Explore our Business Central on-demand training courses at https://www.learndynamics.com/ Unlock the full potential of your warehouse operations with the newest features in Business Central. In this episode, we explore the latest release features, which bring significant improvements to warehousing and are designed to enhance efficiency and product…

Explore our Business Central on-demand training courses at https://www.learndynamics.com/ Discover how to optimize processes, reduce errors, and streamline tasks with the newest Business Central updates! This episode explores the latest Business Central features that significantly enhance customer productivity. We'll cover critical updates, includi…

Explore our Business Central on-demand training courses at https://www.learndynamics.com/ We are all about maximizing Business Central's potential to ensure your customers have a seamless and satisfying journey. In this episode, we dive into Customer Delight 2.0, focusing on how to better support your customers by utilizing the newest system featur…

Explore our Business Central on-demand training courses at https://www.learndynamics.com/ Are you struggling with traditional training methods that just don't work anymore? It's time to transform the way your team learns and performs. In this episode, we delve into the Consultant's Accelerator Training Program of New View Strategies and why it's a …

Explore our Business Central on-demand training courses at https://www.learndynamics.com/ Unlock the true power of your business systems with tailored training and services from New View Strategies. This episode explores how engaging New View for custom training and services can transform your business operations. Discover how our business process …

Feeling lost with all those department codes and project numbers? We’ve got a solution. Join this insightful discussion as we break down the benefits of keeping it simple and easy. Explore the importance of setting up department code as admin and intuitively reviewing the transactions. Remember, dimensions are values that categorize entries so you …

Have you ever had a headache from a messy permissions testing checklist? Desperately searching for that elusive Excel spreadsheet on SharePoint? Check out our new on-demand training courses at https://www.learndynamics.com/ In this episode, we explore the challenges of keeping testing organized and why it is essential to avoid permissions errors be…

Ever found yourself puzzled with your general entries? Let’s dive deep and tackle the difference of source code and source type and their individual functions. Check out our new on-demand trainings at https://www.learndynamics.com/ Join the exploration as we unravel the functions behind these two fields, discover their pivotal roles in troubleshoot…

Ever found yourself frustrated with delayed invoice payments? Still on the search on what to do to ease out the process? Check out our new courses at https://www.learndynamics.com/ Picture this: your customers consistently neglecting invoices, leading to a manual, time-consuming process of sending statements with minimal response. Hassle, right? Di…

Ever felt overwhelmed making AP and AR reconciliation reports? Wondering which reports to use for a smoother month-end process? Check out our new courses at https://www.learndynamics.com/ In this episode, we discuss how to streamline the reconciliation of subledgers, the importance of reconciling not just bank accounts but also accounts payable, ac…

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 whil…

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…

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 significan…

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…

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…

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…

If you are a Controller, you are the person in charge of making sure everything adds up and runs smoothly! We’ve got the perfect training for you! Our Controllers’ Bootcamp is a bundle of six courses, giving you a solid start with Business Central. Navigate the software efficiently, understand financial foundations, and master sales purchasing, acc…

Explore our Business Central on-demand training courses at https://www.learndynamics.com/ I know dealing with Accounts Payable can be a headache. This 2024, we are boosting your business by ditching the old paper check routine. Imagine a world where handling payments is as smooth as butter. In these classes, we’re going to take you on a journey beh…

Explore our Business Central on-demand training courses at https://www.learndynamics.com/ Make yourself and your team happy and confident by knowing how to properly process your Accounts Receivable quickly and correctly. Not having to worry about who processes the Accounts Receivable can give your company an edge and will make everyone on your team…

Explore our Business Central on-demand training courses at https://www.learndynamics.com/ Maximizing what’s available for you to use is always a good thing, but how can you take full advantage of something you can’t truly understand? We’re here to guide and teach you everything you need to know about the robust Sales and Purchasing feature on Micro…

Explore our Business Central on-demand training courses at https://www.learndynamics.com/ Is your month-end close process a recurring nightmare? Let's change that. In our latest podcast episode, we dive into the revolutionary ways Microsoft Dynamics 365 Business Central transforms your approach to journal entries and month-end close. Discover how a…

Explore our Business Central on-demand training courses at https://www.learndynamics.com/ Are you truly confident in navigating the complexities of Microsoft Dynamics 365 Business Central? In 2024, it's crucial to deeply understand your company's posting groups and dimensions. Many overlook these elements, but their impact on financial reporting is…

Explore our Business Central on-demand training courses at https://www.learndynamics.com/ The Role Center is a powerful tool if used correctly! When we observe people using Business Central, one of the first things we notice is that they have not set up the role center to match their jobs. Instead of getting two things in a single click, they do a …

Check out our new on-demand training courses at https://www.learndynamics.com/ How many of your team members are set up with the status of SUPER instead of proper permissions? 2024 is a new year and we're looking forward to helping you to solve problems at your business. The proper setup and administration of security and permissions within Busines…

Explore our Business Central on-demand training courses at https://www.learndynamics.com/ Struggling to remember the steps for a seamless year-end close in your business? 2024 brings new challenges, and staying on top of your financial year-end processes is key. Our Accountant's Year-End Refresher course is your solution. It's designed to refresh a…

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 …

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 t…

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 scann…

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 …

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 rec…

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 wh…

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…

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 syst…

In today's new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 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 …

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 u…

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 wi…

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 un…

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 abili…

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…

Why do companies defer financial reporting to Phase 2 in their ERP system? 💁🏼 Often they have the notion that they can do financials out of the box and are ready to go without their need to participate. 💁🏼 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…

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…

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 ▶ ✔ Reminders are better than customer statements. One major advantag…

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 …

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: ✔️ The entire en…

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: ✔️ Having only one place to look saves time. Eliminate manually writing emails, physica…

Kerry Peters talks about why companies postpone fixing bad data until phase two, the common data errors in workflows, the benefits of cleaning up and having correct data, and two actionable steps that organizations can start doing now. Essential points covered in this episode: ✔️ Bad data is not impossible to correct. With Business Central, you can…

In this episode, Cynthie Priebe talks about EFT/ACH payments, tips on how your company can go paperless, how Business Central can simplify the payment process, and why it’s a lot easier than printing physical checks. Essential points covered in this episode: ✔️ Have a strong relationship with your bank. This ensures less delay when incorporating Bu…

In this episode, Cari Corozza discusses how companies can use Business Central for bank reconciliations, the common problems it can address, and what you need to know before incorporating it into your business. Essential points covered in this episode: ✔️ Have the right bank transaction format. This allows you to do the assisted setup to import ban…

While companies tend to push designing their Role Centers to the back burner, it makes an excellent project for phase two because it has the potential to increase efficiency and provide a quick success after go-live. Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Designing Role Centers as a Phase 2 Project in Business Central ▶ ✔ Are you tir…

You've received the recommendation report and are excited to start implementing changes. The next challenge is balancing regular workloads with additional tasks, which is why additional support will be needed to assist your team in achieving company goals. We are here to help you out. We will guide you through the results and recommendation report …