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Kim Dallefeld

Organizer

Kim Dallefeld
Phone
414.347.7876
Email
kimd@getyournewview.com
Website
https://getyournewview.com/our-team/

Kim is a NAV Certified Consultant, first diving into the system 24 years ago (yes, she started on version 1.0)! She has experience in virtually all areas of the product including programming, design, analysis, training, implementation and sales demos, combined with practical business knowledge (counting inventory, scheduling production, preparing payroll and financial statements, etc.) Combining her NAV knowledge with her accounting and consulting background, Kim has a unique set of skills rarely found in a technically oriented individual. Kim enjoys bridging gaps: helping to identify what users really need and want in the system, and discovering new ways to support those goals. Kim is also crazy-active in the Community User Groups as a frequent speaker, past Board Chair, local user group co-leader, and other leadership roles.

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Location

Online
Category

More Info

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Date

Jun 17 2020
Expired!

Time

Eastern
1:00 pm - 5:00 pm

Cost

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Remote Class

Accounts Receivable for Dynamics NAV & D365 BC

This class is hosted by the User Group Academy and taught by New View Strategies. For more information, registration fees, and to register, please select the “Register Today” button.

 

In this class, learn about basic day-to-day functionality for Accounts Receivable activities. Get hands on in the online learning environment to create orders, invoices, payments, credit memos, and more.

Spend time to review what all those boxes and options mean on the Sales & Receivables Setup page. From how exactly the system uses the number series used on sales documents to how you can maximize archiving versions, you’ll know how to make any changes necessary to handle your company’s needs.
Take the final step in building your confidence that you can handle the good, bad, and ugly in your day-to-day business sales needs. You’ll be ready to tackle any accounts receivable process.
This class contains some topics designed to prepare you for the Professional Assessment for Accounts Receivable. This is not a comprehensive study guide and cannot guarantee your ability to pass the assessment.
Course material is applicable to most versions of Dynamics NAV and Dynamics 365 Business Central. Key version differences will be highlighted by the instructor.Learning Objectives
• Understand basic transactional processing for Accounts Receivable
• Fully review setup options for Accounts Receivable
• Prepare you to take the Professional Assessment for Accounts ReceivableAudience: Professionals with Accounts Receivable responsibilitiesLevel: Beginner, Intermediate

Preparation: Please bring your own internet capable Windows PC to class for the hands on lab portion/class exercises.

CPE Credits: By participating in this class you are eligible to earn up to 4 CPE credits which will be distributed automatically following class completion. Class participation will be monitored and you will not receive CPE credit for any portion of the class that you do not appear fully engaged.

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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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