At a recent assessment we were facilitating for a company, the new CFO came to the meeting ready to shoot down the proposal because they needed to move quickly with change. He'd worked with other companies who had done process reviews, and he knew that he'd have to prepare a lot of documentation, do business process mapping and flowcharts, and estimated that it would take them about a month just to be ready to meet with us. 

Imagine his surprise when we told him that that would not be necessary. We explained to the new CFO that we would have them do simple homework in preparation for our visit. 

Like that CFO, are you adamant about pursuing a process review for your organization, thinking you'll waste too many resources and time?

Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — What Happens During A Business Process Assessment? ▶

✔ By focusing on pain areas, we don't need to boil the ocean to find what's wrong with a company's business processes. 

At 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄, we aim to help you zero in precisely on the parts of your business that hurt the most. Our review process will help you identify issues and pinpoint where changes are needed, ensuring efficient management is fulfilled by your humans and your ERP system. 

✔ Three things we do in a business process assessment

First, we will meet with various members of your team and discuss pain points in detail. Second, we gain insight into the process by sitting with members to observe how the work is done. We will choose a few key processes and concentrate on those. Lastly, we will explore and closely examine how the setup affects the behavior of the system.

✔ Take the time to sit down, list the top 20 issues you're coming up against, and prioritize the ones that are most important to your business. 

Doing this exercise will help you identify how you can improve any inefficient processes. 

Once you complete the list, reach out to us, and we can take it from there. At New View, we can provide a consultation to assess the issues and come up with a plan to ensure your business is running as efficiently as possible - all you have to do is send an email over to [email protected]. 

We'll arrange a 30-minute call at a time that suits you. Don't let inefficient processes hinder your company's success - take the time to identify the problems and contact us for a quick solution.

Essential points covered in this episode:

[00:00:01] Introduction: What happens during an assessment

[00:00:55] Making a top 20 list and why a review shouldn't be long and complicated

[01:54] Focusing on areas of pain

[02:42] Homework for process improvement

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

About Kerry Peters & New View Strategies:

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

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

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

✅ Why Choose New View?

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

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

#ProcessImprovement #Assessment #BusinessManagement

Assessments are powerful tools for streamlining processes and serve as a gauge to create, if not capture opportunities for growth and prepare our companies for the future.

Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — When is a Good Time to Have a Business Process Assessment? ▶

✔ Companies change almost completely every five years. 

It's always beneficial to assess your business after a period of growth—and not just when the company is experiencing painful challenges and inefficient processes. 

✔ If your ERP system is efficient, you should be able to do more work with fewer people.  

Assess how many people you have had to employ to keep up with the changes implemented in your ERP system. To achieve efficiency with the outcomes, you should be able to do more work with the same number of team members or less. The system should be doing the work instead of your people doing the work.  

✔ Effective ERP processes are efficient, automated, and paperless.  

When assessing your business processes in place today, it is essential to consider: 

🔘 Are they efficient?

🔘 Are they automated?

🔘 Are they paperless? 

If your answer is NO, they are symptoms of old technologies or processes that no longer fit in a modern workplace. 

Book a 30-minute call with us for a consultation today and discover what a business process assessment could do for your business. We've made it easy; email [email protected], and allow us to support you in taking your organization to the next level.

Essential points covered in this episode:

[00:00:01] Introduction: When is a good time for a business process assessment?

[02:24] Checklist: How has your company changed in the last two to five years?

[03:23] Measure the number of documents created

[03:57] What are you able to accomplish with the same number of people?

[04:56] Do the new processes take longer than the old ones? 

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

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/

#ProcessImprovement #Assessment #Efficiency

Over the years, we learned that every company had key processes they could improve and were aware of the need for change, but they couldn't.

Everyone was so busy with the daily grind for them to take the necessary action. 

With more than ample experience and expertise in this area, we developed a business assessment process that allows our customers to find over 100 ways to enhance their operations with ease. 

With our help, you can maximize your business operations, optimize your ERP investment and unlock better success.

✔ Companies invest time and money in their software and only use 20% or less of the system. 

Maximizing efficiency is the key to success for any company. Yet, many companies utilizing ERP systems barely scratch the surface and use the minimum of their system's capabilities. Unfortunately, many businesses are not sure how to automate or lack the resources to make it happen. 

✔ An efficient system massively reduces the level of errors.  

This is an important benefit and one of the symptoms that many companies have when they embark on a business process assessment. Aim to have the system do things instead of your people doing things. Efficiently maximize the tool to help to eliminate all of those errors.  

✔ Make happy employees who love the software.

If efficiency and automation are achieved, there will be less complaining. Your employees will be happier with how the system works and with the results of how they're getting their job done. 

Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Does Your Company Need A Business Process Assessment? 9 Ways To Know How ▶

Essential points covered in this episode:

[00:00:01] Introduction: Business Process Assessments

[01:03] Benefit 1: Eliminating inefficient, paper-based manual outside-of-the-system workarounds

[01:54] Benefit 2: Reduced level of errors

[02:24] Benefit 3: Making happy employees who love the software 

[03:14] Checklist: How do you know you need a business process assessment? 

[03:31] Assess processes that make you say, "There just has to be a better way.”

[04:20] Assess processes your team describes as painful? 

[04:48] How often is a business process done outside your ERP? 

[05:09] What processes take a lot of time for the team to accomplish?

[05:37]  What areas of your ERP system are you not utilizing?

[06:45] Where in your business processes have a lot of "known" errors? 

[06:58] What areas require extra review to detect & correct errors?

[07:37] What area requires a lot of workarounds to accomplish?

[08:26] What processes do your team members find frustrating?

#ProcessImprovement #Assessment #Efficiency

————————————————————————————————

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/

Welcome to the final leg of our EDI Series! We've covered the different documents in the sales cycle, and it's time to discuss the best tips to ensure a successful implementation, putting all of these various documents and requirements in place with your system. 

✔ Having a competent project manager is crucial to ensure your EDI initiatives are conducted as smoothly as possible. The key person will keep track of documents, maintain an organized system for all trading partners, and ensure that a clear onboarding checklist is adhered to.

✔ Bringing on a new trading partner brings about working with different documents. Understanding each trading partner's timeline expectations and sharing information within the organization is imperative to ensure a stress-free and successful onboarding process. 

✔ Adding an EDI layer to your system is more than just an IT endeavor. Its successful implementation requires a collective effort that involves customer service, warehouse, and accounting departments. As outside consultants, our role is to help each of these departments to ensure that the project goes according to plan.

✔ Our senior consultant Shawn Sissenwein recommends the following points to consider in preparation and ensure that the project runs smoothly:

➡ Have an internal team in place and their roles defined

➡ Begin to formulate a forecast

➡ Provide a timeline of steps that must happen throughout the project

➡ Communicate clearly all of the objectives that need to be addressed

These steps ensure the project implementation runs seamlessly.

Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 —Effective EDI Implementation for Your Organization with Kerry Peters and Shawn Sissenwein ▶

Essential points covered in this episode:

[02:03] A strong PM is key to managing EDI

[03:18] Keep a list of each one of the trading partners and what documents you have

[03:59] Don't consider this as just an IT project

[05:51] The typical time period for project implementation

[07:39] How to prepare before getting outside consultants

#NewViewStrategies #BusinessCentral #Dynamics #Microsoft #ERP #ASN #EDI #ShippingLabels #PurchaseOrder #SupplyChainManagement #EfficientLogistics #DistributionManagement #AutomaticLabeling #InventoryTracking

————————————————————————————————

Shawn Sissenwein has been helping companies for 20+ years improve their business processes with Dynamics Business Central / NAV. She eagerly greets each project as a powerful chance to make a real difference for the organization and its employees. Shawn has a special talent and boundless drive for extracting hidden value from a client’s use of the system to improve their processes and provide enhanced service, regardless of how long they’ve been using the system. From her experience as a former Inventory Control Manager and a Systems Administrator, she truly “gets” what a company needs from their BC / NAV system and what frustrates a typical user just trying to get their job done. Layered on top are roughly 50 implementations across every industry, helping companies grow through expansion and mergers, and she cannot wait to unpack the power of BC / NAV for you.

————————————————

About Kerry Peters & New View Strategies:

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

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

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

✅ Why Choose New View?

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

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

It is essential to catch and address price discrepancies on the EDI documents to save us time and potential headaches. Without this proactive approach, we may find ourselves on the wrong side of a credit memo or short pay when the trading partner bases their payment on the invoice they sent. 

✔️ The 810 document is essential in order to process the sale of an invoice. By creating this document, you gain access to important information from both sides of the transaction. 

In this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄, join our experts Kerry Peters and Shawn Sissenwein cover how to keep your eyes peeled for numbers that will help you make fewer mistakes in associating the invoice with the original purchase order. 

✔️ The EDI 820, or the payment remittance, is extremely beneficial because it can save time and effort. Bringing the data in eliminates the need to input the payment information manually, thus allowing you to focus your energy on crucial tasks such as a review. 

✔️ Having problems regarding the sales order or invoice shouldn't be left unresolved. The best course of action would be to identify the source of the issue. It is beneficial for everyone involved to get the warehouse and customer service teams, as well as trading partners, to analyze the information needed to resolve the problem. 

Communication within the department is paramount to locate the source and take preventative measures such as avoiding chargebacks and short pay. 

Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ EDI 810 Invoice Transactions & EDI 820 Payment Order Remittance 

Essential points covered in this episode:

[00:00:14]  Introduction: EDI 810 Invoice Transactions & EDI 820 Payment Order Remittance 

[00:00:46] The purpose of the 810 and where we are in the process of generating this document 

[02:41] Where most chargebacks happen

[05:22] Sales orders/invoices and accumulating issues

[06:19] What is the EDI 820 or the payment remittance 

[07:13] Get a glimpse of the magic of EDI documents in the raw form.

Free downloads at 👉🏻 getyournewview.com

#NewViewStrategies #BusinessCentral #Dynamics #Microsoft #ERP #ASN #EDI #ShippingLabels #PurchaseOrder #SupplyChainManagement #EfficientLogistics #DistributionManagement #AutomaticLabeling #InventoryTracking

—————————————

Shawn Sissenwein has been helping companies for 20+ years improve their business processes with Dynamics Business Central / NAV. She eagerly greets each project as a powerful chance to make a real difference for the organization and its employees. Shawn has a special talent and boundless drive for extracting hidden value from a client’s use of the system to improve their processes and provide enhanced service, regardless of how long they’ve been using the system. From her experience as a former Inventory Control Manager and a Systems Administrator, she truly “gets” what a company needs from their BC / NAV system and what frustrates a typical user just trying to get their job done. Layered on top are roughly 50 implementations across every industry, helping companies grow through expansion and mergers, and she cannot wait to unpack the power of BC / NAV for you.

—————————————

About Kerry Peters & New View Strategies:

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

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

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

✅ Why Choose New View?

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

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

In this episode, Shawn Sissenwein discusses the 850 Purchase Form, the most common problems people experience, what you can do to prevent them, and the important components that you should remember.

Essential points covered in this episode:

✔️ Accurately map the right numbers. The 850 Purchase Form contains important data, such as vendor numbers, UPC numbers, and manufacturing part numbers. Ensure that you’ve got them all correctly in Business Central to avoid sending out erroneous information to your trading partners.

✔️ Discrepancies can be fixed. They are inevitable, but you can still do your research and find out the correct number. Issues will have an “Error” alert or an inaccurate self-generated number.

✔️ Pay attention to the purchase order. It can contain specific routing information or even special instructions. The item might be a gift for someone or something that requires you to add value. 

✔️ The most common error is the wrong item number for the product. Sometimes, descriptions from your vendors are also different from what you have in your system. Agree with your partners to use a common item number.

✔️ The basic components of the 850 Form are:

• PO number
• Receiver’s name
• Bill-to and ship-to addresses
• Special instructions
• Item description
• Total amount

After helping companies for 20+ years improve their business processes with Dynamics Business Central / NAV, it’s easy to think one would get a little blasé about the work. It’s quite the opposite for Shawn Sissenwein, who eagerly greets each project as a powerful chance to make a real difference for the organization and its employees. Shawn has a special talent and boundless drive for extracting hidden value from a client’s use of the system to improve their processes and provide enhanced service, regardless of how long they’ve been using the system. From her experience as a former Inventory Control Manager and a Systems Administrator, she truly “gets” what a company needs from their BC / NAV system and what frustrates a typical user just trying to get their job done. Layered on top are roughly 50 implementations across every industry, helping companies grow through expansion and mergers, and she cannot wait to unpack the power of BC / NAV for you.

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

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/

Welcome to Season 6 of Get Your New View!

For this season, we’ll be focusing on key documents used in Electronic Data Interchange (EDI), common errors users experience, and tips and tricks to make the most out of them.

In the first episode of the EDI series, we have Shawn Sissenwein walking us through the 846 Inventory Availability Form. Learn what it’s about, the problems you may encounter, and how to use it.

Essential points covered in this episode:

✔️ The 846 Inventory Availability Form is crucial. Your trading partners use this resource to get up-to-date information on how much inventory you have in your physical store or website. No more unfulfilled orders and insufficient inventory. 

✔️ Don’t show all your inventory. Identify how much you’ll display on your website or physical store. Showing only a certain percentage helps prevent outages and having insufficient stocks. How often you send this out also matters.

✔️ Ensure pricing is accurate. The 846 Form contains crucial numbers to track and trace orders. Make the most out of it. Double-check the prices for a seamless transaction with your trading partners.

✔️ The 846 Form has key components. These include:

• Vendor number
• Part number
• UPC number
• Pricing
• On-hand quantity

Get access to a sample file on our website. https://getyournewview.com

After helping companies for 20+ years improve their business processes with Dynamics Business Central / NAV, it’s easy to think one would get a little blasé about the work. It’s quite the opposite for Shawn Sissenwein, who eagerly greets each project as a powerful chance to make a real difference for the organization and its employees. Shawn has a special talent and boundless drive for extracting hidden value from a client’s use of the system to improve their processes and provide enhanced service, regardless of how long they’ve been using the system. From her experience as a former Inventory Control Manager and a Systems Administrator, she truly “gets” what a company needs from their BC / NAV system and what frustrates a typical user just trying to get their job done. Layered on top are roughly 50 implementations across every industry, helping companies grow through expansion and mergers, and she cannot wait to unpack the power of BC / NAV for you.

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/

Power Apps do more than meets the eye.

With it, anyone can harness the power of creating unique apps that cater to the specific needs of their business. Say goodbye to paper and time wasted making micro-decisions. When it comes to the smaller problems, Power Apps has your back.

Essential points covered in this episode:

✔️ You don’t need a developer to build an app. In 15-20 minutes, anyone in your team with decent technical know-how can build one. Power Apps also provides examples and templates that can help you get started.

✔️Some problems only require micro-solutions, and not a full-blown ISV! Power Apps is one of those secret tools in your arsenal that can fix problems internally without asking for outside help.

✔️Go paperless. Power Apps can be integrated seamlessly with Power BI, making its data accessible to everyone on your team. When keeping records, all you need is a handheld device and input what’s necessary.

✔️ Save time making decisions. Power Apps can automatically create reports that you can refer to and take action based on them. No more mulling over what to do next.

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/

The Microsoft Power Platform is a treasure trove of functionalities. But where do you start?

Kim Congleton shares her experience in learning how to make the most out of the benefits and features of the Power Platform, how to get started on your projects, and why she highly recommends organizations to utilize it.

Essential points covered in this episode:

✔️ Have a specific project in mind. It’s easy to get lost and fall into the rabbit hole of software to download, especially with what tons of resources tell us. Start with what you want to accomplish and go from there.

✔️ Get a mentor, and join a learning group. Surround yourself with like-minded people who are also on their journey of incorporating the Power Platform. Ask as many questions as you can.

✔️ Apply what you learn right away. What are some tasks in your business that would benefit from automation? What skills and tools can you use to execute this?

✔️Workshops are on the way. New View Strategies wants users to develop a sense of ownership of the Power Platform and encourage them to be creative in developing solutions to solve internal problems.

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/

Kim Congleton goes in-depth about the benefits of using Microsoft Power Automate for your business by creating and utilizing systems and integrating different software platforms to make the most out of your time for the more important tasks.

Essential points covered in this episode:

✔️ Power Automate is a software-agnostic tool. It can be integrated with different systems like Excel, Outlook, Trello, and SharePoint. No need to jump from one platform to another.

✔️ Power Automate is user and beginner-friendly. With set templates that allow for customization, you don’t need developer-level skills to use it. Visually striking walkthroughs can also guide you every step of the way.

✔️ Power Automate saves time. One or more internal processes can be reduced with a set system that can be easily built in 20 minutes.

✔️ Power Automate empowers you to think outside of the box. Problems you never thought needed solutions are solved once you tinker with the useful and personalized features of the platform. Why let your people do what a computer can do quickly? Spare time for more urgent tasks.

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/