Category: Uncategorized

January 5, 2021
The Secret behind Successful Marketing in Business Central

In my last blog, Managing the Success of your Campaign, I discussed using Campaigns to set prices and using Segments to provide your sales staff with a more targeted list on which to focus their efforts.  The Contacts you select for your target list are based on attributes you or Business Central has assigned. But […]

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December 15, 2020
Managing the Success of your Campaign

In my last blog, “Interactions, a Sales Rep’s Diary”, I discussed using Interactions to document the touchpoints you have with your Contacts.  It’s an easy and powerful way to record the interactions with your leads and clients so you don’t have to remember everything and can recall them when needed.  In prior blogs, I’ve written […]

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September 23, 2020
Tell Me- On Current Page feature in BC

Need to do something on the current page, but unsure where to find it?  You don’t need to click through all the menu buttons to try to find what you are looking for—simply use the ‘Tell Me- on Current Page’ feature of Business Central!  This 2-minute tip can help save you time and frustration as […]

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September 16, 2020
The Key to the Treasure Chest in Business Central

OK, so we’ll probably never see a “Pirates of the Caribbean: Business Central” movie, but I have a tip for you that is almost as exciting. You are working in Business Central and you need to find something on a page. Maybe you are on the customer record and need to find the value in […]

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September 9, 2020
Attach Document to General Journal in BC

For those of us without photographic memories, Business Central supports the next best thing. How many times do you make a journal entry based on some request or calculation or other supporting document, then weeks or months later forget the reason for the entry, or why you used those amounts? Cari Corozza has a surprisingly […]

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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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