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Kim Congleton


Kim Congleton

Kim Congleton has over 24 years’ experience in the Software and Technology space. She is a leader in the Microsoft Dynamics community, serving on numerous boards and presenting at conferences. She has an extensive background in running large-scale technology selection and implementation projects. Kim has held a number of different roles and leadership positions throughout her career at companies from Systems Analyst, Developer, Solution Architect and Director of Business Technology. Kim is an owner and active consultant and trainer with New View Strategies.


Los Angeles (New Horizons, Anaheim CA)


Apr 13 2020 - Apr 17 2020


9:00 am - 5:00 pm


$2300 Until 3/14/20 Then $2500


Boot Camp

Warehousing Boot Camp

With our apologies, under the directives set by the Centers for Disease Control (CDC) and World Health Organization (WHO), and concern for our team and yours, we have postponed this class until further notice.


Just getting started with Warehousing in Microsoft Dynamics 365 Business Central / Dynamics NAV?  Looking into Advanced Warehousing and wondering if you should make the move or want to avoid costly mistakes?  Are you wondering if your Microsoft Dynamics 365 Business Central / Dynamics NAV system is set up in the best way for your warehouse?  Would you like to solve some of those pesky issues with your distribution and supply chain processes?  We have the answers you’re looking for.  We’ll help you understand both levels of Warehousing in the system so you can decide what level you need and what will then be required of your team, or if you’re already using Warehousing, where you may not be optimized for your inventory flow and how to resolve the gaps.


This class is taught by professionals who are experienced warehouse and logistic experts with extensive working knowledge of Business Central / NAV and understand real-world warehouse operations.  The first two days are spent on navigation, basic setups, and transaction flow, and includes an exercise to configure a warehouse and process the transactions.  Towards the end of Day 2 for the rest of the class, we will look at advanced setups and advanced transaction flow through the system.  We will also touch on basic inventory management and troubleshooting tips.  During the last day will you set up an advanced warehouse and process transactions through it.


Topics covered during the class include:


  • Introduction to the Role Center
  • Understanding Advanced Warehouse Concepts – slotting, UOM, picking strategies
  • Understanding Inventory Setups
  • Understanding Different levels of Warehousing
  • Understanding Advanced warehousing
  • Posting Groups
  • Best Practices for Slotting
  • Best Practices for Picking Strategies
  • Design of Warehouse reports and KPI’s
  • Best Practices for Physical and Cycle Counts
  • Master Record Management and Data Cleanup
  • Inventory Data
  • Serial and Lot Tracking
  • Migration Techniques


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


Monday (1 p.m. – 5 p.m.)

  • Navigation Overview
  • Personalization Overview
  • Warehouse Basics & Terminology & Basic Setups


Tuesday (9 a.m. – 5 p.m.)

  • Basic Transactions
  • Item Setups
  • Reporting and Navigating Transactions
  • Advanced Warehouse Setups


Wednesday (9 a.m. – 5 p.m.)

  • Advanced Setups
  • Advanced Transactions


Thursday (9 a.m. – 5 p.m.)

  • Inventory Control
  • Basic vs. Advanced & Basic to Advanced
  • Reservations, Troubleshooting & Reporting
  • Best Practices Slotting, Picking and MRP


Friday (9 am. – 1 p.m.)

  • Setup through load bins
  • Load Inventory
  • Transactions
  • Replenishments and Cycle Count



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? Warehouse Directors, Managers and other warehousing professionals who want to leverage Business Central / NAV for streamlined management and insights into their operations.


Learning Objectives:


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


  • Set up Basic Warehousing and Advanced Warehousing in Business Central / NAV
  • Understand the different settings related to Basic versus Advanced Warehousing
  • Understand the transactions and the flow of transactions through the system in Basic and Advanced Warehouse Settings
  • Understand more advanced warehouse concepts – slotting, replenishment, picking
  • Understand the changes required in process to support Advanced Warehousing
  • Understand the conversion process if you want to move from one level to the next
  • Register for the D365UG Professional Certificate for Inventory Management and the Professional Certificate for Warehouse Management



Field of Study: Computer Software & Applications


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: Los Angeles (New Horizons, Anaheim CA)

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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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