Organizer
Kim Dallefeld
Phone
414.347.7876Website
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.
Sales & Inventory Analysis
Class ID: NANAL
In these crazy times, it's more important than ever to do more with your Dynamics 365 Business Central / NAV system. We know how often your plans change, so we've converted our classes to "rolling enrollment". Click the "I'm interested" button to the left to let us know you're interested in this class, and we'll contact you when we have enough interest to schedule one!
Is your Sales team asking you for more information on what is selling and how well it’s performing? Certainly, they would like to know who is buying what? Are you trying to figure out the turnover of a particular item or group of items? Good news – you already own the tools that can answer these questions! Microsoft Dynamics 365 Business Central / Dynamics NAV can answer all these questions and more using the Sales & Inventory Analysis reporting functions. We’ll walk through the setups and basic reporting of this dynamic solution to give you the tools you need to wow your team with information.
Who Should Attend? Business Analysts, Sales Managers, and Accounting staff interested in gaining greater sales, customer, and product insights.
Program Level: Basic
Prerequisites: None.
Advanced Preparation: Each student will receive instructions for connecting to their online class and their own hands-on learning environment via email shortly before class. Please be connected to both environments at least 15 minutes prior to the scheduled start time to enable an on-time class.
Learning Objectives: TBD
Field of Study: Computer Software & Applications
Delivery Method: “Group Live presented online due to COVID-19” for our online classes
CPE Credits: By participating in this class you are eligible to earn up to 4 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.
Refund and Cancellation Policy: Please refer to our Refund and Cancellation policy here.