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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.

Register Today

Location

Online
Category

More Info

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Date

Dec 16 2020

Time

Eastern
1:00 pm - 5:00 pm

Cost

Please select Register Today

Labels

4 CPE Credits

Month End, Year End, and Budgeting for NAV and 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.

 

Here’s your chance for a review of best practices for month end, year-end, and budgeting. This class will go through best practices for each of these three important year-end activities. Take a moment to refresh your memory on how to do some of these tasks that we often touch only once a year and pick up some new tips for making these processes go smoothly along the way. Get hands on in the online learning environment to apply what you’ve learned in class!

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
• Learn Best Practices for a complete, accurate, and fast month end close
• Review options on uploading, maintaining, and reporting budgets
• Review correct process for the year end closeAudience: Professionals responsible for month end, year end, or budgeting processes

Level: Beginner, Intermediate

Prerequisites: None

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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