Get Your New View Podcast

While companies tend to push designing their Role Centers to the back burner, it makes an excellent project for phase two because it has the potential to increase efficiency and provide a quick success after go-live.  Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Designing Role Centers as a Phase 2 Project  in Business Central ▶ ✔ Are you tired of constantly using the search function in yo...

You've received the recommendation report and are excited to start implementing changes. The next challenge is balancing regular workloads with additional tasks, which is why additional support will be needed to assist your team in achieving company goals.  We are here to help you out. We will guide you through the results and recommendation report and help you assess how much time it will take to...

An assessment has numerous benefits that you cannot afford to miss. First, it guarantees quick wins. Our team will highlight easy changes that you can implement right away for immediate improvement in your operations. We take pride in witnessing the "aha" moment when you realize that a small tweak can make a big difference in your productivity.  Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄...

Many companies have faced the challenge you're currently facing. But fear not; our experts are ready to share successful practices they've witnessed in other organizations. Our consultants are seasoned professionals who have not only worked with this software but also gained extensive experience across various industries. We incorporate this broad knowledge into our evaluation of your company with...

To conduct a successful assessment process, selecting the right individuals who possess the necessary qualities to contribute effectively is crucial.  Although some may believe involving all functional area team members in the process is the way to go, it is far from efficient.  In fact, reaching a decision with too many opinions thrown into the mix can take time and effort. The fewer people invol...

At a recent assessment we were facilitating for a company, the new CFO came to the meeting ready to shoot down the proposal because they needed to move quickly with change. He'd worked with other companies who had done process reviews, and he knew that he'd have to prepare a lot of documentation, do business process mapping and flowcharts, and estimated that it would take them about a month just t...

Assessments are powerful tools for streamlining processes and serve as a gauge to create, if not capture opportunities for growth and prepare our companies for the future. Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — When is a Good Time to Have a Business Process Assessment? ▶ ✔ Companies change almost completely every five years.  It's always beneficial to assess your business after a pe...

Over the years, we learned that every company had key processes they could improve and were aware of the need for change, but they couldn't. Everyone was so busy with the daily grind for them to take the necessary action.  With more than ample experience and expertise in this area, we developed a business assessment process that allows our customers to find over 100 ways to enhance their operation...

Welcome to the final leg of our EDI Series! We've covered the different documents in the sales cycle, and it's time to discuss the best tips to ensure a successful implementation, putting all of these various documents and requirements in place with your system.  ✔ Having a competent project manager is crucial to ensure your EDI initiatives are conducted as smoothly as possible. The key person wil...

It is essential to catch and address price discrepancies on the EDI documents to save us time and potential headaches. Without this proactive approach, we may find ourselves on the wrong side of a credit memo or short pay when the trading partner bases their payment on the invoice they sent.  ✔️ The 810 document is essential in order to process the sale of an invoice. By creating this document, yo...

In this episode, Shawn Sissenwein discusses the 850 Purchase Form, the most common problems people experience, what you can do to prevent them, and the important components that you should remember. Essential points covered in this episode: ✔️ Accurately map the right numbers. The 850 Purchase Form contains important data, such as vendor numbers, UPC numbers, and manufacturing part numbers. Ensure...

Welcome to Season 6 of Get Your New View! For this season, we'll be focusing on key documents used in Electronic Data Interchange (EDI), common errors users experience, and tips and tricks to make the most out of them. In the first episode of the EDI series, we have Shawn Sissenwein walking us through the 846 Inventory Availability Form. Learn what it's about, the problems you may encounter, and h...

Power Apps do more than meets the eye. With it, anyone can harness the power of creating unique apps that cater to the specific needs of their business. Say goodbye to paper and time wasted making micro-decisions. When it comes to the smaller problems, Power Apps has your back. Essential points covered in this episode: ✔️ You don't need a developer to build an app. In 15-20 minutes, anyone in your...

The Microsoft Power Platform is a treasure trove of functionalities. But where do you start? Kim Congleton shares her experience in learning how to make the most out of the benefits and features of the Power Platform, how to get started on your projects, and why she highly recommends organizations to utilize it. Essential points covered in this episode: ✔️ Have a specific project in mind. It's eas...

Kim Congleton goes in-depth about the benefits of using Microsoft Power Automate for your business by creating and utilizing systems and integrating different software platforms to make the most out of your time for the more important tasks. Essential points covered in this episode: ✔️ Power Automate is a software-agnostic tool. It can be integrated with different systems like Excel, Outlook, Trel...

Imagine this: You've created tons of reports, and before you know it, you now have 300 reports with different data sets from different places. This is where Power BI steps in to help. Listen as Kim Congleton discusses the key features of Power BI and how they can help make data reporting a breeze. Essential points covered in this episode: ✔️ A fixed data structure is the key to efficiency. She tau...

Say hello to easy app building and data visibility.   Kim Congleton discusses in-depth the best features of the Microsoft Power Platform that your organization can enjoy – no matter the skill level or coding abilities.   Find all of Microsoft's most powerful workflow tools all in one place and more with the Microsoft Power Platform.   Essential points covered in this episode:   ✔️ The Power Platfo...

Inventory can get stressful if you don't know what you're dealing with. Maximum visibility across your warehouse, education on automating, and using specific platforms like the Power Platform and Power BI can be game-changers for your business. Keep an open mind and learn more about how to save money, time, and space by utilizing software to delegate microtasks to technology. Essential points cove...

Do you find your organization still dumping your numbers into Excel, frustrated that you can't understand results, create meaningful insights, and make strategic business decisions from your data? Many finance professionals have dabbled in Microsoft Account Schedules but have not maximized this powerful feature in Dynamics 365 Business Central.  In this episode, our NVS experts share how you can u...

Is the month-end always a source of dread for you and your team? With your BC/NAV system, discover how the little process will always make a big difference. In this episode, NVS senior-level consultant and trainer Kim Dallefeld shares tips she's taught in projects that have helped companies struggling with balancing receivables, payables, and other reconciliation processes to gain much success.  E...

Dimensions play an essential role in your BC/NAV system, making your process more automated and efficient. Our resident experts, Kerry Peters and Mark Rhoades sit down and share the power of dimensions in maximizing analysis views, simplifying how to use data tags that go into the system, and driving insights for more robust financial reporting.  Essential points covered in this episode: ✔️ The av...

Empower your organization with the Power BI planning, budgeting, and forecast capabilities. NVS Power Platform Certified Trainer (MCT) Belinda Allen and NVS Chief Operating Officer Kim Congleton walk us through the driving force behind Power BI.  In this episode, they share practical insights and success stories, helping clients make a solid adoption of this excellent reporting and forecasting too...

There are particular indicators that something might be wrong in your Business Central / NAV system. Join Kim Congleton and me as we talk about setting and maintaining Permissions, preventing possible issues, and becoming more proactive. Essential points covered in this episode: ✔️ System administration is often one forgotten area, especially for companies with smaller I.T. teams . Kim shares that...

Our senior consultant Robb Delprado, a BC/NAV subject-matter expert, trainer, and champion member of the New View Strategies team, shares a new success story of an organization he's assisted. Despite the company doing a great job on the implementation and moving to go live, they faced issues with their year-end inventory. They struggled with why they couldn't delete old purchase orders. Tune in to...

Companies that grow fast bring this common pain point for employees — incurring more work than they can handle, especially in the sales and tax setup. They are often unaware that underutilized features in their BC/NAV system make it more efficient and automated.  Essential points covered in this episode: ✔️ You really need to evaluate what's taxable and not. Organizations tend to underestimate the...