Get Your New View Podcast

Get Your New View Podcast

By Kerry PetersBusinessManagement
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Get Your New View Podcast episodes

  • S10 EP02: All About The Consultant's Accelerator Training Program

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

    Are you struggling with traditional training methods that just don't work anymore? It's time to transform the way your team learns and performs.

    In this episode, we delve into the Consultant's Accelerator Training Program of New View Strategies and why it's a game-changer for functional consultants. Learn how conventional training methods fall short and how our program can improve utilization rates drastically as we cover the significant cost savings, the accelerated learning curve, and the impressive ROI you can achieve.

    Discover how you can significantly improve your team's skills and your company's bottom line. Don't miss this opportunity to revolutionize your training methods.

    Listen now and take the first step towards a more efficient and successful future! π—šπ—²π˜ π—¬π—Όπ˜‚π—Ώ π—‘π—²π˜„ π—©π—Άπ—²π˜„ β–Ά All About The Consultant's Accelerator Training Program with Kerry Peters

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    About Kerry Peters & New View Strategies:

    Schedule time to meet with Kerry: https://calendly.com/kerrypeters/30-minute-meeting

    Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!

    Let the experts help you tap into the true power of your BC / NAV system.

    You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.

    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 #TrainingProgram #BusinessSoftware #BeEfficient #AimForSuccess #LearnNewSystems #SystemsTraining

    14 min
  • S10 EP01: How To Engage New View For Custom Training And Services

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

    Unlock the true power of your business systems with tailored training and services from New View Strategies.

    This episode explores how engaging New View for custom training and services can transform your business operations. Discover how our business process improvement consulting and specialized training programs can significantly impact your business and maximize your potential.

    We focus on helping you get the most out of your existing software, ensuring higher customer satisfaction and greater team efficiency.

    Don't miss out on these valuable insights – hit play now! π—šπ—²π˜ π—¬π—Όπ˜‚π—Ώ π—‘π—²π˜„ π—©π—Άπ—²π˜„ β€” How To Engage New View For Custom Training And Services with Kerry Peters β–Ά

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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 #ConsultantLife #ProcessImprovement #BusinessGrowth #CustomTraining #GoLive #Software

    16 min
  • S9 EP11: What Dimensions? | Dimension Setup

    Feeling lost with all those department codes and project numbers? We've got a solution.

    Join this insightful discussion as we break down the benefits of keeping it simple and easy. Explore the importance of setting up department code as admin and intuitively reviewing the transactions.

    Remember, dimensions are values that categorize entries so you can track and analyze them on documents, indicate the project or department from which an entry came, and streamline your data organization.

    Don't miss out on the valuable insights that could help the way you handle dimensions in your organization. Enroll in our on-demand training courses on LearnDynamics.com for more in-depth insights into Dynamics 365 Business Central.

    Enjoy this episode? Don't forget to leave a five-star review.

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    About Cari Corozza:

    Cari Corozza is a Certified Public Accountant, Microsoft Dynamics NAV User and one of the trainers with New View Strategies. She is a dedicated professional with over a decade of experience transforming accounting and finance processes. Beyond her expertise, Cari's adventurous spirit takes her across the globe. With visits to 40 countries on six continents (and counting), including exotic destinations like Cambodia, Uganda, and Slovenia, she brings a unique global perspective to her work.

    About Cynthia Priebe:

    Cynthia Priebe is the go-to resource when it comes to solving tough problems with Microsoft Dynamics 365 Business Central/NAV. She brings specific expertise to NVS's consulting and training team in assessment, accounting automation, finance functions, and documentation, as well as deep knowledge of all things BC/NAV. Outside of her career, she and her husband are outdoor enthusiasts and seasoned sailors on the Great Lakes.

    About New View Strategies:

    Let the experts help you tap into the true power of your BC / NAV system.

    You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.

    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 #PermissionsTesting #DepartmentCodes #BusinessCentral #Accounting #DimensionsInBusinessCentral #SetupBC

    7 min
  • S9 EP10: Permissions Testing Checklist | Security & Permissions

    Have you ever had a headache from a messy permissions testing checklist? Desperately searching for that elusive Excel spreadsheet on SharePoint? Check out our new on-demand training courses at https://www.learndynamics.com/

    In this episode, we explore the challenges of keeping testing organized and why it is essential to avoid permissions errors before going live. Learn the importance of keeping testing simple and discover how involving conscientious users, even the newest members, can help you deal with these hurdles.

    Explore with us as we give out more gems on how to organize your Permissions Testing Checklist with Cari Corozza and Cynthia Priebe.

    Enroll in our on-demand training courses on LearnDynamics.com for more in-depth insights into Dynamics 365 Business Central.

    Enjoy this episode? Don't forget to leave a five-star review!

    ---------------------------------------------------------------------------------------------------

    About Cari Corozza:

    Cari Corozza is a Certified Public Accountant, Microsoft Dynamics NAV User and one of the trainers with New View Strategies. She is a dedicated professional with over a decade of experience transforming accounting and finance processes. Beyond her expertise, Cari's adventurous spirit takes her across the globe. With visits to 40 countries on six continents (and counting), including exotic destinations like Cambodia, Uganda, and Slovenia, she brings a unique global perspective to her work.

    About Cynthia Priebe:

    Cynthia Priebe is the go-to resource when it comes to solving tough problems with Microsoft Dynamics 365 Business Central/NAV. She brings specific expertise to NVS's consulting and training team in assessment, accounting automation, finance functions, and documentation, as well as deep knowledge of all things BC/NAV. Outside of her career, she and her husband are outdoor enthusiasts and seasoned sailors on the Great Lakes.

    About New View Strategies:

    Let the experts help you tap into the true power of your BC / NAV system.

    You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.

    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/

    #MicrosoftDynamics365 #PermissionsTesting #BusinessCentral #Permissions

    7 min
  • S9 EP09: Where'd That Come From? | Troubleshooting

    Ever found yourself puzzled with your general entries? Let's dive deep and tackle the difference of source code and source type and their individual functions. Check out our new on-demand trainings at https://www.learndynamics.com/

    Join the exploration as we unravel the functions behind these two fields, discover their pivotal roles in troubleshooting financial discrepancies, especially when dealing with reconciliation challenges, and emphasize the significance of source code in identifying transaction types and source types in revealing the account or ledger through which the entry originated.

    Discover the importance of incorporating these fields into your GL entry page to avoid confusion in your daily workflow.

    Enroll in our on-demand training courses on LearnDynamics.com for more in-depth insights into Dynamics 365 Business Central.

    Enjoy this episode? Don't forget to leave a five-star review!

    ---------------------------------------------------------------------------------------------------

    About Cari Corozza:

    Cari Corozza is a Certified Public Accountant, Microsoft Dynamics NAV User and one of the trainers with New View Strategies. She is a dedicated professional with over a decade of experience transforming accounting and finance processes. Beyond her expertise, Cari's adventurous spirit takes her across the globe. With visits to 40 countries on six continents (and counting), including exotic destinations like Cambodia, Uganda, and Slovenia, she brings a unique global perspective to her work.

    About Cynthia Priebe:

    Cynthia Priebe is the go-to resource when it comes to solving tough problems with Microsoft Dynamics 365 Business Central/NAV. She brings specific expertise to NVS's consulting and training team in assessment, accounting automation, finance functions, and documentation, as well as deep knowledge of all things BC/NAV. Outside of her career, she and her husband are outdoor enthusiasts and seasoned sailors on the Great Lakes.

    About New View Strategies:

    Let the experts help you tap into the true power of your BC / NAV system.

    You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.

    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 #GLEntries #SourceCodeandType

    8 min
  • S9 EP08: STOP Sending Statements! | Sales & Receivables

    Ever found yourself frustrated with delayed invoice payments? Still on the search on what to do to ease out the process? Check out our new courses at https://www.learndynamics.com/

    Picture this: your customers consistently neglecting invoices, leading to a manual, time-consuming process of sending statements with minimal response. Hassle, right? Dive into this episode, where we tackle the common disadvantages of traditional statements and how Reminders in Business Central can have a transformative impact in your sales and receivables.

    Join us in this week's episode of STOP Sending Statements! | Sales & Receivables with Cari Corozza and Cynthia Priebe as we share essential tips on how to efficiently use reminders in Business Central.

    Explore our on-demand training courses on LearnDynamics.com for more in-depth insights into Dynamics 365 Business Central.

    ---------------------------------------------------------------------------------------------------

    About Cari Corozza:

    Cari Corozza is a Certified Public Accountant, Microsoft Dynamics NAV User and one of the trainers with New View Strategies. She is a dedicated professional with over a decade of experience transforming accounting and finance processes. Beyond her expertise, Cari's adventurous spirit takes her across the globe. With visits to 40 countries on six continents (and counting), including exotic destinations like Cambodia, Uganda, and Slovenia, she brings a unique global perspective to her work.

    About Cynthia Priebe:

    Cynthia Priebe is the go-to resource when it comes to solving tough problems with Microsoft Dynamics 365 Business Central/NAV. She brings specific expertise to NVS's consulting and training team in assessment, accounting automation, finance functions, and documentation, as well as deep knowledge of all things BC/NAV. Outside of her career, she and her husband are outdoor enthusiasts and seasoned sailors on the Great Lakes.

    About New View Strategies:

    Let the experts help you tap into the true power of your BC / NAV system.

    You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.

    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 #BusinessCentralReminder #BusinessCentral

    9 min
  • S9 EP07: Reconcile More Than Cash | Accounting

    Ever felt overwhelmed making AP and AR reconciliation reports? Wondering which reports to use for a smoother month-end process? Check out our new courses at https://www.learndynamics.com/

    In this episode, we discuss how to streamline the reconciliation of subledgers, the importance of reconciling not just bank accounts but also accounts payable, accounts receivable, fixed assets, and inventory. Join us as we give out more knowledge and pro tips highlighting some common reconciliation pitfalls and its preventive measures.

    Explore our on-demand training courses on LearnDynamics.com for more in-depth insights into Dynamics 365 Business Central.

    Tune in for these crucial moments in this podcast: Reconcile More Than Cash with Cari Corozza and Cynthia Priebe.

    Enjoy this episode? Don't forget to leave a five-star review!

    ---------------------------------------------------------------------------------------------------

    About Cari Corozza:

    Cari Corozza is a Certified Public Accountant, Microsoft Dynamics NAV User and one of the trainers with New View Strategies. She is a dedicated professional with over a decade of experience transforming accounting and finance processes. Beyond her expertise, Cari's adventurous spirit takes her across the globe. With visits to 40 countries on six continents (and counting), including exotic destinations like Cambodia, Uganda, and Slovenia, she brings a unique global perspective to her work.

    About Cynthia Priebe:

    Cynthia Priebe is the go-to resource when it comes to solving tough problems with Microsoft Dynamics 365 Business Central/NAV. She brings specific expertise to NVS's consulting and training team in assessment, accounting automation, finance functions, and documentation, as well as deep knowledge of all things BC/NAV. Outside of her career, she and her husband are outdoor enthusiasts and seasoned sailors on the Great Lakes.

    About New View Strategies:

    Let the experts help you tap into the true power of your BC / NAV system.

    You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.

    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/

    #SubLedgerReconciliation #AccountingTips #BusinessCentral

    9 min
  • S9 EP06: Bank Import Setup | Import/Export Data

    Have you ever found yourself wrestling with the complexities of importing bank transactions into Business Central? Check out our new courses at https://www.learndynamics.com/

    Bank import setup often poses challenges.

    In this episode, discover how Assisted Setup simplifies bank transactions and addresses common obstacles end users may encounter while using this tool. Assisted Setup in Business Central is a lifesaver and does the job, particularly for non-tech savvy.

    Elevate your understanding of the system and streamline your importing task.

    For continuous learning, hop over to learndynamics.com and explore our On-Demand Classes for you. Elevate your business by learning with us!

    Enjoy this episode? Don't forget to leave a five-star review!

    -------

    About Cari Corozza:

    Cari Corozza is a Certified Public Accountant, Microsoft Dynamics NAV User and one of the trainers with New View Strategies. She is a dedicated professional with over a decade of experience transforming accounting and finance processes. Beyond her expertise, Cari's adventurous spirit takes her across the globe. With visits to 40 countries on six continents (and counting), including exotic destinations like Cambodia, Uganda, and Slovenia, she brings a unique global perspective to her work.

    About Cynthia Priebe:

    Cynthia Priebe is the go-to resource when it comes to solving tough problems with Microsoft Dynamics 365 Business Central/NAV. She brings specific expertise to NVS's consulting and training team in assessment, accounting automation, finance functions, and documentation, as well as deep knowledge of all things BC/NAV. Outside of her career, she and her husband are outdoor enthusiasts and seasoned sailors on the Great Lakes.

    About New View Strategies:

    Let the experts help you tap into the true power of your BC / NAV system.

    You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.

    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/

    #FinanceTechMastery #BankImport #AssistedSetUpSuccess

    8 min
  • S9 EP05: Chart Of Accounts - To Total or Not? | Reporting

    Unlock the power of Chart of Accounts strategies for enhanced financial reports and totals.

    Join us in this week's episode as we delve into the ongoing debate surrounding the optimal utilization of the chart of accounts. Understand the system's processes and transactions easier for both minimalist and detailed users.

    Tune in for actionable insights that empower you with the tools for effective financial management in this week's episode of Get Your New View: Chart Of Accounts - To Total or Not? with Cari Corozza and Cynthia Priebe.

    Learn how to be efficient and up your skills too! Hop over and explore our On-Demand Classes for you. https://www.learndynamics.com/

    Enjoy this episode? Don't forget to leave a five-star review!

    ---------------------------------------------------------------------------------------------------

    About Cari Corozza:

    Cari Corozza is a Certified Public Accountant, Microsoft Dynamics NAV User and one of the trainers with New View Strategies. She is a dedicated professional with over a decade of experience transforming accounting and finance processes. Beyond her expertise, Cari's adventurous spirit takes her across the globe. With visits to 40 countries on six continents (and counting), including exotic destinations like Cambodia, Uganda, and Slovenia, she brings a unique global perspective to her work.

    About Cynthia Priebe:

    Cynthia Priebe is the go-to resource when it comes to solving tough problems with Microsoft Dynamics 365 Business Central/NAV. She brings specific expertise to NVS's consulting and training team in assessment, accounting automation, finance functions, and documentation, as well as deep knowledge of all things BC/NAV. Outside of her career, she and her husband are outdoor enthusiasts and seasoned sailors on the Great Lakes.

    About New View Strategies:

    Let the experts help you tap into the true power of your BC / NAV system.

    You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.

    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/

    #ChartOfAccountsDebate #FinancialStrategyInsights #EfficientFinanceTips

    9 min
  • S9 EP04: Uh-oh! Negative QOH | Inventory Management

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

    Ever faced the perplexity of negative inventory values with zero quantity on hand?

    In this episode, we dive into the importance of settings and processes in preventing inventory mishaps. We'll explore real-life scenarios where incorrect setup led to significant issues. We'll also provide insights on how to avoid these pitfalls in your business because understanding these intricacies is crucial for maintaining accurate financial records.

    Tune in to transform your Business Central management approach and gain control over your data.

    Learn more in this new episode of π—šπ—²π˜ π—¬π—Όπ˜‚π—Ώ π—‘π—²π˜„ π—©π—Άπ—²π˜„ β€” Uh-oh! Negative QOH with Cari Corozza and Cynthia Priebe.

    Enjoy this episode? Don't forget to leave a five-star review!

    ---------------------------------------------------------------------------------------------------

    About Kerry Peters & New View Strategies:

    Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!

    Let the experts help you tap into the true power of your BC / NAV system.

    You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.

    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 #NegativeInventory

    5 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…