Edgewater Fullscope Blog

Microsoft Dynamics 365 - New features with SharePoint Document Associated Grid

Oct 20, 2017 6:15:00 AM

In version 9 of Dynamics 365 online, the Document Associated Grid offers new freedom to create and rename document sub-folders.

By Mark Pitts
CRM, Microsoft Dynamics 365, Microsoft Dynamics CRM, SharePoint

Extending and Improving a Lean Design for Power BI with Microsoft Dynamics 365 for Customer Engagement

Oct 18, 2017 6:00:00 AM

In the first three parts of this Power BI series, we went through building a lean data set that minimized unnecessary database queries so working with our data remained fast and painless. At the point we left it in part three, it's totally usable as is, but we can make it even better by adding some formulas and custom tables.

By Evan Flower
Business Outcomes, CRM, crm partner, Dynamics 365, Microsoft Dynamics CRM Blog, Power BI, training, Successful CRM, CRM Technical Tips, Power BI Speed, lean design

Dynamics 365- Project Service Automation

Oct 18, 2017 5:00:00 AM

In our previous blog- Service, Service, Service, we discussed an overview of the functionalities offered within the CRM and Service portion of Microsoft Dynamics 365. We began with an introduction into Customer Service, Project Service Automation and Field Service.In this blog and the remaining blogs to follow, we will break down each of these service apps and explain further what can be delivered from each.

By Natasha Spurr
Project Management, Professional Services, CRM, Microsoft Dynamics 365, Microsoft Dynamics CRM, Project Service Automation, Resource Management, Client Services, PSO, Professional Service, Service Performance, Client Engagement, Recoverability

The Starting Points for Relationship Selling

Oct 16, 2017 6:00:00 AM

Dale Carnegie's book "How to Win Friends and Influence People" was published in 1936, and is one of the best-selling self-help books of all time with an estimated 15 million copies sold. Some have called it the handbook for building sales relationships for its insights into human nature.

By Jef Allen
Relationship Selling, Sales Management, Sales Pipeline, Dale Carnegie

Real-life: Critical Challenges for Professional Service Organizations

Oct 12, 2017 6:00:00 AM

Thank you for your interest in the first of our blog series on the topic of, "How Professional Services Organizations can thrive in times of turmoil".

By Natasha Spurr
Professional Services, CRM, Microsoft Dynamics 365, Microsoft Dynamics CRM, Project Service Automation, Client Services

Are You in Control of Your Sales Pipeline?

Oct 11, 2017 6:00:00 AM

The best way to keep track of and control of your sales pipeline is through customer relationship management (CRM) software (sometimes called salesforce automation (SFA)). CRM applications provide clear visibility of sales cycles by tracking prospects through each of the sales pipeline stages of your selling process. CRM systems and applications are designed to manage and maintain customer relationships, track engagements and sales, and deliver actionable data - all in one place.

By Jennifer Alspach
Accurate Forecast, CRM, Customer Relationship Management, Sales forecast, Sales Pipeline, Selling, SFA

Incorporating the Corporate Training Program Leads to CRM Success

Oct 9, 2017 12:30:00 PM

In our previous article we discussed, Three ways CORE Leads an Organization in becoming CRM Ready. The CRM Ready model mirrors the actions of other companies who have been the most successful in CRM. Now let' discuss how the Fullscope corporate training program (CTP) is a part of D365 University and meshes with building block number two of the CRM Ready model, which is about training, or having a training system.

By Patrick Lewis
CRM, crm adoption, CRM Best Practices, CRM Ready, CRM TRAINING, Microsoft Dynamics CRM Blog, CORE, Corporate Training Program, CTP

Updated Solution Release: Equipment Dealer Solution Version 2.0.0 for Microsoft Dynamics 365 Customer Engagement

Oct 9, 2017 6:00:00 AM

Client relationships and maximizing follow on sales are critical. Most Equipment Distributors see 80% or more of their ongoing revenue come from existing customers. How can you improve Account and Sales Management with the resources and insights into your data? Fullscope has created an Equipment Dealer Solution with Microsoft Dynamics 365 that focuses on Sales, Marketing and Customer Service productivity and insights.

By Evan Flower
CRM, customer engagement, Dynamics 365, Equipment Dealer, Equipment Distributor