Dynamics 365 for Financials Fast Track 2-Day Workshop

Monday, October 9
8:00 AM - 5:00 PM
Location: Bayou D - Delta Mezzanine Level M

Format: Academy Course
CPE: 16
Preparation: Students must bring a windows 7 PC or newer that can work from a public WIFI.

Dynamics 365 for Financials is a new feature rich Enterprise Resource Planning application that is straightforward and intuitive to use. You will develop a comprehensive understanding quickly through this accelerated learning experience.

Learn how to set up Dynamics 365 for Financials in a way that gets your company up and running quickly. Once you’ve started, tackle every hurdle along the way with ease, equipped with the knowledge you need to optimize your use of this software!

This course will equip you to:
-Master basic use of Dynamics365 for Financials application wide features
-Set up general ledger, sales, purchase, and inventory areas.
-Grasp complex setup concepts like posting groups and dimensions.
-Gain a deep functional understanding of basic sales and purchasing activities.
-Understand simple pathways to a complete month end close.
-Introduce more functionality like sales tax, multicurrency, fixed assets and more.
-Utilize basic financial statements and produce advanced financial and operational reporting.

Kerry Rosvold

New View Strategies

Kerry Rosvold is a Microsoft MVP for Business Solutions, Microsoft Dynamics NAV evangelist, and subject matter expert in the areas of Finance and Application Setup. Her passion for NAV comes from her 12 years of experience as a Controller at two different companies who both chose Microsoft Dynamics NAV as their ERP solution as well as her participation as an active member of NAVUG for over 9 years. She is a frequent speaker at industry conferences, instructor with the NAVUG Academy, serves on a number of boards and committees, and has been the recipient of numerous awards, including the NAVUG All Star award. In 2017, she was named as a Microsoft MVP for Business Solutions. Kerry regularly contributes to the New View Strategies blog as well as her blog at

She holds a Masters of Business Administration as well as a Masters of Financial Management and Accounting. Kerry has enjoyed working with distribution companies in eyeglass, grocery, coffee, and publishing industries and has a special interest in companies that are not for profit. She is an operational leader with holistic ideas around strategic planning and execution that will make any business healthier and better and believes a strong foundation of financial reporting and a consistently applied budget can truly solidify company success.

Kerry is an owner and active consultant and trainer with New View Strategies.


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Amanda Mayer

New View Strategies

As an owner, trainer, and consultant for New View Strategies, and an experienced Corporate Controller with a specialty in Microsoft Dynamics NAV, my passion is to help companies get more out of the ERP software they already own.

I excel communicating within the finance team and across departments to build strong and mutually beneficial working relationships. I enjoy digging into the details to solve problems but can also envision, plan and work towards long term strategic goals. As a seasoned accounting professional, I have experience in finance, global accounting, international business practices, business management, ERP implementations, internal audit, tax and mergers and acquisitions.


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Dynamics 365 for Financials Fast Track 2-Day Workshop

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