S8 EP14: Data Warehouse

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 composable permission sets is crucial. If you're not using the assisted setup for this transition, don't worry. You have options to start from scratch, but remember, being proactive is vital. 

Determine the best approach for your organization today by tuning it to this week’s episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Converting User Groups? with Cari Corozza and Cynthia Priebe ▶ 

0:00 Introduction.

0:46 User group is going away and concerns about the transition

1:30 Explanation of the the move

2:40 Clarification on the use of the Assisted Setup 

4:13 Other options aside from Assisted setup

05:38 Reevaluation of D 365 or the Standard Permission Sets

06:54 Be proactive and review the current setup

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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 #OnDemandTraining

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 journal entry features and month-end processes.

Head over to https://www.learndynamics.com/ to explore this class and more on-demand courses. Let’s make 2024 a year of learning and growth for your business!

#NewViewStrategies #BusinessCentral #OnDemandTraining #Controller #ControllerBootcamp

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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/

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’ll throw in some tips on how to avoid common issues and execute swift corrections when necessary.

If you are ready to level up your business, hop over to learndynamics.com and explore our On-Demand Classes for you. Let’s make 2024 your smoothest and most successful year yet!

#NewViewStrategies #BusinessCentral #OnDemandTraining

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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/

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'll go through the entire receivables lifecycle to understand how Microsoft Dynamics 365 Business Central handles those transactions behind the scenes. You will learn about the common issues to avoid and methods to make quick corrections when needed.

SIGN UP HERE: https://www.learndynamics.com

#NewViewStrategies #BusinessCentral #OnDemandTraining

---------------------------------------------------------------------------------------------------

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/

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 with us in just 3 easy steps:

• First, pick a course that looks right for you.  

• Then, create an account if you still have not made one yet. 

• Lastly, go ahead and start learning!

SIGN UP NOW: https://www.learndynamics.com

#NewViewStrategies #BusinessCentral #OnDemandTraining

---------------------------------------------------------------------------------------------------

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/

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 entry, boost accuracy, and enhance confidence in your financial reporting.

Our new on-demand training classes are here to guide you, ensuring you make the most of Business Central's capabilities. Learn to leverage these powerful tools for consistency, accuracy, and speed in your month-end processes. 

Tune in and transform your month-end headaches into a streamlined, efficient process.

#NewViewStrategies #BusinessCentral #OnDemandTraining

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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/

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 them.

Our Financial Foundations course demystifies these aspects, starting from the chart of accounts to transactional nuances. By joining, you'll gain insights that ensure your financial management is not just proficient, but exemplary. 

Don't miss out on this opportunity to elevate your financial expertise.

#NewViewStrategies #BusinessCentral #OnDemandTraining

---------------------------------------------------------------------------------------------------

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/

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 thing.

Make your navigation faster and more efficient by taking your professional development to the next level. We recommend these courses to all of our customers to get a good start with using Business Central.

SIGN UP NOW! > learndynamics.com

WATCH 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — Navigation and Personalization with Kerry Peters

#NewViewStrategies #BusinessCentral #OnDemandTraining

---------------------------------------------------------------------------------------------------

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/

Check out our new on-demand training courses at https://www.learndynamics.com/  

How many of your team members are set up with the status of SUPER instead of proper permissions?

2024 is a new year and we're looking forward to helping you to solve problems at your business. The proper setup and administration of security and permissions within Business Central can make all the difference. Get it right, and you as the system administrator can save yourself and your users countless hours of time and frustration. 

When you intentionally allocate resources to personal and professional development, you are setting yourself up for an incredibly high ROI. With our on-demand courses, you can bring more depth to your understanding of Dynamics 365 Business Central and become an even more valuable player!

Get in touch with us today and let's bring your business to new heights. 

#NewViewStrategies #BusinessCentral #OnDemandTraining

---------------------------------------------------------------------------------------------------

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/

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

Struggling to remember the steps for a seamless year-end close in your business? 2024 brings new challenges, and staying on top of your financial year-end processes is key. 

Our Accountant's Year-End Refresher course is your solution. It's designed to refresh and update your knowledge on closing the year effectively and efficiently.

We cover everything from month-end closures to setting up your new annual budget. You'll learn to safeguard your month-end cut-offs and get expert advice on the best reports for period closures. 

Enhance your skills with us and ensure a strong financial year-end!

#NewViewStrategies #BusinessCentral #OnDemandTraining

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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/