It’s been two years, almost to the day. Two years since our New View team last met all together, in person. Just like teams around the globe, we’ve been meeting virtually for what feels like forever. Our team met two weeks ago for three days to reflect on the year, discuss our challenges and potential […]
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 […]
I just discovered the PowerPoint Presenter Coach, and my life has changed. OK, that may be a bit overdramatic, but I’m honestly fired up about this new Microsoft tool. I’ve likely coached hundreds of speakers over the years, and the primary issues speakers grapple with relate to a relatively short list of items: Pace […]
Segments can be simple in Business Central In my last blog, “The Contact Card in Business Central – Not Just a Depository for Names, Phone Numbers and Emails”, I discussed the six methods for segmenting in Business Central from the Contact Card. Now that you’ve started capturing the contact information that’s crucial for successful marketing, […]
In my last blog, “The Great Debate: Who owns the information on the Customer Card in Business Central? Accounting or Sales?”, I encouraged organizations to take an extra step with their Marketing Setups. https://getyournewview.com/enabling-multiple-contacts-with-marketing-setups-in-business-central/ If you’ve now accepted the Contact on the Customer Card is property of the Accounting Department and you’ve let your sales […]
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