Tag: Process Improvement

October 19, 2021
It’s almost year-end – how is your team doing?

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 […]

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August 14, 2020
Adding Rocket Fuel to Your Segments in Business Central

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 […]

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July 8, 2020
The Best Thing Since Sliced Bread When Preparing for a Webinar

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 […]

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July 6, 2020
Assigning Mailing Groups in Business Central

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, […]

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June 3, 2020
The Contact Card in Business Central - Not Just a Depository for Names, Phone Numbers and Emails

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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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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