Simple BC Tips That Make Accounting Teams Smile

Small, practical Microsoft Dynamics 365 Business Central wins for internal accounting teams designed to improve data quality, strengthen controls, and make month-end feel a lot less stressful.
  • Built for internal accounting teams
  • Quick to implement
  • No development required

Who This Is For

If you’re part of an internal accounting or finance team using Business Central this series is for you.

Perfect for:

  • Controllers & Assistant Controllers
  • GL Accountants
  • Accounting Managers
  • Finance Ops teams
  • BC power users supporting accounting

What You’ll Get

Each session focuses on small features that make a big difference:

  • More efficient daily work (fewer clicks, faster filtering)
  • Cleaner data (less cleanup later)
  • Stronger internal controls (without extra tools)
  • A smoother month-end close (more structure, less chaos)
  • Confidence in reconciliations (better review and validation)

Session Lineup

1

Chart of Accounts Super Hero: Saved Views in Action
Turn your Chart of Accounts into a proactive control command center using Saved Views, a simple way to monitor data quality and spot issues before month-end.

2

Coming Soon
BC, Your Way: Smart Personalization for Accounting Teams
Make Business Central feel like it was built for your accounting team. Learn simple personalization tweaks that reduce clutter, improve focus, and save time.

3

Coming Soon
From To-Do to Done: Task Lists for a Better Close
Bring structure and visibility to month-end close using Task Lists to improve accountability, reduce missed steps, and keep the close moving.

4

Coming Soon
One Tiny Excel Trick. Big Filtering Power
Learn the pipe ( | ) filtering trick and other practical shortcuts to speed up filtering and searching inside BC, especially helpful with large lists.

5

Coming Soon
Review Entries: Your Built-In Reconciliation Safety Net
Strengthen your reconciliation process using Review Entries, a simple feature that improves validation, catches issues earlier, and builds confidence.

Why This Series Works

Most accounting teams don’t need a major system overhaul.

They need small improvements that make Business Central easier to use today.

This series is built around the real-world moments that slow accounting teams down — and the practical tools in BC that solve them.

About the Presenter

Kerry Peters
Microsoft MVP | UG Legend/All-Star/Volunteer

Kerry works with accounting teams to get more out of Business Central through practical improvements that strengthen data quality, controls, and close efficiency — without big projects.

Questions before you view (or want help applying these ideas to your environment)?

kerry@getyournewview.com

FAQs

Most sessions are designed for accounting users and BC power users. A few personalization settings may require permissions depending on your setup.
Nope — these are practical accounting-focused walkthroughs. If you use BC, you can apply these.
This series is specifically designed for internal accounting teams using Business Central.

Ready for simpler, smoother accounting in BC?

Join Simple BC Tips That Make Accounting Teams Smile and walk away with quick wins you can use immediately.
Questions? Email us below.
kerry@getyournewview.com

Part of the Dynamics Communities & Community Summit Network

This series is presented in connection with Dynamics Communities, the official user group network supporting Microsoft Business Applications users worldwide — including Business Central and the broader Dynamics ecosystem.

As an active Community Summit speaker, Microsoft MVP, and UG Legend/All-Star/Volunteer, Kerry Peters regularly delivers Academy-level sessions focused on practical execution — not theory — for finance leaders and internal accounting teams. Sessions like:

  • Advanced Finance Architecture in Business Central
  • Reducing the Time to Close Your Month-End
  • Financial Reporting Using Business Central
  • Everyday AI Tools for Microsoft Users

Community Summit and Dynamics Communities are built around real practitioners sharing real-world solutions. That same practical, implementation-focused approach is what drives the Simple BC Tips That Make Accounting Teams Smile series.

Join the Community — It’s Free

When you join Dynamics Communities, you gain access to:

  • Recorded sessions and Academy-level content
  • Live webinars and educational series
  • Peer forums with experienced BC users
  • Community Summit updates and speaker insights
  • Ongoing learning from Microsoft MVPs and industry leaders

If you’re using Business Central and want to stay ahead — this is one of the most valuable (and free) resources available.

Join the community here: dynamicscommunities.com/join-us

Have questions about the series, Community Summit sessions, or how to apply these ideas inside your organization?

kerry@getyournewview.com

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