Get Your New View Podcast

Kerry Peters

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 Peters. She is a recognized thought leader in the Microsoft Dynamics community and a Microsoft MVP for business applications. read less
BusinessBusiness
S8 EP24: Advanced Reporting / Power BI
Nov 7 2023
S8 EP24: Advanced Reporting / Power BI
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 π—šπ—²π˜ π—¬π—Όπ˜‚π—Ώ π—‘π—²π˜„ π—©π—Άπ—²π˜„ β€” Advanced Reporting / Power BI with Kerry Peters and Shawn Sissenwein β–Ά [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.  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/
S8 EP23: Change Management
Oct 31 2023
S8 EP23: Change Management
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 π—šπ—²π˜ π—¬π—Όπ˜‚π—Ώ π—‘π—²π˜„ π—©π—Άπ—²π˜„ β€” Change Management with Kerry Peters and Shawn Sissenwein β–Ά 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.  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/
S8 EP22: Barcoding and Scanners
Oct 24 2023
S8 EP22: Barcoding and Scanners
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 π—šπ—²π˜ π—¬π—Όπ˜‚π—Ώ π—‘π—²π˜„ π—©π—Άπ—²π˜„ β€” Barcoding and Scanners with Kerry Peters and Shawn Sissenwein β–Ά 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.    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/
S8 EP21: Warehousing / Advanced Warehousing
Oct 17 2023
S8 EP21: Warehousing / Advanced Warehousing
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 π—šπ—²π˜ π—¬π—Όπ˜‚π—Ώ π—‘π—²π˜„ π—©π—Άπ—²π˜„ β€” Warehousing / Advanced Warehousing with Kerry Peters β–Ά [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.  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/
S8 EP20: Landed Costs
Oct 10 2023
S8 EP20: Landed Costs
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 π—šπ—²π˜ π—¬π—Όπ˜‚π—Ώ π—‘π—²π˜„ π—©π—Άπ—²π˜„ β€” Landed Costs with Kerry Peters and Cynthia Priebe β–Ά [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.  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/
S8 EP19: Business Process Evaluation
Oct 3 2023
S8 EP19: Business Process Evaluation
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 π—šπ—²π˜ π—¬π—Όπ˜‚π—Ώ π—‘π—²π˜„ π—©π—Άπ—²π˜„ β€” Business Process Evaluation with Kerry Peters β–Ά [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.  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/
S8 EP18: Training
Sep 26 2023
S8 EP18: Training
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 π—šπ—²π˜ π—¬π—Όπ˜‚π—Ώ π—‘π—²π˜„ π—©π—Άπ—²π˜„ β€” Training with Kerry Peters β–Ά   [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.  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/
S8 EP17: Inventory Reconciliation
Sep 19 2023
S8 EP17: Inventory Reconciliation
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 β–Ά [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.  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/
S8 EP16: Fixed Assets
Sep 12 2023
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/
S8 EP15: CRM/ Relationship Management
Sep 5 2023
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/
S8 EP14: Data Warehouse
Aug 29 2023
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/
S8 EP13: Fixing MRP and Production Planning
Aug 22 2023
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/
S8 EP12: Budgets
Aug 15 2023
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/
S8 EP11: Dimensions
Aug 8 2023
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/
S8 EP10: Financial Reporting
Aug 1 2023
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/
S8 EP9: Paperless Accounts Payable
Jul 26 2023
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 β€˜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/
S8 EP8: Reminders with Cari Corozza
Jul 18 2023
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/
S8 EP7: Email Functionality with Cari Corozza
Jul 11 2023
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
S8 EP6: Permissions with Cynthia Priebe
Jul 5 2023
S8 EP6: Permissions with Cynthia Priebe
Kerry Peters is joined by Cynthia Priebe to discuss why organizations put off setting up permissions and security until phase two, practical tips to make the implementation process easier, the benefits of getting it done, and a shocking customer story that will encourage you to get started.  Essential points covered in this episode: βœ”οΈ The entire enterprise needs to be involved. Whether it’s phase one or phase two, permissions and security are everyone’s responsibility and should be a top-down effort. βœ”οΈ Create ownership by giving tasks to each department. This not only makes the workload for your project reasonable but also minimizes the pains of issues caused by certain people not having permission to do what they need to do. βœ”οΈ Permission sets and their structure is the core. Microsoft deprecates user groups and allows you to decide which sets get assigned to certain users or groups of users. βœ”οΈ Setting up permissions helps monitor sensitive information. With Business Central, you can control and oversee who gets access to them, avoiding any data breach that could happen. βœ”οΈ Be clear on who should be involved. Getting your data leaked can ruin your organization – so be sure to get your expectations aligned and have experts like New View Strategies guide you in getting your permissions and security done. When it comes to solving tough problems with Microsoft Dynamics 365 Business Central/NAV, Cynthia Priebe has built a reputation as a go-to resource. She brings specific expertise to NVS’s consulting and training team in assessment, accounting automation, finance functions, and documentation, as well as deep knowledge of all things BC/NAV. Cynthia understands that there’s often more than one right way to accomplish specific goals in BC, and she can help clients find the β€œrighter” way! 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/
S8 EP5: Workflow Approvals/Notifications with Cynthia Priebe
Jun 27 2023
S8 EP5: Workflow Approvals/Notifications with Cynthia Priebe
In this episode, Cynthie Priebe talks about using Business Central for workflow approvals and notifications, its overall benefits for your organization, and why you need to reconsider your company’s approval process now. Essential points covered in this episode: βœ”οΈ Having only one place to look saves time. Eliminate manually writing emails, physical folders, and uncategorized back-and-forths waiting for approvals. It only takes one notification on Business Central to get the process moving. βœ”οΈ An efficient workflow approval system positively impacts work performance. Instead of spending half an hour on every purchase order, one employee improved in vendor negotiation. No more printing spreadsheets. Approvals and reports are sent with a click. βœ”οΈ Don’t be afraid to go paperless. Evaluate your organization’s current process and see how much it’s costing you. Not only does this simplify systems for hybrid and remote workplaces, but you also remove the spending on paper and extra time spent manually taking approvals and checking them. When it comes to solving tough problems with Microsoft Dynamics 365 Business Central/NAV, Cynthia Priebe has built a reputation as a go-to resource. She brings specific expertise to NVS’s consulting and training team in assessment, accounting automation, finance functions, and documentation, as well as deep knowledge of all things BC/NAV. Cynthia understands that there’s often more than one right way to accomplish specific goals in BC, and she can help clients find the β€œrighter” way! 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/