Get Your New View Podcast

Check out our new on-demand training courses at https://www.learndynamics.com/

How many of your team members are set up with the status of SUPER instead of proper permissions?

2024 is a new year and we're looking forward to helping you to solve problems at your business. The proper setup and administration of security and permissions within Business Central can make all the difference. Get it right, and you as the system administrator can save yourself and your users countless hours of time and frustration.

When you intentionally allocate resources to personal and professional development, you are setting yourself up for an incredibly high ROI. With our on-demand courses, you can bring more depth to your understanding of Dynamics 365 Business Central and become an even more valuable player!

Get in touch with us today and let's bring your business to new heights.

#NewViewStrategies #BusinessCentral #OnDemandTraining

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

About Kerry Peters & New View Strategies:

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

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

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

✅ Why Choose New View?

With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.

Contact us today: https://getyournewview.com/services/

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

Struggling to remember the steps for a seamless year-end close in your business? 2024 brings new challenges, and staying on top of your financial year-end processes is key.

Our Accountant's Year-End Refresher course is your solution. It's designed to refresh and update your knowledge on closing the year effectively and efficiently.

We cover everything from month-end closures to setting up your new annual budget. You'll learn to safeguard your month-end cut-offs and get expert advice on the best reports for period closures.

Enhance your skills with us and ensure a strong financial year-end!

#NewViewStrategies #BusinessCentral #OnDemandTraining

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

About Kerry Peters & New View Strategies:

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

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

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

✅ Why Choose New View?

With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.

Contact us today: https://getyournewview.com/services/

Ever wondered why businesses often delay the integration of advanced reporting tools like Power BI? Turns out, navigating the myriad of reporting requirements and tools can be overwhelming.

Yet, the need is real. Companies are drowning in data, manually stitching together reports from various systems. Often, these reports consume hours of work and don't even align with the true needs of the business.

Shifting from manual 2-hour report preparations to a few clicks on a Power BI dashboard is a game-changer. Also, the potential time savings and self-service features empower teams like never before.

Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Advanced Reporting / Power BI with Kerry Peters and Shawn Sissenwein ▶ [insert link]

[00:00:20] Introduction

[00:00:20] The challenges companies face with numerous reporting needs during system implementation.

[00:00:47] The feasibility of reintroducing advanced reporting.

[00:01:26] Common misconceptions about advanced reporting.

[00:03:15] The significance of anticipating user needs in data reporting fields.

[00:04:00] The benefits of investing in Power BI or advanced reporting over traditional methods.

[00:05:36] Essential preparatory steps for companies embarking on an advanced reporting project.

[00:07:03] Promoting self-service through user training in data reporting.

#NewViewStrategies #BusinessCentral #ProcessImprovement #LandedCosts #Logistics

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

About Kerry Peters & New View Strategies:

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

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

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

✅ Why Choose New View?

With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.

Contact us today: https://getyournewview.com/services/

Ever wondered why companies postpone Electronic Data Interchange (EDI) implementation until Phase 2?

It's not just about timing, but also about understanding the flow and intricacies of EDI. Moreover, implementation does not solely rely on understanding EDI but also on ensuring that data, especially item numbers, is meticulously prepared ahead of time.

Many businesses falter here, leading to testing challenges.

By sharing expertise and focusing on educating clients about the EDI process, New View Strategies helps bridge the knowledge gap and streamline the transition.

Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Change Management with Kerry Peters and Shawn Sissenwein ▶ https://youtu.be/9TLdLXCoKco

[00:00:00] Introduction

[00:00:20] Timing challenges of testing with trading partners during blackout periods.

[00:00:47] How feasible it is to implement post-launch adjustments.

[00:01:29] Key things companies should understand about EDI and Business Central.

[00:02:21] Breaking down the jargon of EDI documents into real-world terms.

[00:03:39] The significance of understanding EDI processes and their requirements.

[00:04:16] Preparatory measures companies can take before initiating an EDI project.

#NewViewStrategies #BusinessCentral #ProcessImprovement #Training

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

About Kerry Peters & New View Strategies:

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

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

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

✅ Why Choose New View?

With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.

Contact us today: https://getyournewview.com/services/

Have you ever wondered why businesses frequently postpone barcoding and scanning to Phase 2? It's an intriguing topic and certainly one that stirs my curiosity.

Simple mistakes, like picking the wrong item from a shelf, can be substantially minimized with barcoding and validation during both the receiving and shipping processes.

Barcoding and scanning, when done right, can revolutionize warehouse operations, bringing about efficiency, accuracy, and peace of mind.

Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Barcoding and Scanners with Kerry Peters and Shawn Sissenwein ▶ https://youtu.be/3P2CTm1KZXw

[00:00:00] Introduction to barcoding and scanning.

[00:00:20] The common reasons companies delay barcoding.

[00:01:26] The underestimated benefits of barcoding in reducing warehouse mistakes.

[00:02:15] A transformative journey from a vast to a zoned and labeled barcoding.

[00:04:28] Preparations and considerations for a barcoding transition.

[00:05:25] The expert-driven approach to ensuring a smooth barcoding implementation.

#NewViewStrategies #BusinessCentral #ProcessImprovement #Training

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

About Kerry Peters & New View Strategies:

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

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

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

✅ Why Choose New View?

With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.

Contact us today: https://getyournewview.com/services/

Ever wondered why companies frequently delay implementing advanced warehousing until Phase 2? This burning query is one I've grappled with repeatedly, especially when understanding the intricate dynamics of warehousing.

Remarkably, many organizations only look into advanced warehousing after their initial setup, often due to challenges in aligning business processes with the new system. Such delays, while sometimes strategic, can sometimes amplify operational hiccups.

This episode features an in-depth discussion with Shawn Sissenwein, a seasoned consultant at New View Strategies. Shawn sheds light on the nuances of transitioning from traditional to advanced warehousing, the pivotal role of cross-docking in today's fast-paced supply chains, and real-world success stories.

WATCH 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Warehousing / Advanced Warehousing

with Kerry Peters ▶

[00:00:00] Introduction to the topic of advanced warehousing as a Phase Two project.

[00:00:38] Challenges of incorporating advanced warehousing after the initial implementation.

[00:02:01] The philosophy of taking a gradual approach in warehousing transitions.

[00:02:25] The growing importance and benefits of cross-docking in advanced warehousing.

[00:03:34] Real-life experiences with companies implementing advanced warehousing.

[00:04:37] The primary benefits of advanced warehousing.

[00:06:07] The significance of system efficiencies in warehousing processes.

#NewViewStrategies #BusinessCentral #ProcessImprovement #BusinessProcessEvaluation

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

About Kerry Peters & New View Strategies:

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

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

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

✅ Why Choose New View?

With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.

Contact us today: https://getyournewview.com/services/

Often, companies hesitate to leverage Landed Costs until they reach a Phase 2 project because, quite frankly, many of them aren't even familiar with the concept.

In simpler terms, Landed Costs allow you to consider not only the initial price of a product or unit but also all the extra expenses associated with getting that item delivered to your receiving dock. It encompasses all the little costs that add up in the process.

Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Landed Costs with Kerry Peters and Cynthia Priebe ▶

[00:00:00] Introduction

[00:00:13] Why do companies put off using Landed Costs until a Phase 2 project?

[00:02:28] Two major ways Business Central handles Landed Costs

[00:05:56] Get a truer picture of each item's profit and know if you're compensating salespeople on that profit

[00:07:50] Landed costs is not just an accounts payable thing or an invoicing thing

[00:09:07] Favorite customer story

[00:12:14] How to prepare to put Landed Costs into place

#NewViewStrategies #BusinessCentral #ProcessImprovement #LandedCosts #Logistics

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

About Kerry Peters & New View Strategies:

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

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

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

✅ Why Choose New View?

With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.

Contact us today: https://getyournewview.com/services/

Imagine the amount of pain you can eliminate within your organization if things were running more efficiently with your ERP system.

How can you get even more out of this incredible investment you've made?

We are here to assist you every step of the way. Our team regularly conducts business process assessments with our customers to identify areas where improvements can be made for maximum benefit to your company.

Depending on the size of your company, we can complete this assessment in just 2 to 5 days, and you'll receive comprehensive results along with a detailed action plan in less than a month!

It's time to eliminate the need for external spreadsheets and workarounds – make the most of the ERP system you've invested in today!

WATCH 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Business Process Evaluation

with Kerry Peters ▶

[00:00:00] Introduction: Business Process Evaluation as a Phase 2 project

[00:00:49] Three points when companies get this done

[00:01:30] Internal politics getting in the way of process efficiency? Get outside consultancy

[00:03:03] Favorite customer story

[00:04:53] Depending on the size of your company, have a complete assessment in just 2 to 5 days, and a detailed action plan in less than a month!

#NewViewStrategies #BusinessCentral #ProcessImprovement #BusinessProcessEvaluation

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

About Kerry Peters & New View Strategies:

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

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

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

✅ Why Choose New View?

With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.

Contact us today: https://getyournewview.com/services/

Ever wondered why companies delay training till Phase 2? Honestly, this is a vexing question (and a frustrating one!) for me too.

Unfortunately, these three things: training, testing, and reporting are often the first budget items to be chopped when implementing an Enterprise Resource Planning (ERP) system.

This is usually due to constraints in the overall project budget or time frame. Such decisions often have considerably severe repercussions.

Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Training with Kerry Peters ▶

[00:00:00] Introduction: Training

[00:00:34] Four theories on how training should be done with the software go-live

[00:01:40] Why the train-the-trainer approach is not the best strategy

[00:04:20] The power of refresher training

[00:05:04] Companies who wait after go-live to do training are often operating from a point of pain

[00:06:00] Implementers VS Trainers

#NewViewStrategies #BusinessCentral #ProcessImprovement #Training

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

About Kerry Peters & New View Strategies:

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

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

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

✅ Why Choose New View?

With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.

Contact us today: https://getyournewview.com/services/

If you decided to tackle inventory reconciliation in Phase 2, it probably means that you weren't doing it before go-live. That's all right - the important thing is that you've realized it needs to be addressed, which is great!

Putting it into place after going live might be a little tricky, but don't worry. This is more of an accounting than a system challenge. Don't stress out. That just means we'll need to figure out and solve the root of the problem first. It'll be a bit more work, but we can definitely handle it!

WATCH Inventory Reconciliation with Kerry Peters ▶

[00:00:00] Introduction: Inventory Reconciliation

[00:01:25] Monthly reconciliation of inventory and sub-ledgers is a super important part of accounting

[00:01:42] Understanding Business Central's inventory tools

[00:03:10] How to prepare for Phase 2

[00:03:25] Looking at the evidence and providing solutions

#NewViewStrategies #BusinessCentral #InventoryReconciliation

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

About Kerry Peters & New View Strategies:

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

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

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

✅ Why Choose New View?

With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.

Contact us today: https://getyournewview.com/services/