Get Your New View Podcast

Get Your New View Podcast

By Kerry PetersBusinessManagement
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  • S8 EP16: Fixed Assets

    In today's new episode of π—šπ—²π˜ π—¬π—Όπ˜‚π—Ώ π—‘π—²π˜„ π—©π—Άπ—²π˜„ podcast, our conversation revolves around the Fixed Assets. You might wonder why companies tend to procrastinate the implementation of fixed assets until phase two, right?

    Truth be told, numerous businesses manage their fixed assets using spreadsheet tools or other exclusive fixed asset software, instead of taking advantage of their ERP system. Most people think that it's easy to do this, but using fixed assets in your fully integrated ERP system can make it even easier.

    Now, let's dive into some aspects of fixed assets in Business Central that might surprise you.

    WATCH Fixed Assets with Kerry Peters β–Ά

    [00:00:00] Introduction: Fixed Assets

    [00:00:54] Business Central's fixed asset capability is robust; maximize that

    [00:01:52] Fixed assets can be completely synced with your purchasing area

    [00:02:55] Customer story: saving time and struggles by setting up fixed assets early

    [00:03:44] What to prepare before implementing Fixed Assets as a Phase 2 project

    #NewViewStrategies #BusinessCentral #FixedAssets

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

    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/

    8 min
  • S8 EP15: CRM/ Relationship Management

    We use Business Central at New View daily and constantly find new ways to innovate with this amazing tool.

    My favorite success story revolves around us. Sound surprising? Here's why: For a while, we weren't using Business Central as a tool for our sales processes. And guess what? We experienced the same issues our customers frequently reported to us.

    We had multiple lists of leads, systems that were not integrated, and no system of record that told the truth about our sales process. And we spent a lot of manual time getting from sales to invoicing. We finally decided to "drink our own champagne" and truly loved the result.

    We have become so much more efficient and comfortable with our data, but we also understand our customers' needs better, especially when it comes to relationship management.

    Learn more in this new episode of π—šπ—²π˜ π—¬π—Όπ˜‚π—Ώ π—‘π—²π˜„ π—©π—Άπ—²π˜„ β€” CRM/ Relationship Management with Kerry Peters β–Ά

    [00:00:00] Introduction: CRM or relationship management

    [00:01:10] My favorite customer story

    [00:01:52] 3 things to think about if you're preparing to work on a project like this

    [00:02:49] Practice and understand how to use the system

    [00:03:40] Why traditional and more expensive CRM systems fail to follow through with their implementations

    #NewViewStrategies #BusinessCentral #CRM #RelationshipManagement

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

    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/

    8 min
  • S8 EP14: Data Warehouse

    What reports do you absolutely need?

    Companies transitioning from a different system into BC/NAV have built many impressive reports with Excel already, but we all know maintaining them can be a bit tricky, not to mention it can bog down the system.

    The magic is, you can build a single, comprehensive report within that data warehouse. This report will present you with a complete view of the data you need.

    Learn more in this new episode of π—šπ—²π˜ π—¬π—Όπ˜‚π—Ώ π—‘π—²π˜„ π—©π—Άπ—²π˜„ β€” Data Warehouse

    with Kerry Peters and Kim Congleton β–Ά

    [00:00:00] Introduction

    [00:00:15] Data warehouse defined

    [00:01:17] The conversation that often goes overlooked - what happens with the data from the old system?

    [00:02:08] The ease of putting a data warehouse in place after go-live

    [00:03:03] Favorite customer story

    [00:04:37] The primary benefits of using a data warehouse

    [00:07:00] Analyzing reports before project implementation

    [00:08:13] Implementation in Phase 2 with New View

    #NewViewStrategies #BusinessCentral #MRP #DataWarehouse

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

    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/

    13 min
  • S8 EP13: Fixing MRP and Production Planning

    Implementing Detailed Production Planning including MRP in Business Central as a second phase project isn't that hard. However, it's like managing its own mini-project. Now, I won't pretend it's a walk in the park. There's a lot going on; there are setups and parameters to deal with, not to mention an array of moving parts. It's crucial that you understand each piece and thoroughly test them.

    Bear in mind that while this can be quite work-intensive, what's needed is a serious commitment and an effective team to get it up and running smoothly. But once it's operating correctly, it runs like a dream.

    Learn more in this new episode of π—šπ—²π˜ π—¬π—Όπ˜‚π—Ώ π—‘π—²π˜„ π—©π—Άπ—²π˜„ β€” Fixing MRP and Production Planning β–Ά

    [00:00:00] Introduction: MRP and Production Planning

    [00:00:35] Questioning the numbers

    [00:01:26] Is it difficult to put this in place after go-live?

    [00:02:39] What companies don't know about MRP and production planning that they should

    [00:03:53] Favorite customer story

    [00:05:15] Getting your parameters right

    #NewViewStrategies #BusinessCentral #MRP #ProductionPlanning

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

    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/

    11 min
  • S8 EP12: Budgets

    The biggest advantage of the Business Central system is its centralization, and this includes budgets, too.

    Here at New View, we don't just understand your financial reporting needs, we're experts in it. Let our real-world experience using this software guide you through the process.

    A major feature in financial reporting and budgeting is the ability to make a report that shows not just your Month-to-date and Year-to-date performance but also the total annual budget and the remaining budget with just a few extra columns.

    This is a huge game-changer that not many are maximizing.

    Learn more in this new episode of π—šπ—²π˜ π—¬π—Όπ˜‚π—Ώ π—‘π—²π˜„ π—©π—Άπ—²π˜„ β–Ά Budgets

    [00:00:00] Introduction: Phase 2 Project: Budgets

    [00:01:26] The primary benefits of using Budgets inside Business Central

    [00:02:40] Amazing customer story

    [00:03:54] Empowering teams to use financial reporting and proper filtering so they can view the data live in their system

    [00:05:21] Best feature related to budgets that shows Month-to-date and Year-to-date & total amount budgeted

    #NewViewStrategies #ProcessImprovement #Budgets

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

    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/

    9 min
  • S8 EP11: Dimensions

    Do you maximize Dimensions as a tool in your BC system?

    It can significantly cut down the complexity of your chart of accounts.

    For those with segmented charts of accounts, Dimensions are a game-changer as they can help you focus on areas where there's a lot of breakdown for one account, like revenue or sales. So, think of dimensions as your little guardians guiding you through the world of accounting. Get the most out of them and simplify your life!

    Learn more in this new episode of π—šπ—²π˜ π—¬π—Όπ˜‚π—Ώ π—‘π—²π˜„ π—©π—Άπ—²π˜„ β–Ά

    βœ” Dimensions add a whole new aspect to your filtering capabilities in the BC system. So what are Dimensions exactly? I like to look at them as data tags that you attach to your posted transactions. It's actually pretty straightforward. These data tags accompany each and every transaction that gets posted into the system.

    βœ” Reducing complexity in your chart of accounts will lead to efficiency within your accounting department. Your team won't have to check with colleagues on how to code thingsβ€”it's all taken care of! As the system handles it all, it effectively prevents any erroneous or 'garbage' data from filling up your dimensions. So, you have automation, control, and accuracyβ€”all in one!

    βœ” Setting up Dimensions can be a bit tricky after your system goes live. We personally suggest setting it up during the original configuration of your system. It's not entirely impossible to do that after the system is live, but what makes this a tough task, is although you can set them up later, you might miss out on the chance to attach these data tags to your migrated and new data. This could require a good deal of effort.

    βœ” We can help set up Dimensions in your system to do the heavy lifting for you. We're all in to guide awesome companies like yours to adapt and perfect this much-needed tool. During our sessions, we take into account the flow of accounts, financial reporting, and system efficiency. The purpose? To assist you in making the right dimension choices for your business.

    Essential points covered in this episode:

    [00:00:00] Introduction

    [00:00:11] Why do companies put off using Dimensions until Phase 2 after their go-live?

    [00:02:07] Dimensions can absolutely be poorly designed - so please don't do this on your own

    [00:02:57] Reduce a tremendous amount of complexity in your chart of accounts

    [00:04:04] Achieve more control and accuracy in your postings

    [00:05:50] Fulfill your daily research needs with dimensions

    [00:08:59] What to prepare for in Phase 2

    #NewViewStrategies #ProcessImprovement #Dimensions

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

    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/

    15 min
  • S8 EP10: Financial Reporting

    Why do companies defer financial reporting to Phase 2 in their ERP system?

    πŸ’πŸΌ Often they have the notion that they can do financials out of the box and are ready to go without their need to participate.

    πŸ’πŸΌ They believe that it's no big deal to accomplish this task at a later period and usually don't consider it a primary task for the system go-live.

    πŸ’πŸΌ There are many instances wherein no one within the team has adequate financial expertise, or the individual with the required skill set mainly uses Excel. Such folks might be planning to stick to Excel until they can spare the time to familiarize themselves with the new tool provided by Business Central.

    Learn more in this new episode of π—šπ—²π˜ π—¬π—Όπ˜‚π—Ώ π—‘π—²π˜„ π—©π—Άπ—²π˜„ β€” Financial Reporting β–Ά

    βœ” Putting financial reporting in your ERP system before go-live is just as challenging as after.

    Integrating financial reporting BEFORE or AFTER the go-live holds an equal level of complexity. Instead of adding extra stress while everyone's trying to learn the new system, a great idea would be to get reports in ASAP - remember the motto: the earlier, the better.

    βœ” Financial Reporting using Business Central is very flexible and fast.

    Having had the pleasure of working with hundreds of companies over the last 20 years, I've realized an interesting fact - hardly any two companies have identical financial reports! This is why the flexibility offered by Business Central is so invaluable. It enables you to tailor your financial statements exactly how you need them!

    Another highlight, which is often overlooked, is its remarkable speed. Open your new account schedule and voila, your numbers are ready in no time!

    Now, you might ask - Isn't that supposed to be a given? Isn't speed expected? Well, think back to the other financial reporting packages you've used. Recall waiting for your numbers to load, enduring the processing time, and in worse scenarios, having to set the schedule overnight and anxiously waiting till the next day! Quite a contrast, isn't it?

    βœ” Create your financial report dreams with New View!

    We specialize in simplifying Financial Reporting for you. With our vast experience and hundreds of satisfied customers to vouch for us, we promise you top-notch results. Whether you need to create financial statements the same as what you have today or build new ones from scratch, we've got you covered! We can also coach you on how to do all of these giving you lots of helpful suggestions at every step along the way.

    The result? Financial statements that are professional, easy to understand, consistently delivered, and above all, accurate.

    Essential points covered in this episode:

    [00:00:00] Introduction

    [00:00:19] Putting off Financial Reports for Phase 2

    [00:03:12] No two companies have identical financial reports

    [00:04:40] Added uses as operational management reporting tool or even as a daily research tool

    [00:06:48] Easy to partner up with more tools inside BC

    [00:09:15] Dumping results into a trial balance in Excel

    [00:11:05] How to prepare transitioning financials inside BC

    #NewViewStrategies #ProcessImprovement #FinancialReporting

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

    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/

    17 min
  • S8 EP9: Paperless Accounts Payable

    Pondering over how to make the accounts payable process faster and more efficient? It's common for companies to push this problem to Phase Two. Simply because, from their perspective, it seems like there are massive issues that need solving that require a lot of time and effort.

    Just think about it. The invoices come in, perhaps via email or postal mail. They are printed out, someone gives the green light for payment and jots it down on the documents. And then, voilΓ , they have these gigantic filing cabinets stocked with paper invoices.

    There are a handful of reasons why going paperless could be a revolutionary step for your business. Let's dive deeper into the benefits of ditching those paper invoices.

    Learn more in this new episode of π—šπ—²π˜ π—¬π—Όπ˜‚π—Ώ π—‘π—²π˜„ π—©π—Άπ—²π˜„ β€” Paperless Accounts Payable β–Ά

    βœ” Going paperless doesn't have to be difficult at all.

    Speaking to businesses and reassuring them is one element of our job at New View that we truly enjoy. There's often a fear that certain changes may take a long time, like going paperless in your AP, but the truth is that it can actually be quite a speedy process.

    βœ” Paperless accounts payable allows people to work remotely and have more flexibility even in the accounting department.

    Often, accountants feel bound to their physical paperwork. πŸ—ƒοΈπŸ€¦πŸΌβ€β™€οΈ

    They have mountains of documentation on their desks and piles in their filing cabinets. Deciding to go on the paperless route completely trumps those constraints, allowing them to efficiently operate from a remote location, adding flexibility even to the accounting department.

    βœ”Electronic payments help eliminate paper and the mistakes made.

    Ever faced a situation where you needed to make a payment, but the check stock was either at your colleague's place or in the office? Well, with e-payments, we can completely avoid such situations and make payments from absolutely anywhere. That's the beauty of it, convenience right at your fingertips.

    Essential points covered in this episode:

    [00:00:00] Intro

    [00:00:24] Why companies hold off paperless AP until Phase 2

    [00:02:21] Is it really difficult to put this into place after go live?

    [00:03:04] Switching to paperless doesn't have to be 'cold turkey'

    [00:05:00] Customer story: the horror when your AP clerk leaves

    [00:07:08] Making that transition to paperless & remote working

    [00:08:32] Primary benefits of being paperless with AP

    [00:11:21] Top things that companies should prepare before going all-digital

    #NewViewStrategies #ProcessImprovement #PaperlessAccountsPayable

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

    For the past decade, Cari Corozza has relished driving smarter processes and more efficiencies with the accounting and finance teams she's worked with, developing a deep background in month-end reporting, accounts payable, and financial consolidation. She is a Certified Public Accountant and an experienced Microsoft Dynamics NAV User. As a trainer with New View Strategies, she enjoys sharing her past NAV experience to guide other users toward finding the best way to accomplish daily and monthly tasks and goals. Cari is a Microsoft Certified Trainer and holds the Microsoft Office Specialist: Excel Expert credential.

    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/

    18 min
  • S8 EP8: Reminders with Cari Corozza

    Many firms and companies are not familiar with Reminders or, even if they've encountered them in their software, they may not realize how beneficial they are. Truth be told – Reminders are among the most underleveraged financial tools we have in Business Central.

    WATCH: Reminders β–Ά

    βœ” Reminders are better than customer statements.

    One major advantage of Reminders is their ability to incorporate various levels. (This is unlike Statements, where we traditionally send one format enlisting everything.) This flexibility with varied messaging styles is an exciting feature, a novelty that is unfortunately absent in the case of statements.

    βœ” Implementing Reminders with Business Central

    Receiving a Customer Reminder definitely catches the eye that's why we strongly teach companies to use this incredibly effective approach.

    This doesn't have to be complicated. Thanks to the reminder templates that come with Business Central, you can quickly assign those reminder terms to the customer in just a few minutes, making it very straightforward.

    βœ” Easy and efficient Reminder Implementation with New View

    We take pride in making the implementation of reminders as a Phase Two project a breeze for you! We've got a great flowchart that walks you through all the steps of how reminders work, from drafting the reminder terms to delivering or pulling the final reminder.

    Need help to tweak the different levels or change the wording? Or who should receive the reminders or how often to send them? We've got you covered! We'll work alongside you throughout the whole process, guiding you on best practices for reminders.

    Essential points covered in this episode:

    [00:00:01] Why do companies hold off putting Reminders into place until Phase 2?

    [00:00:41] Features and secrets you may not know

    [00:02:02] Three-level reminders

    [00:03:41] Access templates out of the box

    [00:05:05] Top things that companies should prepare for putting Reminders into place?

    #NewViewStrategies #ProcessImprovement #Reminders

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

    For the past decade, Cari Corozza has relished driving smarter processes and more efficiencies with the accounting and finance teams she's worked with, developing a deep background in month-end reporting, accounts payable, and financial consolidation. She is a Certified Public Accountant and an experienced Microsoft Dynamics NAV User. As a trainer with New View Strategies, she enjoys sharing her past NAV experience to guide other users toward finding the best way to accomplish daily and monthly tasks and goals. Cari is a Microsoft Certified Trainer and holds the Microsoft Office Specialist: Excel Expert credential.

    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/

    11 min
  • S8 EP7: Email Functionality with Cari Corozza

    Kerry Peters is joined by Cari Corozza to talk about what's holding back organizations from setting up email functionality, what this feature looks like and how it works, how much of your workload it lessens, and the steps that you can take to prepare for this project.

    Essential points covered in this episode:

    βœ”οΈ Email functionality is easy to set up. You just need to make that choice! This feature allows you to have the documents emailed from Business Central from a shared inbox. Ensure your organization has a plan before starting the setup.

    βœ”οΈ Get rid of all those steps and save time! No more tracker spreadsheets, invoice printing, and manual searching of contacts. Business Central enables you to set up a consistent email message and send it all in just one click.

    βœ”οΈ Do these to prepare your organization for this project. Be clear on who will monitor your shared inbox. Double-check that you're using your company's internal email address when sending out invoices. Review if you have multifactor authentication turned on to avoid emails being sent out of business.

    βœ”οΈ Consider all options to find the specifications that work best for your organization. Ask for help from experts like Get Your New View to start testing and know the best practices so your company can maximize this functionality.

    For the past decade, Cari Corozza has relished driving smarter processes and more efficiencies with the accounting and finance teams she's worked with, developing a deep background in month-end reporting, accounts payable, and financial consolidation. She is a Certified Public Accountant and an experienced Microsoft Dynamics NAV User. As a trainer with New View Strategies, she enjoys sharing her past NAV experience to guide other users toward finding the best way to accomplish daily and monthly tasks and goals. Cari is a Microsoft Certified Trainer and holds the Microsoft Office Specialist: Excel Expert credential.

    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/

    #businessmanagement #processimprovement #businesscentral

    12 min

About Get Your New View Podcast

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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…