Get Your New View Podcast

Get Your New View Podcast

By Kerry PetersBusinessManagement
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Get Your New View Podcast episodes

  • S12 EP09: How Can New View Make Your Accounting Team Paperless

    Explore our Business Central on-demand training courses at https://www.learndynamics.com/

    Moving to a paperless accounting system is no longer a future goalβ€”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 π—šπ—²π˜ π—¬π—Όπ˜‚π—Ώ π—‘π—²π˜„ π—©π—Άπ—²π˜„ β–Ά How Can New View Make Your Accounting Team Paperless.

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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.

    βœ… 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

    8 min
  • S12 EP08: Specific Stuff You Should Know about the 2024 Wave Two Release

    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. π—šπ—²π˜ π—¬π—Όπ˜‚π—Ώ π—‘π—²π˜„ π—©π—Άπ—²π˜„ β–Ά Specific Stuff You Should Know about the 2024 Wave Two Release.

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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.

    βœ… 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

    28 min
  • S12 EP07: Administration Improvements from the 2024 Wave Two Release

    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 Gπ—²π˜ π—¬π—Όπ˜‚π—Ώ π—‘π—²π˜„ π—©π—Άπ—²π˜„ β–Ά Administration Improvements from the 2024 Wave Two Release.

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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.

    βœ… 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

    18 min
  • S12 EP06: Financial Reporting Improvements from the 2024 Wave Two Release

    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. π—šπ—²π˜ π—¬π—Όπ˜‚π—Ώ π—‘π—²π˜„ π—©π—Άπ—²π˜„ β–Ά 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.

    βœ… 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

    28 min
  • S12 EP05: How to Engage New View for Fractional Services

    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 π—šπ—²π˜ π—¬π—Όπ˜‚π—Ώ π—‘π—²π˜„ π—©π—Άπ—²π˜„ β–Ά How to Engage New View for Fractional Services.

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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.

    βœ… 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

    8 min
  • S12 EP04: New Productivity Tips from the 2024 Wave Two Release

    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. π—šπ—²π˜ π—¬π—Όπ˜‚π—Ώ π—‘π—²π˜„ π—©π—Άπ—²π˜„ β–Ά 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.

    βœ… 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

    21 min
  • S12 EP03: What it's Like to Take a LearnDynamics Class

    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 π—šπ—²π˜ π—¬π—Όπ˜‚π—Ώ π—‘π—²π˜„ π—©π—Άπ—²π˜„ β–Ά 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.

    βœ… 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

    6 min
  • S12 EP02: How to Use the Microsoft Release Planner

    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! π—šπ—²π˜ π—¬π—Όπ˜‚π—Ώ π—‘π—²π˜„ π—©π—Άπ—²π˜„ β–Ά 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.

    βœ… 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

    6 min
  • S12 EP01: What's New in the 2024 Wave Two Release

    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:

    βœ…Shopify Integration: Simplified data flow and improved refund locations eliminate manual processes, making your Shopify-Business Central integration smoother than ever.

    βœ…Project Management: Create purchase orders directly from project planning lines and take advantage of extended text functionality for better efficiency.

    βœ…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 π—šπ—²π˜ π—¬π—Όπ˜‚π—Ώ π—‘π—²π˜„ π—©π—Άπ—²π˜„ β–Ά 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.

    βœ… 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

    15 min
  • S11 EP04: All About Learn Dynamics On Demand Business Central Training

    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! π—šπ—²π˜ π—¬π—Όπ˜‚π—Ώ π—‘π—²π˜„ π—©π—Άπ—²π˜„ β–Ά All About LearnDynamics On-Demand Business Central Training.

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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.

    βœ… 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

    13 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…