Did you know Dynamics NAV Financials now offers training and consulting?
Posted: October 9, 2017 Filed under: Uncategorized Leave a comment2017 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.
Updated 50 Tips in 50 Minutes Video Library
Posted: October 8, 2017 Filed under: Uncategorized Leave a commentHard 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
View/Edit (video coming soon)
Screen organization (video coming soon)
Finding Things Faster
Sorting a list (video coming soon)
Dimension overview (video coming soon)
Moving Around
Screen organization (real estate)
Sorting financial transactions
Filtering financial transactions
Make the Role Center Your Own (videos coming soon)
Actions
Reports
Navigation pane
Ribbon
What’s that blue box?
Keyboard Tips
Ctrl-E for Excel (video coming soon)
Payment Terms Tips
Journals
Use recurring journals as a checklist
Posting a $0 line on a journal
Month in journal descriptions (video coming soon)
Before you Post
Use payment tolerance for small balance write-offs
Audit Trail
Check for purchases (item transaction detail)
Agings
Use posting groups to separate your agings
Run your agings three different ways
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
Financial Reporting
Dimensions – use code mandatory
Run the canned NAV trial balance
Update 1099 codes and amounts
Copy and Paste
Learning More
Remove table formats (video coming soon)
Windows magnifier (video coming soon)
Use customer source & MSDN.com
Dynamics NAV Financials 