Get Your New View Podcast

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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.

Kerry Peters


    • Mar 4, 2025 LATEST EPISODE
    • every other week NEW EPISODES
    • 12m AVG DURATION
    • 139 EPISODES


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    Latest episodes from Get Your New View Podcast

    S12 EP11: Fabric in Business Central with Belinda Allen

    Play Episode Listen Later Mar 4, 2025 29:45


    Explore 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, Director of Enablement at iLink Digital and a Microsoft Certified Trainer, shares insights into the key benefits of integrating Fabric with Business Central.    Learn how Fabric enhances data management, separates compute from storage, and streamlines data modeling with tools like Azure Data Factory and Power BI. As Belinda Allen explains, “Fabric consolidates tools and eliminates the need to move data around, making workflows far more efficient.”    Explore how Fabric is reshaping data management and analytics in Business Central.    Listen now and see how to bring simplicity and power to your data workflows!

    S12 EP10: Real Customers Using the New Sustainability Features

    Play Episode Listen Later Feb 25, 2025 8:42


    Explore 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 Wave Two Release of Dynamics 365 Business Central introduces powerful tools to help companies measure, manage, and improve their environmental impact.   Discover how they use tools like the Sustainability Journal and Chart of Accounts to track environmental metrics and set actionable goals. Larisa notes, “Sustainability isn't just a priority for us—it's who we are as a company."   Catch this week's episode of

    S12 EP09: How Can New View Make Your Accounting Team Paperless

    Play Episode Listen Later Feb 18, 2025 7:51


    Explore 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 remittances, we cover actionable steps to modernize your accounting workflows.   We also explain how New View's proven approach simplifies this transformation. From on-site visits to establishing scanning processes and approval protocols to vendor communication, their methodology ensures a smooth transition.    We provide mentorship and accountability check-ins to ensure lasting success.      Tune in to this episode of

    S12 EP08: Specific Stuff You Should Know about the 2024 Wave Two Release

    Play Episode Listen Later Feb 11, 2025 27:17


    Explore 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, providing faster and more accurate results compared to the legacy search.   We also explore the new subscription billing module, which significantly enhances recurring billing. Lastly, we cover improvements to 1099 functionality, including email capabilities and setup enhancements.     Tune in to learn how the 2024 Wave Two Release can transform your Business Central experience.

    S12 EP07: Administration Improvements from the 2024 Wave Two Release

    Play Episode Listen Later Feb 4, 2025 17:22


    Explore 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 administrators greater control over system performance and help prevent downtime.    We also explore enhancements like the ability to allow multiple users to post warehouse entries simultaneously and improvements in embedded Power BI reports. Features like compressing old entries offer quick solutions to common challenges. These tools ensure systems remain optimized and free of unnecessary clutter.   Stay ahead with these powerful new tools! Learn more in this week's episode of G

    S12 EP06: Financial Reporting Improvements from the 2024 Wave Two Release

    Play Episode Listen Later Jan 28, 2025 27:23


    Explore 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 templates. These updates simplify generating detailed financial statements like trial balances, balance sheets, and income statements.   Another game-changing feature is the improved integration with Excel templates, enabling users to update and publish financials effortlessly. We also discuss how row and column definitions streamline reporting by offering ready-to-use configurations for trial balances and budget comparisons.   Tune in to this episode and discover how the 2024 Wave Two Release can transform your approach to financial management.

    S12 EP05: How to Engage New View for Fractional Services

    Play Episode Listen Later Jan 21, 2025 7:48


    Explore 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 experts can streamline processes and implement strategic IT or ERP solutions.    We also cover New View's structured approach to engagements. From initial calls to understanding your needs to clear project plans with defined deliverables, every step ensures transparency and accountability.    Schedule a consultation today and take the next step toward streamlined operations.   Tune in to this episode of

    S12 EP04: New Productivity Tips from the 2024 Wave Two Release

    Play Episode Listen Later Jan 14, 2025 20:07


    Explore 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 user interface updates like the ability to drag and drop multiple files into attachments and resize columns regardless of personalization settings.    We also explore advanced features like the new Analysis Mode, which allows users to summarize and filter data within the application, eliminating the need for external tools like Excel.   Stay ahead of the curve!    Catch to see how these tips can help you optimize your time and resources.

    S12 EP03: What it's Like to Take a LearnDynamics Class

    Play Episode Listen Later Jan 7, 2025 5:18


    Explore 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, access your courses, and maximize the value of each lesson. Navigating your courses is simple. Start by logging in and accessing your lessons under "My Library." With a 90-day access period, you can revisit lessons anytime, pause when life gets busy, and complete the course at your own pace. Unlock the skills you need to advance in your career. Every lesson brings you closer to becoming an expert!   Tune in to this episode of

    S12 EP02: How to Use the Microsoft Release Planner

    Play Episode Listen Later Dec 31, 2024 5:43


    Explore 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 Release Planner separates updates into three key sections: Planned, Coming Soon, and Try Now, allowing you to prioritize features effectively.    Learn how to customize the tool to track the features that impact your workflows most.   Listen today and get ahead of the curve!

    S12 EP01: What's New in the 2024 Wave Two Release

    Play Episode Listen Later Dec 24, 2024 14:46


    Explore 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 improved refund locations eliminate manual processes, making your Shopify-Business Central integration smoother than ever. ✅Project Management: Create purchase orders directly from project planning lines and take advantage of extended text functionality for better efficiency. ✅Service Management: Explore improvements like document archiving and enhanced field service integration, streamlining your operations.   Join us as we break down how these enhancements can optimize your workflows and drive real results for your business.   Leverage these new tools in Business Central in this week's episode of

    S11 EP04: All About Learn Dynamics On Demand Business Central Training

    Play Episode Listen Later Nov 5, 2024 12:22


    Explore 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 LearnDynamics On-Demand Business Central Training. We'll cover the types of courses available, how they're delivered, and why they're essential for anyone looking to enhance their ERP skills.    You'll learn about course bundles like the Controllers Bootcamp and the benefits of custom training options for companies needing a tailored approach.   Boost your ERP skills with training designed for real-world applications.    Listen now to find out how you can start learning today!

    S11 EP03: How To Engage NewView For A Business Central Assessment

    Play Episode Listen Later Oct 29, 2024 16:28


    Explore 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. We walk through every step—from analyzing your current system setup to pinpointing pain points and uncovering opportunities to enhance efficiency If you're looking to amplify the effectiveness of your Dynamics NAV or Business Central system, a NewView assessment could be your next best move. Listen now to see how NewView can help you maximize your Business Central investment and drive real business improvements!

    S11 EP02: Business Central and CoPilot, Together At Last!

    Play Episode Listen Later Oct 22, 2024 30:49


    Explore 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 processes, bank reconciliations, inventory management, and even Power Automate workflows.  Leverage CoPilot's capabilities to simplify your Business Central tasks and drive your ERP to its full potential.   Listen now to discover how CoPilot can simplify your tasks and help you get the most out of Business Central!

    S11 EP01: Wide World of Free Web Resources For Business Central

    Play Episode Listen Later Oct 15, 2024 35:01


    Explore 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, Dynamics Communities User Group, and Business Central Release Planner. We're diving into practical tools that enhance your experience, from learning paths that cover the basics to advanced tutorials and webinars. We'll also discuss how community forums and blogs provide invaluable insights into Business Central's latest updates and functionality.   Take the first step towards optimization today!   Tune into this episode to discover which free resources can transform how you use Business Central:

    S10 EP09: Expert Panel Discussion: Making Corporate Training Successful

    Play Episode Listen Later Sep 10, 2024 27:44


    Explore 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 into the importance of customization, relevance, and interactive learning to keep your team engaged and productive.  Join Kerry Peters, Kate Coffey, Kim Congleton, and Cari Corozza to learn how to enhance your training program and create impactful training experiences that resonate with your employees and lead to long-term success to keep your team ahead of the curve.   Tune in now to master the art of corporate training excellence of

    S10 EP08: Retention Boosters: Adult Learning Methods for Effective Training

    Play Episode Listen Later Sep 3, 2024 26:49


    Explore 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 information learned longer, addressing common challenges like shrinking attention spans and high information loss. Discover practical strategies to ensure your training sessions lead to long-lasting understanding and skill retention, vital for business success.    Improve your team's skill retention and see a significant impact on their performance.    Listen now and start implementing these strategies today!

    S10 EP07: Tiny Bites, Big Impact: Mastering Microlearning Techniques

    Play Episode Listen Later Aug 27, 2024 24:17


    Explore 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 benefits, design considerations, and best practices for creating impactful, focused learning experiences. Discover how it can significantly improve retention, engagement, and performance while being cost-effective and scalable with your team.    Tune in now to master the latest microlearning techniques and see a big impact on your training outcomes.

    S10 EP06: Nurturing Expertise: Emerging Trends in Employee Training

    Play Episode Listen Later Aug 20, 2024 37:14


    Explore 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 learning pathways, and in-the-flow learning reshape the professional development landscape.  These trends are not just buzzwords, they are practical solutions to enhance employee engagement and knowledge retention.   Explore how emerging trends in employee training can nurture expertise within your organization.    Listen now and start applying these innovative techniques today!

    S10 EP05: Warehousing Unleashed: Mastering the Latest Release Features

    Play Episode Listen Later Aug 13, 2024 16:10


    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 productivity in your warehousing processes.  Some features are Enhanced Item Descriptions, Lot and Package Numbers, Flexible Warehouse Handling, and more. Tune in now to master the latest warehousing features in Business Central. Enhance your processes and boost productivity with these powerful updates.

    S10 EP04: Elevate Customer Productivity with Features from the New Release

    Play Episode Listen Later Aug 6, 2024 21:38


    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, including handling zero-amount lines in recurring general journals, assigning salesperson codes to customer ship-to addresses, and effectively utilizing allocation accounts.  Packed with practical demonstrations and tips to help your team work more efficiently and with less frustration. Enhance your business processes and customer experience with these powerful tools. Listen now and start leveraging these updates today!

    S10 EP03: Customer Delight 2.0: Leveraging Latest New Release Features

    Play Episode Listen Later Jul 30, 2024 25:43


    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 features. We explore key areas such as improved setup options, enhanced role center functionality, efficient data entry methods, and effective error resolution techniques. Learn how we can help you leverage the latest release features of Business Central to enhance your customer experience.  Listen now and start delighting your customers today!

    S10 EP02: All About The Consultant's Accelerator Training Program

    Play Episode Listen Later Jul 23, 2024 13:58


    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 game-changer for functional consultants. Learn how conventional training methods fall short and how our program can improve utilization rates drastically as we cover the significant cost savings, the accelerated learning curve, and the impressive ROI you can achieve.  Discover how you can significantly improve your team's skills and your company's bottom line. Don't miss this opportunity to revolutionize your training methods.    Listen now and take the first step towards a more efficient and successful future!

    S10 EP01: How To Engage New View For Custom Training And Services

    Play Episode Listen Later Jul 16, 2024 15:51


    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 improvement consulting and specialized training programs can significantly impact your business and maximize your potential. We focus on helping you get the most out of your existing software, ensuring higher customer satisfaction and greater team efficiency. Don't miss out on these valuable insights – hit play now!

    S9 EP11: What Dimensions? | Dimension Setup

    Play Episode Listen Later May 21, 2024 6:17


    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 can track and analyze them on documents, indicate the project or department from which an entry came, and streamline your data organization.  Don't miss out on the valuable insights that could help the way you handle dimensions in your organization. Enroll in our on-demand training courses on LearnDynamics.com for more in-depth insights into Dynamics 365 Business Central.   Enjoy this episode? Don't forget to leave a five-star review.  --------------------------------------------------------------------------------------------------- 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/   #NewViewStrategies #PermissionsTesting #DepartmentCodes #BusinessCentral #Accounting #DimensionsInBusinessCentral #SetupBC  

    S9 EP10: Permissions Testing Checklist | Security & Permissions

    Play Episode Listen Later May 14, 2024 6:40


    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 before going live. Learn the importance of keeping testing simple and discover how involving conscientious users, even the newest members, can help you deal with these hurdles. Explore with us as we give out more gems on how to organize your Permissions Testing Checklist with Cari Corozza and Cynthia Priebe.    Enroll in our on-demand training courses on LearnDynamics.com for more in-depth insights into Dynamics 365 Business Central.   Enjoy this episode? Don't forget to leave a five-star review! --------------------------------------------------------------------------------------------------- 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/   #MicrosoftDynamics365 #PermissionsTesting #BusinessCentral #Permissions

    S9 EP09: Where'd That Come From? | Troubleshooting

    Play Episode Listen Later May 7, 2024 7:25


    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 troubleshooting financial discrepancies, especially when dealing with reconciliation challenges, and emphasize the significance of source code in identifying transaction types and source types in revealing the account or ledger through which the entry originated.  Discover the importance of incorporating these fields into your GL entry page to avoid confusion in your daily workflow.   Enroll in our on-demand training courses on LearnDynamics.com for more in-depth insights into Dynamics 365 Business Central.   Enjoy this episode? Don't forget to leave a five-star review!   ---------------------------------------------------------------------------------------------------   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/     #NewViewStrategies #GLEntries #SourceCodeandType  

    S9 EP08: STOP Sending Statements! | Sales & Receivables

    Play Episode Listen Later Apr 30, 2024 8:10


    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? Dive into this episode, where we tackle the common disadvantages of traditional statements and how Reminders in Business Central can have a transformative impact in your sales and receivables. Join us in this week's episode of STOP Sending Statements! | Sales & Receivables with Cari Corozza and Cynthia Priebe as we share essential tips on how to efficiently use reminders in Business Central. Explore our on-demand training courses on LearnDynamics.com for more in-depth insights into Dynamics 365 Business Central. --------------------------------------------------------------------------------------------------- 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/   #NewViewStrategies #BusinessCentralReminder #BusinessCentral  

    S9 EP07: Reconcile More Than Cash | Accounting

    Play Episode Listen Later Apr 23, 2024 8:26


    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, accounts receivable, fixed assets, and inventory. Join us as we give out more knowledge and pro tips highlighting some common reconciliation pitfalls and its preventive measures.  Explore our on-demand training courses on LearnDynamics.com for more in-depth insights into Dynamics 365 Business Central. Tune in for these crucial moments in this podcast: Reconcile More Than Cash with Cari Corozza and Cynthia Priebe.   Enjoy this episode? Don't forget to leave a five-star review! --------------------------------------------------------------------------------------------------- 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/   #SubLedgerReconciliation #AccountingTips #BusinessCentral  

    S9 EP06: Bank Import Setup | Import/Export Data

    Play Episode Listen Later Apr 16, 2024 7:34


    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! ------- 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  

    S9 EP05: Chart Of Accounts - To Total or Not? | Reporting

    Play Episode Listen Later Apr 9, 2024 8:45


    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! ---------------------------------------------------------------------------------------------------   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  

    S9 EP04: Uh-oh! Negative QOH | Inventory Management

    Play Episode Listen Later Apr 2, 2024 4:55


    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

    S9 EP03: Lotsa Dimension Errors? | Dimension Control

    Play Episode Listen Later Mar 26, 2024 8:29


    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

    S9 EP02: Ctrl+Alt+F1? | Troubleshooting

    Play Episode Listen Later Mar 19, 2024 5:39


    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

    S9 EP01: Converting User Groups? | Security & Permissions

    Play Episode Listen Later Mar 12, 2024 7:55


    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

    Controller's Boot Camp

    Play Episode Listen Later Mar 5, 2024 3:59


    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, accounts payable, and receivable. Learn advanced journal entry features and month-end processes. Head over to https://www.learndynamics.com/ to explore this class and more on-demand courses. Let's make 2024 a year of learning and growth for your business! #NewViewStrategies #BusinessCentral #OnDemandTraining #Controller #ControllerBootcamp   ---------------------------------------------------------------------------------------------- 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/

    Accounts Payable

    Play Episode Listen Later Feb 27, 2024 3:06


    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 behind the scenes of the payables life cycle and we'll throw in some tips on how to avoid common issues and execute swift corrections when necessary. If you are ready to level up your business, hop over to learndynamics.com and explore our On-Demand Classes for you. Let's make 2024 your smoothest and most successful year yet! #NewViewStrategies #BusinessCentral #OnDemandTraining --------------------------------------------------------------------------------------------------- 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/

    Accounts Receivable

    Play Episode Listen Later Feb 20, 2024 2:56


    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's life, including you, much easier.  With us, you'll go through the entire receivables lifecycle to understand how Microsoft Dynamics 365 Business Central handles those transactions behind the scenes. You will learn about the common issues to avoid and methods to make quick corrections when needed. SIGN UP HERE: https://www.learndynamics.com #NewViewStrategies #BusinessCentral #OnDemandTraining --------------------------------------------------------------------------------------------------- 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/

    Sales and Purchasing

    Play Episode Listen Later Feb 13, 2024 3:10


    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 Microsoft Dynamics 365 Business Central!  Get started with us in just 3 easy steps: First, pick a course that looks right for you.   Then, create an account if you still have not made one yet.  Lastly, go ahead and start learning! SIGN UP NOW: https://www.learndynamics.com #NewViewStrategies #BusinessCentral #OnDemandTraining --------------------------------------------------------------------------------------------------- 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/  

    Journal Entries and Month-End Close

    Play Episode Listen Later Feb 6, 2024 2:09


    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 advanced journal entry features minimize data entry, boost accuracy, and enhance confidence in your financial reporting. Our new on-demand training classes are here to guide you, ensuring you make the most of Business Central's capabilities. Learn to leverage these powerful tools for consistency, accuracy, and speed in your month-end processes.  Tune in and transform your month-end headaches into a streamlined, efficient process. #NewViewStrategies #BusinessCentral #OnDemandTraining --------------------------------------------------------------------------------------------------- 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/  

    Financial Foundations

    Play Episode Listen Later Jan 30, 2024 2:43


    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 undeniable.  This new year, it's time to master them. Our Financial Foundations course demystifies these aspects, starting from the chart of accounts to transactional nuances. By joining, you'll gain insights that ensure your financial management is not just proficient, but exemplary.  Don't miss out on this opportunity to elevate your financial expertise. #NewViewStrategies #BusinessCentral #OnDemandTraining --------------------------------------------------------------------------------------------------- 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/

    Navigation and Personalization

    Play Episode Listen Later Jan 23, 2024 3:28


    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 lot of work over and over again to get the same thing. Make your navigation faster and more efficient by taking your professional development to the next level. We recommend these courses to all of our customers to get a good start with using Business Central. SIGN UP NOW! > learndynamics.com WATCH

    Security and Permissions

    Play Episode Listen Later Jan 16, 2024 2:35


    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 Business Central can make all the difference. Get it right, and you as the system administrator can save yourself and your users countless hours of time and frustration.  When you intentionally allocate resources to personal and professional development, you are setting yourself up for an incredibly high ROI. With our on-demand courses, you can bring more depth to your understanding of Dynamics 365 Business Central and become an even more valuable player! Get in touch with us today and let's bring your business to new heights.  #NewViewStrategies #BusinessCentral #OnDemandTraining --------------------------------------------------------------------------------------------------- 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/

    Accountant's Year-End Refresher

    Play Episode Listen Later Jan 9, 2024 2:35


    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 and update your knowledge on closing the year effectively and efficiently. We cover everything from month-end closures to setting up your new annual budget. You'll learn to safeguard your month-end cut-offs and get expert advice on the best reports for period closures.  Enhance your skills with us and ensure a strong financial year-end! #NewViewStrategies #BusinessCentral #OnDemandTraining ------------------------------------------------------------------------------------------------- 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/  

    S8 EP24: Advanced Reporting / Power BI

    Play Episode Listen Later Nov 7, 2023 12:31


    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

    S8 EP23: Change Management

    Play Episode Listen Later Oct 31, 2023 9:53


    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

    S8 EP22: Barcoding and Scanners

    Play Episode Listen Later Oct 24, 2023 8:44


    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

    S8 EP21: Warehousing / Advanced Warehousing

    Play Episode Listen Later Oct 17, 2023 10:53


    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

    S8 EP20: Landed Costs

    Play Episode Listen Later Oct 10, 2023 18:09


    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

    S8 EP19: Business Process Evaluation

    Play Episode Listen Later Oct 3, 2023 8:42


    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

    S8 EP18: Training

    Play Episode Listen Later Sep 26, 2023 9:50


    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

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