All remote classes offered directly from New View Strategies are $300 per class. Early-Bird pricing is available at $250 per class when students register 30 days in advance. Remote class registrations are not refundable.

May 28th – Journal Entries Deep Dive for Dynamics NAV and Business Central (closed)

Take this comprehensive tour of all the capabilities of journal entries that your software has to offer. Learn about all the hidden tips and tricks available in recurring journals and general journals and how you can use them to your advantage. There are many features designed to automate processes that we often do by hand. Learn how to take advantage of them all to reduce data entry and increase your confidence in entries made to your system.

May 29th – Accounts Payable for Dynamics NAV and Business Central (offered through NAVUG Academy) (closed)

In this class, learn about basic day-to-day functionality for Accounts Payable activities. Get hands on in the online learning environment to create orders, invoices, payments, credit memos, and more. Spend time to review what all those boxes and options mean on the Purchases & Payables Setup page. From how exactly the system uses the number series used on purchase documents to how you can maximize archiving versions, you’ll know how to make any changes necessary to handle your company’s needs. Take the final step in building your confidence that you can handle the good, bad, and ugly in your day-to-day business purchasing needs. You’ll be ready to tackle any accounts payable process. This class contains some topics designed to prepare you for the Dynamics Credentialed Professionals Certificate in Accounts Payable. This is not a comprehensive study guide and cannot guarantee your ability to pass the exam.

May 30th – Month End Close Best Practices for Dynamics NAV and Business Central (closed)

Here’s your chance for a review of best practices for month end. This class will help to establish consistency, accuracy, and speed in the month end close by equipping you with everything you need. Learn how to control month end cutoff for postings, which reports to use for reconciling accounts, and what exactly should be included on your company’s month end checklist. There is no one size fits all for any company’s close, so be sure to bring your questions. Our instructors are experienced Controllers who have gone through this process for many years and are happy to discuss what will work best for you.

May 31st – Master Records and Data Cleanup for Dynamics NAV and Business Central (closed)

Have you noticed some odd postings or data in your system related to Customers, Vendors or Items? Are you concerned that bad data is causing problems with postings? Do you have a process to review these records for inactivity or inaccuracy? With this class, we’ll walk through data cleaning activities to help you get your master records back under control and your transactions squeaky clean.

June 24th – Introduction to Dynamics NAV: Navigation and Personalization (closed)

This class will teach you all the things you didn’t know you needed to know about the basics of Dynamics NAV. If you find yourself repeatedly searching, filtering lists over and over, scrolling through endless data to find what you need, or going fishing in the Departments menu, take this class! We’ll uncover every valuable nugget to help you make the Role Center your own, so you can get to what you need in a single click. Whether you are new to NAV or have been using NAV for many years, you will come away from this class with a list of new tools to use yourself or to share with your team.

June 25th – Dimensions Workshop for Dynamics NAV and Business Central (closed)

Dimensions are data tags that are added to posted transactions in our system to give us flexible and powerful reporting capabilities, but the question often is – do we have the right dimensions defined? Attend this workshop format class to create the map that your company should have, not necessarily the one you have today. Learn how dimensions not only produce great reports, but also gain control, consistency, accuracy, and efficiency in your financial postings. There is no one size fits all for any company’s dimensions, so be sure to bring your questions. Our instructors are experienced Controllers who have used this software for many years and are happy to discuss what will work best for you.

June 26th – Fixed Assets for Dynamics NAV and Business Central (offered through NAVUG Academy) (closed)

Using Fixed Assets in your ERP can a breeze once you know how! Attend this class to understand how to stop recording your assets in a spreadsheet or a stand-alone software and take advantage of the automation, integration, and reporting capabilities your ERP system has available at your fingertips. Get hands on in the online learning environment to apply what you’ve learned in class! This class contains some topics designed to prepare you for the Dynamics Credentialed Professionals Certificate in Fixed Assets. This is not a comprehensive study guide and cannot guarantee your ability to pass the exam.

June 27th – Posting Groups Workshop for Dynamics NAV and Business Central (closed)

Posting Groups are an important feature of your software that works in the background to get all your company’s transactions to the right place in your general ledger. Often a set-and-forget feature, they are also frequently misunderstood. Attend this workshop format class to create the posting groups your company should have, not necessarily the ones you have today. Learn how the chart of accounts and posting groups work together, what to do when posting groups are defined incorrectly, and exactly how to test if posting groups are posting to the general ledger correctly. There is no one size fits all for any company’s posting groups, so be sure to bring your questions. Our instructors are experienced Controllers who have used this software for many years and are happy to discuss what will work best for you.

June 28th – Introduction to Business Central: Navigation and Personalization (closed)

This class will teach you all the things you didn’t know you needed to know about the basics of Dynamics 365 Business Central. If you find yourself repeatedly searching, filtering lists over and over, or scrolling through endless data to find what you need, take this class! We’ll uncover every valuable nugget to help you make the Role Center your own, so you can get to what you need in a single click. Come away from this class with a list of new tools to use yourself or to share with your team.

July 22nd – Financial Setups Review for Dynamics NAV and Business Central (closed)

This class is a deep review of setup necessary to make the ERP software run. We’ll cover basic financial setups, how to establish the chart of accounts, posting groups, and dimensions, and discuss options for many other areas of the system. If you’ve always wondered what your options were in the area of setups, you will get your questions answered here and by the end of class, you’ll have a solid plan for what to do with your system.

July 23rd – Consolidations for Dynamics NAV and Business Central (closed)

Confidence in your consolidation setup and processes is essential for your financial reporting. We’ll walk through the setup and processing of multiple companies as well as some common, and not so common challenges with consolidations and their related solutions.

July 24th – Accounts Receivable for Dynamics NAV and Business Central (offered through NAVUG Academy) (closed)

In this class, learn about basic day-to-day functionality for Accounts Receivable activities. Get hands on in the online learning environment to create orders, invoices, payments, credit memos, and more. Spend time to review what all those boxes and options mean on the Sales & Receivables Setup page. From how exactly the system uses the number series used on sales documents to how you can maximize archiving versions, you’ll know how to make any changes necessary to handle your company’s needs. Take the final step in building your confidence that you can handle the good, bad, and ugly in your day-to-day business sales needs. You’ll be ready to tackle any accounts receivable process.

July 25th – Multi-Currency for Dynamics NAV and Business Central (closed)

If you use multiple currencies for your companies, this is the class for you! Gain confidence in correct setup, understand the right (and the wrong) way to adjust exchange rates, and deal with customers and vendors in other currencies seamlessly.

August 12th – Advanced Warehousing Setup for Dynamics NAV and Business Central (closed)

Understand the things that need to be setup for Advanced Warehousing. We’ll focus on the Location Card, Zones, Bins and other settings required. You’ll get to set up your own warehouse start to finish and verify that it works during class.

August 13th – Advanced Warehousing Transactions for Dynamics NAV and Business Central (closed)

Understand all the transactions and how they flow through the system when advanced warehouse is turned on. We’ll focus on receipts, put-aways, shipments, picks,  movements and adjustments. We’ll trace the transactions through the ledgers and sub ledgers to understand what happens when these documents are registered or posted.

August 14th – Basic Warehousing for Dynamics NAV and Dynamics 365 Business Central (offered through NAVUG Academy) [REGISTER HERE]

Get prepared to understand warehousing transactions and how they flow through your ERP system with this class. Gain understanding of the key differences between Basic and Advanced Warehousing to ensure you know which options to choose. Learn exactly what the impacts are of turning on more warehousing functionality and when you can do it. Get hands on in our online learning environment to apply what you’ve learned in class to real-world situations as you learn how basic warehousing transactions flow through the system. Determine what reports and best practices can be used to manage inventory and trouble-shoot issues.

August 15th – Advanced Warehousing Assembly Orders and Production for Dynamics NAV and Business Central (closed)

Understand all the transactions and how they flow through the system when advanced warehouse is turned on. We’ll focus on receipts, put-aways, shipments, picks,  movements and adjustments in regards to assembly orders and production orders. We’ll trace the transactions through the ledgers and sub ledgers to understand what happens when these documents are registered or posted.

September 9th – Physical Layouts and Basic Warehouse Setups for Dynamics NAV and Business Central [REGISTER HERE]

Understand zones and bins. Understand the different levels of Basic Setups on the Location Cards. Setup your own warehouse and verify that it works during class.

September 10th – Basic Warehousing Transactions for Dynamics NAV and Business Central [REGISTER HERE]

Understand all the transactions and how they flow through the system when advanced warehouse is turned on. We’ll focus on receipts, put-aways, shipments, picks,  movements and adjustments. We’ll trace the transactions through the ledgers and sub ledgers to understand what happens when these documents are registered or posted.

September 11th – Inventory for Dynamics NAV and Dynamics 365 Business Central (offered through NAVUG Academy) [REGISTER HERE]

This class is a full review of setups for Inventory and how they effect the ERP system. We’ll build a solid foundation of your inventory knowledge as we spend time on setups, posting groups, and inventory periods. Then, we’ll get hands on using the online learning environment to roll up your sleeves and apply exercises to apply what you’ve learned to a full understanding of how inventory transactions flow through the system. Finally, we’ll make sure you know what to do when things go wrong including how to identify problems and how to fix them using inventory journals and other inventory best practices.

September 12th – Warehouse Inventory Control for Dynamics NAV and Business Central [REGISTER HERE]

Understand all the transactions and how they flow through the system when basic warehouse is turned on. We’ll focus on receiving, picking, and shipping inventory. We’ll trace the transactions through the ledgers and sub ledgers to understand what happens when these documents are posted.

September 23rd – Introduction to Business Central: Navigation and Personalization for Dynamics NAV and Business Central [REGISTER HERE]

This class will teach you all the things you didn’t know you needed to know about the basics of Dynamics 365 Business Central. If you find yourself repeatedly searching, filtering lists over and over, or scrolling through endless data to find what you need, take this class! We’ll uncover every valuable nugget to help you make the Role Center your own, so you can get to what you need in a single click. Come away from this class with a list of new tools to use yourself or to share with your team.

September 24th – Preparing for Year End for Dynamics NAV and Business Central [REGISTER HERE]

Brush up on everything you need to get ready for your annual fiscal year close in this class. Cover which reports to use, which accounts to review and reconcile, variance reports to create, and even tips for evaluating a full physical count. We’ll go through the year end close routine in detail so you can execute every step flawlessly and efficiently.

September 25th – Financial Reporting for Dynamics NAV and Dynamics 365 Business Central (offered through NAVUG Academy) [REGISTER HERE]

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 in our online learning environment, 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!

September 26th – Relationship Management for Dynamics NAV and Business Central [REGISTER HERE]

Get a review of the basics of Relationship Management in this course. Learn how to easily create and manage contacts, and what to do with them once you have them. Discover how to fine tune your sales cycle in order to track interactions and opportunities. Review the funnel you’ve created to get a much better idea of what your pipeline has in it, and incorporate the data you have into reports that everyone can understand.

September 27th – Introduction to Dynamics NAV: Navigation and Personalization [REGISTER HERE]

This class will teach you all the things you didn’t know you needed to know about the basics of Dynamics NAV. If you find yourself repeatedly searching, filtering lists over and over, scrolling through endless data to find what you need, or going fishing in the Departments menu, take this class! We’ll uncover every valuable nugget to help you make the Role Center your own, so you can get to what you need in a single click. Whether you are new to NAV or have been using NAV for many years, you will come away from this class with a list of new tools to use yourself or to share with your team.

December 3rd – Financial Reporting I for Dynamics NAV and Business Central [REGISTER HERE]

Cover Account Schedule basics in this two-part class. In Part 1, we’ll get you going with the basics of row setups by creating a trial balance, balance sheet, and income statement. We’ll get you started with a few basic views to apply to these reports.

December 5th – Financial Reporting II for Dynamics NAV and Business Central [REGISTER HERE]

In Part 2, we’ll continue to teach you even more about column layouts by creating multiple views for the reports you built in Part 1, so you can easily analyze your data by many different periods of time. Learn to incorporate dimensions and budgets into those views as an additional way to add power to your financial reporting. The end of the class is spent on teaching you how to export your schedules to Excel quickly and efficiently, so each month you only need to refresh numbers.