Tag: Tips and tricks

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 […]

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 […]

Announcing Mix It Up: A Community Event to Share Tips and Tricks On Microsoft Dynamics 365 Business Central

Raise your hand if: You miss working alongside your teammates and learning how to use Business Central better You miss attending events to learn how to use Business Central better You’re feeling more pressured to work smarter and faster and could use some tips on Business Central We’re proud to announce Mix It […]

Edit in Excel- Dynamics 365 Business Central

Use the Edit in Excel feature in Business Central to quickly export and update data in Excel, and then publish the changes back into Business Central. To see my previous blog: A Paperless Audit Trail—Adding Attachments, Notes, and Links in NAV click here

Got 2 minutes? Time for some Microsoft Dynamics 365 Business Central / NAV tips and tricks!

There are few guarantees in life. Want one? You are guaranteed to learn something by watching our Microsoft Dynamics 365 Business Central/NAV tips and tricks. In case you missed it, we’ve loaded over 100 videos on our YouTube channel a few weeks back. I know, you’re thinking “When am I going to have time to […]

Four new features in Business Central that excite me the most

With the release of Microsoft Dynamics 365 Business Central v16 earlier this month, I was excited to identify the top improvements related to automation of accounting tasks. I soon realized that my favorites are not all about automation, but they are all about eliminating extra work and the associated headaches. Four new features in Business […]

Working from Home: The New View Way

With all the chaos happening in the world right now, you might find yourself trying to adjust from working in a typical office space to trying to settle into a temporary workspace at home. Since employees at New View Strategies operate from home daily, I wanted to share some fun ideas on how I make […]

Standard Purchase Codes for A/P and Purchasing in BC

As someone who entered purchase invoices for many years, I cannot stress enough how much easier my life became after discovering this helpful tool! It is actually one of the most exciting takeaways from our one-week Controller’s Boot Camp and students are thrilled to take this tip back to their companies. This blog will review […]

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