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.
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.
Use the search function
View/Edit (video coming soon)
Finding Things Faster
Saved customer list
Pipe filter with Excel
Find within a field
Use more than one NAV
Screen organization (real estate)
Sorting financial transactions
Filtering financial transactions
ESC is your best friend
Make the Role Center Your Own (videos coming soon)
What’s that blue box?
Use “t” instead
F8 to super copy
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
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
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
Number series for batches
Check for purchases (item transaction detail)
Check for cost changes
Use posting groups to separate your agings
Run your agings three different ways
Run your agings using SQL
Close the inventory period!
Schedule your adjust cost
User date admin – all/by user
Dimensions – use code mandatory
Control of dimensions
Update your analysis views
Run the canned NAV trial balance
Use analysis by dimensions
Copy and Paste
Into a journal entry
Into a sales order
Use the help menu
Use customer source & MSDN.com
Connect with the community!
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
Saturday, April 1, 2017
Re: Kerry Rosvold, Most Valuable Professional, Business Solutions
To whom it may concern,
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.