Get Your New View Podcast Kerry Peters

Have you ever found yourself wrestling with the complexities of importing bank transactions into Business Central? Check out our new courses at https://www.learndynamics.com/ 
Bank import setup often poses challenges.
In this episode, discover how Assisted Setup simplifies bank transactions and addresses common obstacles end users may encounter while using this tool. Assisted Setup in Business Central is a lifesaver and does the job, particularly for non-tech savvy. 
Elevate your understanding of the system and streamline your importing task. 
For continuous learning, hop over to learndynamics.com and explore our On-Demand Classes for you. Elevate your business by learning with us!
Enjoy this episode? Don’t forget to leave a five-star review!
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About Cari Corozza:
Cari Corozza is a Certified Public Accountant, Microsoft Dynamics NAV User and one of the trainers with New View Strategies. She is a dedicated professional with over a decade of experience transforming accounting and finance processes. Beyond her expertise, Cari's adventurous spirit takes her across the globe. With visits to 40 countries on six continents (and counting), including exotic destinations like Cambodia, Uganda, and Slovenia, she brings a unique global perspective to her work.
About Cynthia Priebe:
Cynthia Priebe is the go-to resource when it comes to solving tough problems with Microsoft Dynamics 365 Business Central/NAV. 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. Outside of her career, she and her husband are outdoor enthusiasts and seasoned sailors on the Great Lakes.
About New View Strategies:
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/
#FinanceTechMastery #BankImport #AssistedSetUpSuccess
 

Unlock the power of Chart of Accounts strategies for enhanced financial reports and totals. 
Join us in this week's episode as we delve into the ongoing debate surrounding the optimal utilization of the chart of accounts. Understand the system’s processes and transactions easier for both minimalist and detailed users. 
Tune in for actionable insights that empower you with the tools for effective financial management in this week’s episode of Get Your New View: Chart Of Accounts - To Total or Not? with Cari Corozza and Cynthia Priebe.
Learn how to be efficient and up your skills too! Hop over and explore our On-Demand Classes for you. https://www.learndynamics.com/ 
Enjoy this episode? Don’t forget to leave a five-star review!
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About Cari Corozza:
Cari Corozza is a Certified Public Accountant, Microsoft Dynamics NAV User and one of the trainers with New View Strategies. She is a dedicated professional with over a decade of experience transforming accounting and finance processes. Beyond her expertise, Cari's adventurous spirit takes her across the globe. With visits to 40 countries on six continents (and counting), including exotic destinations like Cambodia, Uganda, and Slovenia, she brings a unique global perspective to her work.
 
About Cynthia Priebe:
Cynthia Priebe is the go-to resource when it comes to solving tough problems with Microsoft Dynamics 365 Business Central/NAV. 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. Outside of her career, she and her husband are outdoor enthusiasts and seasoned sailors on the Great Lakes.
 
About New View Strategies:
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/ 
 
#ChartOfAccountsDebate #FinancialStrategyInsights #EfficientFinanceTips
 

Explore our Business Central on-demand training courses at https://www.learndynamics.com/ 
 
Ever faced the perplexity of negative inventory values with zero quantity on hand?
In this episode, we dive into the importance of settings and processes in preventing inventory mishaps. We'll explore real-life scenarios where incorrect setup led to significant issues. We'll also provide insights on how to avoid these pitfalls in your business because understanding these intricacies is crucial for maintaining accurate financial records.
Tune in to transform your Business Central management approach and gain control over your data.
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Uh-oh! Negative QOH with Cari Corozza and Cynthia Priebe. 
Enjoy this episode? Don’t forget to leave a five-star review!
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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/
 
#NewViewStrategies #BusinessCentral #NegativeInventory
 

Explore our Business Central on-demand training courses at https://www.learndynamics.com/ 
Are you struggling with dimensions in Business Central? Let's simplify it.
In this episode, we delve into mastering the system for effective financial reporting. We explore how setting it up correctly prevents bad data entry to ensure accurate information from the start, emphasizing proactive measures rather than just relying on the correction feature.
Discover how to seamlessly integrate this feature with master data like customers and vendors. Tune in to turn this process into a streamlined part of your financial process.
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Lotsa Dimension Errors? with Cari Corozza and Cynthia Priebe ▶
Enjoy this episode? Don’t forget to leave a five-star review!
 
#NewViewStrategies #BusinessCentral #DimensionCorrection
 
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About Kerry Peters & New View Strategies:
Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! 
Let the experts help you tap into the true power of your BC / NAV system. 
You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. 
 
✅ Why Choose New View?
With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.
 
Contact us today: https://getyournewview.com/services/

Explore our Business Central on-demand training courses at https://www.learndynamics.com/
 
Lost in the maze of Business Central's features? Press Ctrl+Alt+F1.
Discover the power of page inspection, a tool that delves behind the scenes to unravel the details of your data and manage them effectively. Whether it's understanding GL account selections or troubleshooting report fields, this feature is your key to clarity, making the invisible visible.
If you're ready to transform your approach to inspecting pages, dive into our discussion to unlock these capabilities and elevate your understanding of the system.
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Ctrl+Alt+F1? with Cari Corozza and Cynthia Priebe ▶ https://youtu.be/tuK7jvW4k7M
 
0:00 Introduction.
1:04 Discussion about inspect pages
2:12 Features of page inspections
3:09 Usefulness for implementation and testing
4:16 Steps to take to gain access and see the whole report
5:06 Explore more on the subject through online courses and resources
 
#NewViewStrategies #BusinessCentral #PageInspections
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About Kerry Peters & New View Strategies:
Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! 
Let the experts help you tap into the true power of your BC / NAV system. 
You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. 
 
✅ Why Choose New View?
With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.
 
Contact us today: https://getyournewview.com/services/

Explore our Business Central on-demand training courses at https://www.learndynamics.com/ 
What future awaits for existing User Groups in Business Central?
This episode navigates the complexities of transitioning from user groups to new security structures. It's a significant change, but we'll break it down for you.
With user groups being phased out, understanding the shift to security groups and composable permission sets is crucial. If you're not using the assisted setup for this transition, don't worry. You have options to start from scratch, but remember, being proactive is vital. 
Determine the best approach for your organization today by tuning it to this week’s episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Converting User Groups? with Cari Corozza and Cynthia Priebe ▶ 
 
0:00 Introduction.
0:46 User group is going away and concerns about the transition
1:30 Explanation of the the move
2:40 Clarification on the use of the Assisted Setup 
4:13 Other options aside from Assisted setup
05:38 Reevaluation of D 365 or the Standard Permission Sets
06:54 Be proactive and review the current setup
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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/
 
#NewViewStrategies #BusinessCentral #OnDemandTraining