Category: How2

February 16, 2021
Why Waste Money? Help Your Sales Staff Sell More without Buying More Software They Will Not Use

There are a lot of articles on the internet that tell you why CRM implementations fail, but the facts remain constant: a significant portion do.  Industry studies show that up to 63% of CRM implementations fail. So then, if you already own software that is fully integrated with your customers and your sales history, why […]

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December 1, 2020
Interactions in Microsoft Dynamics 365 Business Central: A Sales Rep’s Diary

In my last blog, “The Sales Rep’s Handbook: Opportunities and Sales Cycles”, I discussed using Opportunities and Sales Cycles as a roadmap to get you to the end of the deal.  But the roadmap is just a guide; it doesn’t close the deal. Day 1 of every salesperson’s training covers the importance of documenting your […]

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September 14, 2020
The Sales Rep’s Handbook: Opportunities and Sales Cycles in Business Central

In my last blog, "Adding Rocket Fuel to Your Segments in Business Central," I discussed using the Segment to pinpoint our targeted audience.  We used a combination of Segmentations assigned to our Contacts to limit our scope to those Contacts that met the requirements of our targeted audience. Now it’s time to drive your sales […]

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September 3, 2020
How to eliminate the headache of month-end journal entries for prepaid expenses and deferred revenue

If you are the accounting pro responsible for month-end close, you probably are responsible for making monthly entries moving amounts from prepaid expense or deferred revenue accounts to recognized expense or revenue accounts. You might have a spreadsheet to help you keep track or are using recurring journals to get this work done. What if […]

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August 14, 2020
Adding Rocket Fuel to Your Segments in Business Central

In my last blog, “Assigning Mail Groups in Business Central”, I discussed using the Segment in a very simplistic manner.  We created a Segment, used the Value Entries to select the criteria for Contacts and assigned a Mail Group to the Contacts in the Segment. Adding Contacts But there is so much more we can […]

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The experts at New View Strategies are experienced Dynamics NAV and Business Central trainers and business process consultants who have walked in your shoes as former Corporate Controllers, Directors of IT, and Solution Architects, and believe increased utilization of your business systems is critical to the continued success of your company.
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