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Kerry (Rosvold) Peters


Kerry (Rosvold) Peters

Kerry (Rosvold) Peters is a Microsoft MVP for Business Solutions, Microsoft Dynamics NAV evangelist, and subject matter expert in the areas of Finance and Application Setup. Her passion for NAV comes from her 12 years of experience as a Controller at two different companies who both chose Microsoft Dynamics NAV as their ERP solution as well as her participation as an active member of NAVUG for over 10 years. She is a frequent speaker at industry conferences, instructor with the NAVUG Academy, serves on a number of boards and committees, and has been the recipient of numerous awards, including the NAVUG All Star award. In 2017 she was named as a Microsoft MVP for Business Applications, and this award has been renewed annually. Kerry regularly contributes to the New View Strategies blog as well as her blog at

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Jul 13 2020 - Jul 17 2020


See note in description below


Boot Camp

Controller's Essentials Boot Camp


At New View Strategies we are more committed than ever to helping you realize more value from your Dynamics 365 Business Central / NAV system.

With the ongoing uncertainty surrounding COVID 19, we are unsure when we can continue our in-person boot camps. In the meantime, we are converting our classes to an online format and will schedule this class when we have enough students. If you would like to participate in the next class, please email with your contact information and your class interest. Thank you for your flexibility.


As former Corporate Controllers who use Microsoft Dynamics 365 Business Central every day, we wanted every CFO, Controller, Accounting Manager, and anyone who works alongside these roles to know all the things we wish we would have known in these roles.  We want to share all the things we learned over 20 years of Controllership – the good, the bad, the big and the small – as we cover fundamentals, best practices, and many, many daily tips and tricks on how to work with Microsoft Dynamics NAV or Business Central in the real world, all with a specific focus on accounting.


During the class we will cover in detail:


  • Role Center Overview
  • Chart of Accounts
  • Posting Groups
  • Dimensions
  • Financial Setups and Master Records
  • Best Practices for Accounts Receivable
  • Best Practices for Accounts Payable
  • Approvals and Workflows
  • Common Corrections
  • Efficient Journal Entries
  • Fixed Asset Management
  • Best Practices for Month End Close
  • Best Practices for Year End Close
  • Getting Ready for Audit
  • Budgeting
  • Design of Financial Reports with Account Schedules


The agenda for the class is as follows (subject to change):


Monday (1 p.m. – 5 p.m.)

  • Overview
  • Chart of Accounts
  • Posting Groups
  • Dimensions


Tuesday (9 a.m. – 5 p.m.)

  • System Setup
  • Master Records
  • Sales Tax Setup
  • Banking Setup & AP Check
  • Recurring Journal Entries
  • General Journal Entries
  • Month End Close
  • Year End Close
  • Common Corrections


Wednesday (9 a.m. – 5 p.m.)

  • Payment Terms & Methods
  • Vendor Creation
  • Purchase Orders and Invoicing
  • Standard Purchase Codes
  • Pricing & Discounting
  • Purchase Return Orders
  • Purchase & Payables Reporting
  • Correct Applications & Void Checks
  • Payments & Applications


Thursday (9 a.m. – 5 p.m.)

  • Customer Creation
  • Sales Quote
  • Convert Sales Quote to Order
  • Sales Order & Invoicing
  • Sales Credit and Rebills
  • Sales & Receivables Reporting
  • Deposits & Cash Applications
  • Permissions & Security
  • Getting Ready for Audit
  • Fixed Assets


Friday (9 a.m. – 1 p.m.)

  • Using Existing Reporting
  • Budgeting
  • Design of Financial Reports with Account Schedules



Please note, during Friday’s session we will be covering capstone material that is critical to your take-aways from this class.  Please schedule your travel after the scheduled conclusion.


Who Should Attend? CFOs, Controllers, and accountants pursuing a thorough understanding of and confidence in financial processes and reporting within Dynamics 365 Business Central / Dynamics NAV.


Learning Objectives:


At the end of this class, participants will be able to:


  • Gain a deep understanding of the Chart of Accounts, Posting Groups, and Dimensions, and how to design them for efficiency and accuracy
  • Understand the functionality of the sales cycle and purchasing cycle and how to apply best practices throughout these areas
  • Master a faster month end with time-saving techniques with journal entries
  • Understand how to create financial reporting with account schedules


Field of Study: Accounting


Program Level: Basic


Prerequisites: None.


Advanced Preparation: Each student will receive their own hands-on learning environment via email shortly before class.  Bring to class your own laptop with the training environment connected. We also recommend students bring an external mouse and a travel monitor to have a second screen when working on their laptops.


Delivery Method: Group Live


CPE Credits: By participating in this class you are eligible to earn up to 25 CPE credits which will be distributed following class completion. In order to be awarded the full credit hours, you must be present, registering your attendance and departure on the designated attendance sheets. 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.


Version: This class will be taught in Dynamics NAV 2018.  If you are evaluating or use Dynamics 365 Business Central, the functionality and processes taught will be applicable with only minor differences.  We will review the pertinent differences between the two user interfaces early in the class, and throughout the class we will identify any significant differences in functionality between the versions where appropriate.  If you are using an earlier version of NAV, likewise we will highlight significant differences in features and functionality as appropriate.


Learning environment: As experienced trainers of adult learners, we understand how to make training “stick”.  We use proven practices to make sure you retain what you learn and are fully equipped to go back to the office and immediately apply what you discovered in class. Each day, you will spend more than 50% of your time doing hands-on exercises in our simulated learning environment.


Refund and Cancellation Policy: Please refer to our Refund and Cancellation policy here.


Location: Dallas (WorkSuites Las Colinas, Irving TX)



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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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