Get Your New View Podcast

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/