Tag: Microsoft Dynamics NAV

December 20, 2019
Ho, ho, wow! 100 tips now available on our YouTube channel

Just in time for the holidays, we’re pleased to provide you with the gift of time and accuracy. We’re thrilled to debut our New View Strategies YouTube channel, and to start with a bang, Kerry (Rosvold) Peters has recorded 100 videos to share time-tested, invaluable tips and tricks with you.  Regardless of the version you’re […]

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December 16, 2019
Your smartest investment in 2020

It’s the end of the year, traditionally a time of reflection, planning, anticipation, gratitude, and giving. Raise your hand if you’re not busy enough to make an investment for your future. An element throughout my career that has been common to higher performing teams and companies is the value given to reflecting, learning and making […]

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December 9, 2019
Contacts: Converting your Contact to a Customer

In the last entry for this series, we covered quoting our contacts. Once we receive that very important order from our prospective Customer, it’s time to complete the Customer Card creation and get that Sales Order confirmation back out the door. Customer creation is often a combined effort between the Sales and Accounting Teams. Many […]

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December 2, 2019
How to Create Purchase Invoice in Navision & Dynamics Nav Purchase Orders

One of the nice features of NAV / BC is the ability to choose how to perform activities from a couple of different options. Processing Purchase Invoices for purchases coming from a Purchase Order (PO) is one of the biggest changes I like to see a company make as they grow. You can post invoices […]

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November 26, 2019
Excel VLOOKUP and HLOOKUP (Part 5 of 5: Essential Excel Skills Every Controller Should Know)

It’s been a while since I’ve talked about Excel functionality. As an accountant, we spend a lot of time in Excel and today we’re going to explore the VLOOKUP and HLOOKUP functions. The VLOOKUP function is used when you need to find things in a table or range by row. Similarly, HLOOKUP is used when […]

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November 14, 2019
Summit 2019: A New View from Kerry (Rosvold) Peters

Even if you missed Summit 2019 this year hopefully now you’re feeling like you were there, after reading through the team’s recap series.  In our last recap, Kerry (Rosvold) Peters reflects on a long history of Summits and some noticeable changes this year: I’ve attended this conference every year since 2008, always focusing on Dynamic […]

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November 12, 2019
Summit 2019: A New View from Amanda Mayer

Missed Summit this year? We’re sharing a series with our team’s experience and insights from Summit 2019. Amanda Mayer , who was awarded with a 2019 All-Star Award at Summit, shares her thoughts: The Past I can’t believe another Summit has come and gone. This year had me thinking back to the beginning of my […]

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November 1, 2019
Summit 2019: A New View from Kim Congleton

Didn’t make it to Summit this year? We’re sharing a series with our team’s experience and insights from Summit 2019. Kim Congleton, who was awarded with a 2019 All-Star Award at Summit, shares her thoughts: As part of the programming committee for Summit I’m always excited for the conference and can’t wait to attend sessions.  […]

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October 30, 2019
Summit 2019: A New View from Cari Corozza

Didn’t make it to Summit this year? We’re sharing a series with our team’s experience and insights from Summit 2019. Cari Corozza shares her thoughts as a first-time attendee: Music blasting, lights dancing, excitement in the room—I felt like I was walking into a concert.  In reality, I was walking into the opening session of […]

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October 24, 2019
Summit 2019: A New View from Mark Rhodes

Didn’t make it to Summit this year? We’re glad to share a series of posts with our team’s experience and insights from Summit 2019.  Here we hear from Mark Rhodes: I’m back from Summit 2019 and it was a weird week. Not as weird as I thought it would be, although to be honest, I […]

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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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