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:

✔️ 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.

✔️ 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.

✔️ 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.

✔️ 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.

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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/

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