Did you know Dynamics NAV Financials now offers training and consulting?

2017 has been an amazing year, and one of the reasons for that is that I decided to work for myself as an independent trainer and business process consultant. Earlier this year, Amanda Mayer and I joined forces to form New View Strategies.

We are offering Training, specialty Microsoft Dynamics NAV Consulting, Contract Controllership and Controller Mentoring, Business Process Review, and YES – we will build your Account Schedules and Jet Reports.

We’ve had a great time this year already doing a lot of training and consulting for companies who were looking for some additional help from former Corporate Controllers who specialize in Microsoft Dynamics NAV.

Check out the New View Strategies site for more information, or reach out to us directly on the Contact Page. We’ll be happy to discuss your project and how we can help.

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Updated 50 Tips in 50 Minutes Video Library

Hard to believe that I’ve been doing the 50 Tips in 50 Minutes presentation at NAVUG Summit for the fifth year in a row! The session has become so popular, that for the first year ever, I actually get the privilege of presenting the session twice in 2017.

I’ve decided to consolidate all the tips so far into a single place so you can find them more easily instead of by year. They’re all listed below, and you can always go to the Popular Series tab on the main menu to find them, as well as other frequently visited series like Account Schedules 101 and 15 Days of Dimensions.

Most of the videos were recorded in NAV 2013 with a few in NAV2015. In the next three months, I’ll be updating all the videos to Dynamics NAV 2017, along with adding about a dozen brand new tips.

Enjoy!

 

Finding Things

Use the search function

History menus

Navigate

Drill down

Registers

View/Edit (video coming soon)

Screen organization (video coming soon)

 

Finding Things Faster

Saved customer list

Pipe filter with Excel

Find within a field

Quick Entry

Sorting a list (video coming soon)

Dimension overview (video coming soon)

Moving Around

Use more than one NAV

Screen organization (real estate)

Sorting financial transactions

Filtering financial transactions

Dimension overview

ESC is your best friend

 

Make the Role Center Your Own (videos coming soon)

Actions

Reports

Navigation pane

Ribbon

What’s that blue box?

 

Keyboard Tips

Use “t” instead

F8 to super copy

Keyboard shortcuts

Ctrl-E for Excel (video coming soon)

 

Payment Terms Tips

Recurring last day of month

Payment last day of month

First day of month

Third to last day of month

Payment journal filtering

 

 Journals

Recurring journals

Reversing recurring journals

Use recurring journals as a checklist

Change your work date

Batches for journals

Reversing a JE

Posting a $0 line on a journal

Month in journal descriptions  (video coming soon)

 

Before you Post

Simple math in NAV

Preview test posting reports

Use reconcile check box

Block from direct post

Use payment tolerance for small balance write-offs

 

Audit Trail

Source codes

Reason codes

Number series

Number series for batches

Check for purchases (item transaction detail)

Check for cost changes

 

Agings

Use posting groups to separate your agings

Run your agings three different ways

Run your agings using SQL

 

Saved Views are Mini-Reports  (videos coming soon)

Filter to this value

Filter on Non-Visible Cells

Save views in your own menu

Search for saved views

Share saved views with Co-Workers

 

Month End

Close the inventory period!

Schedule your adjust cost

User date admin – all/by user

 

Financial Reporting

Dimensions – use code mandatory

Control of dimensions

Update your analysis views

Run the canned NAV trial balance

Use analysis by dimensions

Update 1099 codes and amounts

 

Copy and Paste

Into a journal entry

Into a sales order

 

Learning More

Remove table formats (video coming soon)

Windows magnifier (video coming soon)

Use the help menu

Use customer source & MSDN.com

Connect with the community!

 

 


It is with great pride we announce that Kerry Rosvold has been awarded as a Microsoft® Most Valuable Professional (MVP) for 4/1/2017 – 7/1/2018.

MVP_Logo_Preferred_Cyan300_RGB_72ppiJust got the news today, how exciting to belong to yet another amazing Dynamics NAV community. Honored and inspired to continue to share knowledge, contacts, and encouragement as others have shared with me.x

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Saturday, April 1, 2017

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Re: Kerry Rosvold, Most Valuable Professional, Business Solutions

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To whom it may concern,

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It is with great pride we announce that Kerry Rosvold has been awarded as a Microsoft® Most Valuable Professional (MVP) for 4/1/2017 – 7/1/2018. The Microsoft MVP Award is an annual award that recognizes exceptional technology community leaders worldwide who actively share their high quality, real world expertise with users and Microsoft. All of us at Microsoft recognize and appreciate Kerry’s extraordinary contributions and want to take this opportunity to share our appreciation with you.

With just over 4,000 awardees worldwide, Microsoft MVPs represent a highly select group of experts. MVPs share a deep commitment to community and a willingness to help others. They represent the diversity of today’s technical communities. MVPs are present in over 90 countries, in more than 40 languages, and across numerous Microsoft technologies. MVPs share a passion for technology, a willingness to help others, and a commitment to community. These are the qualities that make MVPs exceptional community leaders. MVPs’ efforts enhance people’s lives and contribute to our industry’s success in many ways. By sharing their knowledge and experiences, and providing objective feedback, they help people solve problems and discover new capabilities every day. MVPs are technology’s best and brightest, and we are honored to welcome Kerry as one of them.

To recognize the contributions they make, MVPs from around the world have the opportunity to meet Microsoft executives, network with peers, and position themselves as technical community leaders. This is accomplished through speaking engagements, one on one customer event participation and technical content development. MVPs also receive early access to technology through a variety of programs offered by Microsoft, which keeps them on the cutting edge of the software and hardware industry. As a recipient of this year’s Microsoft MVP award, Kerry joins an exceptional group of individuals from around the world who have demonstrated a willingness to reach out, share their technical expertise with others and help individuals maximize their use of technology.

Sincerely,

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NAVUG Academy offers Dynamics NAV Training Series for Finance Teams

academyIf you are looking for finance-related training for yourself or your team, NAVUG Academy is offering a fantastic series of classes just for you! The first class in this years’ series is coming up next week. Get signed up for this first class on Financial Setups in NAV soon before we run out of spots!

If you just can’t make next week’s class, be sure to get the next classes in the series on your calendars. My complete list of 2016 classes is listed on this blog, so feel free to bookmark this page. I’ll see you there!

 

Financial Setups in NAV

March 16, 2016 9:00 AM to 1:00 PM EST

Get under the hood to understand the inner workings of financial setups in Microsoft Dynamics NAV. This class covers all the basics you need to understand for how the financial management area can be configured. Whether you’re new to NAV, a prospective customer deciding if NAV is the right fit for your company, a Controller or CFO who is new to a company already using NAV, or even an experienced NAV user who wants to know how to maximize your software, this class will get you the foundation you need to make important configuration decisions regarding your ERP software.

 

Fixed Asset Management for NAV

April 14, 2016 1:00 PM to 5:00 PM EST

If you’re using Fixed Assets in NAV or are investigating what this module can do for you, don’t miss this comprehensive review. In this fast-paced class, we’ll review the best practices and gotchas with setup, walk through the life cycle of an asset, cover how to handle maintenance and insurance, and of course the all-important fixed assets reports.

 

Inventory Reconciliation for Dynamics NAV

May 19, 2016 1:00 PM to 5:00 PM EST

Does the inventory detail on your item cards agree to your General ledger totals? Are you mystified at the end of each month why it doesn’t agree and don’t even know where to start with reconciling your inventory? This class is to gain an understanding of inventory and how transactions affect the general ledger in order for you to correct transactions so you can bring the inventory subsidiary ledger into balance with the general ledger.

 

Posting Groups and Dimensions in NAV

June 15, 2016 9:00 AM to 1:00 PM EST

Posting Groups and Dimensions are important features of your NAV product that work in the background to get all of your company’s transactions to the right place in your database. Often a set-and-forget feature, they are also frequently misunderstood. Find out what the differences are between posting groups and dimensions and how you can use them both in different ways to gain control, consistency, accuracy, and efficiency in your financial postings and make your financial reporting not only flexible but powerful at the same time.

 

Financial Reporting Using Account Schedules

November 9, 2016 9:00 AM to 1:00 PM EST

Microsoft Dynamics NAV account schedules are a powerful tool used to create custom financial statements directly from your general ledger. In this in-depth training session, you will learn the fundamental principles of account schedule construction.

 

Month End, Year End, and Budgeting in NAV

December 14, 2016 9:00 AM to 1:00 PM EST

Here’s your chance for a review of best practices for month end, year end, and budgeting in Microsoft Dynamics NAV. This class will go through best practices for each of these three important year-end activities. Take a moment to refresh your memory on how to do some of these tasks that we often touch only once a year and pick up some new tips for making these processes go smoothly along the way.


NAV 50 Tips Series (2015)

50Every year, and 2015 was no exception, I get the opportunity to present a session called 50 Tips in 50 Minutes for Finance at NAVUG Summit and promise to share these tips in short video form before the end of the year.

Many of these I have already recorded as short 1-3 minutes videos in previous years, but there are 7 brand new ones and 4 revised tips this year which I’ll update through the month of December. We’ll ring in the new year with the Top 10 favorite tips as rated on evaluation forms by attendees at NAVUG Summit.

As always, if you know a tip you think should be shared with the NAVUG community, share it in the comments, and I’ll include it in next year’s session!

Finding Things

1)  Use the search function

2)  Navigate

3)  Drill down

4) View/Edit (NEW)

5)  Screen organization

Finding Things Faster

6)  Sorting a List

7)  Saved customer list

8)  Pipe filter with Excel

9)  Find within a field

10)  Quick Entry

11)  Dimension overview

Make the Role Center Your Own

12) Actions (NEW)

13) Reports (NEW)

14) Navigation Pane (NEW)

15) Ribbon (NEW)

16) What’s that blue box? (NEW)

Keyboard Tips

17)  Use “t” instead

18)  F8 to super copy

19) Ctrl-E for Excel (NEW)

20)  Keyboard shortcuts

21) Use help, it’s great! (Revised)

Payment Terms Tips

22)  Last day of month

23)  First day of month

24)  Third to last day of month

 Journal Tips

25)  Change your work date

26) Recurring journals (Revised)

27) Batches for journals (Revised)

28) Posting a $0 line on a journal

29)  Reversing a JE

Before you Post

30)  Simple math in NAV

31)  Preview test posting reports

32)  Use reconcile check box

33)  Block from direct post

Audit Trail

34)   Source codes

35)   Number Series (Revised)

36)    Check for purchases (item transaction detail)

37)    Check for cost changes

Agings

38)  Use posting groups to separate your agings

39)  Run your agings three different ways

Month End

40)  Close the inventory period!

41)  Schedule your adjust cost

42)  User date admin – all/by user

Financial Reporting

43)  Dimensions – use code mandatory

44)  Control of dimensions

45)  Update your analysis views

46)  Run the canned NAV trial balance

Copy and Paste

47)  Into a journal entry

48) Into a sales order

Learning More

49)  Use customer source & MSDN.com

50)  Connect with the community!


Where will you find me at NAVUG Summit 2015 in Reno?

NAVUG Summit 2015 Speaker TileIt’s that magical time of year again when NAV users and partners get together to network and learn about the software we all use every day!  I’ll be attending again this year, which will be my 8th year in a row, which is pretty hard to believe. It’s been an amazing journey to see this group that was pretty darn small back in 2008 become an amazing premiere event in 2015.

Here’s where you’ll find me during next week’s conference:

Monday – Attending a NAVUG Academy class on Jet Reports Product Suite Training. I’m kicking off the week by sharpening my saw. I love teaching and training, but I also love to learn new things myself, so I’m looking forward to refreshing what I already know about Jet.

Tuesday – Teaching a NAVUG Academy Class on Account Schedules for Dynamics NAV. This day is my favorite day of the year because I get to spend an entire day with a group of people who want to talk about Accounts Schedules! This will now be my 6th year teaching this class and it’s always amazing to help people solve their financial reporting needs by using software they already own in a more robust way.

Wednesday – Presenting 50 Tips in 50 Minutes in the Finance track. As it does every year, this one hour session goes fast! If you want to pick up some new tips for your own use or to bring back to your coworkers at the office, this is the place to do it. The entire session is LIVE DEMO covering all the tips lightning fast and there are 1-3 minute videos posted on this blog that you can view later when you’re back at home.

Taking the new Dynamics NAV Certification Exam from the Association of Dynamics Professionals. You might know that Microsoft discontinued all certifications for NAV and GP products about this time last year. What you might not know is there’s a new certification program that’s just emerged and they’ll be offering the exam at a reduced rate at NAVUG Summit! I’ve roped a couple of my co-workers in to take the test with me, come join us!  http://www.navugsummit.com/event/certification

Thursday – Presenting the Wide World of Web Based Dynamics NAV Resources in the Community Resources track. This session will take a grand tour of resources you can find on the Web to help you get the answers you need about NAV when you need them.

Bowling! at the FastPath Summit Bash being held at the National Bowling Stadium. Good clean fun. Great people.

Friday – Presenting What Works for Women at Work in the Business Leadership track. This session is a continuation of the discussion we started at NAVUG Summit two years ago about gender equality. Since talking about Lean In and The Confidence Code, the cross-UG Women in Dynamics group has also been formed.

I’ll be attending many sessions as well – stay tuned for an update on my picks for next week.

In between times you’ll find me at the ilovenav booth, the Innovia Consulting booth in the Expo or the Innovia Consulting networking hub (Watch for the NAV Medics), the Microsoft Dynamics NAV help desk, or just circulating and talking to as many amazing members of my NAV tribe as possible!

See you in Reno!


Account Schedules class being offered on Wednesday, September 16th

I’m offering a class on Account Schedules next week through NAVUG Academy! This class is a great way to get familiar with account schedules if you’ve never used them before, or if you just need a refresher because it’s been a while since you’ve set up a new one. It’s also a great way to fit in those CPE credits!

I’ve got more classes offered this year on a wide variety of topics. Check out my 2015 classes page for more details on how you can learn more about financial setups, posting groups and dimensions, greater optimization of finance features, and month end, year end, and budgeting.

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Financial Reporting Using Account Schedules in NAV2015

Instructor-led training on-line!

Microsoft Dynamics NAV account schedules are a powerful tool used to create custom financial statements directly from your general ledger. In this in-depth training session, you will learn the fundamental principles of account schedule construction.

Using hands-on exercises, you will have the opportunity to apply what you learn during class to a basic trial balance and master the three basic account schedule building blocks: row setups, column layouts, and analysis views. You’ll discover how to filter your financial reporting by dimensions, layer in budgeted information, and produce reports by exporting to Excel!

Preparation: The detailed instructions for connecting and attending the class will be sent one to two days prior to class. Students have the option of connecting to the class via conference call or VOIP. If using VOIP, a headset with a microphone is strongly recommended. If your instructor will use the hands-on training environment you will receive a separate email with the setup instructions, and a dual monitor is strongly recommended to facilitate navigation.

Delivery Method: Group Internet-based

CPE Credits: By participating in this class you are eligible to earn up to 4 CPE credits which will be distributed automatically following class completion. 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.

You can see all the classes NAVUG Academy has to offer, including this one, by following this link.