, you would need to spend time troubleshooting and finding other damages. You may have also increased IT tickets and caused delays in workflow processes.
✔️ Do these two things to fix your bad data. Start keeping a list of the type of errors you’re experiencing, how many are caused by bad data, and review how much time it took to solve each error. Be clear on your data standards that are to be filled out on Business Central to avoid generating errors down the line.
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: https://getyournewview.com/services/
In this episode, Cynthie Priebe talks about EFT/ACH payments, tips on how your company can go paperless, how Business Central can simplify the payment process, and why it’s a lot easier than printing physical checks.
Essential points covered in this episode:
✔️ Have a strong relationship with your bank. This ensures less delay when incorporating Business Central into your EFT system. One contact person ensures your files meet the bank’s standards.
✔️ EFT payments are made easier in Business Central. Even non-experts and non-developers can make tweaks to the simplified system.
✔️ Seamless EFT payments positively affect the organization. It’s not just an accounts payable thing. Convince higher-ups to make the paperless switch by considering the overall health of the company.
✔️ Once you get started, it becomes easier. Incorporating Business Central is quicker than you think! Prepare a form to send out to your vendors, asking them for their information.
When it comes to solving tough problems with Microsoft Dynamics 365 Business Central/NAV, Cynthia Priebe has built a reputation as a go-to resource. 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. Cynthia understands that there’s often more than one right way to accomplish specific goals in BC, and she can help clients find the “righter” way!
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: https://getyournewview.com/services/
#bankreconciliation #banking #businessmanagement
In this episode, Cari Corozza discusses how companies can use Business Central for bank reconciliations, the common problems it can address, and what you need to know before incorporating it into your business.
Essential points covered in this episode:
✔️ Have the right bank transaction format. This allows you to do the assisted setup to import bank transactions, which can be done in as quick as 30 seconds.
✔️ Don’t dump things in Excel! You don’t have to go through every transaction line by line. With a CSV format of your data, the assisted setup wizard and auto-match feature of Business Central can make things easier.
✔️ Record transactions in the same way your bank does it. Be it a 1-on-1 or a many-to-many payment, this adjustment creates a seamless data presentation.
✔️ Save time and effort. Using Business Central for your bank reconciliations eliminates manual matching. See all your data organized in one place!
✔️ Know your approach. Before making that jump to Business Central, be clear with your plan to avoid creating too much work for yourself. The experts at New View Strategies can help you get started.
For the past decade, Cari Corozza has relished driving smarter processes and more efficiencies with the accounting and finance teams she’s worked with, developing a deep background in month-end reporting, accounts payable, and financial consolidation. She is a Certified Public Accountant and an experienced Microsoft Dynamics NAV User. As a trainer with New View Strategies, she enjoys sharing her past NAV experience to guide other users toward finding the best way to accomplish daily and monthly tasks and goals. Cari is a Microsoft Certified Trainer and holds the Microsoft Office Specialist: Excel Expert credential.
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: https://getyournewview.com/services/
While companies tend to push designing their Role Centers to the back burner, it makes an excellent project for phase two because it has the potential to increase efficiency and provide a quick success after go-live.
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Designing Role Centers as a Phase 2 Project in Business Central ▶
✔ Are you tired of constantly using the search function in your job?
In a class I taught, we asked participants to write down how many times they used the 'Tell Me' function in a day. The average was over 30 times!
Stop wasting precious time and set up the customization relevant to you.
✔ Dedicate ample time in the project plan to realistically design role centers in Dynamics 365 Business Central.
Many companies delay addressing their Role Centers due to the lack of dedicated time to mapping them out in the project plan. Failing to do so can result in haphazard solutions that waste time and effort.
✔ Developing Role Centers as a project for Phase 2 makes a cost-effective and efficient rollout.
Implementing phase two of your project can be made an effortless task with us at New View Strategies. Our team's expertise comes from our vast experience and training.
With just a few hours of efficient questioning, we can identify the required role centers and save you a considerable amount of time and resources.
Reach out to us today to get started, and email us at info@getyournewview.com.
Essential points covered in this episode:
[00:00:16] Reasons why companies put off dealing with their Role Centers until Phase Two
[00:01:19] Is it difficult to put this into place after go-live?
[00:01:54] Top reason why companies should move forward with this type of project
[00:02:54] Customer story
[00:04:00] Wasting time using ‘Tell Me’
[00:04:28] Preparing for Phase 2
[00:05:44] Project implementation made effortless with New View
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: https://getyournewview.com/services/
#NewViewStrategies #BusinessCentral #Dynamics #RoleCenters
You've received the recommendation report and are excited to start implementing changes. The next challenge is balancing regular workloads with additional tasks, which is why additional support will be needed to assist your team in achieving company goals.
We are here to help you out. We will guide you through the results and recommendation report and help you assess how much time it will take to achieve your objectives.
WATCH: What Are The Next Steps After A Business Process Assessment? ▶
✔ Addressing inefficiencies presents an opportunity to accomplish more within a short period. Accelerating improvements to your company guarantees faster savings and unlocks new possibilities you can explore with that freed-up time and money.
✔ It's crucial to gauge if your company can withstand change, implement recommendations after assessment, and, more importantly, how to carry them out without interrupting your team's regular duties.
✔ There's nothing more impressive than being able to take the reins and execute them. But if you're experiencing difficulty, countless resources, including our team, are available to assist you. Let us help you realize your goals by implementing practical and attainable changes.
Essential points covered in this episode:
[00:00:01] Introduction: What are the next steps after completing the assessment?
[02:17] Case study: Why a company requires outside help
[04:01] Evaluating your Phase 2 list
[05:15] Accelerating the timeline
[06:12] Rethinking opportunity costs
[08:55] Exercise: Pick your top three things you could improve today
#ProcessImprovement #Assessment #Efficiency
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: https://getyournewview.com/services/
An assessment has numerous benefits that you cannot afford to miss. First, it guarantees quick wins. Our team will highlight easy changes that you can implement right away for immediate improvement in your operations. We take pride in witnessing the "aha" moment when you realize that a small tweak can make a big difference in your productivity.
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — The ROI of Business Process Assessments ▶
✔ With our assessment, you can expect to see immediate benefits.
We will identify quick wins during our initial meeting with you and highlight any easy changes you could implement immediately, even before the recommendation report is written. You'd be amazed how suggesting a simple solution dramatically improves your work.
✔ Join me in this exercise and evaluate the cost and efficiency of your company's endeavors.
Let's factor in the average hourly wage of hardworking employees and calculate the total cost of a project. Examine the costs before and after improvements are made and determine the potential savings. Do this with the list of 20 crucial items and see how you will undoubtedly save valuable time and money.
✔ Customer satisfaction is a big intangible and an ROI that far outweighs the cost of an assessment.
Imagine how much happier your customers would be if they no longer struggle with your systems or your employees who are no longer frustrated in conducting transactions. The ease of doing business leads to higher satisfaction, which is a huge intangible advantage.
Essential points covered in this episode:
[00:00:01] Introduction: The return on investment is for a business process assessment
[00:49] Quick wins are an important part of the assessment process
[03:12] Exercise: List an inefficient process and assess how many total person-hours it takes today to accomplish that
[05:36] Intangible benefits that outweigh assessment costs
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: https://getyournewview.com/services/
#ProcessImprovement #Assessment #Efficiency
Many companies have faced the challenge you're currently facing. But fear not; our experts are ready to share successful practices they've witnessed in other organizations. Our consultants are seasoned professionals who have not only worked with this software but also gained extensive experience across various industries. We incorporate this broad knowledge into our evaluation of your company with one singular goal in mind: to help you achieve gold standard quality in your processes.
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — What Is the End Result of a Business Process Assessment? ▶
✔ The best and worst part of the assessment process is learning just how many recommendations there are.
When you receive the comprehensive report from our assessment, you'll discover an abundance of recommendations tailored specifically to each functional area of your system. Our clients typically receive well over 100 recommendations, which they can immediately act on upon completing the assessment.
✔ The report is wisely sectioned into four categories, with the first group featuring quick and easy changes you can implement without additional assistance. These changes are often simple oversights you can correct immediately while the assessment team is still with you.
✔ Every company has at least a big hairy problem that needs more unraveling to solve.
As businesses progress, they will inevitably confront complex challenges that demand a thorough examination to identify the root cause and implement effective solutions. Such complex issues are commonplace among organizations, ranging from significant hurdles requiring extensive problem-solving to concerns requiring a simple yet new angle to look into.
What distinguishes successful companies is their unwavering commitment to finding optimal resolutions. Therefore, businesses must gear up for such intricate issues and invest resources to unravel them for sustained progress and growth.
Essential points covered in this episode:
[00:00:01] Introduction: Results of the business process assessment
[01:05] Training and more knowledge is always the foremost solution to creating efficiency
[02:48] Customized recommended plan of action that will solve things logically
[03:48] Help from experts and examples of best practices
[04:51] Exercise: Write down things you or your team could use some training on
#ProcessImprovement #Assessment #Efficiency
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:
https://getyournewview.com/services/
To conduct a successful assessment process, selecting the right individuals who possess the necessary qualities to contribute effectively is crucial.
Although some may believe involving all functional area team members in the process is the way to go, it is far from efficient.
In fact, reaching a decision with too many opinions thrown into the mix can take time and effort. The fewer people involved, the easier it is to make decisions.
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — How Much Time Does My Team Need to Participate in a Business Process Assessment? ▶
✔ We advocate for companies to select a core team at the beginning of a business process assessment.
These individuals should be chosen based on their valuable qualities, such as open-mindedness and willingness to adapt to change. Investing time in selecting the best candidates for the assessment team will lead to a more effective and efficient process, resulting in a positive outcome for your company.
✔ Business process evaluation helps people do their jobs better and enjoy them more.
When consultants are brought in to assess a company's business processes, people can start to fear for their jobs. However, there is absolutely no need for this.
Let me assure you that our assessment process aims not to create an atmosphere of fear but rather to eliminate frustration, improve efficiency, and better utilize everyone's talents. We want every employee to know that their evaluation is not only an opportunity to grow and improve but also a chance to make their job more enjoyable. We aim to have motivated individuals committed to making a positive change.
✔ Take a moment to grab a pen and paper and jot down the names of those who understand the big picture and are eager to make a positive impact.
These are the Champions of Change that will bring your business to new levels of success. As you review this list, consider how a business process assessment could benefit your team and their productivity. You might be surprised by the possibilities that lie ahead.
Essential points covered in this episode:
[00:00:01] Introduction: How much time does your team need to participate in an assessment?
[01:27] Why successful assessments require setting up a core team
[02:17] Evaluations are supposed to help teams, not hurt them
[00:03:42] Biggest tip to make the process smooth for everyone involved - from start to finish
[04:42] Finding champions of change at your company
[05:03] Exercise: Identify and list big-picture people
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: https://getyournewview.com/services/
#ProcessImprovement #Assessment #Efficiency
At a recent assessment we were facilitating for a company, the new CFO came to the meeting ready to shoot down the proposal because they needed to move quickly with change. He'd worked with other companies who had done process reviews, and he knew that he'd have to prepare a lot of documentation, do business process mapping and flowcharts, and estimated that it would take them about a month just to be ready to meet with us.
Imagine his surprise when we told him that that would not be necessary. We explained to the new CFO that we would have them do simple homework in preparation for our visit.
Like that CFO, are you adamant about pursuing a process review for your organization, thinking you'll waste too many resources and time?
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — What Happens During A Business Process Assessment? ▶
✔ By focusing on pain areas, we don't need to boil the ocean to find what's wrong with a company's business processes.
At 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄, we aim to help you zero in precisely on the parts of your business that hurt the most. Our review process will help you identify issues and pinpoint where changes are needed, ensuring efficient management is fulfilled by your humans and your ERP system.
✔ Three things we do in a business process assessment
First, we will meet with various members of your team and discuss pain points in detail. Second, we gain insight into the process by sitting with members to observe how the work is done. We will choose a few key processes and concentrate on those. Lastly, we will explore and closely examine how the setup affects the behavior of the system.
✔ Take the time to sit down, list the top 20 issues you're coming up against, and prioritize the ones that are most important to your business.
Doing this exercise will help you identify how you can improve any inefficient processes.
Once you complete the list, reach out to us, and we can take it from there. At New View, we can provide a consultation to assess the issues and come up with a plan to ensure your business is running as efficiently as possible - all you have to do is send an email over to info@getyournewview.com.
We'll arrange a 30-minute call at a time that suits you. Don't let inefficient processes hinder your company's success - take the time to identify the problems and contact us for a quick solution.
Essential points covered in this episode:
[00:00:01] Introduction: What happens during an assessment
[00:00:55] Making a top 20 list and why a review shouldn't be long and complicated
[01:54] Focusing on areas of pain
[02:42] Homework for process improvement
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: https://getyournewview.com/services/
#ProcessImprovement #Assessment #BusinessManagement
Assessments are powerful tools for streamlining processes and serve as a gauge to create, if not capture opportunities for growth and prepare our companies for the future.
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — When is a Good Time to Have a Business Process Assessment? ▶
✔ Companies change almost completely every five years.
It's always beneficial to assess your business after a period of growth—and not just when the company is experiencing painful challenges and inefficient processes.
✔ If your ERP system is efficient, you should be able to do more work with fewer people.
Assess how many people you have had to employ to keep up with the changes implemented in your ERP system. To achieve efficiency with the outcomes, you should be able to do more work with the same number of team members or less. The system should be doing the work instead of your people doing the work.
✔ Effective ERP processes are efficient, automated, and paperless.
When assessing your business processes in place today, it is essential to consider:
🔘 Are they efficient?
🔘 Are they automated?
🔘 Are they paperless?
If your answer is NO, they are symptoms of old technologies or processes that no longer fit in a modern workplace.
Book a 30-minute call with us for a consultation today and discover what a business process assessment could do for your business. We've made it easy; email info@getyournewview.com, and allow us to support you in taking your organization to the next level.
Essential points covered in this episode:
[00:00:01] Introduction: When is a good time for a business process assessment?
[02:24] Checklist: How has your company changed in the last two to five years?
[03:23] Measure the number of documents created
[03:57] What are you able to accomplish with the same number of people?
[04:56] Do the new processes take longer than the old ones?
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: https://getyournewview.com/services/
#ProcessImprovement #Assessment #Efficiency
Over the years, we learned that every company had key processes they could improve and were aware of the need for change, but they couldn't.
Everyone was so busy with the daily grind for them to take the necessary action.
With more than ample experience and expertise in this area, we developed a business assessment process that allows our customers to find over 100 ways to enhance their operations with ease.
With our help, you can maximize your business operations, optimize your ERP investment and unlock better success.
✔ Companies invest time and money in their software and only use 20% or less of the system.
Maximizing efficiency is the key to success for any company. Yet, many companies utilizing ERP systems barely scratch the surface and use the minimum of their system's capabilities. Unfortunately, many businesses are not sure how to automate or lack the resources to make it happen.
✔ An efficient system massively reduces the level of errors.
This is an important benefit and one of the symptoms that many companies have when they embark on a business process assessment. Aim to have the system do things instead of your people doing things. Efficiently maximize the tool to help to eliminate all of those errors.
✔ Make happy employees who love the software.
If efficiency and automation are achieved, there will be less complaining. Your employees will be happier with how the system works and with the results of how they're getting their job done.
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Does Your Company Need A Business Process Assessment? 9 Ways To Know How ▶
Essential points covered in this episode:
[00:00:01] Introduction: Business Process Assessments
[01:03] Benefit 1: Eliminating inefficient, paper-based manual outside-of-the-system workarounds
[01:54] Benefit 2: Reduced level of errors
[02:24] Benefit 3: Making happy employees who love the software
[03:14] Checklist: How do you know you need a business process assessment?
[03:31] Assess processes that make you say, "There just has to be a better way.”
[04:20] Assess processes your team describes as painful?
[04:48] How often is a business process done outside your ERP?
[05:09] What processes take a lot of time for the team to accomplish?
[05:37] What areas of your ERP system are you not utilizing?
[06:45] Where in your business processes have a lot of "known" errors?
[06:58] What areas require extra review to detect & correct errors?
[07:37] What area requires a lot of workarounds to accomplish?
[08:26] What processes do your team members find frustrating?
#ProcessImprovement #Assessment #Efficiency
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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: https://getyournewview.com/services/
Welcome to the final leg of our EDI Series! We've covered the different documents in the sales cycle, and it's time to discuss the best tips to ensure a successful implementation, putting all of these various documents and requirements in place with your system.
✔ Having a competent project manager is crucial to ensure your EDI initiatives are conducted as smoothly as possible. The key person will keep track of documents, maintain an organized system for all trading partners, and ensure that a clear onboarding checklist is adhered to.
✔ Bringing on a new trading partner brings about working with different documents. Understanding each trading partner's timeline expectations and sharing information within the organization is imperative to ensure a stress-free and successful onboarding process.
✔ Adding an EDI layer to your system is more than just an IT endeavor. Its successful implementation requires a collective effort that involves customer service, warehouse, and accounting departments. As outside consultants, our role is to help each of these departments to ensure that the project goes according to plan.
✔ Our senior consultant Shawn Sissenwein recommends the following points to consider in preparation and ensure that the project runs smoothly:
➡ Have an internal team in place and their roles defined
➡ Begin to formulate a forecast
➡ Provide a timeline of steps that must happen throughout the project
➡ Communicate clearly all of the objectives that need to be addressed
These steps ensure the project implementation runs seamlessly.
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 —Effective EDI Implementation for Your Organization with Kerry Peters and Shawn Sissenwein ▶
Essential points covered in this episode:
[02:03] A strong PM is key to managing EDI
[03:18] Keep a list of each one of the trading partners and what documents you have
[03:59] Don't consider this as just an IT project
[05:51] The typical time period for project implementation
[07:39] How to prepare before getting outside consultants
#NewViewStrategies #BusinessCentral #Dynamics #Microsoft #ERP #ASN #EDI #ShippingLabels #PurchaseOrder #SupplyChainManagement #EfficientLogistics #DistributionManagement #AutomaticLabeling #InventoryTracking
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Shawn Sissenwein has been helping companies for 20+ years improve their business processes with Dynamics Business Central / NAV. She eagerly greets each project as a powerful chance to make a real difference for the organization and its employees. Shawn has a special talent and boundless drive for extracting hidden value from a client’s use of the system to improve their processes and provide enhanced service, regardless of how long they’ve been using the system. From her experience as a former Inventory Control Manager and a Systems Administrator, she truly “gets” what a company needs from their BC / NAV system and what frustrates a typical user just trying to get their job done. Layered on top are roughly 50 implementations across every industry, helping companies grow through expansion and mergers, and she cannot wait to unpack the power of BC / NAV for you.
————————————————
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: https://getyournewview.com/services/
It is essential to catch and address price discrepancies on the EDI documents to save us time and potential headaches. Without this proactive approach, we may find ourselves on the wrong side of a credit memo or short pay when the trading partner bases their payment on the invoice they sent.
✔️ The 810 document is essential in order to process the sale of an invoice. By creating this document, you gain access to important information from both sides of the transaction.
In this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄, join our experts Kerry Peters and Shawn Sissenwein cover how to keep your eyes peeled for numbers that will help you make fewer mistakes in associating the invoice with the original purchase order.
✔️ The EDI 820, or the payment remittance, is extremely beneficial because it can save time and effort. Bringing the data in eliminates the need to input the payment information manually, thus allowing you to focus your energy on crucial tasks such as a review.
✔️ Having problems regarding the sales order or invoice shouldn't be left unresolved. The best course of action would be to identify the source of the issue. It is beneficial for everyone involved to get the warehouse and customer service teams, as well as trading partners, to analyze the information needed to resolve the problem.
Communication within the department is paramount to locate the source and take preventative measures such as avoiding chargebacks and short pay.
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ EDI 810 Invoice Transactions & EDI 820 Payment Order Remittance
Essential points covered in this episode:
[00:00:14] Introduction: EDI 810 Invoice Transactions & EDI 820 Payment Order Remittance
[00:00:46] The purpose of the 810 and where we are in the process of generating this document
[02:41] Where most chargebacks happen
[05:22] Sales orders/invoices and accumulating issues
[06:19] What is the EDI 820 or the payment remittance
[07:13] Get a glimpse of the magic of EDI documents in the raw form.
Free downloads at 👉🏻 getyournewview.com
#NewViewStrategies #BusinessCentral #Dynamics #Microsoft #ERP #ASN #EDI #ShippingLabels #PurchaseOrder #SupplyChainManagement #EfficientLogistics #DistributionManagement #AutomaticLabeling #InventoryTracking
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Shawn Sissenwein has been helping companies for 20+ years improve their business processes with Dynamics Business Central / NAV. She eagerly greets each project as a powerful chance to make a real difference for the organization and its employees. Shawn has a special talent and boundless drive for extracting hidden value from a client’s use of the system to improve their processes and provide enhanced service, regardless of how long they’ve been using the system. From her experience as a former Inventory Control Manager and a Systems Administrator, she truly “gets” what a company needs from their BC / NAV system and what frustrates a typical user just trying to get their job done. Layered on top are roughly 50 implementations across every industry, helping companies grow through expansion and mergers, and she cannot wait to unpack the power of BC / NAV for you.
—————————————
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: https://getyournewview.com/services/
In this episode, Shawn Sissenwein discusses the 850 Purchase Form, the most common problems people experience, what you can do to prevent them, and the important components that you should remember.
Essential points covered in this episode:
✔️ Accurately map the right numbers. The 850 Purchase Form contains important data, such as vendor numbers, UPC numbers, and manufacturing part numbers. Ensure that you’ve got them all correctly in Business Central to avoid sending out erroneous information to your trading partners.
✔️ Discrepancies can be fixed. They are inevitable, but you can still do your research and find out the correct number. Issues will have an “Error” alert or an inaccurate self-generated number.
✔️ Pay attention to the purchase order. It can contain specific routing information or even special instructions. The item might be a gift for someone or something that requires you to add value.
✔️ The most common error is the wrong item number for the product. Sometimes, descriptions from your vendors are also different from what you have in your system. Agree with your partners to use a common item number.
✔️ The basic components of the 850 Form are:
- PO number
- Receiver’s name
- Bill-to and ship-to addresses
- Special instructions
- Item description
- Total amount
After helping companies for 20+ years improve their business processes with Dynamics Business Central / NAV, it’s easy to think one would get a little blasé about the work. It’s quite the opposite for Shawn Sissenwein, who eagerly greets each project as a powerful chance to make a real difference for the organization and its employees. Shawn has a special talent and boundless drive for extracting hidden value from a client’s use of the system to improve their processes and provide enhanced service, regardless of how long they’ve been using the system. From her experience as a former Inventory Control Manager and a Systems Administrator, she truly “gets” what a company needs from their BC / NAV system and what frustrates a typical user just trying to get their job done. Layered on top are roughly 50 implementations across every industry, helping companies grow through expansion and mergers, and she cannot wait to unpack the power of BC / NAV for you.
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: https://getyournewview.com/services/
Welcome to Season 6 of Get Your New View!
For this season, we’ll be focusing on key documents used in Electronic Data Interchange (EDI), common errors users experience, and tips and tricks to make the most out of them.
In the first episode of the EDI series, we have Shawn Sissenwein walking us through the 846 Inventory Availability Form. Learn what it’s about, the problems you may encounter, and how to use it.
Essential points covered in this episode:
✔️ The 846 Inventory Availability Form is crucial. Your trading partners use this resource to get up-to-date information on how much inventory you have in your physical store or website. No more unfulfilled orders and insufficient inventory.
✔️ Don’t show all your inventory. Identify how much you’ll display on your website or physical store. Showing only a certain percentage helps prevent outages and having insufficient stocks. How often you send this out also matters.
✔️ Ensure pricing is accurate. The 846 Form contains crucial numbers to track and trace orders. Make the most out of it. Double-check the prices for a seamless transaction with your trading partners.
✔️ The 846 Form has key components. These include:
- Vendor number
- Part number
- UPC number
- Pricing
- On-hand quantity
Get access to a sample file on our website. https://getyournewview.com
After helping companies for 20+ years improve their business processes with Dynamics Business Central / NAV, it’s easy to think one would get a little blasé about the work. It’s quite the opposite for Shawn Sissenwein, who eagerly greets each project as a powerful chance to make a real difference for the organization and its employees. Shawn has a special talent and boundless drive for extracting hidden value from a client’s use of the system to improve their processes and provide enhanced service, regardless of how long they’ve been using the system. From her experience as a former Inventory Control Manager and a Systems Administrator, she truly “gets” what a company needs from their BC / NAV system and what frustrates a typical user just trying to get their job done. Layered on top are roughly 50 implementations across every industry, helping companies grow through expansion and mergers, and she cannot wait to unpack the power of BC / NAV for you.
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: https://getyournewview.com/services/
Power Apps do more than meets the eye.
With it, anyone can harness the power of creating unique apps that cater to the specific needs of their business. Say goodbye to paper and time wasted making micro-decisions. When it comes to the smaller problems, Power Apps has your back.
Essential points covered in this episode:
✔️ You don’t need a developer to build an app. In 15-20 minutes, anyone in your team with decent technical know-how can build one. Power Apps also provides examples and templates that can help you get started.
✔️Some problems only require micro-solutions, and not a full-blown ISV! Power Apps is one of those secret tools in your arsenal that can fix problems internally without asking for outside help.
✔️Go paperless. Power Apps can be integrated seamlessly with Power BI, making its data accessible to everyone on your team. When keeping records, all you need is a handheld device and input what’s necessary.
✔️ Save time making decisions. Power Apps can automatically create reports that you can refer to and take action based on them. No more mulling over what to do next.
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: https://getyournewview.com/services/
The Microsoft Power Platform is a treasure trove of functionalities. But where do you start?
Kim Congleton shares her experience in learning how to make the most out of the benefits and features of the Power Platform, how to get started on your projects, and why she highly recommends organizations to utilize it.
Essential points covered in this episode:
✔️ Have a specific project in mind. It’s easy to get lost and fall into the rabbit hole of software to download, especially with what tons of resources tell us. Start with what you want to accomplish and go from there.
✔️ Get a mentor, and join a learning group. Surround yourself with like-minded people who are also on their journey of incorporating the Power Platform. Ask as many questions as you can.
✔️ Apply what you learn right away. What are some tasks in your business that would benefit from automation? What skills and tools can you use to execute this?
✔️Workshops are on the way. New View Strategies wants users to develop a sense of ownership of the Power Platform and encourage them to be creative in developing solutions to solve internal problems.
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: https://getyournewview.com/services/
Kim Congleton goes in-depth about the benefits of using Microsoft Power Automate for your business by creating and utilizing systems and integrating different software platforms to make the most out of your time for the more important tasks.
Essential points covered in this episode:
✔️ Power Automate is a software-agnostic tool. It can be integrated with different systems like Excel, Outlook, Trello, and SharePoint. No need to jump from one platform to another.
✔️ Power Automate is user and beginner-friendly. With set templates that allow for customization, you don’t need developer-level skills to use it. Visually striking walkthroughs can also guide you every step of the way.
✔️ Power Automate saves time. One or more internal processes can be reduced with a set system that can be easily built in 20 minutes.
✔️ Power Automate empowers you to think outside of the box. Problems you never thought needed solutions are solved once you tinker with the useful and personalized features of the platform. Why let your people do what a computer can do quickly? Spare time for more urgent tasks.
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: https://getyournewview.com/services/
Imagine this:
You’ve created tons of reports, and before you know it, you now have 300 reports with different data sets from different places.
This is where Power BI steps in to help.
Listen as Kim Congleton discusses the key features of Power BI and how they can help make data reporting a breeze.
Essential points covered in this episode:
✔️ A fixed data structure is the key to efficiency. She taught herself how to use the software, but the data were conflicting. The solution was a fixed structure, workshops, and working together in applying the new method.
✔️Power BI is a front-end tool. It allows you to interact with backend data and make it presentable. Maximize the features of Power BI. Don’t forget the basics, such as a set data structure, correct tables, and accurate calculations.
✔️ Use visuals to relay information. Reading through multiple spreadsheets with so much data can be a headache. Diagrams like bar graphs and pie charts can make reading data easier for users. This can help you notice recurring trends like late payments or extra expenses and even see inconsistencies quickly.
✔️ Power BI is so much more than a reporting tool. You can now embed Power Apps into a Power BI report so you can interact and analyze the data at the same time. Microsoft is set on adding even more features to Power BI. Are you ready to experience ease in data reporting?
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: https://getyournewview.com/services/
Say hello to easy app building and data visibility.
Kim Congleton discusses in-depth the best features of the Microsoft Power Platform that your organization can enjoy – no matter the skill level or coding abilities.
Find all of Microsoft’s most powerful workflow tools all in one place and more with the Microsoft Power Platform.
Essential points covered in this episode:
✔️ The Power Platform includes four tools. Each brings distinct functionalities into your ecosystem:
Power BI – A reporting tool that lays all the numbers in one place.
Power Automate – Think of Workflows on steroids!
Power Apps – A beginner-friendly custom app builder.
Power Virtual Agents – Microsoft’s answer to chatbots.
✔️ No coding experience is needed. The Power Platform is beginner and user-friendly. You don’t have to wait for a web developer to fix and create apps for you.
✔️ The possibilities are endless. The platform allows you to attach and build extensions and connections, even if it is a non-Microsoft product. Are you ready to integrate the Power Platform into your organization’s arsenal?
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: https://getyournewview.com/services/
Inventory can get stressful if you don’t know what you’re dealing with.
Maximum visibility across your warehouse, education on automating, and using specific platforms like the Power Platform and Power BI can be game-changers for your business.
Keep an open mind and learn more about how to save money, time, and space by utilizing software to delegate microtasks to technology.
Essential points covered in this episode:
✔️ Automation brings value. Lisa Ramsey and Shawn Sissenwein share their experiences in educating customers by using a consumption journal and teaching warehousing concepts through a spaghetti-cooking class.
✔️ Issues are rooted in a lack of knowledge. Not knowing what costing is and having inconsistent data can result in millions of excess “just-in-case” inventory.
✔️ Build new processes with experts. Inventory consumption can now be automatically scanned and inputted into a platform for all employees to access. Your journey is unique. With our varied, real-life experience in different fields, we can find the solutions that fit your needs.
✔️ Collaboration is key. We work together with our teams and our clients to get to the root of problems and to create more personalized processes and systems for your business. Start by familiarizing your company’s organizational processes, and we can start building from there.
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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: https://getyournewview.com/services/
Do you find your organization still dumping your numbers into Excel, frustrated that you can't understand results, create meaningful insights, and make strategic business decisions from your data?
Many finance professionals have dabbled in Microsoft Account Schedules but have not maximized this powerful feature in Dynamics 365 Business Central.
In this episode, our NVS experts share how you can use the best of both worlds, power up your processes with Account Schedules, and supercharge your financial reports to come out of your system accurately and fast.
Essential points covered in this episode:
✔️ 5-time Microsoft MVP and New View Strategies CEO Kerry Peters loves helping organizations drive great financial insights from those static numbers on their spreadsheets. She has helped many companies use account schedules to their advantage and master them as a powerful feature on the platform making data easy to comprehend.
✔️ Many of our clients love our Accounts Schedule classes. They become excited about financial reporting and leave the room with smiles after they appreciate the power of accounts schedules and how simple it is to use, helping them work faster and get accurate results.
✔️ So many financial professionals still manually create their reports on Excel every month. There are numerous reasons why people stop using their BC/NAV system and start putting their financials into Excel. Not many are familiar with account schedules and how they can comprehensively understand their financial data. They are frustrated that they can't understand results, create meaningful insights, and make strategic business decisions from their data.
✔️ Can you relate to CFO Bob's horror story and embarrassing professional moment? He made a mistake where he didn't link data correctly and reported some wrong numbers to the Board. He was also frustrated because he tried to delegate the financial reporting process to the team, but that got so complex that they couldn't get it done. Introducing the right way to use account schedules has allowed Bob and his team to develop accurate monthly reports.
✔️ Use account schedules as a research tool and stay ahead. When your people can learn going into Business Central and master the platform, they can look at data in real-time and get their questions answered when they need them and not have to wait until the end of the month to see the results.
✔️ Our consultants and trainers from New View Strategies have been worldwide experts and proponents of Account Schedules for the past 15 years. Every day, we come across Microsoft Dynamics Business Central or NAV users who are still unfamiliar and are missing out on the power of this tool.
If you're looking to set up account schedules and improve your financial reporting process, connect with us at New View and experience expertly detailed and hands-on exercises you can immediately use back in the office.
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Mark Rhodes has been involved with helping companies realize their potential through the integrated use of people, processes, and technology for a long time – let’s just decades and save you doing any math. His passion lies in helping to make others’ jobs easier. Before joining New View Strategies, Mark had the pleasure of serving the Business Central / NAV User Group community as General Manager, responsible for a wide range of content and education for its members. Prior to this, Mark served in several other roles at Dynamic Communities, including building the training program as the Director of the User Group Academies, and starting the CRM User Group as the first Director of that community. Joining New View Strategies represents a return to the consulting world, as he spent 15+ years providing strategic, process, technology, and organizational change assistance to companies of all sizes as a Senior Manager at Tribridge, Arthur Andersen, and Andersen Consulting.
Mark bleeds Orange and Blue, holding a Finance undergraduate degree and an MBA from the University of Florida. Mark now loves living in Colorado with his wife of 30 years, has two almost perfect children, and is thankful every day for his proximity to skiing, hiking, mountain views, and low humidity.
You can connect with Mark at https://www.linkedin.com/in/mark-rhodes-9702b1b or at @GatorRhodie.
————————————————————————————————
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: https://getyournewview.com/services/
Is the month-end always a source of dread for you and your team?
With your BC/NAV system, discover how the little process will always make a big difference. In this episode, NVS senior-level consultant and trainer Kim Dallefeld shares tips she's taught in projects that have helped companies struggling with balancing receivables, payables, and other reconciliation processes to gain much success.
Essential points covered in this episode:
✔️ Tackle inventory reconciliation. Kim describes how finance and accounting teams often cross months with posting dates. Narrowing down on a list of causes, they find that nine times out of 10, the report and direct posting is a big cause of the problem.
✔️ Easier bank reconciliation process. Users should know that there shouldn't be much data entry with bank reconciliation, and that's a significant change. Companies are thinking about more ways to change their processes and to use automation, specifically with electronic banking.
✔️ The NVS experts' winning edge. Achieve smooth monthly close by getting professional and creative solutions from your consultants and trainers at New View Strategies. We provide training, evaluation of the business process, and specialty NAV consulting in finance to help you maximize your ERP systems.
What concerns can we help you with your BC / NAV system?
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Kim Dallefeld is a NAV Certified Consultant, first diving into the system 24 years ago (yes, she started on version 1.0)! She has experience in virtually all areas of the product including programming, design, analysis, training, implementation and sales demos, combined with practical business knowledge (counting inventory, scheduling production, preparing payroll and financial statements, etc.) Combining her NAV knowledge with her accounting and consulting background, Kim has a unique set of skills rarely found in a technically oriented individual. Kim enjoys bridging gaps: helping to identify what users really need and want in the system, and discovering new ways to support those goals. She is a Microsoft Certified Trainer and holds the Microsoft Office Specialist: PowerPoint Associate credential. Kim is also crazy-active in the Community User Groups as a frequent speaker, past Board Chair, local user group co-leader, and other leadership roles.
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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: https://getyournewview.com/services/
Dimensions play an essential role in your BC/NAV system, making your process more automated and efficient. Our resident experts, Kerry Peters and Mark Rhoades sit down and share the power of dimensions in maximizing analysis views, simplifying how to use data tags that go into the system, and driving insights for more robust financial reporting.
Essential points covered in this episode:
✔️ The average BC/NAV customer consumes so much time on financial reporting at the month's end that it could have been used for other value-adding activities. Time spent for review, correcting errors, and producing the financials requires so much focus and energy that could be automated or delegated.
✔️ Businesses are changing hyper-fast, yet many companies fail to modify their chart of accounts to better match how they've grown and changed their operations. We see this with many organizations we've worked with, so few go back and reevaluate the structure they established 10 to 15 years ago and ensure that their financial system can maintain integrity today.
✔️ An organization will change significantly every five years. NVS Chief Strategy Officer Mark Rhodes reminds you of rethinking the use of your dimensions in setting variables in your BC/NAV system. As you're going to get on down the road and there are a couple of those that you won't use anymore, look how you might still incorporate them in your financial reports.
Every year, take a look at your data and assess the following:
- Are our financial reports still relevant?
- Are the things that we're measuring making a difference?
- Do we have new factors that we wish we were measuring more?
Incorporate these at any time and gather new insights, leave the old behind or combine to get a different vision of what's happening.
✔️ Many users still don't understand how they can drive insights and make meaningful analyses from inside the system. We can make Dimensions as complicated as we want, but let's be super simple — Dimensions are data tags that go into the system with your financial transactions for the purpose of reporting. Every time you post a transaction in the system, Dimensions allows you to add information that goes along with that so that when you report against your results, you can get perfect, robust financial reporting based on all those data tags you're collecting.
✔️ It's a golden opportunity to clean up that chart of accounts. Wherever you are in your new journey of going through the processes of setting up and familiarizing yourself with the Dimensions in Microsoft Dynamics 365, please take it as a golden opportunity to clean up your company's chart of accounts. It is the best time to clarify that everyone involved has the know-how and the ability to expand capabilities while streamlining what you have in the system.
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Mark Rhodes has been involved with helping companies realize their potential through the integrated use of people, processes, and technology for a long time – let’s just decades and save you doing any math. His passion lies in helping to make others’ jobs easier. Before joining New View Strategies, Mark had the pleasure of serving the Business Central / NAV User Group community as General Manager, responsible for a wide range of content and education for its members. Prior to this, Mark served in several other roles at Dynamic Communities, including building the training program as the Director of the User Group Academies, and starting the CRM User Group as the first Director of that community. Joining New View Strategies represents a return to the consulting world, as he spent 15+ years providing strategic, process, technology, and organizational change assistance to companies of all sizes as a Senior Manager at Tribridge, Arthur Andersen, and Andersen Consulting.
Mark bleeds Orange and Blue, holding a Finance undergraduate degree and an MBA from the University of Florida. Mark now loves living in Colorado with his wife of 30 years, has two almost perfect children, and is every day thankful for his proximity to skiing, hiking, mountain views, and low humidity.
You can connect with Mark at https://www.linkedin.com/in/mark-rhodes-9702b1b or at @GatorRhodie.
————————————————————————————————
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: https://getyournewview.com/services/
Empower your organization with the Power BI planning, budgeting, and forecast capabilities. NVS Power Platform Certified Trainer (MCT) Belinda Allen and NVS Chief Operating Officer Kim Congleton walk us through the driving force behind Power BI.
In this episode, they share practical insights and success stories, helping clients make a solid adoption of this excellent reporting and forecasting tool.
Essential points covered in this episode:
✔️ Many customers have started using Power BI with its exciting features. However, having multiple untrained users creating a bunch of reports leads to inconsistencies in data. We help people take a step back and identify: What are the reports really needed? What are the true data sets required to build and populate different reports doing the same calculations?
✔️ One of the new features of the data and analytics reporting tool Power BI that not enough people know about is personalization. End users can personalize or alter the visuals they see on the report and explore scenarios for broad report readers.
✔️ One cool feature is identifying invoices on hold. A traditional reporting system inside Power BI maintains controls and monitoring in place for all accounting data in the system.
✔️ The first and most crucial step to a successful BI project begins with thorough planning and bringing in an implementation partner you trust. Maximize your Microsoft BI software with the New View team! Our proven track record and wealth of experience help you achieve a solid launch and enjoy full functionality with Power BI.
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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: https://getyournewview.com/services/
There are particular indicators that something might be wrong in your Business Central / NAV system. Join Kim Congleton and me as we talk about setting and maintaining Permissions, preventing possible issues, and becoming more proactive.
Essential points covered in this episode:
✔️ System administration is often one forgotten area, especially for companies with smaller I.T. teams. Kim shares that creating customer improvements requires assessing their system through a checklist related to the system admin.
✔️ Ask: Does everybody have the super admin permissions? There's a lot of risk to having somebody be a super admin or having everybody be super in the system. Kim adds that super permission can be pretty dangerous if you don't know what you're doing. Learn to master controls and access, understand the permission hierarchy and adopt the best practices for setup and managing.
✔️ Look at the older versions as an indicator that there might be something wrong. Somewhere in the setup, people can't tell why something happened or why financials are changing. Posting dates and setups in accounting is a symptom of what's lacking.
✔️ Focus on symptoms of system administration issues. Making sure that your system runs optimally is something you want to pay attention to. People put it on the back burner and get their improvements and efficiencies on hold, which can result in bigger issues.
About Kim Congleton, Kerry Peters & New View Strategies:
Kim Congleton, Chief Operating Officer and Co-Owner of New View Strategies, is a thought leader and trusted business partner known for her contagious, “we can do this” leadership energy. Kim leads NVS consulting and training services related to Advanced Warehousing, IT Solution Architecture, and Operations, and she empowers her clients to DO MORE with their ERP solutions. Kim draws from over two decades of senior leadership for Enterprise Systems, IT Supply Chain Solutions, and Solution Architecture. She earned the reputation as the go-to leader for meeting ambitious timetables, and navigated teams through 50+ BC/NAV ERP and advanced warehousing projects.
Kim is a passionate and acclaimed contributor to the BC/NAV user community. In addition to being recognized with All-Star and Granite awards, she has served as National Advisory Board member, Programming Committee member, Dynamics Credentialed Professionals Exam Committee member, and frequent presenter. Holding a B.A. in Special Studies (Teikyo Marycrest University), Kim has also earned Seth Gordin’s altMBA, core certifications in Microsoft Dynamics NAV Setup & Financials, and Scrum Master & Scrum Product Owner certificates. She cheerfully admits to being a tech nerd and invariably is the one asking, “Is there a better way?” You’ll also find her on the road as a competitive triathlete, and in the kitchen as an avid cook.
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: https://getyournewview.com/services/
Our senior consultant Robb Delprado, a BC/NAV subject-matter expert, trainer, and champion member of the New View Strategies team, shares a new success story of an organization he's assisted. Despite the company doing a great job on the implementation and moving to go live, they faced issues with their year-end inventory. They struggled with why they couldn't delete old purchase orders. Tune in to learn how they achieved a breakthrough in improving processes, particularly in purchasing and procurement.
Essential points covered in this episode:
✔️ It can be highly frustrating to encounter errors and not know what to do about them just as everything's going great with your BC/NAV system. The systematic way to solve this is ensuring that people train upfront as part of the onboarding process or take refresher training.
✔️ Managing the expected receipt date on those purchase orders is the tiny field that makes a big difference. In today's environment, where vendors have much longer lead times than anticipated, that impacts the sales side, too, because the people placing sales orders think that the inventory or the equipment will arrive sooner than it probably will. Managing the expected receipt date on those purchase orders will get a better timing for your availability. It also lets the sales staff know when they're putting the orders in review availability. A big thing these days is a lead time on purchase orders and making sure you're current.
✔️ Users can do the darndest things due to lack of training, creating future issues that could have been 100% preventable in the first place. Catch problems before they happen and dodge possible errors and inventory hits by getting experts to help you assess purchasing and procurement processes and evaluate where you are today.
✔️ Working with our senior-level consultants at New View Strategies greatly benefits getting experienced and creative solutions. NVS experts provide training, evaluation of the business process, and specialty NAV consulting in finance to help companies maximize their ERP systems.
A good mix of operational understanding of the business process and creative solutions allows us to help you improve.
What concerns can we help you with your BC / NAV system?
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: https://getyournewview.com/services/
Companies that grow fast bring this common pain point for employees — incurring more work than they can handle, especially in the sales and tax setup. They are often unaware that underutilized features in their BC/NAV system make it more efficient and automated.
Essential points covered in this episode:
✔️ You really need to evaluate what's taxable and not. Organizations tend to underestimate the importance of adequately evaluating their tax groups when using the BC/NAV system. NVS senior consultant Robb Delprado finds that this is the most common scenario in many companies.
✔️ Use default values instead of people having to figure it out. Any time decision-making is involved, it creates the possibility for more errors. By having the system do the work with populating those default values, you're futureproofing them from big red flags for auditors and can cost you more headaches and extra costs.
✔️ The big field on the sales order is the shipment date. This is critical on sales orders to determine when something is needed or when it's available. You'll have a more happy customer that you're selling to because you're giving him a more accurate date.
✔️ Prepare for sales process evaluation. How are you posting revenue? Does it need to be looped by location? Is there an office or branch code that we need to verify is getting validated correctly? Are there special prices that are out there for unique customers? What are the special prices for specific items? These are factors needed to be set up correctly in the system.
✔️ Change happens all the time with companies. The level and complexity of work change over time, and they need to adapt continually, making use of their BC/NAV system. The process that we utilize to help organizations improve takes change management and pace of change into consideration to ensure that they easily adopt those changes.
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. We've been there – as a user and partner- whatever you're challenged with or searching for. 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: https://getyournewview.com/services/
Have you looked at the customer relationship management (CRM) capabilities of Business Central?
Consultant, Trainer, and fractional CFO/Controller Robb Delprado advise BC users to consider the following concerns before spending money on new licenses and using new software with the sales staff before integrating an additional CRM program with your BC solution.
Essential points covered in this episode:
✔️ Consider what extra functionality are you getting out of CRM that you can't get out of Business Central's relationship management? Be ready to spend money on new licenses and use new software with your sales staff.
✔️ Maximizing Contacts. Who are you placing the order with, and then who does the bill go to? Who are you shipping to, and who will receive the products? These are great little functionalities that give you many advantages. Remember, when you talk to either the customer or the vendor, you're actually talking to people, and they feel like you have a better relationship with them.
✔️ Save money and keep processes simple because they're inside the single BC system. You can choose to integrate with a more expensive, more feature-rich product like CRM with your BC/NAV solution. But why do that if all the functionality you already need is in the software you already have?
✔️ If you're using the contacts in Business Central, you can actually pull sales history directly into those segments. Features in the Sales & Marketing aspect of your Business Central (BC) system help you effectively plan and manage your interactions with your prospective customers and contacts. Set up campaigns and segments to do special marketing and even follow-ups on warranties.
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: https://getyournewview.com/services/
No more manual counting and searching.
Kim Congleton and Shawn Sissenwein of New View Strategies are here to share their success stories in resolving clients’ warehousing and distribution problems using Business Central.
Hours of work and sheets of paper were saved – all thanks to the power of automation.
Essential points covered in this episode:
✔️ New View Strategies helps you improve inventory accuracy and speed. We recommend turning on advanced warehousing, continuously doing cycle counting, and utilizing a mobile component for scanning barcodes.
✔️Document your process. New employees struggle to familiarize inventory – especially with businesses with multiple locations. With our solution, it only took the client 12 weeks to get all 25 locations running!
✔️ Commit to the project. Ready to automate your warehousing department? Kim Congleton advises: Set aside enough time to do it. Treat it like a project. It requires commitment. It doesn’t just take a flip of a switch.
✔️ Automation will make your job easier. Finding products quicker. Paperless records. Mobile device scanning. Having enough products in stock. What more can you ask for?
✔️ Have the basics in place before innovating. Before automating your inventory, have you barcoded all your products? Standardized the process? Prepared your employees?
✔️Consider the return on investment. We at New View Strategies will show you the numbers, such as the time you’ll save, the value of that time, and the dollar savings behind your investment Tech solutions are the future of your business.
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: https://getyournewview.com/services/
Say goodbye to tedious customizations.
Senior Consultant Cynthia Priebe shares her experience in overcoming hurdles in her clients’ accounts receivable process, even uncovering a hidden pain point!
From multiple invoices for many orders to just one, it definitely made the client and their customers’ days more efficient.
Essential points covered in this episode:
✔️ New View Strategies encourages talking to your customers. Know what they’re experiencing and hear their concerns. Just because you’re doing fine on your end doesn’t mean it’s the same for them.
✔️Get a consultant. Don’t be afraid to ask for help. They can get you an objective view, [ractical, field-tested approaches, and on-trend practices. See yourself moving forward with us!
✔️ Invest in technology. When you put money into efficient business solutions, your customers feel that they’re in the right hands. Win them over with any of our products.
✔️ Our experience in all industries is a plus. Get different perspectives on one problem, know what works in other companies, and have more tailored improvements.
✔️ Stay relevant. Vendors and customers are having more open discussions than ever before. Everyone has the desire to grow and help reach each other’s milestones. The business environment is changing. Don’t get left behind
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: https://getyournewview.com/services/
Time and money saved = More productivity.
Senior Consultant Cynthia Priebe joins us to share her success story in speeding up a client’s bi-weekly wire transfer using an integrated feature in Business Central.
From a 2-hour process to a simplified 30-minute task – now delegated as this client has now moved up the ranks!
Essential points covered in this episode:
✔️ New View Strategies listens closely to pinpoint the problem. We let YOU explain every part of your process. This helps us catch that snag and find a solution so your workflow will be smoother than ever.
✔️Use existing functionality to target customer needs. Every second counts. With a wide variety of functions, Business Central can help YOU save more time and raise your value.
✔️ Think out-of-the-box solutions. Relying on traditional knowledge slows us down. Always improving, analyzing customer problems, and looking for unique answers to your problems helps us grow.
✔️ We keep things simple and affordable. We work hard to find new ways for customers to use their current system – no additional costs, no fluff, no more waiting for new releases.
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: https://getyournewview.com/services/
It's money coming in and money going out. Let's talk about banking and how organizations handle automation.
In this episode, we sit with NVS consultant Cynthia Priebe to share her specific expertise in helping clients with accounting automation, finance functions, documentation, and deep knowledge of all things Microsoft Dynamics 365 Business Central/NAV.
Essential points covered in this episode:
✔️ Granite Award winner Cynthia Priebe shares that there's no absolute hold of all knowledge. Teaching and consulting from years of experience in solving tough problems with BC/NAV, she cites the importance of always being open to asking questions and taking every problem as a continuous learning process.
✔️ Empower your teams by getting them the right information and guidance to maximize your BC/NAV system. Often, there are small tips and hacks that not many know exist or know how to use that can make the biggest improvement in your daily operations.
✔️ How automated should you be? When we talk about bank reconciliation with the BC/NAV ecosystem, users can have different ideas of how effective and at what level of automation they already are.
✔️ Priebe shares the features for Auto Match and how its features work when using deposits. It doesn't have that extreme time savings if you have each check you've received as an individual line, yet it makes for efficient bank reconciliation.
✔️ Knowing we don't know everything, the best way is to learn more. This can not be more true in terms of always looking to upgrade your organization's BC/NAV training. Having improvements in place while using the software requires coming in and understanding how to expand what is already being done to become even more automated.
✔️ We have proven that staying curious, learning how to observe, and not being afraid to ask again and again allows us as consultants to ensure that BC/NAV users learn and retain as many features as possible. Not taking everything at face value is a crucial part of the consulting process we bring when discussing business process improvement.
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: https://getyournewview.com/services/
Do you find your AP team stuck with getting accounts payable entered and paid on time that they are unable to focus on doing other finance processes in the company?
This results from inefficient bookkeeping workflow, skepticism in getting an accounting professional to work remotely, and transitioning to a paperless accounting system that affects your ability to close your month faster.
At New View Strategies, we ensure that when we step in and work side-by-side with our customers, we make it possible for them to maximize the BC/NAV system and train their AP team to become more comfortable with the paperless and remote processes.
Essential points covered in this episode:
✔️ A very strong AP person is the key to a really strong accounting department. Numerous transactions posted in your general ledger will come from purchase invoices or invoices from purchase orders. Suppose those are entered to the wrong accounts, incorrect amounts, or even the wrong dimensions — it can take a lot of fixing at month's end because first, you need to review and find all of those errors.
It is, therefore, crucial to have an accounts payable employee who is properly trained on what can be done with the Business Central/NAV system because a lot of people don't know what the functionality is. An accounting team that doesn't know what to do with the system will be ineffective and hurt your business in the long run.
✔️A BC/NAV feature that not many people use is Deferrals. NVS Accounting Manager Cari Corozza shares that this is her favorite function that immensely improves how users can process accounts payable. This helps eliminate the number of journal entries made at month end by doing it upfront on the purchase invoices.
✔️ Save time, frustration, and tons of paper. Corozza explains that once organizations learn to take little steps in making that transition, they will feel more at ease with how that process will look in the future. "We're taking into account all of the little intricacies or needs of that company to make sure that the process we're presenting for paperless is going to work for them. So just making sure that everyone's on board with that and then helping implement that process helps everyone in the company get a little more comfortable with the paperless and remote process."
✔️ By transitioning to more electronic payments, vendors are more than happy to help. Many businesses still rely on writing checks with a chance of them getting lost in the mail or getting late fees due to delivery delays. Companies that do this will face more challenges in the future unless they become paperless and pay vendors electronically; the accounting department stalls having more efficiency in their processes.
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: https://getyournewview.com/services/
One of the main points of frustration for Business Central users is handling journal entries. We often receive feedback on how users spend a lot of time manually entering things and doing reversals for accruals in the system. There is a ton of functionality in BC that not many are aware they can take advantage of.
NVS Accounting Manager Cari Corozza shares how they were able to help a company go from 15 days to five days close. By enabling the company to save ten days in the accounting cycle, they can spend more time putting together account schedules, financials, analyses, and other important work.
Essential points covered in this episode:
✔️ How much time do you spend manually posting transactions to convert to ledger entries? One of the first things we recommend at New View Strategies is using recurring general journals. This allows you flexibility with journal entries booked month after month, quarter after quarter, or maybe just once a year. This essentially builds a template for those journal entries and allows the user to say how often they want those journals to be generated and whether or not they want the amounts to be reset or stay the same.
✔️ What's the best way to put things from Excel into Business Central for journal entries? Many people will use configuration packages or edit in Excel or journal imports. Corozza points out that copying and pasting are seemingly simple yet the most efficient and accurate form to get journal entries. "What I found in all of my years is that it's efficient and accurate for getting journal entries either from Business Central to Excel or from Excel to Business Central. Once we help them create these templates in Excel, they can fill them out every month and then copy and paste them into their general journals. You can also copy and paste into recurring general journals as long as those additional fields are set correctly."
✔️ Microsoft continues to invest in development to bring new features that accountants need, saving time and frustration in their month end. Always stay on top of the different changes and benefits that Microsoft introduces. Learn to use functionalities you may not know and post financial transactions to accounts easier and faster.
Remember that the improvements made in the BC/NAV systems are supposed to help save you time and energy and not the other way around.
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: https://getyournewview.com/services/
Introduction to Season 4
Welcome to the Get Your New View podcast. Keep listening to learn how we work with frustrated Business Central and NAV users who struggle to use their system and find the answers they need. We teach them to truly understand how the system can support their business processes to make immediate improvements. As a result, they get more done in less time and make better business decisions.
In this next season of the Get Your New View podcast, I’d like you to meet even more members of our Get Your New View team who have brought examples of their favorite projects they’ve worked on with our customers to create efficiencies, utilize automation, and use even more of the features of their business central platform.
Two of our consultants, Cari Corozza and Cynthia Priebe, also trainers, share stories about why this class is so important and impactful to our customers.
Essential points covered in this episode:
✔️Even if someone has been using Business Central for years, they always discover and re-discover something new in the first hour of our BC/NAV personalization & navigation classes.
✔️One of the main things that people take away from our course is knowing that they can get more time to do the actual work rather than waste time figuring out steps or processes.
✔️We often meet users who complain that they can't find things in the system. It's taking them too long, or they're frustrated and bookmarked 30 items and still can't find stuff anyway.
✔️ We teach navigation and personalization as a prerequisite for some of our other classes to train the often underutilized or forgotten basics. It's important for us to help users have their aha moments and walk away from a class armed with little tricks that will create big success.
✔️ The Saved Views feature has been available in the NAV system since 2009, yet many users have to filter their list views for the same thing repeatedly. This is the personalization that is underutilized and could save so much time.
✔️There are many ways to do things in the BC/Nav system to accomplish the same end result. But we like to show the 'righter' way so that you can do it more efficiently & accurately.
✔️What's our biggest difference at New View Strategies? We teach our classes by taking real-world experiences that we have ourselves and what we've seen people and organizations do. Working with numerous end users showed us the positive and negative impacts of changes people make in personalization. Whether it's the quick entry, personalizing the screen, expanding and collapsing fast tabs, or promoting fields, these little things make a difference to the user's experience that can make their work and life easier.
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: https://getyournewview.com/services/
What happens when queso shows up at your table, but you didn't order it? 🧀
2020 has been an incredibly challenging and surprising situation and has been a most difficult event that no one could have ever prepared for. But can't we really? In this episode, Experts from New View Strategies, Kim Congleton and Kerry Peters, engage in an interesting conversation on how companies can't predict everything but can plan and be ready for surprises to happen.
Key points covered in this episode:
✔️ Be reminded that when you start any project, start with the expectation that a surprise will happen. Focus on the critical and be guided with these key questions: Is that something you need to be concerned with? Is it something you need to incorporate into the plan, or can you just let it go?
✔️ Pursuing a growth mindset gets you steps ahead of the game and prepares you for the most unexpected changes. We teach our clients and our customers that we can only move along with continuous business process improvements and making incremental change happen all the time.
✔️ One of the most common changes throughout the life of project implementation is the change in PEOPLE. When something happens, they get promoted, move into a different department, experience emergencies, and all other developments that can be a big surprise and don't fit with the original plan. What about the risk of there being a key player change? And how are we going to be ready for that? How are we going to accomplish the processes that we have scheduled?
✔️ Change is crucial; we can't emphasize this enough and remind you of the importance of this concept as you grow your organization and your business! At New View Strategies, we help you overcome slumps in your system and guide you to move forward in the future. When surprises come your way, you're able to tackle those as opportunities and be capable of operating differently because you're ready to accept CHANGE.
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: https://getyournewview.com/services/
In this episode, Kim Congleton and Kerry Peters discuss how training your taste buds to try something new is comparable to the pursuit of organizational change.
Eating something different is a form of discomfort, so we avoid it. If you want to grow and achieve new life experiences, anticipate the joy of trying new meals and startle your taste buds gradually. Coming out of your comfort zone can start at the dining table!
Key points covered in this episode:
✔️ People don't like change but taking baby steps in getting out of their comfort zone gets them there. If you're a beginner sushi eater, it makes the most sense to try the non-threatening California roll first. Avocado, imitation crab & cucumber get you started as you progress to try more varieties the next time. In your organization, it is wise to try & implement simple changes first.
✔️ Change management starts gaining momentum as soon as your people have success with the first step. New View Strategies COO Kim Congleton emphasizes that transitions don't have to be complicated. Introducing small changes and seeing your bottom-line achieve quick wins will motivate and excite them to be wholly on board the change process.
✔️ As businesses are moving toward digitization, many companies are still processing everything 100% on paper. New View Strategies CEO Kerry Peters shares that the accounts payable area for most companies is an excellent place for this to happen. Implementation will succeed by starting with small steps until entire systems are applied and the habit is reinforced in the whole organization.
✔️ Some companies don't close their books timely and are still producing their financials every forty-five days. New View Strategies' experienced coaches help organizations speed up closing the books each month by guiding them in deciding and doing things differently. A company can move from a 45 day close to a three-day close given that they work on it, iteratively, with the mindset that there's an immense benefit that makes it worth it to make these changes.
✔️ Change is possible in a shorter period; once you set your mindset, you can work through those different things. The experts at New View Strategies work with frustrated Business Central and NAV users who struggle to use their system and find the answers & support they need. At a particular point in the project, they'll stop needing a coach and do it independently. It's a beautiful result we see happen as it puts everybody in the habit of change and not just "for change's sake."
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: https://getyournewview.com/services/
Try folding and crossing your arms like you usually would. If you do it two or more times, notice how you do it the same way. Now cross your arms again, this time the opposite way. And yes, unconsciously, you'll cross your arms as you did earlier. Doing it in reverse makes you feel awkward. This exercise is the perfect illustration of what happens when change is introduced and how we automatically react to the challenge of doing something new.
In this episode, we talk about getting creative with change and implementing it, leading to the path of least resistance and ensuring project success.
Key points covered in this episode:✔️ Why anyone who has ever worked or led an organization to take on strategic shifts understands how CHANGE is not easy. Humans, as we are, doing things in a new way causes us to feel uncomfortable. However, it takes getting awkward and, at times, becoming open and accepting of the pain of change to scale and grow.
✔️ How gamification overthrows a potentially boring session of long presentation slides into a fun learning activity that keeps learners engaged, motivated and, importantly, maintains better retention of information. By getting creative and getting a little silly about change management activities makes a huge difference.
✔️ Be open to the numerous ways to ensure that a project runs successfully in your organization. Access and maximize resources to figure out how you can do things outside the norm for the team in every meeting. Kim Congleton, Chief Operating Officer and Co-Owner of New View Strategies, shares that this strategy reinforces that change will feel awkward and different, and it's going to take a while, but people will get used to it.
✔️ Understand that the key to change management is empathy — when every individual involved in the company's processes understands how everything and everyone works, they are best able to support each other with compassion and sensitivity.
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: https://getyournewview.com/services/
What happens if the project becomes a failed implementation, and how do you recover? In this new episode, understand how to use root cause analysis when your plan doesn't work, acknowledge it, and create the next steps to move forward.
Key points covered in this episode:✔️ Testing is a good strategy for recovery if you've had a failure in your system because you may genuinely not know what the problem is. So go back to the drawing board with testing in that area to figure that out much faster.
✔️ The "happy path" in your BC/NAV system happens almost often in the 20 percent, but the critical path is to make sure that you have tested 80 percent of your processes the least, to be realistic about the things that will occur most of the time.
✔️ Kim Congleton, Chief Operating Officer and Co-Owner of New View Strategies shares that some people don't realize that testing is a skill, and it takes a confident person who likes to break things to be a good tester. "Know that you can also be trained to test. Make sure that you've got a good team that understands what they need to do for testing, understands the different processes to ensure the performance and connections are ready for go-live".
✔️ Doing refresher training after a go-live helps. Teaching the main processes before the actual testing reinforces the training and solidifies that process in their mind.
✔️ Acknowledge the root cause of what happened. Then, learn from what happened and implement improvements moving forward. Don't let it stall your project, and don't give up. Instead, retrace a little and fix some things and continue moving forward with that progress.
✔️ Think about the times when this has happened to your company? Think about when you've had some failures, and especially if you've had some things where people gave up or where people just weren't able to move forward? What was the root cause as you reflect on that?
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: https://getyournewview.com/services/
Can we change too fast? Imagine what happens when you rush to bake a Brie cheese in the oven, and it ends up getting burned; this is also pretty much what happens when companies implement a new ERP system and do it quickly with the timeline that was too aggressive. The result? Burnout, and you can guarantee a failed implementation.
Tune in this new season as we talk about Change Management and Cheese of the Get Your New View show with Kim Congleton and Kerry Peters.
Key points covered in this episode:✔️ A project that fails to implement also fails your people's trust and respect. The skepticism that arises with the next project and the following changes is almost more complicated than the initial loss of confidence.
✔️ Proper communication is vital in ensuring a plan is set in place should changes arise. How do we avoid a failed implementation and come up with ways for early detection of the situation?
✔️ We can't stress enough how important it is to ensure that you have multiple rounds of testing and training built into the project with your BC/NAV system. We've all seen how going through that first round, and you're always going to find something that may be working wrong anywhere between 25 to 30% percent because it's impossible to be perfect. It's critical to make sure that you have those checks and balances and assess where you're at and figure out if you have a problem as soon as you can.
✔️ Almost often, the plan you create on Day 1 of the system implementation will change over time. Being realistic is critical when things change and knowing how to deal with that. The key is to constantly monitor it to make sure you're hitting those milestones in your BC/NAV system and performing the way it needs to do.
✔️ Maximize the feedback mechanism from your team. What is the thing that is going to give you an early indication that things are not going right? And what are the questions that you need to ask that maybe you haven't thought of that will prompt that?
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: https://getyournewview.com/services/
Welcome back to this season as we talk about change management and cheese! Kerry Peters and Kim Congleton share the particulars and best practices we do here at New View Strategies to get your organization poised for growth and finally execute that master plan!
Key points covered in this episode:✔️ At New View Strategies, we value communication as crucial in working towards the same goal. The secret to our success is maximizing the tools and staying focused on the essential things; instead of doing ten other things. As long as we focus on those goals, we hit the bigger goals.
✔️ Setting up goals in a one, three, five, and a ten-year plan is instrumental in helping you stay focused on what's essential to reach your goals.
✔️ Revisiting as a business ritual is a big deal. Establishing weekly and quarterly communications about what's happening and what people are accomplishing makes a difference in making incremental progress. Ensure that you get everybody in the know; people involved in the project from top management to the bottom line, understand and execute their crucial roles.
✔️ Stay focused on your goals by identifying what's truly important to your organization. For us, it's our people, tools, and technology. Setting up the process and identifying short-and long-term plans allows us to track our progress in increments and support that goal until its completion.
✔️ Flexibility is having a plan but adapting to surprises. The pandemic brought us immense challenges and also breakthrough opportunities. The goal-setting process in the short and long term keeps us on track with exactly what we're doing while still allowing us to be flexible with whatever is coming our way.
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: https://getyournewview.com/services/
In this new episode of the Get Your New View podcast, Kim Congleton and I, the New View Strategies co-owners, sit in for a necessary conversation on change management and cheese.
What happens when you have no cheese? Specifically, what does it look like if you don't have a plan for change management? The words that come to mind are "chaos" and "unfinished projects" when this happens! Ultimately, no change management plan is a significant indicator that people aren't on the same page.
Key points covered in this episode:✔️ Many companies have a list that goes on for years and isn't making any progress. For most of the project requests from our customers, we help them work on their extensive list of things to accomplish, not knowing which ones to work on, figuring out how they can use existing or providing additional resources to help them get those done.
✔️ Know that silos are one of the most dangerous things to communication that can ever exist within an organization. These siloed organizations that are not communicating are entirely stopping the progress of those unfinished projects.
✔️ Why there's no such thing as over-communication. Ensure that everybody understands the project that you're working on, what it means for each of those groups, and what everybody's expectations are to participate in the project. Employees need to hear things two, three, to four times before they can grasp the whole purpose of change.
✔️ Getting people's attention away from their day job is often a challenge. At New View Strategies, we train adult learners and corporate employees by using overcommunication. As a result, people will probably catch one out of the three times of what you've said, and there's a chance that they got that communication which equates to progress.
✔️ How to create an action plan for organizational change. Reflect on your list of unfinished projects and think about what would happen if you apply a method, and think about prioritization, timelines, available resources, and even resources that you don't have. They could get. What would that incomplete list look like if you applied some planning to it?
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: https://getyournewview.com/services/
Welcome back to the change management and cheese series with Kim Congleton and Kerry Peters of New View Strategies.
In this episode, we're talking about how many flavors of cheese are there, like the infinite choices we have as far as change is concerned. Since the pandemic started, companies have dealt with the "cheese in a blender" situation these days. So how do you deal with the infinite choices and prioritize your change? How do you choose?
Key points covered in this episode:✔️ Why using the concept of Opportunity Benefit will help you make better decisions. When making a choice that saves you time, what else can benefit you by opening up that additional time or those other capabilities? If you have implemented a change that promotes growth rather than efficiency, understand that efficiency might come in later.
✔️ Many companies just totally get paralyzed by the number of choices and then don't choose. So that never turns out well.
✔️ How to make an action plan. Take out your whiteboard, your post-its, and get your team together to spend time and get creative with this. Create an extensive list of everything that you would improve if you could? All of those different things have different drivers behind them. So figure out which of those things are really on your radar when you prioritize things.
✔️ Overcome analysis paralysis in your company. It boils down to what's truly important to you; as a leadership group, you've got to sit down and say what is essential? What do we want to do this year? And it can't be that everything is necessary because you have to choose. Remember that "If everything's important, nothing is."
✔️ Understand that if you find out later, you made the wrong decision, you're going to learn something by going in that direction. So never be afraid to fail in that area as long as you're learning. At least you've moved, and that's what companies forget.
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: https://getyournewview.com/services/
What is your organization's appetite for change? In this new episode of the Get Your New View podcast, Kim Congleton and I, the New View Strategies co-owners, sit in for a necessary conversation on how much change your organization can take. And why setting realistic timelines are essential to avoid getting slammed into place and having a bad result because of that.
Essential points covered in this episode:
✔️Whether it's moving into this new building or upgrading to software, what people forget to do is ask themselves, is it a realistic timeline? Anticipating the time it takes for design, set-up, training, or testing, there's a lot more detail on that. For example, it's going to be 80 hours of user acceptance testing, and they think that those 80 hours will happen in two weeks.
✔️ When we think of projects that have gone through too quickly, the worst consequences are failed user adoption—not having gotten proper buy-in and the right training with why we're making a change, why we're doing it differently.
✔️ Projects, where testing doesn't get done are projects that fail. If you want your people to do that, making that space for them to do that is critical. It's essential not to burn them out by adequately identifying time, resources, and how quickly you're going to go.
✔️If you have people doing their regular day job and doing the projects on top of and you're trying to do something in six months, which really should be stretched out to a year to be a more realistic timeline, you can burn your people out quickly. And then to your point, the user adoption and you find it goes downhill with it.
✔️Leadership requires being present and continuing to tell the team that they are making progress toward their goal. Doing so shows support and says a clear message of what the priorities for growth are.
✔️How have you dealt with the timeline on projects in the past? Did you get them right — was it too long? Was it too short? And how would you like that to happen differently? It's a great way to start thinking about that because we often repeat our behavior.
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: https://getyournewview.com/services/
Why are there five different kinds of cheese on my plate? In this new episode of the Get Your New View podcast, Kim Congleton and I, the New View Strategies co-owners, engage in an informative and eye-opening discussion on identifying the different types of people in your organization and how they react to change management.
Essential points covered in this episode:
✔️ The pioneers are the people that always mbrace new stuff. They are called early adopters, the ones that are at the front of the line. They're ready to ride that new roller coaster no matter where and how fast it goes. These people are on the bleeding edge of technology like they're always kind of pushing it.
✔️ The Yes people always want to get on board and support what needs to be done.
✔️ The followers are those who jump on board after seeing the first two groups going forward.
✔️ The skeptics are the ones who don't see how a new program or process is going to work.
✔️ The C.A.V.E. People stand for Citizens Against Virtually Everything. They believe that change is difficult or our processes are too complex. Seemingly, no system will ever work in the history of the world for them.
✔️ It is critical to figure out your mix of these five types of people, each one requires a different kind of soft skill to articulate the benefits of change in whatever project you're working on and get them to work together as a team with your business.
✔️ Write down the five different types and put the names of your people in those columns. Examine what makes up your group, assess how that's going to affect your project and help them get past their fear of change.
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: https://getyournewview.com/services/
More valuable insights about cheese and change management in this new episode of the Get Your New View podcast. Our question for you: If prepackaged change is happening, is that a real thing
Essential points covered in this episode:
✔️ Many companies have gone through an upgrade or have implemented improvements and out-of-the-box changes but didn't take the opportunity to explore the benefits of change.
✔️ Businesses often think of it as a simple thing of being "just an upgrade." Along with that comes process change; therefore, training is necessary to incorporate what we're using to understand precisely how that's going to fit.
✔️ If you're somebody who's in charge of change management, IT systems, and financial systems, and that kind of stuff, there is always the responsibility to spend some time reading the release notes. It's a super nerdy recommendation, yet super essential to understand what was coming with that upgrade and know how everything gets incorporated into the things your company is doing is a big deal.
✔️ Think about the opportunities that you have coming up with the upgrades? What's getting past you that maybe you haven't had a chance to examine for change? And what is it that you can do to explore to find opportunities buried in that prepackaged thing so you can advocate for your company for different things that you can improve?
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: https://getyournewview.com/services/
We're back talking about change management and cheese. In this new episode of the Get Your New View podcast, the New View Strategies co-owners, Kim Congleton, and I host this critical conversation on the alternatives if a company can't change. What if an organization genuinely can't? What if your hands are tied and are not able to?
Essential points covered in this episode:
✔️ Explore the options of how your company could upgrade or do something else by a different program, figuring out what to do, and work around the limitations to make some of the changes happen. Get creative and start thinking about what else could be done, and document what the hindrances were.
✔️ Dealing with a limitation with money, you could control your mindset, what you think about change, and how you could improve your system by being willing to do things differently.
✔️ Learn to let go of those assumptions and take steps towards small incremental changes and focusing on the process.
✔️ What is it that you can break down into smaller steps and change differently? Think about your optimization of what you're doing with your company. Are there things you already have, but why aren't you using them? If you can't think of any of those things, ask your team. They'll tell you there's always something out there that people feel has a better way to do something.
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: https://getyournewview.com/services/
More cheese and change management in this new episode of the Get Your New View podcast! Kim Congleton and I, the New View Strategies co-owners, talk about the unpleasant impacts if a company doesn't recognize the signs, and finally, the cheese gets moldy. What happens if you don't change? Kim shares a story about a customer that she's had in the past where this has happened. We will cover a few things related to not changing and what happened with that company.
Essential points covered in this episode:
✔️ Glean lessons from companies that prevented themselves from moving to the next level by failing to adjust their system and handle changes needed. You can't implement a product and say, "I will run this for the next 20 years." It’s just not the way it is now.
✔️ Why should you dread those conversations in the conference room when presenting new ideas, and the first response we get is, "We can't do that." The stagnation that comes out of that particular response is always a sad result. And we see that with plenty of companies who, for whatever reason, decide that they can't and stay where they're at is unfortunate.
✔️ There's always something that we can be doing. The question is, "what?"
✔️If your company has built the muscles of change management, your company can be nimble, and being able to change quickly is the key to keeping up with growth.
✔️ Deciding to stay stagnant will cost you your best people. There are the ones that are willing to ask, "what's next?" or "how do I make this better?" If you don't have the tools for them to make things better, whether it's process technology or even the people, the truth is, they're not going to stay long, and they will leave.
✔️ Think about ideas where you have decided not to change. Even your company may be agile and changing regularly, but there will always be other things you've decided not to change. It might be just a matter of prioritization. Maybe it's not time for that thing to change. But the question I want you to think about when you think about the areas where you've decided not to change is why have you decided not to change, and how is that potentially hurting you?
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: https://getyournewview.com/services/
We're back for more cheese and changes in business! In this new episode of the Get Your New View podcast, Kim Congleton and I, the New View Strategies co-owners, engage in a meaningful discussion on WHY and HOW you should get help when you don't recognize blind spots in your organization.
Essential points covered in this episode:
✔️ When you go into a business where people have been there for quite a while or haven't worked anywhere else, it's hard for them to think of a different way to do things. It comes as unintentional but most often hinders the company from growing more.
✔️ The biggest question we get asked is, "what are other companies doing?" Not having the network or experience to understand what other companies are doing brings many people to us because we've worked with hundreds of different companies in different situations. We've got a whole library of things considered best practices that work best for your business.
✔️ Having somebody from the outside coming in and taking a look into your business is incredibly valuable. We do that with our own business, too. We hire external people to give us opinions on how we're doing different things because we don't see everything in our own house.
✔️ Understand why that outside person removes agendas. You don't have to worry about politics, the different dynamics, and how departments work together. That outside opinion frees you of those things.
✔️ Think about the obvious things that need to change and, importantly, the less obvious ones. Talk to somebody who has nothing to do with your company and your industry about what those challenges are to see what kind of insight they can bring to you.
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: https://getyournewview.com/services/
In this new episode of the Get Your New View podcast, Kim Congleton and I, the co-owners of New View Strategies, are back in a new season to discuss the old business parable of Who Moved My Cheese? And why it isn't relevant anymore.
When Kim and I sat down to talk about this, we said, "gosh, it seems more like somebody put my cheese in a blender!" There certainly is not a single point of change that we're chasing anymore as we're trying to figure out how we adapt to constant change.
Essential points covered in this episode:
✔️ It is more prevalent than ever how fast change is happening. For companies to keep up, they must be making sure that they have the skills internally with the people and the tools to make that happen.
✔️ In the different areas and manufacturing and all various departments, a solid leadership team in the company makes acceleration possible. People get excited about the change and get involved.
✔️ Understand that there's a project management plan, and there's a change management plan, and it's two separate things that have to run together. Project management is all about time and resource organization, while change management is one hundred percent a soft skill. It's getting people to buy in and understand "what's in it for me?" to get on board and take part in the changes being implemented.
✔️Think about the constant change and biggest challenges in your business? Which of your cheese has been put into the blender, and exactly how will you deal with that? How will you use the soft skill of change management to help you get through that blender situation?
✅ 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: https://getyournewview.com/services/
Welcome to the Get Your New View podcast! Keep listening (and watching!) to learn how we work with frustrated Business Central and NAV users who struggle to use their systems and find the answers they need.
We teach them to truly understand how the system can support their business processes to make immediate and lasting improvements. As a result, they get more done in less time, make better business decisions, and even love their system!
In this next season of the Get Your New View podcast, I'd like you to meet Kim Congleton. Kim and I are the co-owners of New View Strategies, and this season we'll be talking with you all about change management and cheese.
Essential points covered in this episode:
✔️ Understand why lessons in the business bestseller book Who Moved My Cheese? by Spencer Johnson are no longer relevant if not considerably obsolete today in terms of management. The book tells the fable of two mice Scurry and Sniff and two tiny humans, Hem and Haw. Sniff was a little mouse who went scurrying around and figured things out by discovering them. Scurry kind of ran around without a plan and just tried to figure things out as they went along. And then Hem and Haw, as you can think of for their names, were skeptics about change.
✔️ Why we need to learn from The Meatloaf Tale. The story tells of processes or beliefs that may have made sense in the past but no longer have relevance today. In your company, what meatloaves do you still keep?
✔️The business has changed substantially. If you think about what your business looked like five years ago and what they sold and who they sold to, and how you did things, it may be entirely different every five years, and that timeline is probably getting shorter and shorter.
✔️ The technology rate of change also gets different, changing faster and faster, especially with having software in the cloud.
✔️When we look at change, that has also "changed." As leaders, it's time for us to think differently. Think about how your company or how your industry has changed and what is different, and how fast is change happening compared to five or ten years ago?
✅ 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: https://getyournewview.com/services/
Mark Rhodes, Chief Strategy Officer for New View Strategies, shares his best experiences in how training changes management, equips people to do better at their jobs, empowers them to work less and work smarter by accessing the most practical processes using Microsoft Dynamics BC / NAV system.
✅ Key points covered in this episode:
✔️ The ability to enact what employees learned is critical and the reasons why New View Strategies training spends 50 percent of the time for every hands-on class. It's designed into the timing and purposeful exercises to make sure everybody has a chance to practice what they learn right away.
✔️ Companies should look at training as investments and not just an expense if they want to improve their business, get more efficient, and reduce errors, and want their people to think processes and provide better service.
✔️ New View Strategies takes pride in having 15 years plus experience in Business Central and NAV and are all former users of the system. Training is designed based on real-world perspective coupled with science-backed training styles.
✅ 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: https://getyournewview.com/services/
If you're a data entry person and you're working on multiple tasks, every keystroke saves you time. Not many know how the F8 key is one of the most valuable shortcuts to copy the above field data. Cynthia Priebe, senior consultant and trainer for New View Strategies, shares how teaching these little hacks and tips delights customers and users in achieving AHA moments and access the best experience using the Microsoft Dynamics BC / NAV system.
✅ Key points covered in this episode:
✔️ Know that it is impossible to have a successful implementation and utilization of the system without training. By conducting a survey, determine how many of your users have had any formal training on the system.
✔️ There are so many little light bulb moments that are going on with customers every time they attend training. It doesn't matter if they're brand new to the system or if they've been using the system for years. Just that chance to spend some time on training brings to mind all those things that introduce ways to become more efficient.
✔️ Companies create the mistake of not doing enough training, like a week of eight-hour training sessions to go live. Ongoing training is necessary and develops a culture of curiosity. Users always ask if there’s a better way to do things and a refresher version to encourage retention.
✔️ At New View Strategies, customers experience doing hands-on and see the software in action. Training is filled with stories that are real and practical for the user.
✅ 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: https://getyournewview.com/services/
Real-world experience makes a big difference for customers.
In this video, Cari Corozza shares the secret sauce of how to effectively utilize and increase process efficiency in Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central and create a better experience for your users.
A Certified Public Accountant and Trainer and Consultant with New View Strategies, she enjoys sharing her past NAV experience to guide other users toward finding the best way to accomplish daily and monthly tasks and goals.
✅ Key points covered in this episode:
✔️ Understand that in training, little takeaways end up being big-time savers.
✔️ Cari cites the importance of visibility of how a purchase order is generated, and the full-circle cycle of this is the accounting process that your company will benefit from the system.
✔️ New View focuses on how your system can support the business processes that you already have. Showing people a lot of things in the system that they don't know is an essential critical step that we bring to the table of 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: https://getyournewview.com/services/
We've heard the famous saying that goes, "If you think training is expensive, try ignorance." This philosophy has become our advocacy in offering training and ensuring our partners get out there and get hands-on experience.
In this Get Your New View episode, learn from the customer success story that Robb Delprado, one of our senior consultants and trainers, accomplished while teaching.
✅ Key points covered in this episode:
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Training gives you a greater insight into how people will use the functionality or the product you're using. Robb's experience tells of how adult learners, regardless of age and experience, will have different approaches and progress in approaching new technology and providing the best strategies to handle those who struggle with the software.
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Teaching the whole methodology and giving people hands-on training allows them to understand how it works. It's that aha moment that incorporates excitement into learning by doing.
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Training empowers people to convert ultimately, in Robb's case, becoming a prominent evangelist for Business Central and teaching new functionality and features that significantly help other people.
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#traininganddevelopment #trainingtips #training #trainingandenablement #retentionstrategies
✅ 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: https://getyournewview.com/services/
FUN can create fans out of your users and customers! In this episode, Kim Congleton, COO, and co-owner of New View Strategies shares how gamification and practical training methods create the best experience using Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central.
✅ Key points covered in this episode:
✔️ Incorporating fun in any training maximizes familiarity for adult learners. Using the actual handheld kind while doing some races and games out on the floor empowers warehouse personnel to learn while in a familiar environment to embrace using new systems and technology.
✔️ Companies create the biggest mistakes in training people while sitting down in a conference room on a computer instead of being out on the floor with the handheld doing actual picks or put aways, shipments, cycle counts, and physical inventories.
✔️ At New View Strategies, training is practical and actionable, not a one-and-done thing. Different scenarios are created to help the team work through the errors and by causing the system to have the mistakes to test if they know how to fix that, just like what's going to happen in real life.
✅ 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: https://getyournewview.com/services/
In this Get Your New View episode, Kerry Peters enumerates the common mistakes in corporate training and tackles the real costs it entails to your business.
Key points covered in this episode:
✅ The first critical mistake that companies are making with training is having their teams engage in tons of online videos. Corporate students learn better with different methods, and bombarding them with information at length fails the purpose of training.
✅ Know why the 'training the trainer" concept is more costly for your business in the long run
✅ Progressive testing and practice sessions are necessary to ensure that employees master the use of software
✅ Understand that the price tag on training, testing, or documentation are essential investments compared to the cost of a possible failure in project implementation
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: https://getyournewview.com/services/
Like any business process improvement, a company decides to implement changes by first measuring the return on investment. Kerry Peters discusses the various factors to consider why employee training is a worthy expense in this Get Your New View episode.
Key points covered in this episode:
✅ Companies that don't have training will be far less likely to succeed than companies that do.
✅ The cost of failure in using technology-led projects and the absence of user adoption is way higher than the price of staff training.
✅ Retaining the best employees and maintaining efficiency and engagement for your company comes with a cost.
✅ Training facilitates intersectional empathy as employees will have a deeper understanding of the pains in performing jobs in all levels, solve problems and implement standardization
✅ Approach measuring the ROI of employee training not just by monetary benefits but also the intangible results out of training
✅ Think about the cost of the mistakes made if people cannot execute their processes correctly.
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: https://getyournewview.com/services/
Refresher course training in the workplace is deemed essential to keep employees current and ensure that knowledge gaps are spotted right away.
In this new Get Your New View episode, Kerry Peters emphasizes the usefulness and efficacy of conducting refresher training.
Key points discussed in this episode:
✅ People only retain less than 20 percent of what they've learned a month after they've learned it. Therefore, refresher training is a significant opportunity to meet the requirement for repetition.
✅ The optimal time to conduct a refresher is one to two months after the first training. The next period is about six months down the road or a year.
✅ There is excellent room for growth as employees are put into a setting with the instructor to ask new questions after learning the system/processes. They become better experts and add new things to what they'd already mastered so that they could expand their command of the software.
✅ Refresher training is vital for people changing roles with the people who've already been using your system to develop new synergies.
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: https://getyournewview.com/services/
Organizations are always on the lookout for finding training methods to upgrade skills and boost employee performance.
In this new Get Your New View episode, Kerry Peters discusses the importance of employing instructional coaching while creating empathy amongst workers as a necessity for employee development.
Key points covered in this episode
✅ It is necessary to craft a plan for training wherein your team can understand what happens upstream from them and their processes and downstream from their operations and how this can make a difference
✅ Suppose employees can step into their coworker's or superior's shoes, be aware of their feelings and needs. In that case, they will better understand how to perform their job and how every person, team, and department contributes to overall success and growth.
✅ Knowledge sharing of systems and procedures from all company levels contributes to innovation, streamlines their processes, and creates efficiency just by 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 a 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: https://getyournewview.com/services/
The Power of Documentation As Part of Your Training Process
There are many different schools of thought about documentation in the digital era. Whether it is deemed valuable or found to be more derailing to productivity, organizations weigh which is the more significant impact as upgrades to software and process are as fast in the hope of becoming more efficient day by day.
In this new Get Your New View episode, Kerry Peters threshes out the nitty-gritty on the process and the power of documentation for training.
Key areas covered in this episode:
✔️ Documentation serves as a workplace's foundation and as a living repository of data.
✔️ One of the disadvantages of documentation with technology is that it very quickly becomes out of date. Spending a lot of manual time putting together documentation that has to be revised very quickly is seen as counterproductive.
✔️ Mind blanking happens with many employees as a panic response when companies roll out changes in their processes or move from a prior software package to a new software package.
✔️ Documentation is crucial to help people to stay on the same page. When an implementation is required from a brand new system, documentation helps enforce accountability and remind everybody to incorporate those new processes as agreed.
✔️ Assess what kind of documentation do you have now? And what is it that you would like to have? How can you use documentation in your organization?
✔️ When done correctly, documentation is a primary asset in your business toolbox. To help become your “memory”, this enables and gives people the resources they need to avoid blind panic.
✔️ Know how the New View Strategies team provides professional quality documentation that is not immediately obsolete and makes it a lot faster to put it together (so we don't have to spend too much time designing documents from scratch.)
____________________________
Loved this episode? Tune into this episode on YouTube:
Or Spotify (also available on other podcast apps):
#traininganddevelopment #trainingtips #training #trainingandenablement #retentionstrategies
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: https://getyournewview.com/services/
The Power of "Drip Training" (Microlearning Hybrid)
We've been through a typical classroom or e-learning scenario where we're supposed to absorb and learn all of the relevant details in one session. You can lose vitally essential snippets of information when information starts flooding in. It will leave you with hardly any way to focus and reflect on what you've learned and perhaps missing essential opportunities to hone expertise.
Science has shown that combining conventional learning components with adaptive lesson drips (Microlearning Hybrid) aids in practice and repetition, resulting in more excellent learning retention. Drip training's repeated microbursts of information provide the trainees the influence of continuous learning, which is one of the easiest ways to improve the learning experience.
This episode of Get Your New View provides a broader understanding of drip training functions and how to do them to enhance learning retention. Find out how to make drip training work for both you and your organization's learning objectives.
Key areas you'll learn in this episode:
- Drip training is a much smaller dose of regular training. The significant difference of drip training is that it lowers the required amount of classroom time, and there's a lot more hands-on time.
- Be familiar with the different approaches to applying drip training in your training programs and implementation processes.
- Lectures are very challenging for adult learners; it's hard to pay attention for a long period, and they're easily distracted. Understand how drip training addresses the problem of lower attention spans and the need for higher repetition.
- Gain motivations to take a shift from bulky and high-level topics to breaking them down in a more granular way with drip training.
- Know that every time you see anything that gives more opportunity for practice and repetition of that practice, you're going to be successful in your training efforts.
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: https://getyournewview.com/services/
Gamification isn't just a trendy term. While gamification within corporate training is far from child's play, HR and Learning and Development personnel should not overlook its advantages. Incorporating gaming and leveraging competition into the business preparation would render it more dynamic and significantly improve trainees' participation.
Games are fun and accessible to almost anyone due to its simplicity, plus it has a powerful motivator at its core: the determination to win. If you took away that goal, the game would then become instantly worthless. Instead, take this "motivating element" and add it to training and Learning, and you get "gamification." A fundamental philosophy that builds trainees' interest aims to transform beliefs and behaviors, and improve abilities with a practical, applied, and fully hands-on learning method.
Get Your New View's newest episode will get into How to Use Gamification to Enhance Learning. Tune in to the full episode and make your next training session fun and more effective.
Key areas you'll learn in this episode:
- Although it's pretty obvious, it's worth reiterating that training that does not incorporate any fun doesn't accomplish the same results that training with fun does—it makes a big difference.
- Discover ways on how to incorporate gamification in training appropriately. Learn how to design your quizzes, how to gamify surveys, and when are the right time to use fun and interactive polls.
- Understand the impact of giving out incentives and prizes for winners and how it encourages people to participate.
- Don't dismiss the idea of fidget toys and how they can help your brain. Note that engaging your hands in some activity while Learning makes your brains easier to engage.
- Get the motivation to gamify your training sessions. Remember that sitting in lectures or watching a video repeatedly is less effective than something where gamification or achievements are involved.
Loved this episode? Tune into this episode on YouTube: https://www.youtube.com/playlist?list=PLu7U2bpMO2jts-WkIWcH9y1ux36msXSzN
Or Spotify (also available on other podcast Apps): https://open.spotify.com/episode/3Rcqc5Cu4PjNlHNDbIJroN?si=8VygKMlgR1uKYQgfchQTQA
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: https://getyournewview.com/services/
Training lets employees develop expertise or new abilities to enhance efficiency in their current role. Successful training and growth initiatives help you produce the best employees to grow.
However, when top talent competition gets increasingly intense, employee training and development initiatives are more critical than ever.
Any company owners who choose to scale their businesses and fast-track their development should employ trainers to help them succeed. These trainers must have years of professional and industry experience to help drive your business to greater heights.
If you're uncertain about recruiting a trainer, take it from the New View Strategies team. In this episode of Get Your New View, Kerry Peters will discuss the impact of empathy and experience in employee training.
Key areas covered in this episode:
- Business processes are evolving worldwide, and we need to do things differently. Thus, training and development opportunities are aspects of business growth that business owners should not overlook.
- When you are thinking about looking for some training, spend some time to find someone who speaks your language.
- Be mindful that some consultants are not experienced trainers; they learned to use the software from the manual, not from doing the job themselves.
- Remember that there's a big difference between being book smart and being experience smart. It's a wise investment to collaborate with those seasoned in the business process.
- Track down those who understand how things work and apply it to business processes. Tune in to the full episode to learn what to look for and connect with expert trainers.
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: https://getyournewview.com/services/
Enhance Learning & Retention with These Practical Steps
A well-designed, interactive and informative material makes training an excellent learning experience. However, there's one crucial element without which the content would fail: retention of information.
You wouldn't want your employees to dismiss all the knowledge you've delicately incorporated right after their training program. Thus, you might ask, ‘What methods and techniques for knowledge retention should you implement to ramp up retention rates during training?’
This episode of Get Your New View will reveal some practical steps and strategies for retaining information that you should incorporate into your training. These valuable guides will guarantee that your material is not just enjoyable but timeless.
Key areas covered in this episode:
- Use it, or you lose it. Be prompt in applying new learnings that you have, enact to put it into place, or that knowledge is going to go away.
- Note that one of the ways to help with the retention of information is to practice. To make your practice even more effective, try doing some homework, writing postcards, or outlining what you've learned.
- Reminders are another great way to retain information. Setting reminders is a way to get your employees to reiterate what they had learned during the class.
- Rise above most passive employees who are excited to attend training learned so much during the training but didn't have a chance to work on it. Then they end up forgetting all the things that they learned.
- Learn how to set aside time to put what you've learned into place, or you will forget more than what you've learned. Block some time on your calendar, an hour or two every week, to practice. Be intentional about it, and you'll see different results.
- Recognize that the best way to learn more about something is to teach someone else. Take the training results and bring them back to your company and pass them on to someone else.
Loved this episode? Tune into this episode on YouTube:
https://www.youtube.com/playlist?list=PLu7U2bpMO2jts-WkIWcH9y1ux36msXSzN
Or Spotify (also available on other podcast Apps):
https://open.spotify.com/episode/3Rcqc5Cu4PjNlHNDbIJroN?si=8VygKMlgR1uKYQgfchQTQA
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: https://getyournewview.com/services/
Adult Learning & The Forgetting Curve
Have you experienced meeting a bunch of people, and an hour later, you couldn't recall their names?
Don't fret because it's normal. It is part of being human to forget, a peculiarity as to how the human brain works. When you tend to forget things, you're likely experiencing the Ebbinghaus Forgetting Curve.
As it develops, this forgetting curve is challenging to resolve, particularly when it comes to recalling the pieces of knowledge offered in corporate training programs. Not all educational tools have been expressly developed to counter such impact.
Recognize the forgetting curve and what affects it, and not only can you produce more reliable training content, but you can also learn a vital method to support your staff to keep up with their training.
Join us at Get Your New View for another episode of valuable insights, tips, and strategies to champion your training and process improvement.
Key areas covered in this episode:
- Take to heart that, within the first 20 minutes, adult learners only retain about 50% of what they've learned. This is a significant challenge with adults trying to learn new things, but there are ways to combat this and retain that information.
- Factor in that, adult learners are incredibly challenged; they're very distracted, they've got a lot going on, and are simply out of practice. So what should you do about it? Tune in to the episode to learn more.
- Repetition is key to retention. Every time we say something more than once, we increase the chances of that particular piece of information is retained.
- A tip that might help: Exercise what you've learned as quickly after the training and make this a habit each time you learn something new.
- Keep in mind that the whole point of training is to bring lasting benefits back to the company. And, it is almost impossible for people to learn from a whole bunch of videos. Instead, make your learning something that you can use on day one.
Loved this episode? Tune into this episode on YouTube:
https://youtu.be/dMYlCOxkhSw
Or Spotify (also available on other podcast Apps):
https://open.spotify.com/episode/3Rcqc5Cu4PjNlHNDbIJroN?si=8VygKMlgR1uKYQgfchQTQA
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: https://getyournewview.com/services/
If you were to choose between two doctors to treat your illness, one is highly trained, and the other is not, which one will you choose?
While it's evident that training is vital, most businesses and organizations failed to realize its value.
Getting a trained workforce ensures that your staff develops various strategies to boost quality and minimize the time spent delivering your products or services. Training also reduces the production cost, eliminates errors, build value in your employee, and provides a healthier working atmosphere.
In other words, an investment in developing the skill sets of your workforce is an improvement in your company. Everybody gets happier as everybody gets better.
The Get Your New View Podcast is now in its second season. To celebrate this milestone, Kerry Peters will be sharing with you a no-nonsense and all valuable episode about Training: a Core Practice for Process Improvement.
Key areas covered in this episode:
- Be reminded that It's not cheap to do training for your company. It's a significant investment. Even when you're crunched for time or budget, do not cut training and documentation out of the picture.
- Determine which level of training is appropriate for your employees. Do they need the basic pre-training, the more in-depth super user training, or the all-user training?
- Think about how you can make training a part of your regular planning, how your employees would continue to do well with their jobs, to touch base with better practices from time to time, and to know that you're investing in them and their learning and the ability to do their jobs well.
- Learn about Go Live and why companies at the end of their process said that Go Live was more manageable than they thought it would be
- Correct the misconception that your organization doesn't need a refresher or reiterative training. If people can be thoroughly trained and then accomplish testing, especially iterative testing, where they're doing it every week for quite a while, this gives them a chance to practice what they've learned and test the system.
Loved this episode? Tune into this week’s episode on YouTube: https://www.youtube.com/c/GetYourNewView/videos
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 as a 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: https://getyournewview.com/services/
On the Get Your New View Podcast, you will experience solving mission-critical business problems that produce long-term business relationships. Your clients will report that they have boosted efficiency and solved business problems, and had fun in the process! In this episode, we are joined by Mark Rhodes, the Chief Strategy Officer at New View Strategies, for another customer success story.
Mark is passionate about building people up, helping teams be more effective, and bringing people together in communities to accomplish more together.
At New View Strategies, Mark works with an amazing team of deeply experienced Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central professionals who have “been there, done that.”
Together, they actualize improvements in efficiency, profitability, and service through training, evaluation of the business process, and specialty Dynamics NAV and Business Central consulting.
Key areas we covered in this episode:
☑️ Equipping your team to be creative, knowledgeable, and motivated to think differently, so you can cultivate an environment where different departments are truly collaborating out of empathy.
☑️ Solving issues on the spot and making sure that people understand precisely what they need to do as a big key to adopting a new system. If you don't understand your current processes, how can you be more efficient?
☑️ Implementing business process improvements like holding a 15-minute meeting once a week to answer all the questions that keep coming in for the entire company, instead of answering the same question 10X.
☑️ Understanding deadlines and learning how you can raise the standard so everybody can operate at the best efficiency and full productivity. If you’ve been sticking to your inefficient process for many years, it’s time to train your team to row the boat in the same direction.
☑️ How New View Strategies is creating a positive impact on the marketplace through their transformative business process improvement.
Loved this episode? Tune into this episode on YouTube: https://www.youtube.com/playlist?list=PLu7U2bpMO2jts-WkIWcH9y1ux36msXSzN
Or Spotify (also available on other podcast Apps): https://open.spotify.com/episode/3Rcqc5Cu4PjNlHNDbIJroN?si=8VygKMlgR1uKYQgfchQTQA
Connect with Mark Rhodes:
Linkedin: https://www.linkedin.com/in/mark-rhodes-9702b1b/
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 and 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 it is you’re challenged with or searching for, we’ve been there – as a user and as a 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: https://getyournewview.com/services/
On the Get Your New View Podcast, you will experience solving mission-critical business problems that produce long-term business relationships. Your clients will report that they have boosted efficiency and solved business problems, and had fun in the process! In this episode, we are joined by Cari Carozza, a Trainer and Consultant with New View Strategies, the go-to source for actionable training and process efficiency in Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central.
For the past decade, Cari Corozza has relished driving smarter processes and more efficiencies with the accounting and finance teams she's worked with, developing a deep background in month-end reporting, accounts payable, and financial consolidation. She is a Certified Public Accountant and an experienced Microsoft Dynamics NAV User.
As a trainer with New View Strategies, she enjoys sharing her past NAV experience to guide other users toward finding the best way to accomplish daily and monthly tasks and goals.
At New View Strategies, all our experts have "been there, done that" – we are experienced, former users who have walked in your shoes. We know how to improve the utilization of your Dynamics NAV / D365 BC system, thereby increasing cash flow, facilitating growth, and creating a better experience for your users. We can help with your business processes, drive real change via a custom class delivered at your site, or choose from over 40 online and in-person classes at https://newviewstrategies.com/training/.
Key areas we covered in this episode:
- Stepping out of "that's how we've always done it" mindset and being open to business improvements through process evaluation.
- Time spent filing, organizing, and searching for paper documents could be spent on more productive tasks. Find out how Cari Corozza used her expertise as a consultant and trainer to help her client transition to digitized documentation or "paperless," as they call it.
- How Cari Corozza helped a client build an established process that no longer required physical signatures on invoices and allowed them to attach documents or journal entries within business central.
Loved this episode? Tune into this episode on YouTube: https://youtu.be/emCp2hBVCew
Or Spotify (also available on other podcast Apps): https://open.spotify.com/episode/3Rcqc5Cu4PjNlHNDbIJroN?si=8VygKMlgR1uKYQgfchQTQA
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 and 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 it is you’re challenged with or searching for, we’ve been there – as a user and as a 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: https://getyournewview.com/services/
Customer Success Story with Robb Delprado
On the Get Your New View Podcast, you will experience solving mission-critical business problems that produce long-term business relationships. Your clients will report that they have boosted efficiency and solved business problems, and had fun in the process! In this episode, get ready to get blown away by another customer success story with Robb Delprado, that will inspire you to get your systems in place.
As senior advisor and trainer at NVS, Robb brings over 2 decades of leadership in ERP, Finance, Operations, and Business Integration across diverse industries, from retail to GPS technology, to help our business partners turnaround problems, save costs, and navigate change. He's most energized when empowering clients to grow their knowledge and maximize use of Microsoft Dynamics 365 Business Central/NAV platforms.
After having led teams as President, COO, Controller, and Project Manager through multiple M&A transactions and over 50 successful NAV ERP implementations, he's still guided by the age-old principle that “Attitude is Everything.” Teams can triumph through turmoil when they’re inspired to persevere and remain mission-focused.
Key areas we covered in this episode:
☑️ Robb's experience in terms of providing the simplest solution possible. Sometimes, you don't need to know how to do it immediately. It all boils down to understanding the functionality that you may use down the road. ☑️ Elevating to the new level of business process improvement that allows you to implement faster and more flexible solutions that produce a long-term result. (See what Robb Delprado has to say about physical inventories!) ☑️ How you can get more things done in less time, make better business decisions tailored to your clients' needs, and love your system. Loved this episode? Tune into this episode on YouTube: https://www.youtube.com/playlist?list=PLu7U2bpMO2jts-WkIWcH9y1ux36msXSzN
Or Spotify (also available on other podcast Apps): https://open.spotify.com/episode/3Rcqc5Cu4PjNlHNDbIJroN?si=8VygKMlgR1uKYQgfchQTQA
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 and 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 it is you’re challenged with or searching for, we’ve been there – as a user and as a 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: https://getyournewview.com/services/
On the Get Your New View Podcast, you will experience solving mission-critical business problems that produce long-term business relationships. Your clients will report that they have boosted efficiency and solved business problems, and had fun in the process! In this episode, you’ll witness a customer success story with Cynthia Priebe.
Cynthia Priebe is a senior consultant and Microsoft Certified Trainer for Dynamics 365 Business Central (BC)/NAV applications, honored to serve on the team of New View Strategies (NVS), a valued partner within the BC/NAV community.
At NVS, Cynthia supports the company’s mission to help clients tap the power of their BC/NAV platform. In addition to training, her expertise includes business process and accounting automation, application support, analysis, technical documentation, and facilitation of BC/NAV to support remote workers.
As a recognized thought leader in the Microsoft Dynamics community and a Microsoft MVP for business applications, I’m consistently committed to making sure that you’re expanding to the next level this year. Are you excited to unlearn your old system in exchange for a better one? What are you willing to let go of to grow this 2021? Let’s turn your obstacles into opportunities!
Key areas we covered in this episode:
☑️ How Cynthia helped a client regarding document processing where they both ended up uncovering quick wins and finding better ways to do things. If ineffective systems don’t make you feel tired, it’s a red flag for business. ☑️ Spotting the system flaws, developing a growth mindset, uncovering hidden sources of complexity, and permanently eliminating them. The business process doesn’t need to be complicated to be considered competent. ☑️ The great benefits of having an experienced professional to help you in business process improvement projects. Don’t let the system errors frustrate you. Roadblocks are meant to take us to an alternative route. ☑️ Develop the habit of embracing strategic planning. Small, poor decisions can create a negative impact on your business, but with the implementation of smart business process improvement, you’ll stay on top of the game! Loved this episode? Tune into this episode on YouTube: https://www.youtube.com/playlist?list=PLu7U2bpMO2jts-WkIWcH9y1ux36msXSzN
Or Spotify (also available on other podcast Apps): https://open.spotify.com/episode/3Rcqc5Cu4PjNlHNDbIJroN?si=8VygKMlgR1uKYQgfchQTQA
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 and 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 it is you’re challenged with or searching for, we’ve been there – as a user and as a 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: https://getyournewview.com/services/
What Will You Accomplish This Year?
On the Get Your New View Podcast, you will experience solving mission-critical business problems that produce long-term business relationships. Your clients will report that they have boosted efficiency and solved business problems, and had fun in the process! In this episode, you'll learn what you will accomplish this year.
What processes does your team complain about? When we talk about the things that stress us out on a particular day, you'll see there's a big room for process improvement. Even worse, though, what processes do your vendors and your customers complain about? If they're complaining about a particular process, that is something that you can control within your organization.
Key areas we covered in this episode:
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Implementing business improvements like having one place to do data entry, making sure your systems are integrated, the benefit of going paperless, and many more. You'll be surprised how these things can impact the workflow if the process isn't organized.
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Approvals are a significant source of bottlenecks. If you have approvals that need to happen, how long does it take those approvals to get through the system? How long does something sit on somebody's desk where no action is happening and leading to project delays?
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The benefits of bringing an outside group to do a business process improvement assessment. Having an exterior view, having somebody who's not invested in your particular business or has no preconceived notions about how you do business is one of the best things you can do to get a good read on this, especially if you haven't been in the practice of making process improvement.
It’s time to get excited beyond the concepts of efficiency by being PROACTIVE instead of being REACTIVE. Don’t wait for a global crisis to happen if you can act now and do something to have an edge among your competitors.
📺 this episode on YouTube: https://www.youtube.com/playlist?list=PLu7U2bpMO2jts-WkIWcH9y1ux36msXSzN
Or, 🎧 on Spotify (also available on other podcast Apps): https://open.spotify.com/episode/3Rcqc5Cu4PjNlHNDbIJroN?si=8VygKMlgR1uKYQgfchQTQA
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 and 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 it is you’re challenged with or searching for, we’ve been there – as a user and as a 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: https://getyournewview.com/services/
What is The Right Pace of Change to Adopt?
On the Get Your New View Podcast, you will experience solving mission-critical business problems that produce long-term business relationships. Your clients will report that they have boosted efficiency and solved business problems, and had fun in the process! In this episode, you'll learn about the right pace of change to adopt so you can stay ahead of the business game.
There are many organizations adapting with astonishing speed brought by this global crisis. The pace of change is relentless. But if change is the new normal, how do we handle it effectively? If you're not ready for change, it's impossible to match faster-evolving competitors.
Key areas we covered in this episode:
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Even established businesses need to periodically reevaluate their direction in relation to competition. What is the pace of change at your company compared to your competitors?
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Identifying the system change required based on the produced results and quantitatively measuring them. The outcomes you receive from a process come from the design of the process.
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How often do we hold meetings with our team about how things should be different even before a global crisis? Problems occur when change stops happening. Thus, embracing change is necessary to survive and thrive. Let your goals be bigger than your fears!
📺 this episode on YouTube: https://www.youtube.com/playlist?list=PLu7U2bpMO2jts-WkIWcH9y1ux36msXSzN
Or, 🎧 on Spotify (also available on other podcast Apps): https://open.spotify.com/episode/3Rcqc5Cu4PjNlHNDbIJroN?si=8VygKMlgR1uKYQgfchQTQA
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 and 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 it is you’re challenged with or searching for, we’ve been there – as a user and as a 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: https://getyournewview.com/services/
On the Get Your New View Podcast, you will experience solving mission-critical business problems that produce long-term business relationships. Your clients will report that they have boosted efficiency and solved business problems, and had fun in the process! In this episode, you'll learn how an iterative process improvement can help your company adapt to change.
Companies are subject to constant and continual change. I have a personal theory that companies undergo significant change every five years. Think about it. If you were with a company for five years or longer, what was the company like five years ago? What did they do? Did they sell the same services and products as they do today? Did they have the same customers that they had five years ago? What did the technology look like five years ago? What did the team look like? What did the processes look like? You have probably seen significant differences in how you do things, and all of these things are a factor.
Key areas we covered in this episode:
- Why change management is a process that needs to be incorporated with people’s fears and concerns about change.
- Learn how the 1998 book, “Who Moved My Cheese,” by Dr. Spencer Johnson is still relevant in business today. And, how now, the cheese doesn’t just move once or twice; the cheese is in constant rotation.
- Learn which soft skills organizations and employees need to develop to sustain growth and profitability.
- Discover flexible processes and process improvement so that you can quickly adapt to change in your organization. Stop hemming and hawing and wasting valuable time and money.
- How being nimble as an organization keeps you competitive. And it is about being nimble with your processes and being able to change them when the change is needed. Think about all of the companies that have gone out of business and suffered many layoffs because they did not have the ability to change.
- How Microsoft has redefined how they do things with ERP software. Think about Office Products like Excel and Outlook and how they have made them future-proof. It’s a fantastic success story that you may benefit from.
- Identify what can you do to future-proof your company so that it thrives even in challenging economic times.
📺 this episode on YouTube: https://www.youtube.com/playlist?list=PLu7U2bpMO2jts-WkIWcH9y1ux36msXSzN
Or, 🎧 on Spotify (also available on other podcast Apps): https://open.spotify.com/episode/3Rcqc5Cu4PjNlHNDbIJroN?si=8VygKMlgR1uKYQgfchQTQA
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 and 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 it is you’re challenged with or searching for, we’ve been there – as a user and as a 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: https://getyournewview.com/services/
On the Get Your New View Podcast, you will experience solving mission-critical business problems that produce long-term business relationships. Your clients will report that they have boosted efficiency and solved business problems, and had fun in the process! In this episode, you'll learn the importance of measuring return on investment for process improvement.
Any time we're going to invest in something for the purpose of improvement, we want to make sure that we can measure what the result is. There is no other time to strategize how to increase utilization of your business growth and profitability than today. Don’t wait for a business crisis to happen.
Key areas we covered in this episode:
- Identify your ROI measurements depending on the average hourly cost per employee and hours spent on the task. What else could you do with the time you’ve saved?
- How can you get your business improvement done faster? Regardless of how much you have on your plate, what if you could do that now, in three months, or earlier than a year from now?
- Figuring out which aspect of your business needs process improvement, the benefits you can reap, and writing a timeline for each.
- Listen to a story about a client who had a big list of improvements to make. He went over this with his executive team and they asked him to get a quote on the total cost. He kept saying, “If I can just get this done, I can do this next!” He had a big opportunity benefit. Learn what the solution was that we provided for him. I know it will benefit your business, too!
📺 this episode on YouTube: https://www.youtube.com/playlist?list=PLu7U2bpMO2jts-WkIWcH9y1ux36msXSzN
Or, 🎧 on Spotify (also available on other podcast Apps): https://open.spotify.com/episode/3Rcqc5Cu4PjNlHNDbIJroN?si=8VygKMlgR1uKYQgfchQTQA
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 and 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 it is you’re challenged with or searching for, we’ve been there – as a user and as a 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: https://getyournewview.com/services/
Why Make a Long-Term Commitment to Process Improvement?
On the Get Your New View Podcast, you will experience solving mission-critical business problems that produce long-term business relationships. Your clients will report that they have boosted efficiency and solved business problems, and had fun in the process! In this episode, you'll learn the importance of making a long-term commitment to process improvement.
Businesses change over time. Thus, new priorities and processes are also continually evolving. A commitment to improving those processes gradually over time is the thing that's going to make the most significant impact in the long haul.
Key areas we covered in this episode:
- Learn how to increase your business systems' utilization, allowing your Business Central and NAV solution to be a catalyst for your business growth and profitability.
- Increase your level of commitment to improve your business processes gradually. Remember, the level of your commitment will determine the results!
- Think about what your list is of "I will do it when I have time projects." Discover how much time & money you could save over the long-term if you executed those tasks on time.
- Learn how to accelerate your timeline when you accomplish those tasks. What if you could take that whole list, get the work done, and move it forward?
It’s time to get excited beyond the concepts of efficiency!
Loved this episode? Tune into this episode on YouTube: https://www.youtube.com/playlist?list=PLu7U2bpMO2jts-WkIWcH9y1ux36msXSzN or Spotify (also available on other podcast Apps): https://open.spotify.com/episode/3Rcqc5Cu4PjNlHNDbIJroN?si=8VygKMlgR1uKYQgfchQTQA
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 and 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 it is you’re challenged with or searching for, we’ve been there – as a user and as a 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 Strategies?
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: https://getyournewview.com/services/
Why Focus on Process Improvement as a Priority?
On the Get Your New View Podcast, you will learn to solve mission-critical business problems that produce measurable improvement in utilizing your software systems. We like to say that you can simply do MORE with what you already own. In this episode, you’ll learn why it’s important to make process improvement a top priority.
One of the things about business processes is that all processes tend toward disorder. The pace of change is fast, and business has changed substantially in shorter periods of time. Sometimes, processes never do get established. We have new things happening in our organization, and we need to figure out how to make things work.
Key areas we covered in this episode:
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Becoming the kind of leader who takes the initiative to ask, observe, and find out what’s happening.
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Analyzing your business processes and making a list of the potential improvements that could exist for you.
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Business process improvement tips that can free up 25% of your people’s time!
Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and for 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 not only boosted efficiency and solved business problems but also had fun in the process! Kerry regularly contributes to the www.GetYourNewView.com blog as well as her own blogs at www.DynamicsNAVFinancials.com and www.kerrypeters.com. Contact her to discuss how New View can help your company today! https://getyournewview.com/contact/
What Does a Successful Business Process Improvement Look Like?
On this episode of the Get Your New View Podcast, you will learn to solve mission-critical business problems that produce measurable improvement in utilizing your software systems. We like to say that you can simply do MORE with what you already own. In this episode, I am talking with you about what a successful business process looks like?
A lot of times, we get bogged down in the day to day. We have many things on our list to do, and short deadlines and focusing on things like business process improvement isn't a priority. We may even focus on really big things, projects that we have planned, things that are a huge impact or take a longer time to accomplish instead of incremental and continuous improvement. This is why it is important to make business process improvement a habit and making improvements successful by establishing that habit.
Key areas we covered in this episode:
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How you can establish a continuous business process improvement kind of mindset that will allow you to achieve your business goals faster, in a more efficient way!
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The importance of changing plans, processes, and mindset. You can experience the big shift that can either take a couple of years or a short period of time. You get to decide today which path you want to take.
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Being the kind of leader who’s open to growth and changes. It's time for you to learn how to increase the utilization of your systems and solutions to be a catalyst for your business growth and profitability.
Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and for 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 not only boosted efficiency and solved business problems but also had fun in the process! Kerry regularly contributes to the www.GetYourNewView.com blog as well as her own blogs at www.DynamicsNAVFinancials.com and www.kerrypeters.com.
Contact New View Strategies Today to discuss how their team can help your company today! https://getyournewview.com/contact/
Why Is Business Process Improvement Important?
On the Get Your New View Podcast, you will learn to solve mission-critical business problems that produce measurable improvement in the utilization of your software systems. We like to say that you can simply do MORE with what you already own.
A recognized thought leader within the Microsoft community, Kerry Peters is CEO/co-founder of New View Strategies (NVS). Kerry, along with fellow BCUG/NAVUG All-Star, Kim Congleton, founded NVS in 2017 to formalize their mutual passion for helping users take an agile approach to ERP training, assessment, and utilization. Having driven multiple ERP overhauls over 2 decades as both corporate controller and BC/NAV project manager, Kerry demonstrates superlative leadership to guide teams through technological change. Kerry is one of a handful of women to receive Microsoft’s global MVP Award, and has done so every year since 2017 as well as becoming a Microsoft Certified Trainer. She actively supports the advancement of women in leadership and carves out time to spend amongst the ducks, bees, and beautiful gardens of her small farm in the Midwest.
No business can experience skyrocketing success by being stagnant. It requires continuous innovation, commitment, consistency, and hard work every single day. Many types of innovations are often discussed and implemented by leaders, including business process improvement.
Key areas we covered in this episode:
- The importance of focusing on efficiency and its positive impact on your business. See the ripple effects and reap the rewards instantly!
- Why is it smart to list all the things that need to be addressed regarding inefficiency?
- The power of observing, working together to achieve efficiency, and how efficiency can help your team work on more value-added activities.
Loved this episode? Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and for 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 not only boosted efficiency and solved business problems but also had fun in the process! Kerry regularly contributes to the www.GetYourNewView.com blog as well as her own blogs at www.DynamicsNAVFinancials.com and www.kerrypeters.com.
Contact New View Strategies today to discuss how they can help your company today! https://getyournewview.com/contact/
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.