Category: How2

July 14, 2021
What the PTOTM?

Do more with the system you already have. If you haven't heard this from us before, we've clearly failed in our messaging. We're such big proponents of Business Central / NAV, we're not kidding when we say we love the system. We realize it's an odd thing to say you love software, but we really […]

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May 21, 2021
The Sheriff Is in Town! Security and Permissions in Business Central

Last-minute registration is open for Security and Permissions! Join Cynthia Priebe, a former Business Central / NAV end-user and security/permissions guru, on June 8th to discover how Business Central helps you facilitate a secure and efficient user experience in your system. Register now! There are a couple of major ways permissions can cause problems within […]

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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
Opportunity Sales Process in Dynamics 365 & Sales Cycle Calculation

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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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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