Get Your New View Podcast

Get Your New View Podcast

By Kerry PetersBusinessManagement
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Get Your New View Podcast episodes

  • S5 EP2: Power BI in Detail with Kim Congleton

    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/

    13 min
  • S5 EP1: Things to Love About the Microsoft Power Platform with Kim Congleton

    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/

    8 min
  • S4 EP16: Solving Inventory Issues through Education with Lisa Ramsey and Shawn Sissenwein

    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.

    ————————————————————————————————

    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/

    17 min
  • S4 EP15: The Power of Account Schedules with Mark Rhodes

    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.

    ————————————————————————————————

    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/

    19 min
  • S4 EP14: Improve Your Month-End Closing Process with Kim Dallefeld

    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?

    ————————————————————————————————

    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.

    ————————————————————————————————

    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/

    23 min
  • S4 EP13: Increase Reporting Efficiency with Dimensions with Mark Rhodes

    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:

    1. Are our financial reports still relevant?
    2. Are the things that we're measuring making a difference?
    3. 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.

    ————————————————————————————————

    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/

    25 min
  • S4 EP12: Enhance Functionality with Power BI

    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.

    ———————————————————————————

    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/

    27 min
  • S4 EP11: Create Improvements With Business Central Through System Administration

    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/

    17 min
  • S4 EP10 - Effective Purchasing Management

    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/

    14 min
  • S4 EP09 - Sales Process Improvement with BC/NAV

    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/

    14 min

About Get Your New View Podcast

From the publisher's feed

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…