Get Your New View Podcast

By: Kerry Peters
  • Summary

  • 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.
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Episodes
  • S12 EP06: Financial Reporting Improvements from the 2024 Wave Two Release
    Jan 28 2025

    Explore our Business Central on-demand training courses at https://www.learndynamics.com/

    Enhanced customization and pre-built templates make managing finances simpler and more efficient.

    In this episode, we explore the new financial reporting capabilities in Business Central, including pre-configured reports and improved integration with Excel templates. These updates simplify generating detailed financial statements like trial balances, balance sheets, and income statements.

    Another game-changing feature is the improved integration with Excel templates, enabling users to update and publish financials effortlessly. We also discuss how row and column definitions streamline reporting by offering ready-to-use configurations for trial balances and budget comparisons.

    Tune in to this episode and discover how the 2024 Wave Two Release can transform your approach to financial management. 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Financial Reporting Improvements from the 2024 Wave Two Release.

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    About Kerry Peters & New View Strategies:

    Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!

    Let the experts help you tap into the true power of your BC / NAV system.

    You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.

    ✅ Why Choose New View?

    With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.

    Contact us today: https://getyournewview.com/services/

    #NewViewStrategies #BusinessCentral2024 #FinancialReporting #WaveTwoRelease #NAV #Accounting

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    27 mins
  • S12 EP05: How to Engage New View for Fractional Services
    Jan 21 2025

    Explore our Business Central on-demand training courses at https://www.learndynamics.com/

    In today’s tight job market, finding experienced Business Central professionals can be a challenge.

    In this episode, we break down how you can leverage New View’s fractional services for roles like AP specialists, controllers, and CFOs. Learn how fractional experts can streamline processes and implement strategic IT or ERP solutions.

    We also cover New View’s structured approach to engagements. From initial calls to understanding your needs to clear project plans with defined deliverables, every step ensures transparency and accountability.

    Schedule a consultation today and take the next step toward streamlined operations.

    Tune in to this episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ How to Engage New View for Fractional Services.

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    About Kerry Peters & New View Strategies:

    Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!

    Let the experts help you tap into the true power of your BC / NAV system.

    You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.

    ✅ Why Choose New View?

    With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.

    Contact us today: https://getyournewview.com/services/

    #NewViewStrategies #BusinessCentral #NAV #ERP #Businessprocesses #Experts #BusinessSoftware #Workefficiency

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    8 mins
  • S12 EP04: New Productivity Tips from the 2024 Wave Two Release
    Jan 14 2025

    Explore our Business Central on-demand training courses at https://www.learndynamics.com/

    The 2024 Wave Two Release for Dynamics 365 Business Central brings a fresh focus on productivity, transforming how businesses handle daily tasks.

    In this episode, we dive into the most impactful productivity tips you can start using today. Highlights include user interface updates like the ability to drag and drop multiple files into attachments and resize columns regardless of personalization settings.

    We also explore advanced features like the new Analysis Mode, which allows users to summarize and filter data within the application, eliminating the need for external tools like Excel.

    Stay ahead of the curve!

    Catch to see how these tips can help you optimize your time and resources. 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ New Productivity Tips from the 2024 Wave Two Release.

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    About Kerry Peters & New View Strategies:

    Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!

    Let the experts help you tap into the true power of your BC / NAV system.

    You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.

    ✅ Why Choose New View?

    With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.

    Contact us today: https://getyournewview.com/services/

    #Microsoft #BusinessCentral #Dynamics365

    Show More Show Less
    20 mins

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