Kerry Peters

Get Your New View Podcast

Welcome to the Get Your New View podcast, the go-to source for actionable training and process efficiency in Microsoft Dynamics, NAV, and Microsoft Dynamics 365 Business Central with your host Kerry Peters. She is a recognized thought leader in the Microsoft Dynamics community and a Microsoft MVP for business applications.

Autor

Kerry Peters

Kategorie

Business

Podcast-Website

getyournewview.libsyn.com

Neueste Folge

15. Jul 2025

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S10 EP07: Tiny Bites, Big Impact: Mastering Microlearning Techniques 27.08.2024

Explore our Business Central on-demand training courses at https://www.learndynamics.com/   Microlearning delivers bite-sized, focused content that fits seamlessly into busy schedules, making it a perfect solution for modern learners. This episode explores how to master microlearning techniques to enhance training effectiveness. We'll delve into the benefits, design considerations, and best practi...

S10 EP06: Nurturing Expertise: Emerging Trends in Employee Training 20.08.2024

Explore our Business Central on-demand training courses at  https://www.learndynamics.com/     Want to keep your workforce engaged and productive?  In this episode, we dive into the emerging trends in employee training with insights from industry expert Erika Hebert. Discover how microlearning, gamification, immersive learning experiences, personalized learning pathways, and in-the-flow learning r...

S10 EP05: Warehousing Unleashed: Mastering the Latest Release Features 13.08.2024

Explore our Business Central on-demand training courses at https://www.learndynamics.com/   Unlock the full potential of your warehouse operations with the newest features in Business Central.  In this episode, we explore the latest release features, which bring significant improvements to warehousing and are designed to enhance efficiency and productivity in your warehousing processes.  Some feat...

S10 EP04: Elevate Customer Productivity with Features from the New Release 06.08.2024

Explore our Business Central on-demand training courses at https://www.learndynamics.com/   Discover how to optimize processes, reduce errors, and streamline tasks with the newest Business Central updates! This episode explores the latest Business Central features that significantly enhance customer productivity. We'll cover critical updates, including handling zero-amount lines in recurring gener...

S10 EP03: Customer Delight 2.0: Leveraging Latest New Release Features 30.07.2024

Explore our Business Central on-demand training courses at https://www.learndynamics.com/     We are all about maximizing Business Central's potential to ensure your customers have a seamless and satisfying journey. In this episode, we dive into Customer Delight 2.0, focusing on how to better support your customers by utilizing the newest system features. We explore key areas such as improved setu...

S10 EP02: All About The Consultant's Accelerator Training Program 23.07.2024

Explore our Business Central on-demand training courses at https://www.learndynamics.com/     Are you struggling with traditional training methods that just don't work anymore? It's time to transform the way your team learns and performs.   In this episode, we delve into the Consultant's Accelerator Training Program of New View Strategies and why it's a game-changer for functional consultants. Lea...

S10 EP01: How To Engage New View For Custom Training And Services 16.07.2024

Explore our Business Central on-demand training courses at https://www.learndynamics.com/     Unlock the true power of your business systems with tailored training and services from New View Strategies.  This episode explores how engaging New View for custom training and services can transform your business operations. Discover how our business process improvement consulting and specialized traini...

S9 EP11: What Dimensions? | Dimension Setup 21.05.2024

Feeling lost with all those department codes and project numbers? We've got a solution. Join this insightful discussion as we break down the benefits of keeping it simple and easy. Explore the importance of setting up department code as admin and intuitively reviewing the transactions.  Remember, dimensions are values that categorize entries so you can track and analyze them on documents, indicate...

S9 EP10: Permissions Testing Checklist | Security & Permissions 14.05.2024

Have you ever had a headache from a messy permissions testing checklist? Desperately searching for that elusive Excel spreadsheet on SharePoint? Check out our new on-demand training courses at https://www.learndynamics.com/   In this episode, we explore the challenges of keeping testing organized and why it is essential to avoid permissions errors before going live. Learn the importance of keeping...

S9 EP09: Where'd That Come From? | Troubleshooting 07.05.2024

Ever found yourself puzzled with your general entries? Let's dive deep and tackle the difference of source code and source type and their individual functions. Check out our new on-demand trainings at https://www.learndynamics.com/   Join the exploration as we unravel the functions behind these two fields, discover their pivotal roles in troubleshooting financial discrepancies, especially when dea...

S9 EP08: STOP Sending Statements! | Sales & Receivables 30.04.2024

Ever found yourself frustrated with delayed invoice payments? Still on the search on what to do to ease out the process? Check out our new courses at https://www.learndynamics.com/     Picture this: your customers consistently neglecting invoices, leading to a manual, time-consuming process of sending statements with minimal response. Hassle, right? Dive into this episode, where we tackle the comm...

S9 EP07: Reconcile More Than Cash | Accounting 23.04.2024

Ever felt overwhelmed making AP and AR reconciliation reports? Wondering which reports to use for a smoother month-end process? Check out our new courses at https://www.learndynamics.com/     In this episode, we discuss how to streamline the reconciliation of subledgers, the importance of reconciling not just bank accounts but also accounts payable, accounts receivable, fixed assets, and inventory...

S9 EP06: Bank Import Setup | Import/Export Data 16.04.2024

Have you ever found yourself wrestling with the complexities of importing bank transactions into Business Central? Check out our new courses at https://www.learndynamics.com/   Bank import setup often poses challenges. In this episode, discover how Assisted Setup simplifies bank transactions and addresses common obstacles end users may encounter while using this tool. Assisted Setup in Business Ce...

S9 EP05: Chart Of Accounts - To Total or Not? | Reporting 09.04.2024

Unlock the power of Chart of Accounts strategies for enhanced financial reports and totals.  Join us in this week's episode as we delve into the ongoing debate surrounding the optimal utilization of the chart of accounts. Understand the system's processes and transactions easier for both minimalist and detailed users.  Tune in for actionable insights that empower you with the tools for effective f...

S9 EP04: Uh-oh! Negative QOH | Inventory Management 02.04.2024

Explore our Business Central on-demand training courses at https://www.learndynamics.com/     Ever faced the perplexity of negative inventory values with zero quantity on hand? In this episode, we dive into the importance of settings and processes in preventing inventory mishaps. We'll explore real-life scenarios where incorrect setup led to significant issues. We'll also provide insights on how t...

S9 EP03: Lotsa Dimension Errors? | Dimension Control 26.03.2024

Explore our Business Central on-demand training courses at https://www.learndynamics.com/   Are you struggling with dimensions in Business Central? Let's simplify it. In this episode, we delve into mastering the system for effective financial reporting. We explore how setting it up correctly prevents bad data entry to ensure accurate information from the start, emphasizing proactive measures rathe...

S9 EP02: Ctrl+Alt+F1? | Troubleshooting 19.03.2024

Explore our Business Central on-demand training courses at https://www.learndynamics.com/   Lost in the maze of Business Central's features? Press Ctrl+Alt+F1. Discover the power of page inspection, a tool that delves behind the scenes to unravel the details of your data and manage them effectively. Whether it's understanding GL account selections or troubleshooting report fields, this feature is...

S9 EP01: Converting User Groups? | Security & Permissions 12.03.2024

Explore our Business Central on-demand training courses at https://www.learndynamics.com/   What future awaits for existing User Groups in Business Central? This episode navigates the complexities of transitioning from user groups to new security structures. It's a significant change, but we'll break it down for you. With user groups being phased out, understanding the shift to security groups and...

Controller's Boot Camp 05.03.2024

If you are a Controller, you are the person in charge of making sure everything adds up and runs smoothly!  We've got the perfect training for you! Our Controllers' Bootcamp is a bundle of six courses, giving you a solid start with Business Central. Navigate the software efficiently, understand financial foundations, and master sales purchasing, accounts payable, and receivable. Learn advanced jou...

Accounts Payable 27.02.2024

Explore our Business Central on-demand training courses at https://www.learndynamics.com/ I know dealing with Accounts Payable can be a headache. This 2024, we are boosting your business by ditching the old paper check routine.  Imagine a world where handling payments is as smooth as butter. In these classes, we're going to take you on a journey behind the scenes of the payables life cycle and we'...

Accounts Receivable 20.02.2024

Explore our Business Central on-demand training courses at https://www.learndynamics.com/ Make yourself and your team happy and confident by knowing how to properly process your Accounts Receivable quickly and correctly. Not having to worry about who processes the Accounts Receivable can give your company an edge and will make everyone on your team's life, including you, much easier.  With us, you...

Sales and Purchasing 13.02.2024

Explore our Business Central on-demand training courses at https://www.learndynamics.com/ Maximizing what's available for you to use is always a good thing, but how can you take full advantage of something you can't truly understand?  We're here to guide and teach you everything you need to know about the robust Sales and Purchasing feature on Microsoft Dynamics 365 Business Central!  Get started...

Journal Entries and Month-End Close 06.02.2024

Explore our Business Central on-demand training courses at https://www.learndynamics.com/   Is your month-end close process a recurring nightmare? Let's change that. In our latest podcast episode, we dive into the revolutionary ways Microsoft Dynamics 365 Business Central transforms your approach to journal entries and month-end close. Discover how advanced journal entry features minimize data ent...

Financial Foundations 30.01.2024

Explore our Business Central on-demand training courses at https://www.learndynamics.com/   Are you truly confident in navigating the complexities of Microsoft Dynamics 365 Business Central? In 2024, it's crucial to deeply understand your company's posting groups and dimensions. Many overlook these elements, but their impact on financial reporting is undeniable.  This new year, it's time to master...

Navigation and Personalization 23.01.2024

Explore our Business Central on-demand training courses at https://www.learndynamics.com/ The Role Center is a powerful tool if used correctly! When we observe people using Business Central, one of the first things we notice is that they have not set up the role center to match their jobs. Instead of getting two things in a single click, they do a lot of work over and over again to get the same th...

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