S4 EP01 - BC/Nav Personalization and Navigation 101 with Kerry Peters, Cari Corozza and Cynthia Priebe
Play โ€ข 16 min

Introduction to Season 4

Welcome to the Get Your New View podcast. Keep listening to learn how we work with frustrated Business Central and NAV users who struggle to use their system and find the answers they need. We teach them to truly understand how the system can support their business processes to make immediate improvements. As a result, they get more done in less time and make better business decisions.

In this next season of the Get Your New View podcast, Iโ€™d like you to meet even more members of our Get Your New View team who have brought examples of their favorite projects theyโ€™ve worked on with our customers to create efficiencies, utilize automation, and use even more of the features of their business central platform.

Two of our consultants, Cari Corozza and Cynthia Priebe, also trainers, share stories about why this class is so important and impactful to our customers.ย 

Essential points covered in this episode:

โœ”๏ธEven if someone has been using Business Central for years, they always discover and re-discover something new in the first hour of our BC/NAV personalization & navigation classes.ย ย 

โœ”๏ธOne of the main things that people take away from our course is knowing that they can get more time to do the actual work rather than waste time figuring out steps or processes.ย 

โœ”๏ธWe often meet users who complain that they can't find things in the system. It's taking them too long, or they're frustrated and bookmarked 30 items and still can't find stuff anyway.

โœ”๏ธ We teach navigation and personalization as a prerequisite for some of our other classes to train the often underutilized or forgotten basics. It's important for us to help users have their aha moments and walk away from a class armed with little tricks that will create big success.

โœ”๏ธ The Saved Views feature has been available in the NAV system since 2009, yet many users have to filter their list views for the same thing repeatedly. This is the personalization that is underutilized and could save so much time.ย 

โœ”๏ธThere are many ways to do things in the BC/Nav system to accomplish the same end result. But we like to show the 'righter' way so that you can do it more efficiently & accurately.ย 

โœ”๏ธWhat's our biggest difference at New View Strategies? We teach our classes by taking real-world experiences that we have ourselves and what we've seen people and organizations do. Working with numerous end users showed us the positive and negative impacts of changes people make in personalization. Whether it's the quick entry, personalizing the screen, expanding and collapsing fast tabs, or promoting fields, these little things make a difference to the user's experience that can make their work and life easier.

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!ย 

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

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 โ€“ 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.ย 

โœ… 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.

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

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