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Kim Dallefeld


Kim Dallefeld

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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Aug 19 2020


1:00 pm - 5:00 pm


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4 CPE Credits

Administration 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.


As an administrator, you have a lot of tasks to manage and this course will help to you handle them all. Get a complete tour of the tools available in the ERP software that help you as an administrator to get the job done for your company. From setups, security, and scheduling you’ll add many tools to your tool chest in this class. Get hands on in our online learning environment to understand how each of these tools can be set up to utilize more automation and efficiency in your ERP.

Topics Covered in Administration for Microsoft Dynamics NAV and Dynamics 365 Business Central
• Application Setup
• Setup Screens
• User setup including User permissions and security
• Personalizing the interface
• Job Queues
• Rapid start
• Document Approvals
• Notification Setups
• Importing and Exporting Data
• Data Management
• Creating/Copying a Company

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 Application Setup tasks
• Understand user setup and permissions
• Understand how to personalize the user interface
• Understand how to use Rapid start to import and export data
• Understand how to schedule reports
• Understand ways to manage document approvals and notifications

• Professionals responsible for administration of the system
• Professionals who are the company’s designated super-user

Level: 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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