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
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.
Posted: April 1, 2017 Filed under: Uncategorized Leave a comment
Just 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,
NAVUG Academy offers Dynamics NAV Training Series for Finance Teams
Posted: March 9, 2016 Filed under: Uncategorized 2 Comments
If 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)
Posted: December 4, 2015 Filed under: Uncategorized Leave a comment
Every 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
4) View/Edit (NEW)
Finding Things Faster
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
19) Ctrl-E for Excel (NEW)
21) Use help, it’s great! (Revised)
Payment Terms Tips
24) Third to last day of month
Journal Tips
26) Recurring journals (Revised)
27) Batches for journals (Revised)
28) Posting a $0 line on a journal
Before you Post
31) Preview test posting reports
Audit Trail
35) Number Series (Revised)
36) Check for purchases (item transaction detail)
Agings
38) Use posting groups to separate your agings
39) Run your agings three different ways
Month End
40) Close the inventory period!
42) User date admin – all/by user
Financial Reporting
43) Dimensions – use code mandatory
45) Update your analysis views
46) Run the canned NAV trial balance
Copy and Paste
Learning More
49) Use customer source & MSDN.com
50) Connect with the community!
Where will you find me at NAVUG Summit 2015 in Reno?
Posted: October 9, 2015 Filed under: Uncategorized Leave a comment
It’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
Posted: September 8, 2015 Filed under: Uncategorized Leave a commentI’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.
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.
NAVUG All Stars – Cast a vote by September 3rd to recognize a member for their Leadership, Passion, Resolve, and Advancement of NAV
Posted: August 31, 2015 Filed under: Uncategorized Leave a comment
Congratulations to those nominated for NAVUG’s inaugural All-Star awards!
Nominations have been out for a week or so, get your votes in for some amazing leaders in our community! PLEASE VOTE BY SEPTEMBER 3RD BY CLICKING HERE.
The NAVUG All-Star Award program recognizes NAVUG members who have a passion for Microsoft Dynamics NAV and have made significant contributions of their time and expertise to educate and connect the greater NAVUG community. NAVUG All-Star Award recipients are nominated and voted on by NAVUG members.
Criteria
Leadership – A NAVUG All-Star has dedicated significant time and expertise to educate the NAVUG community.
Passion – A NAVUG All-Star has demonstrated their passion for teaching and sharing NAV.
Resolve – A NAVUG All-Star has shown willingness to help others with their challenges.
Advancement – A NAVUG All-Star has worked to improve the NAV software, and leverages their knowledge to help other NAV users leverage their investment in NAV.
Posting Groups and Dimensions class being offered Wednesday, July 15th
Posted: July 6, 2015 Filed under: Uncategorized 2 CommentsI’m offering a class on Posting Groups and Dimensions next week through NAVUG Academy! This class is a great way to get familiar with posting groups and dimensions for the first time, or as a refresher because it’s been a while since you set up the database you already have. It’s also a great way to fit in those CPE credits!
I’ve got four other classes I’ll be offering this year as well on a wide variety of topics. Check out my 2015 classes page for more details on how you can learn more about account schedules, financial setups, posting groups and dimensions, greater optimization of finance features, and month end, year end, and budgeting.
Posting Groups and Dimensions in NAV2015
Instructor-led training on-line!
Posting Groups and Dimensions are important features of your NAV2015 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.
Using hands-on exercises in an online NAV database, you’ll get to try different configurations in multiple scenarios to really understand how both posting groups and dimensions behave. Get a chance to see how they both flow through your accounting system from beginning data entry to final financial statement production. This class is your opportunity to finally understand posting groups and dimensions in Microsoft Dynamics NAV and how they can help you and your business.
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.
Financial Setups class being offered Wednesday, June 17th
Posted: June 8, 2015 Filed under: Uncategorized Leave a commentI’m offering a class on Financial Setups next week through NAVUG Academy! This class is a great way to get familiar with the financial setup requirements of your NAV system for the first time, or as a refresher because it’s been a while since you set up the database you already have. It’s also a great way to fit in those CPE credits!
I’ve got four more classes I’ll be offering this year as well on a wide variety of topics. Check out my 2015 classes page for more details on how you can learn more about account schedules, financial setups, posting groups and dimensions, greater optimization of finance features, and month end, year end, and budgeting.
Financial Setups in NAV2015
Instructor-led training on-line!
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.
Focus on financial considerations like understanding and using posting groups, choosing dimensions, set up of master records for customers, vendors, and items, why number series are important, and what the options are for financial reporting. Understand what options are available to you related to budgeting, intercompany transactions and consolidations, and month end close and get a tour of best practices related to journal entries, accounts payable, and accounts receivable.
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.
Dynamics NAV Financials 