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.
…
continue reading

1
S13 EP1: New Business Central Features Just Dropped by Microsoft – Here’s What You Need to Know
6:42
6:42
Play later
Play later
Lists
Like
Liked
6:42Become a Dynamics 365 Business Central superhero https://www.learndynamics.com/ In this episode, I share the latest tools from New View Strategies built to boost your business system utilization. I also explain our new pricing options for Learn Dynamics On-Demand courses—including extended one-year access for just $200 more and lifetime access to t…
…
continue reading

1
S12 EP11: Fabric in Business Central with Belinda Allen
29:45
29:45
Play later
Play later
Lists
Like
Liked
29:45Explore our Business Central on-demand training courses at https://www.learndynamics.com/ Microsoft Fabric is transforming how businesses handle data in Dynamics 365 Business Central. By offering an end-to-end solution for data analytics, Fabric simplifies complex processes and opens the door to real-time insights In this episode, Belinda Allen, Di…
…
continue reading

1
S12 EP10: Real Customers Using the New Sustainability Features
8:42
8:42
Play later
Play later
Lists
Like
Liked
8:42Explore our Business Central on-demand training courses at https://www.learndynamics.com/ Sustainability is no longer just a trend—it’s a critical business initiative. In this episode, Larisa Harrison, co-founder and director at Bast Fibre Technologies Inc., shares how her company is implementing Business Central’s sustainability features. The 2024…
…
continue reading

1
S12 EP09: How Can New View Make Your Accounting Team Paperless
7:51
7:51
Play later
Play later
Lists
Like
Liked
7:51Explore our Business Central on-demand training courses at https://www.learndynamics.com/ Moving to a paperless accounting system is no longer a future goal—it’s a necessity. In this episode, we break down how to transition your accounting team to a paperless process. From eliminating filing cabinets and paper checks to automating vendor remittance…
…
continue reading

1
S12 EP08: Specific Stuff You Should Know about the 2024 Wave Two Release
27:17
27:17
Play later
Play later
Lists
Like
Liked
27:17Explore our Business Central on-demand training courses at https://www.learndynamics.com/ Get ready to elevate your business operations with the 2024 Wave Two Release for Dynamics 365 Business Central. In this episode, we highlight three key features from the 2024 Wave Two Release. Learn about the new modern search that optimizes list navigation, p…
…
continue reading

1
S12 EP07: Administration Improvements from the 2024 Wave Two Release
17:22
17:22
Play later
Play later
Lists
Like
Liked
17:22Explore our Business Central on-demand training courses at https://www.learndynamics.com/ Effortless administration starts with the latest innovations. In this episode, we focus on key administration enhancements, including extended update periods for major releases, streamlined data administration tools, and advanced features. These updates give a…
…
continue reading

1
S12 EP06: Financial Reporting Improvements from the 2024 Wave Two Release
27:23
27:23
Play later
Play later
Lists
Like
Liked
27:23Explore our Business Central on-demand training courses at https://www.learndynamics.com/ Enhanced customization and pre-built templates make managing finances simpler and more efficient. In this episode, we explore the new financial reporting capabilities in Business Central, including pre-configured reports and improved integration with Excel tem…
…
continue reading

1
S12 EP05: How to Engage New View for Fractional Services
7:48
7:48
Play later
Play later
Lists
Like
Liked
7:48Explore our Business Central on-demand training courses at https://www.learndynamics.com/ In today’s tight job market, finding experienced Business Central professionals can be a challenge. In this episode, we break down how you can leverage New View’s fractional services for roles like AP specialists, controllers, and CFOs. Learn how fractional ex…
…
continue reading

1
S12 EP04: New Productivity Tips from the 2024 Wave Two Release
20:07
20:07
Play later
Play later
Lists
Like
Liked
20:07Explore our Business Central on-demand training courses at https://www.learndynamics.com/ The 2024 Wave Two Release for Dynamics 365 Business Central brings a fresh focus on productivity, transforming how businesses handle daily tasks. In this episode, we dive into the most impactful productivity tips you can start using today. Highlights include u…
…
continue reading

1
S12 EP03: What it's Like to Take a LearnDynamics Class
5:18
5:18
Play later
Play later
Lists
Like
Liked
5:18Explore our Business Central on-demand training courses at https://www.learndynamics.com/ If you’ve ever wondered how to get hands-on training for Dynamics NAV or Business Central, LearnDynamics is where you start. In this episode, we guide you through the experience of taking a LearnDynamics class. You’ll discover how to navigate the platform, acc…
…
continue reading

1
S12 EP02: How to Use the Microsoft Release Planner
5:43
5:43
Play later
Play later
Lists
Like
Liked
5:43Explore our Business Central on-demand training courses at https://www.learndynamics.com/ Microsoft’s Release Planner is the go-to tool for keeping up with the latest Dynamics 365 and Business Central updates. In this episode, we focus on how to view and manage Business Central release plans through the Microsoft Release Planner. Navigate the Relea…
…
continue reading

1
S12 EP01: What's New in the 2024 Wave Two Release
14:46
14:46
Play later
Play later
Lists
Like
Liked
14:46Explore our Business Central on-demand training courses at https://www.learndynamics.com/ Ready for the new updates? The 2024 Wave Two Release for Dynamics 365 Business Central is here, delivering practical solutions to everyday business challenges. In this episode, we spotlight the key updates: ✅Shopify Integration: Simplified data flow and improv…
…
continue reading

1
S11 EP04: All About Learn Dynamics On Demand Business Central Training
12:22
12:22
Play later
Play later
Lists
Like
Liked
12:22Explore our Business Central on-demand training courses at https://www.learndynamics.com/ Are you ready to enhance your learning? Business Central is a powerful tool, but maximizing its potential requires the right training. That's where Learn Dynamics On Demand comes in. In this episode, we're breaking down everything you need to know about LearnD…
…
continue reading

1
S11 EP03: How To Engage NewView For A Business Central Assessment
16:28
16:28
Play later
Play later
Lists
Like
Liked
16:28Explore our Business Central on-demand training courses at https://www.learndynamics.com/ Is your team ready to maximize Business Central's potential? In this episode, we'll guide you through engaging NewView for a Business Central Assessment. Discover what the assessment entails, the tailored recommendations you'll receive, and how to get started.…
…
continue reading

1
S11 EP02: Business Central and CoPilot, Together At Last!
30:49
30:49
Play later
Play later
Lists
Like
Liked
30:49Explore our Business Central on-demand training courses at https://www.learndynamics.com/ From automating routine tasks to enhancing data accuracy, CoPilot is designed to take Business Central's capabilities to a new level. In this episode, we dive into how Business Central and CoPilot work together and practical examples to streamline sales proces…
…
continue reading

1
S11 EP01: Wide World of Free Web Resources For Business Central
35:01
35:01
Play later
Play later
Lists
Like
Liked
35:01Explore our Business Central on-demand training courses at https://www.learndynamics.com/ The world of Business Central is growing fast, and staying up-to-date is key to maximizing its potential for your company. In this episode, we’ll explore the best free web resources for Microsoft Dynamics 365 Business Central, including Microsoft Learn, Dynami…
…
continue reading

1
S10 EP09: Expert Panel Discussion: Making Corporate Training Successful
27:44
27:44
Play later
Play later
Lists
Like
Liked
27:44Explore our Business Central on-demand training courses at https://www.learndynamics.com/ Transform your corporate training programs and inspire your team with innovative methods that drive engagement and retention. In this episode, we explore the latest trends and best practices in corporate training with insights from industry leaders. We delve i…
…
continue reading

1
S10 EP08: Retention Boosters: Adult Learning Methods for Effective Training
26:49
26:49
Play later
Play later
Lists
Like
Liked
26:49Explore our Business Central on-demand training courses at https://www.learndynamics.com/ Unlock the secrets to retaining knowledge with effective adult learning methods. In this episode, we dive into retention boosters and adult learning methods that make training more effective. We cover ten actionable strategies to help you retain the informatio…
…
continue reading

1
S10 EP07: Tiny Bites, Big Impact: Mastering Microlearning Techniques
24:17
24:17
Play later
Play later
Lists
Like
Liked
24:17Explore our Business Central on-demand training courses at https://www.learndynamics.com/ Microlearning delivers bite-sized, focused content that fits seamlessly into busy schedules, making it a perfect solution for modern learners. This episode explores how to master microlearning techniques to enhance training effectiveness. We'll delve into the …
…
continue reading

1
S10 EP06: Nurturing Expertise: Emerging Trends in Employee Training
37:14
37:14
Play later
Play later
Lists
Like
Liked
37:14Explore our Business Central on-demand training courses at https://www.learndynamics.com/ Want to keep your workforce engaged and productive? In this episode, we dive into the emerging trends in employee training with insights from industry expert Erika Hebert. Discover how microlearning, gamification, immersive learning experiences, personalized l…
…
continue reading

1
S10 EP05: Warehousing Unleashed: Mastering the Latest Release Features
16:10
16:10
Play later
Play later
Lists
Like
Liked
16:10Explore 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…
…
continue reading

1
S10 EP04: Elevate Customer Productivity with Features from the New Release
21:38
21:38
Play later
Play later
Lists
Like
Liked
21:38Explore 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…
…
continue reading

1
S10 EP03: Customer Delight 2.0: Leveraging Latest New Release Features
25:43
25:43
Play later
Play later
Lists
Like
Liked
25:43Explore 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…
…
continue reading

1
S10 EP02: All About The Consultant’s Accelerator Training Program
13:58
13:58
Play later
Play later
Lists
Like
Liked
13:58Explore 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 …
…
continue reading

1
S10 EP01: How To Engage New View For Custom Training And Services
15:51
15:51
Play later
Play later
Lists
Like
Liked
15:51Explore 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 …
…
continue reading
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 …
…
continue reading

1
S9 EP10: Permissions Testing Checklist | Security & Permissions
6:40
6:40
Play later
Play later
Lists
Like
Liked
6:40Have 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…
…
continue reading

1
S9 EP09: Where'd That Come From? | Troubleshooting
7:25
7:25
Play later
Play later
Lists
Like
Liked
7:25Ever 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…
…
continue reading

1
S9 EP08: STOP Sending Statements! | Sales & Receivables
8:10
8:10
Play later
Play later
Lists
Like
Liked
8:10Ever 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…
…
continue reading

1
S9 EP07: Reconcile More Than Cash | Accounting
8:26
8:26
Play later
Play later
Lists
Like
Liked
8:26Ever 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…
…
continue reading

1
S9 EP06: Bank Import Setup | Import/Export Data
7:34
7:34
Play later
Play later
Lists
Like
Liked
7:34Have 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…
…
continue reading

1
S9 EP05: Chart Of Accounts - To Total or Not? | Reporting
8:45
8:45
Play later
Play later
Lists
Like
Liked
8:45Unlock 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…
…
continue reading

1
S9 EP04: Uh-oh! Negative QOH | Inventory Management
4:55
4:55
Play later
Play later
Lists
Like
Liked
4:55Explore 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…
…
continue reading

1
S9 EP03: Lotsa Dimension Errors? | Dimension Control
8:29
8:29
Play later
Play later
Lists
Like
Liked
8:29Explore 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…
…
continue reading
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…
…
continue reading

1
S9 EP01: Converting User Groups? | Security & Permissions
7:55
7:55
Play later
Play later
Lists
Like
Liked
7:55Explore 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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
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 …
…
continue reading
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…
…
continue reading
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…
…
continue reading
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 …
…
continue reading
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…
…
continue reading
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…
…
continue reading

1
S8 EP21: Warehousing / Advanced Warehousing
10:53
10:53
Play later
Play later
Lists
Like
Liked
10:53Ever 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 …
…
continue reading
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…
…
continue reading