Edgewater Fullscope Blog

3 Ways CRM Can Benefit Your Business

Dec 12, 2017 6:00:00 AM

CRM is an invaluable business tool that enables organizations to build a relationship with their customers. Since customer retention and loyalty both affect a company's revenue, CRM is a management strategy that helps businesses grow and scale effectively. 

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Playing a “Joined Up” Team Game in the Industrial IoT - Don't Sit on the Bench!

Dec 12, 2017 2:55:00 AM

“Industrial Internet of Things” – Deal or No Deal?  Alongside “Industry 4.0”, it’s a question that manufacturers are increasingly being forced to consider. IIoT is one of the big financial boxes of future survival that every company player now needs to be opening up. But are some manufacturers dismissing it as the latest hyped up fad to distract them from getting on with business they know and trust? While others say “it’s all very interesting” and “yeah, they may take a look at some point - definitely.”

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Upgrading ERP –10 Presentation Techniques to Better Convince your Boss

Dec 11, 2017 7:00:00 AM

Someone once said, that public speaking is one of the greatest fears a person will face. Almost every person in the business world will at some point be asked to articulate their thoughts, recommendations and notions in a presentation, so being prepared is KEY. At this point, you've done all the research and know exactly why your company needs to invest in an ERP upgrade- now it's time to make a convincing argument. In this blog we won't address every aspect of speaking or presenting. We will however, offer up some tips that will help you nail your next presentation.

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Do You Have the Right Sales Tools in Place to Manage Relationships?

Dec 11, 2017 6:00:00 AM

A recent Accenture study found that 80% of companies have adopted a CRM system and a large majority have deployed tools across the entire sales process. While sales tools grow increasingly sophisticated, customizable and flexible - packed with enhanced features and functionality - only 13 percent of salespeople utilize them to their full capabilities. Additionally, 59 percent of salespeople reported they are required to use too many tools.

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One Real-life Application of BI in CPG Manufacturing

Dec 8, 2017 6:00:00 AM

When something is just that good, everyone wants to know the "secret sauce". For us, our BI Accelerator - which includes a utility tool for ETL automation - alongside a baseline data warehouse, are just that: our secret sauce. The BI Accelerator manages 'back end' data by delivering a simplified more digestible data model of the AX database; and in doing so, accelerates users' ability to deliver vital information to the business for reporting and analytics.

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CRM Upskilling: Frontline Action Needed To Retain Professional Services Staff

Dec 7, 2017 4:25:00 AM

“Weaponise your workforce!”  As 2018 approaches, it’s a call to arms increasingly heard as the key to keeping frontline staff empowered, happy and loyal. Particularly in Professional Services, where often silo’d supply lines of data prevent advancement across the newly reshaped fields of customer experience. The action required is hardly “Top Secret” but there’s often many companies where the message seems not to have got through - and action not yet taken to make the changes necessary for retaining their staff.

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Address Sales Pipeline Challenges with this Pipeline Snapshot Tool

Dec 6, 2017 6:00:00 AM

Does your pipeline offer clarity or questions? Fullscope's Pipeline Snapshot Solutionfor Microsoft Dynamics 365 helps Sales Leaders track and compare opportunity progress. It allows you to take a snapshot of time periods that you choose, whether it's weekly, monthly, or multiple time periods, and track and visualize data as it's moving across. You can capture who the customer is, sales stage, rating, owner, revenue, estimated close date, etc. And then you can start looking at comparisons week after week.

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3 Business Problems that Were Solved when George’s Purchased Fullscope’s BI Accelerator

Dec 6, 2017 5:00:00 AM

Vance Nichols, BI Architect at George’s, Inc—a chicken processing manufacturerrecently spoke with us about their Reporting and BI initiative which was executed in parallel with their implementation of Microsoft Dynamics AX ERP. George’s had three main challenges to overcome:

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From Manufacturer’s Silo Struggle To CRM Perfect Performance

Dec 5, 2017 4:54:00 AM

The CX genie is out of the bottle. The customer’s wish is now often more than many manufacturers can command. Consumers are changing the way they engage with every type of product or services organisation, from a retail brand to the manufacturer or wholesale supplier. Recent research carried out by the Aberdeen Group and BCG, Global Managing Consulting, found that more than 4 in 10 (41per cent) of manufacturers say that “unpredictable” customer demand is their top “pressure” and nearly half (48 per cent) find it “difficult to accurately track customer, supplier and partner transactions”. Far too many businesses are still stuck within a traditional silo model with just their own separate system of collected data.

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Insights for Manufacturers: 3 Steps Marketing Leaders Should Take to Empower Employees

Dec 4, 2017 6:00:00 AM

In our previous blog, Insights for Manufacturers: 5 Steps for Service Leaders to Empower Employees we discussed the importance of service leaders giving their employees the ability to quickly address issues through readily available information and effortlessly collaborate among other agents.

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Digital Transformation a Threat to Professional Services or a Passage to Profitability?

Nov 30, 2017 5:15:00 AM

One of the prevailing narratives trailing the incoming tidal wave of Industry 4.0 technology is the threat to Professional Services, and the level of future staffing. It was recently predicted by US-based consultancy, Opimas, that financial services was likely to lose 230,000 jobs by 2025, and asset management would fare much worse with the loss of 90,000 jobs during the same period. Is the growing fear of the Industry 4.0 ‘invasion’ preventing senior principals at law practices and accountancy firms, for example, from even trying to chart a passage through the perceived treacherous digital waters ahead?

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How One Cosmetics Manufacturer Tracks Lightweight Drums to Reduce Inventory Waste

Nov 28, 2017 6:11:00 AM

Every manufacturer looks for ways to reduce costs and eliminate waste from processes. For specialty chemical manufacturers, a good way to reduce product waste is to accurately track and use all inventory. Businesses that have embraced a digital transformation have the technology to keep an exact measure of product on-hand so that it can be used efficiently.

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Do Manufacturers Fear the Cost of Upskilling Employees and Empowering their Workforce?

Nov 21, 2017 4:25:00 AM

Managing risk or avoiding risk? Decision-makers at manufacturing industries often talk about the UK’s ongoing “digital skills crisis”. But is this very real and urgent issue simply flagged up by manufacturers as a problem deeply entrenched in British employment culture? Research suggests that one of the roots of the problem may simply lay with manufacturers worry or distrust over the cost of training up staff, and likely to be symptomatic of an underlying malaise – fear of a full scale digital transformation of their business.

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Building an Effective CRM Strategy

Nov 20, 2017 6:00:00 AM

The CRM industry has changed a lot over the past 5 years. AI-enhanced CRM and many other technologies have added significantly more value. However, many companies still struggle with CRM primarily due to lack of clear strategies. A recent Accenture study found that 80% of companies have adopted a CRM system and a large majority have deployed tools across the entire sales process. While sales tools grow increasingly sophisticated, customizable and flexible - packed with enhanced features and functionality - only 13 percent of salespeople utilize them to their full capabilities.
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Dynamics 365 Training Program – The Black Belt Series

Nov 17, 2017 6:00:00 AM

Have you ever tried driving to a new destination without looking at signs or a roadmap? Unless you're just naturally gifted at navigation or just really great at guessing- it wouldn't be an easy task to accomplish. Like indicated in one of our previous articles, How-to Avoid CRM Failure: Have a Training Plan, we all need guidance and training. This is why we've developed a highly structured set of courses for Dynamics 365 admins, known as The Black Belt series.

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Are You Empowered by Your CRM?

Nov 16, 2017 5:00:00 AM

In the fourth blog from our blog series on the topic of How Professional Services Organisations can thrive in times of turmoil, we explore how a good customer relationship management solution will empower your team to improve customer experience.

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CRM: Tailored for customers who expect the info they need, when they need it!

Nov 16, 2017 2:15:00 AM

Are professional services still serving their customers? It’s a serious question. Nearly three quarters (73 per cent) of marketing executives routinely collect information about current customer behaviour and say they have a “detailed” customer picture, but it seems that only slightly more than a third (37 per cent) actually use the data for ‘personalised’ marketing (The Economist, Intelligence Unit). We all should know the mantra by now: “providing the right information at the right time on the right channel”. So where is professional services on customer satisfaction ratings?

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First Look at the Microsoft Dynamics 365 New Release –Advanced Find

Nov 14, 2017 6:00:00 AM

The new Dynamics 365 release (the July release) from Microsoft has enhanced the Advanced Find search functionality for this solution. The Advanced Find command in Dynamics 365 helps you find the records you want. With the new (July) release you now have the ability to use the advanced find option to build a "NOT IN" query record using the "Does not contain data" option. The NOT IN query is a great way to show certain activity or more so inactivity with certain accounts when searching in Advanced Find. 

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When Manufacturer Mindset Prevents Realigning With The New Digital Order

Nov 14, 2017 4:09:00 AM

Manufacturer senior management may be forgiven for sometimes feeling they are in the eye of the Industry 4.0 storm they see tearing at the fabric of their own IT eco-environment. As a result, the current handy business phrases of sensible fiscal caution, such as “the weakened pound” and “uncertainty over Brexit” may find themselves all too easily shoe-horned into bi-annual budget planning meetings.

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Insights for Manufacturers: 5 Steps for Service Leaders to Empower Employees

Nov 13, 2017 6:00:00 AM

The previous blog in this serious, Insights for Manufacturers: 4 Steps Sales Leaders Should take to Empower Employees revealed that certain actions from sales leaders are essential for giving employees the ability to effectively work and achieve business goals. 

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Dynamics 365- Field Service

Nov 9, 2017 5:00:00 AM

In the previous blog, Dynamics 365- Customer Service we discussed the capabilities of this solution and began with a scenario of how this app can be used by the customer service agent. Now, let's move on to what happens within the Field Service application.

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First Look at the Microsoft Dynamics 365 New Release - LinkedIn Sales Navigator

Nov 8, 2017 5:02:00 AM

Curious about the new Dynamics 365 release (the July release)?

Microsoft is building upon the integration between Microsoft Dynamics 365 for Sales and LinkedIn in the latest release to improve engagement across both solutions. You can use the LinkedIn connector app to sync social selling and campaign data.  

One of the great new features is the ability to sync and bring in leads from multiple LinkedIn accounts, so you could have multiple employee LinkedIn profiles synced to CRM and then from there those accounts that have and contain all those different leads and connections can be synced into CRM. 

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NAHB International Builder’s Show 2018

Nov 3, 2017 8:00:00 AM

About the event:

NAHB International Builder's Show (IBS) is the largest annual residential construction show in the world. This is a massive event that brings in more than 1,400 of the top manufactures and suppliers from around the world to showcase the latest and most in -demand products. Every year NAHB-IBS attracts 80,000 visitors from more than 100 countries.

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First Look at the Microsoft Dynamics 365 New Release - Customer Insights

Nov 2, 2017 6:00:00 AM

Curious about the new Dynamics 365 release (the July release)? Microsoft has continued to enhance the Customer Insights capabilities in the solution. You may have seen customer insights in preview before, and now it will be generally available with this latest release. Customer Insights connects all your customer data in one place, highlighted with a dashboard to offer a 360 degree view of your customers. Functionality includes high level segmentation, lead scoring, merging identities and machine learning.

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Transforming Lives with CRM at the Heart

Nov 2, 2017 5:00:00 AM

On the front line with our Delivery team

If you know Fullscope and what we are about, you know we are all about showing our clients what success looks like when it comes to implementing solutions. We don’t focus on the failures, we just look at what is common across the companies that are successful with CRM. We then prepare all our clients throughout the project and the on-going relationship together to get the right structure in place for them to succeed and mentally prepare them for the CRM journey ahead to climb up the customer journey pyramid. As I am sure you know, it is not just about getting CRM installed and then everyone goes back to their day jobs.

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Dynamics 365- Customer Service

Oct 31, 2017 5:00:00 AM

In our previous blog, Dynamics 365-Project Service Automation we explained that Project Service Automation was a Dynamics 365 application that enabled users to have an end-to-end solution from quote, to delivery, to invoice that gives a single system for customer engagement across all project related functions. Now let's dive into what the Customer Service application can offer. 

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Insights for Manufacturers: 4 Steps Sales Leaders Should Take to Empower Employees

Oct 30, 2017 6:00:00 AM

In our previous blog, Insights for Manufactures: Why Empowering Employees is Integral to Industry Success, we explained that manufacturers should truly invest in empowering employees because it has resulted in increased market share, increased customer revenue and increased employee morale. These outcomes are made possible through digital transformation with Microsoft Dynamics 365

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3 Common CRM Implementation Mistakes

Oct 23, 2017 6:00:00 AM

A customer relationship management or CRM, is one of the most valuable systems that you can use to take your customer service to the next level. A good CRM can help nurture relationships, increase sales, and lower support costs. However, there are several mistakes that can kill a CRM solution before it's even fully operational. 

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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.

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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.

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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.

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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.

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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.

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Power BI + Dynamics 365 (formerly Dynamics CRM): It’s all about Relationships

Oct 4, 2017 6:54:00 AM

When we concluded the last blog in this series Importing Data for Speed Using Power BI with Microsoft Dynamics 365 for Customer Engagement, we had all our data query work done to bring in accounts and opportunities, but it wasn't yet reportable - optionsets and lookups remained unresolved, and we couldn't look at related data across tables.

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Real-life Dynamics 365: Manufacturers Discuss Challenges and Priorities

Oct 3, 2017 7:30:00 AM

It is always beneficial to learn from companies that have actually experienced the challenges and opportunities that you have questions about.

Kenny, the CIO at Paragon Films, and Wayne, the Director of IT at George’s, are answering some of the top questions customers have about Dynamics AX and CRM. Both companies have been using Dynamics AX and/or CRM and have great insight into what these solutions look like in real life. Below are a few of the questions that they answered:

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Insights for Manufacturers: Why Empowering Employees is Integral to Industry Success

Oct 2, 2017 11:00:00 AM

In our last blog, Insights for Manufacturers: The Movement toward Employee Empowerment, we discussed the concept behind the term "employee empowerment", which is the progression toward giving employees authority to solve problems using shared information to make impactful decisions within their own sphere of influence. Now, let's discuss WHY empowering employees is so important to manufactures.

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Updated Solution Release: Radius Mapping Version 2.0.0 and Fullscope Chart Maps for Microsoft Dynamics 365

Oct 2, 2017 6:00:00 AM

The Radius Mapping Solution improves the Microsoft Dynamics 365 (formerly Dynamics CRM) "out of the box" experience by allowing easy display of related entities on a visual map based on radius from a source record. For example, an Account record could have a map on the form which displays all Contacts within a twenty mile radius of that Account.

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Service, Service, Service

Sep 28, 2017 10:30:00 AM

In our previous blog- "Dynamics 365- The Art of the Possible", we discussed the importance behind Microsoft Dynamics 365 and the stride it's taking towards digital transformation. Now, let's dive deeper into the functionality of this software and what it can deliver from the CRM and Service portion of the suite

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Digital Transformation and the Manufacturing Renaissance Ahead

Sep 26, 2017 1:00:00 PM

Every industry faces a significant transformation of business models and enablement through disruptive technologies.  However, western manufacturers have endured the brunt of an onslaught of not only globalization and short term mentality of public markets, but also over regulation and under investment.  Add aging workforce to the list and the overall manufacturing base in western economies have shrunk. For example the UK manufacturing base has shrunk by two-thirds since 1980.  The result in almost every western manufacturing economy—unemployment, trade deficits, social unrest, and strategic vulnerability. 

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Importing Data for Speed Using Power BI with Microsoft Dynamics 365 for Customer Engagement

Sep 20, 2017 10:54:00 AM

In my last article Power BI Hack to Improve Power BI Speed with Microsoft Dynamics 365 (formerly Dynamics CRM), I talked about the performance issues that we commonly see when our clients are using Power BI with Dynamics. For this blog, we are going to dig a little deeper and cover one of three best practices that will address speed of importing data.

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Sales Forecast Accuracy Best Practices

Sep 20, 2017 6:00:00 AM

Sales pipeline consists of all opportunities at all stages in the sales cycle, and sales forecast is the salesperson’s prediction of which sales will close within a given time frame. The main difference between the pipeline and the sales forecast is the prospect must have a need that the organization can address within budget and timeframe considerations to qualify for the sales forecast. There also must be a clear understanding and agreement about the “next step.” For example:

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Webinar: Automated Validation Testing of Dynamics 365

Sep 18, 2017 8:00:00 AM

Although today’s Dynamics 365 for Finance and Operations ERP system has achieved significant technological advances, validation is still conducted by many today as a very manual process. In this session, we will take a deep dive into the principles of lean validation testing and discuss how you can fully automate the Dynamics 365 validation process. We will explore automated requirements management and test script linking, automated validation test script capture and execution, electronic document route/review/approval, automated risk management and much more. You will not want to miss this event if you are seeking to deploy Dynamics 365—or already have deployed the system and seek to maintain the validated state.

Join us on Wednesday, September 20 at 1:00 PM EST for the conclusion of our cloud validation webcast series, Automated Validation Testing of Dynamics 365, where we will cover validation planning, strategies and best practices. If you're unable to join us at that time, go ahead and register—we'll send you a recording of the webcast after the call. 

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Extended Field Descriptions and Form-specific User Documentation

Sep 14, 2017 8:17:00 AM

One common requirement in implementing Microsoft Dynamics 365 for Finance and Operations is to provide form-specific user documentation. This allows users to go beyond the "what" and guides them in the "how" and "why" of using a particular form. There are many good ways to do this, especially using the task recorder and BPM tools. But sometimes the requirement is to have a comprehensive listing of all fields on a particular form, including field descriptions and rules for how the field values are populated.

Compiling this list of fields, labels, descriptions and rules can be time consuming to say the least. This post will present a way to get a head start on the form-specific documentation process.

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Dynamics 365 – The Art of the Possible

Sep 13, 2017 12:46:00 PM

What is Microsoft Dynamics 365? Before we answer this question- let's discuss what was offered before Dynamics 365. Historically, there was CRM online, which you could also get as an on premise version and there was Dynamics AXE. There was a separate system where CRM users, for the most part, functioned in a CRM environment, with minimal connections to ERP. Users would have separate CRM and ERP systems, and would have to navigate between the two in order to execute a full end-to-end process. However, Microsoft's former release rebranded these two tools and combined them in a force known as Dynamics 365.

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3 Ways CORE Leads an Organization in Becoming CRM Ready

Sep 13, 2017 9:24:00 AM

Let's first start by going through a rundown of everything we've learned so far about the CRM Ready model. The CRM Ready model is an aspirational goal that Fullscope has for our customers. We want our clients to utilize this because it has been fashioned after other companies who have been the most successful in CRM. We work to move everyone that comes on board with us towards the CRM Ready model because it works. 

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Power BI Hack to Improve Power BI Speed with Microsoft Dynamics 365 (formerly Dynamics CRM)

Sep 11, 2017 7:00:00 AM

Power BI is one of the best things to happen to Microsoft CRM (now Dynamics 365). If you're anything like me, you probably jumped right in as soon as it was available and started pulling in and manipulating tables, and pretty soon were slicing and analyzing CRM data in new and very exciting ways. Why read the manual when you can be building reports?

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New Blog Series: Living in a Dynamics 365 World

Sep 5, 2017 2:01:17 PM

Are data silos holding your company back? If all of your company’s internal and external data are stored and managed in multiple locations, there’s a good chance that you’re not getting an accurate big picture from your business analytics. Not to mention how challenging it is to keep up with all of that data—how many hours and resources are wasted trying to compile and share data across multiple departments?

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Choosing the Right Partner for a CRM Initiative

Aug 29, 2017 4:00:41 AM

Often when working with a new customer it’s the second time they’re updating their software or kicking off a CRM initiative. Something we hear quite often in these instances is “Our last partner let us do whatever we wanted.” You CAN do almost anything with CRM. You can use it for sales, marketing, and service and roll everything out at once. However, if you do too much, or don’t focus on really important business objectives, lacking to no adoption is a common consequence. Ultimately, in these scenarios, the company ends up wasting hundreds of thousands of dollars. How do you prevent that from happening?

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Updated Solution Release: Record Clone Version 2.2.1 for Microsoft Dynamics 365

Aug 21, 2017 8:53:11 AM

Clone records with a single click using Fullscope’s Record Cloning Solution for Microsoft Dynamics 365. It allows a clone function to be added to any record in the system. The process can occur in the background, or the new record can be opened in an unsaved state, allowing the user to modify the new record before committing it. Multiple entities and a mix of methods are supported in a single organization.

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Adopt2Win - More Than Just Support

Aug 17, 2017 7:00:57 AM

Are you familiar with the Adopt2Win program here at Fullscope? It's more than just support, it's a proven path to adoption. We believe the most successful implementations are the ones that continue the journey until every employee in the company is a Microsoft Dynamics 365 advocate, which is why we commit to your success even after you go live. Our program is built to deliver the perfect combination of proactive services and reactive support that is necessary to ensure your solution delivers on all the expectations of your users and executives and helps you achieve your Business Outcomes.

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Organization Insights for Dynamics 365 Customer Engagement

Aug 16, 2017 7:00:48 AM

At Fullscope, we are highly focused on ensuring user adoption in our Dynamics 365 implementations.  So much so, that as part of every project we create a User Adoption dashboard within the D365 CRM solution so that the Core team can gain insights into which of their users are successfully embracing the solution and those who need additional support.

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Project Service Automation for Dynamics 365 - Improving Customer Engagement

Aug 14, 2017 4:00:07 AM

Project Service Automation (PSA) is an end to end solution developed on Microsoft Dynamics 365 and provides functionality from quote to delivery to invoice.

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4 Areas of Manufacturing that are Intelligently Impacted with IIoT

Aug 11, 2017 7:00:56 AM

Are you engaging your customers, empowering your employees, optimizing your operations and transforming your products so you can extend and evolve with IIoT? Your IIoT implementation needs to be flexible to allow the integration of your current devices, the cloud and solutions. Business processes are a continuous loop of feedback that push us for higher quality interactions and improvement on the flow of information. This, in turn, will drive greater service and operational excellence and will give you the ability to reengineer products faster.

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Licensing – Transitioning from Dynamics CRM Online to Dynamics 365

Aug 8, 2017 4:00:00 AM

This year I’ve been spending a lot of time trying to identify the best route forward for each of my clients as they transition from Dynamics CRM Online to Dynamics 365. If you haven’t seen this already, Microsoft has merged its two leading business applications: Dynamics AX (ERP – Financials, Operations) and Dynamics CRM (Sales, Marketing, Customer Service etc.) into a single, overarching proposition – Dynamics 365. Microsoft’s reasoning is to be able to provide immediate access to the areas of functionality required, while giving a clear road map for expansion should you wish to underpin other areas of your organisation in the future. With this in mind, Dynamics 365 provides additional flexibility with licenses focused on the role of the user (E.g. D365 for Sales user, D365 for Customer Service user, Operations user etc.).

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Updated Solution Release: AutoNumber Solution Version 1.0.4 for Microsoft Dynamics 365

Aug 7, 2017 4:00:33 AM

Automatically assign numbers to any record type in Microsoft Dynamics 365 (formerly Dynamics CRM) with the Fullscope AutoNumber tool. It allows you to establish the number that you want to start with, prefix it with letters or an acronym and start numbering each record created in the system moving forward.

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3 Benefits of IIoT for Manufacturing

Aug 4, 2017 4:00:59 AM

How's your market share? Are you delivering the new services offered by IIoT so you can create and compete with the new business models out there? Connect your operations and services so you can build on your existing technology, cloud-based technology and productivity software to seize greater market share in manufacturing.  Do you know what makes a successful IIoT platform? Read on for three components that can help you get there.

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10 Telling Questions for Your Sales Pipeline

Aug 4, 2017 4:00:21 AM

Creating and maintaining an accurate sales pipeline is one of the top goals and responsibilities for any sales leader. Organizations count on their ability to accurately predict revenue so that it can be used to effectively manage operations, the supply chain, and even the market.  Without it, it is likely that an organization will operate ineffectively, and the tenure of the sales leadership is always in question.

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GDPR Countdown Has Begun, Make Sure You Are Compliant by May 2018

Aug 2, 2017 10:35:11 PM

If you do not know what GDPR is, this article is for you. Now is the time to start understanding how it may impact your business, as the European Unions General Data Protection Regulations (GDPR) are coming into force May 2018.

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How-to Avoid CRM Failure: Have a Training Plan

Aug 1, 2017 4:00:41 AM

In my previous article, I talked about the first of three building blocks in the CRM Ready Organizational Modelorganizational structure. In this blog, I’ll dive into building block number two, which is about training, or having a training system.

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Partner and Offer a Full Service Solution

Jul 24, 2017 9:00:14 PM

Developing an engaged partner channel can be one of the best ways to accelerate revenue and growth. The difficulty is finding partners that complete your solution, with the right market reach, industry developed IP and implementation skills to match, we believe we are your CRM partner of choice.

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Updated Solution Release: Long Term Sales Forecasting Version 2.0.0 for Microsoft Dynamics

Jul 24, 2017 4:00:40 AM

Accurately track and act on real data intelligence with the Fullscope Long Term Sales Forecasting Solution for Microsoft Dynamics 365. It enables you to view sales forecasting accuracy across products and periods. Drill down to individual customers or sales reps from your tailored dashboard view to get more specific data on their performance.

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How Technology can Drive your Customer Service Transformation

Jul 18, 2017 4:00:55 AM

Progressive service firms understand the need to replace outdated and disparate technologies with holistic solutions that integrate sales, service and marketing efforts. Today’s cloud based technology solutions enable services firms to connect with employees and customers at any time, across any device - a level of connectivity that legacy systems can’t provide. To truly drive a transformation in your customer experience, you have to consider the changing role that technology plays in your business. Begin by considering what areas of the customer experience you want to prioritize for improvement and what business impact you’re looking to achieve. Once you’ve identified your key business outcomes or goals, you can work with a trusted technology advisor to build a plan for the underlying technology you’ll need.

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Manufacturing Technology is Outpacing Process

Jul 14, 2017 4:30:18 AM

Remember when manufacturing and operations were linear? The customer had a role in sales and product positioning at the end of the manufacturing process, but by that time the product already left the factory so you couldn't connect with the customers any longer. All that has changed with the Industrial Internet of Things or IIoT. Customers expect more from the products and services they are buying and unfortunately brand loyalty is rare. They want the latest and greatest of the products that meet their needs at the best price.

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Setting your Business up for Successful CRM: Organizational Structure is Key

Jul 13, 2017 4:00:37 AM

In my last post, The Key to Long Term CRM Success, I focused on the CRM Ready Model.  It is a model based on the systems and processes we have seen the most successful organizations implement to get the most from their CRM initiative.

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Enable Relationship Intelligence and Transform your Customer Experience

Jul 11, 2017 4:00:28 AM

In professional services, relationships are everything. Often, service firms expect all communications for an account to go through one account manager. If you are trying to pitch a new service to an account or reach a new contact at an account, all roads usually point back to an account manager. However, you may have other resources that have relationships with this account, either in a different department or location. It’s important that you have technology that enables communication internally so your teams can connect and share account level details before contacting an account. Customers want you to demonstrate an understanding of their business, their industry and their pain points.

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Updated Solution Release: Lead Qualification Version 2.0.0 for Microsoft Dynamics 365

Jul 10, 2017 4:00:23 AM

Customize your lead qualification process with the Fullscope Lead Qualification Solution for Microsoft Dynamics 365 (formerly Dynamics CRM). It allows the records created by the lead qualification process to be customized, either as a system-wide default or on a record by record basis for end users. Lead qualification can create all three possible records—contact, account, and opportunity—or any one or more of the possible records.

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What Does IoT Mean for Manufacturing?

Jul 7, 2017 4:00:53 AM

With new technologies like advanced analytics, and social listening, you have the ability to do more than some could have ever imagined. As a manufacturer, you can take advantage of millions of connected “things” thanks to IIoT – the Industrial Internet of Things. For example, you can gather and analyze data in real time, and then use those insights to improve manufacturing productivity. There are now incredibly scalable cloud platforms available that offer you insights on:

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Updated Solution Release: CRM for Manufacturing CPG Version 1.1.0 for Microsoft Dynamics

Jul 5, 2017 4:00:00 AM

Drive more industry capabilities with the Fullscope CRM for Manufacturing CPG Solution. This solution was created from the experience and best practices from the 100s of CRM implementations the Fullscope consulting team has deployed for manufacturers.

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Power BI – Understanding the Basic Concepts

Jul 3, 2017 10:45:56 PM

I’ve been asked a few times by our CRM customers to explain all the different components of Power BI so here is a summary of the key information:

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Updated Solution Release: Equipment Dealer Solution Version 1.2.0 for Microsoft Dynamics 365 Customer Engagement

Jun 28, 2017 4:00:04 AM

Client relationships and maximizing follow on sales are critical for every Equipment Dealer organization where typically 80%+ revenue comes from existing customers. The key question for Equipment Dealers is - How can you improve account and sales management with your current resources and data? Fullscope has created an Equipment Dealer Solution with Microsoft Dynamics 365 that focuses on sales, marketing and customer service productivity and insights.

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5 Key Themes of the Next Release of Microsoft Dynamics 365

Jun 28, 2017 12:00:50 AM

The Microsoft R&D Team took 3 days last week (June 20, 21 and 22) to present and summarize everything that they are working on for the next release of the Microsoft Dynamics 365 Customer Engagement platform.  The good news is that many of these features are just around the corner as they will be released to public or private preview next month and then to GA (general availability) as they are deemed ready by the team.  Microsoft Dynamics 365 is definitely reaching another peak with this next release, which looks to be the biggest one in the history of the product.

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How Service Firms can Start Improving Customer Experience

Jun 27, 2017 4:00:30 AM

Customer experience is key to success for services businesses.  Why? Because customer experience is the ultimate brand differentiator. So where do you begin your customer experience transformation?

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Join us at UG Summit 2017

Jun 23, 2017 4:00:32 AM

Take your big ideas and love of knowledge-sharing and join the Edgewater Fullscope team at Summit 2017. For one week each year, we leave behind the world of net-centered chat to power real-life growth between peers and experts in a lively, engaged environment. No matter what your Dynamics version, your job-role or where you are in your implementation, you’ll find value in Summit educational sessions. Check out these top five reasons to attend.

Summit 2017 is being held in Nashville, TN October 10-13, and Fullscope is a Summit platinum sponsor. You can find our team around the conference and at booth 552. Early bird pricing ends next week, on June 29, so act now and take advantage of this opportunity to save $400 off the onsite price.

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Why Customer Experience is the Biggest Revolution in Customer Service

Jun 21, 2017 11:11:40 AM

 

"The customer experience is the next competitive battleground.” ~ Jerry Gregoire, former Chief Information Officer of Dell Computers.

There seems to be a lot of confusion between the terms “customer service” and “customer experience,” which are often used interchangeably. However, even though the two terms are related, they don’t mean the same thing. In fact, customer service is just a minute part of the highly complex customer experience equation.

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The Key to Long Term CRM Success

Jun 20, 2017 4:00:00 AM

After close to 30 years helping companies implement CRM, I can tell you that there is one very simple concept that all super successful companies understand (and the others do not).

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Updated Solution Release: Storage Manager Version 1.1.0 for Microsoft Dynamics

Jun 19, 2017 4:00:53 AM

The Fullscope Storage Manager Solution is a standalone Windows Application that runs on a Windows based system. The application connects to Microsoft Dynamics CRM (now Dynamics 365) and searches for all file attachments associated with Email records and Note records. The attachment files are transferred to Microsoft SharePoint and a direct link to the file is left behind in its place.

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Lean Validation? 5 Principles for Dynamics 365 for Operations

Jun 15, 2017 10:53:46 AM

By Valarie King-Bailey, OnShore Technology Group, Inc.

Lean manufacturing is founded on the principles of optimizing processes and eliminating waste (muda). In basic terms, lean means creating greater value and quality with fewer resources. The same lean principles used to optimize manufacturing processes can be applied to computer systems validation to help minimize waste throughout the validation process while driving greater efficiency and quality.

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Top Departmental Benefits with Microsoft Dynamics 365

Jun 14, 2017 4:00:32 AM

Did you know you can address business processes across your business – from Sales to Operations – with a single solution? One platform that offers traditional ERP AND CRM functionality? Microsoft brings it all together with Microsoft Dynamics 365. See quick benefit highlights to your key departments in this article.

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Updated Solution Release: User Adoption Solution Version 3.1.1 for Microsoft Dynamics

Jun 12, 2017 4:00:03 AM

Fullscope’s User Adoption Solution is a key part of our overall user adoption strategy and process, allowing clients to track user activity on a broad range of activities.

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Automatically Collect and Track Emails with Dynamics 365 Auto Capture

Jun 7, 2017 4:00:24 AM

The purpose of a system like Dynamics 365 is to collect, manage and analyze all of the diverse data and communications throughout the sales process. An email is an important part of that process, which is why Dynamics 365 integrates with Microsoft Outlook and Exchange.

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4 Ways Today’s Professional Service Buyers are Unique

Jun 6, 2017 4:00:16 AM

My colleague, recently wrote an article why your current customer experience won’t work for today’s services buyers. I wanted to expand on the topic a bit more by focusing on 4 key ways that today’s buyers are different.

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Innovative Partners Drive Transformative Solutions

Jun 5, 2017 9:29:14 AM

It's no secret that markets are developing at a rapid rate. Keeping up with technology innovations is paramount to good business. Are you looking for a partner that will help your company reach your business outcomes? A company that is at the forefront of innovation and Microsoft Dynamics technologies?

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See How CRM can bring Together Customer Data, Compliant Content, and Multichannel Engagement

Jun 2, 2017 1:00:40 AM

For strong business growth, Life Sciences and Pharmaceutical companies rely on high sales margins, technology advances and rapid product introductions. Faced with many business challenges like new regulations and increasing R&D costs this will be impossible without technological support.

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The Customer Supply Chain in Manufacturing

Jun 1, 2017 4:00:44 AM

As a manufacturer, you likely have ERP in place to manage the supply and production aspects of the business, from planning, supply-chain management and procurement to finished goods inventory and finance. Connecting supply to demand can sometimes be left to a combination of disconnected reports in an attempt to get an accurate view of what needs to go through the factory gate.  

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How-to Address the Challenges of Delivering a Great Customer Experience

May 31, 2017 4:00:02 AM

One of the biggest challenges in providing a great customer experience is giving employees the full picture of the relationship with a client that they are trying to serve.  When asking a question, how often have you heard this response (from someone at an organization that you are working with) : “I will need to go and ask Customer Service” or “Let me check with our Accounting Department on that”.  While this approach has been acceptable in the past, customers are expecting more timely and intelligent interactions each time they connect with you.

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Updated Solution Release: Forecast Accuracy Version 3.1.0 for Microsoft Dynamics

May 30, 2017 7:00:25 AM

Want to take the guess work out of pipeline reporting accuracy? The Fullscope Forecast Accuracy Solution for Microsoft Dynamics 365 (formerly Dynamics CRM) provides trending information for how accurate your sales team is in forecasting their opportunities.

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Why Your Current Customer Experience Won’t Work for Today’s Services Buyers

May 30, 2017 4:00:44 AM

Improving your customer experience matters. But it’s also important to understand which experiences aren’t working for today’s consumers. Today’s consumers are empowered by technology like never before, and have access to information like never before. That’s a powerful combination.

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Reduce IT Complexity in Manufacturing – Don’t Overcrowd Your Platform

May 25, 2017 4:00:46 AM

Increasingly, manufacturers like you are looking for agility, global reach, ease of access and, more often than not, a cloud-based solution. As cloud awareness grows, organizations are seeing that a proliferation of SaaS products and solutions created just another layer of toolsets to form a different level of IT administration burden.

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The Battle to Keep Things Business as Usual

May 24, 2017 4:00:38 AM

Does your organisation need to find a tool that can help it to steer a smooth course through a changing political landscape?

We are half way through 2017 and it is business as usual. But this year, perhaps more than any other year, ensuring that it is business as usual has meant being agile enough to cope with some fairly fundamental changes. For many, maintaining business as usual is like the image of the swan moving serenely and effortlessly over the surface of the lake, while underneath its legs are frantically moving to propel it forward and steer it around any obstacles.

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Why Service Firms are Changing the Way They Interact with Customers

May 23, 2017 4:00:42 AM

Why Improving the Customer Experience Matters

In today’s market, professional service firms must be able to deliver a great customer experience to stay competitive.

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Updated Solution Release: Pipeline Analysis Version 3.1.0 for Microsoft Dynamics

May 22, 2017 8:00:16 AM

Edgewater Fullscope’s Pipeline Analysis Solution for Microsoft Dynamics 365 (formerly Dynamics CRM) allows your sales managers and leaders to monitor, track and analyze their team at every stage in the sales cycle, in real-time.

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Drive Communication and Collaboration inside Your Company with the Yammer Integration in Dynamics 365

May 22, 2017 4:00:24 AM

Did you know that many Fortune 500 companies collaborate with Yammer? 85% to be exact. You likely have heard of, or used this leading private social network. Yammer offers your employees a central place to share information – including document creation and editing - and discuss relevant topics in posts. They can share information without having to attend a meeting or even sending an email.

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Making CRM and ERP the Cornerstone of Your Manufacturing Technology Platform

May 18, 2017 4:00:07 AM

Manufacturing technology solutions should create a chain reaction across multiple departments and facilities. If they do not, you have at best, daisy-chained a number of best-of-breed products together, but reporting is likely to be disconnected and management still will not have the 360⁰ degree view of the business it craves. In the worst case, your business will be running within silos of disconnected data, dependent on point solutions that are not integrated. Any operational efficiencies will be limited.

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Get Connected to Get Ahead

May 17, 2017 4:00:00 AM

Technological advances have changed the way we live, the way we work and our expectations.

CRM can connect your customers and your workforce and help you to exceed expectations. Not that long ago, the whole family used to have to take a trip to the supermarket on a Saturday morning to get the weekly groceries. Children were bored, the supermarket was busy and the parents must have been pretty stressed.

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5 Development Areas for Manufacturers

May 15, 2017 1:00:21 PM

With economic and political upheaval across the globe manufacturing organisations are facing challenges and opportunities. One of the hurdles emerging now has to do with the ability to harness the opportunities that will come out of new and changing markets.

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Updated Solution Release: Pipeline Snapshot Version 3.1.0 for Microsoft Dynamics

May 15, 2017 4:00:34 AM

Fullscope’s Pipeline Snapshot Solution for Microsoft Dynamics 365 (formerly Dynamics CRM) takes snapshots of opportunities at determined dates chosen by you in your CRM pipeline. The data is presented visually in CRM views, charts and dashboards, allowing you to see how your pipeline has changed and moved.

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Top 4 Reasons Digital Transformation is Key in Manufacturing

May 11, 2017 4:00:33 AM

How do you help your sales team have a more streamlined sales process? Or better manage the buying process? How do your sales managers coach their teams more effectively? In manufacturing, digital transformation is where you want to start in answering these questions. Read on for 4 reasons why digital transformation is important in manufacturing.

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Microsoft Dynamics 365 App for Outlook

May 9, 2017 4:00:19 AM

There’s a new Dynamics 365 app that will auto-install in your Outlook the next time you reopen Outlook.  The app works in Outlook 2013 or Outlook 2016, but appears differently in each version. You can also use the Dynamics 365 app from your Office 365 Outlook which you can get to using this link.

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Transforming Sales and Profits in Manufacturing with Intelligent Segmentation

May 4, 2017 4:00:49 AM

In addition to internal performance metrics and transactional data, you need a single, centralized platform for recording and managing broader intelligence. This includes research on new initiatives and investments by customers and prospects, competitor activity, economic indicators and legislation. Microsoft Dynamics 365 offers CRM technology that combines and analyzes information across multiple systems and data feeds, inside and outside the business, providing manufacturers with the 360° vision and strong account intelligence required to get ahead.

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Edgewater Fullscope Announces Sponsorship at Focus 2017, Microsoft Dynamics Users Conference

May 2, 2017 4:30:40 AM

Providing Education to AXUG, CRMUG, and PBIUG Members

Athens, AL — May 2, 2017 — Edgewater Fullscope, Inc., a wholly-owned subsidiary of Edgewater Technology, Inc. (NASDAQ: EDGW) and leading provider of Microsoft Dynamics 365 (formerly Dynamics AX and CRM) and Power BI, Microsoft’s modern technology platform, is pleased to announce an increased FOCUS sponsorship across three user groups; AXUG, CRMUG and PBIUG. Focus 2017 is the premier advanced-learning conference for Microsoft Dynamics Users, and is comprised of detailed and advanced training and workshops around Dynamics AX and CRM, and Power BI products. Focus 2017 will be held in St. Louis, MO at the St. Louis Union Station Hotel, Curio Collection by Hilton, May 8-11.

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3 Positive Impacts of Digital Transformation in Professional Services

May 2, 2017 4:00:32 AM

As a professional services organization, you have people that are working on projects, in teams. They have certain skillsets and areas of expertise. To create a successful, well-run business you need to match those skills and areas of expertise to the work you’re actually selling. By bringing these two together you work towards driving a perfect utilization scenario. Read on to see three major benefits of digital transformation in services.

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3 Manufacturing Efficiency Secrets: Lead Management and Forecasting Accuracy

Apr 27, 2017 4:00:46 AM

Secret 1 – Automate

Immediate response to leads is critical. Automating lead management maximizes efficiency and adds incredible value in lead management. It directs inquiries to the team members, whether by product specialty or geography, and notifies them in real time to prompt immediate action. Leads are also qualified more effectively by applying established best practice and business rules to ensure consistent and objective handling. Combining this with customer purchasing and quotation data, the focus of the sales team can be directed to customers and prospects with the greatest potential yield. This is essential in determining how you direct your budgets.

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Improving Sales with Dynamics 365 + LinkedIn Sales Navigator

Apr 25, 2017 9:42:40 AM

A game changing new integration announced by Microsoft and LinkedIn yesterday brings Microsoft Dynamics 365 for Sales and LinkedIn’s Sales Navigator closer and makes these products incredibly affordable together. The news comes the same day that LinkedIn announced it has 500 million members with profiles on its service.

Is this the most compelling offer in the CRM market?

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Orders are the Lifeblood of Manufacturing

Apr 20, 2017 4:00:35 AM

Manufacturing DNA

If orders are the lifeblood of manufacturing – whether from new or existing markets – then customer data is the DNA. With a customer lifecycle management strategy that has CRM capabilities at the core, you’ll gain deep insight into customer trends. This allows you to effectively manage complex sales cycles, pre-empt and respond to changing needs and achieve delivery and service excellence. Yet none of this will work unless you are capturing and maintaining accurate customer data in the first place.

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3 Steps to Starting Your Digital Transformation

Apr 19, 2017 4:00:53 AM

Digital Transformation, is already disrupting most industries and companies. Those who are out in front leveraging new strategies and tactics to improve customer acquisition, retention and loyalty will be the big winners.

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New Consumers and the True Value of Knowledge in Manufacturing

Apr 13, 2017 4:00:46 AM

Challenging sales potential

According to McKinsey, leading up to 2030 will bring a lot of change. They suggest a real sales potential for you (and every other manufacturer), but that it comes with uncertainties that competing in new markets and selling to new customer profiles brings.

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Create a Quote Template with One Click in Dynamics CRM

Apr 12, 2017 4:00:27 AM

Here are the steps you need to take to create a Quote Template in MS Word. With one click, users can generate standardized documents (like a Quote for example) that are automatically populated with CRM data. Best practice recommends 4-8 columns for a Word template in a table of line items (such as Quote Products), so that the document remains in standard Portrait orientation and Letter size.

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Edgewater Fullscope Announces Participation at the 2017 NADITA Conference

Apr 11, 2017 6:00:59 AM

Helping Equipment Dealers Transform Their Business to Win Big

Athens, AL — April 11, 2017 — Edgewater Fullscope, Inc., a wholly-owned subsidiary of Edgewater Technology, Inc. (NASDAQ: EDGW) and leading provider of Microsoft Dynamics 365 (formerly Dynamics AX and CRM), a modern technology platform for manufacturers, will be exhibiting for the second consecutive year at the 2017 NADITA (North American Dealer Information Technology Association) Conference. The NADITA Conference is the annual meeting of Caterpillar Dealer technology leaders and personnel. This event, which attracts Caterpillar dealers from around the world, will be held at the ARIA Resort & Casino in Las Vegas, April 24-27.

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Energize Your Microsoft Dynamics 365 Implementation with Omni-Channel Selling

Apr 11, 2017 5:56:05 AM

Omni-Channel Selling is one of the latest trends in sales automation, but who exactly does it apply to? By now, most companies have adopted some form of an ancillary quote and order facility to extend the process to users outside of the corporate headquarters. This is typically through a CRM application that the field sales team can use to feed new orders to the home office ERP system. However, traditionally most companies have stopped there, believing they are not the type of business that would allow non-employees to input a quote or order into their system. Today, more companies are realizing the benefits of extending the quote and order process to all of their sales channel partners.

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Top 10 Features of ClickDimensions Marketing Automation Native to Microsoft Dynamics 365

Mar 29, 2017 5:37:08 AM

The ClickDimensions marketing automation solution is natively embedded in Microsoft Dynamics 365/CRM, putting all of your sales and marketing tools and real-time data right at your fingertips. It is a fully cloud based application built on the Microsoft Windows Azure platform and integrated into Microsoft Dynamics CRM.

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More than a CRM Partner, a Business Advocate

Mar 24, 2017 4:00:56 AM

We have a lot of information online about our approach from an implementation, education and adoption standpoint. We’ve developed a very special methodology to ensure that our customers fit into the CRM success statistics vs. failed CRM implementation stats. However, before our customers ever become customers there are a few key conversations that have to happen. Towards the end of these conversations is the proposal review. I’d like to share with you a few things you can count on from our team in a proposal review:

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Dynamics 365 Insight Series On Demand

Mar 23, 2017 8:34:30 AM

Is the stage set for your company’s Digital Transformation? Watch this new series to see how you can capture new opportunities across your organization as you bring people, data and your company’s processes together. Our Dynamics 365 Insight Series is designed to provide your team with the information and perspective needed to assess where your organization currently fits in the Microsoft's New Dynamics 365 Platform. Our experts, execs and a few friends from Microsoft, participated in these sessions to provide all of the insight you need to successfully navigate your own personal Dynamics 365 journey. Join us and learn more.

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Improving Lead Qualification in Microsoft Dynamics 365

Mar 22, 2017 4:00:17 AM

When we look at the lead qualification process in Microsoft Dynamics 365, there is a standard outcome for a lead that includes creating a new Account, Contact and Opportunity when a lead is “Qualified” (see diagram of Qualifying Leads above).  When the lead is disqualified, no new records get created and in either situation the Lead record becomes a closed record in the solution.

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Success on the Plant Floor: 3 Keys to Shop Floor Optimization

Feb 18, 2017 7:28:35 PM

When it comes to warehouse management, today’s manufacturers face many challenges around shop floor optimization. Successful manufacturers require a solution that promises customers the following:

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How to Activate InsideView in Dynamics 365

Feb 7, 2017 11:57:49 AM

Microsoft has an OEM relationship with a company called InsideView for a version of their product that they are calling “Insights”. This feature shows up on Lead, Contact and Account record forms in Microsoft Dynamics 365.

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4 Ways for Equipment Dealers to Improve Account Management with Microsoft Dynamics 365

Dec 15, 2016 9:04:12 AM

Client relationships are critical for every Equipment Dealer organization where typically 80% or more of their ongoing revenue comes from existing customers. The key question for Equipment Dealers is how they can improve the way that they do Account Management with the resources and insights into the data that they have. Fullscope has created an Equipment Dealer Solution with Microsoft Dynamics 365 (the next version of Microsoft Dynamics CRM Online) that focuses on Sales, Marketing and Customer Service productivity and insights.

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Introducing Microsoft Dynamics 365

Dec 2, 2016 10:58:20 AM

By Marielena Zajac, Marketing Specialist

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Top 5 Challenges Facing Specialty Chemical Manufacturers and How to Solve Them

Aug 10, 2016 10:05:27 AM

Regulatory updates, modifications, new compliance requirements and the need to continuously make adjustments for OSHA, DHS, HCS, CFATS, REACH, FDA requirements are some of the unique challenges specialty chemical manufacturers face every day. We understand these challenges because we’ve spent over 20 years working with specialty chemical manufacturing customers.

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Who Said Field Service Has to be Complex?

Jun 28, 2016 1:29:41 PM

You could get many different opinions on what field service means to an organization. It helps them manage their field teams. It helps them schedule resources. It helps them coordinate processes both internally and externally.  All of these are true, but the biggest piece of field service is a core element of CRM: Making the experience with your customers simple and flawless, which makes your organization more valuable to your customers.

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12 Metrics to Improve Sales Coaching and ROI

Jun 23, 2016 4:16:43 PM

Let’s say you are the VP of Sales for a $250M manufacturing organization and are currently using CRM to track your opportunities and manage your sales forecast.  The good news is that at any given moment you can log into CRM and look at what the sales pipeline looks like for that month or next quarter.  You can leverage this information to be more effective on your weekly sales call and you can give a real time update at the executive meeting.  This summary is representative of the current state of many organization’s abilities to manage their sales forecast today in their respective businesses.
Have you ever stopped and asked yourself these 3 questions:

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Food Safety: Can You Survive a Recall?

May 13, 2016 2:37:59 PM

Edgewater Fullscope spends a lot of time talking with industry leaders in food manufacturing. They tell us about their pains, concerns, and the things that keep them up at night. One of the big things we hear about is the dreaded food recall, and it always comes in at the top of their worry lists.

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Zero2Ten Now Edgewater Fullscope

Apr 4, 2016 8:30:08 AM

CRM Division Adopts Corporate Name

Athens, AL — April 4, 2016 — Edgewater Fullscope, Inc., a wholly-owned subsidiary of Edgewater Technology, Inc. (NASDAQ: EDGW) and leading provider of Microsoft Dynamics AX and CRM Cloud solutions to manufacturers, announced today that it has changed the name of its CRM division, Zero2Ten, effective today, to the corporate name, Edgewater Fullscope.

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CRM Online versus CRM On-Premise - Why Choose Online?

Mar 14, 2016 6:30:46 AM

Microsoft Dynamics CRM is available in two versions: Online and On-Premise. Part of our role as a trusted Microsoft partner is to help prospective customers decide which version is right for their business. We have helped more than 1,000 CRM customers, we have the breadth of experience to help guide you based on what the experts have to say, so please talk to us about any questions you have unanswered.

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Fullscope Speakers Ready to Participate in New AXUG-led LCS Virtual Conduit Series

Jan 8, 2016 3:56:45 PM

Are you looking for more information on Microsoft Lifecycle Services (LCS), designed to help manufacturers improve the predictability and quality of their Microsoft Dynamics AX 2012 implementations by simplifying and standardizing the ERP implementation process to realize business value faster?

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Lean Manufacturing in Practice - Bittercube

Dec 23, 2015 12:17:14 PM

Here's the 2nd Lean Manufacturing blog, originally published on Edgewater Technology by Dana Diedrich

In this blog series, I’m showcasing products manufactured in my home state of Wisconsin. In addition to sharing some fun facts about the various companies and their products, I’ll be highlighting the Lean Manufacturing Principles that are best exhibited at each respective organization. These principles are derived from the Japanese manufacturing industry and center on making obvious what adds value while reducing waste muda. The six Lean Manufacturing Principles are: 1) Workplace safety, order, and cleanliness 2) Just in Time (JIT) production 3) Six Sigma quality 4) Empowered Teams 5) Visual Management 6) Pursuit of Perfection.

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AX Technical Tip: Understanding Best Practice Errors on Table Relations

Dec 11, 2015 12:47:07 PM

Insights from: Chris Jamison (Fullscope Solution Architect)

Microsoft Dynamics AX 2012 uses table relations to indicate relationships between different tables by linking a field or fields from one table to the same field or fields in another. This can be used, for example, to implement parent-child relationships such as the sales order header and its order lines.

Having table relations in place facilitates some automatic functions within the client user interface (UI). For example: field value selections from a drop-down list of valid values, automatic validation of values entered in the UI form fields, and automatic linking of parent-child records in a UI form.

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Lean Manufacturing in Practice – Foamation

Dec 9, 2015 10:01:15 AM

This blog was originally published on Edgewater Technology by Dana Diedrich

In this blog series I will be showcasing products manufactured in my home state of Wisconsin. In addition to sharing some fun facts about the various companies and their products, I’ll be highlighting the Lean Manufacturing Principles that are best exhibited at each respective organization. These principles are derived from the Japanese manufacturing industry and center on making obvious what adds value while reducing waste muda. The six Lean Manufacturing Principles are: 1) Workplace safety, order, and cleanliness 2) Just in Time (JIT) production 3) Six Sigma quality 4) Empowered Teams 5) Visual Management 6) Pursuit of Perfection.

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Cloud technology - the way to do business

Dec 9, 2015 8:24:44 AM

This is a bold statement but one I am happy to make with evidence from our customer, business process outsourcing company MSX International.
MSXI, is winning bigger deals because Microsoft’s cloud-based solutions enable them to manage more complex customers and more complex deals. In short, they can go further more efficiently.

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Zero2Ten Announces Participation in the EMEA Microsoft Dynamics Industry Partner Program

Nov 25, 2015 7:01:07 AM

Athens, AL November 25, 2015 — Zero2Ten, an Edgewater Fullscope company and wholly-owned subsidiary of Edgewater Technology, Inc. (NASDAQ: EDGW), has been selected to participate in the United Kingdom Microsoft Dynamics Industry Partner Program. Program participants are eligible for specific incentives that will help build reach and impact to customers in the manufacturing industry. The program is intended to showcase Microsoft's most successful CRM and ERP partners within specific industries, and provide investment to those partners to help them grow.

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ERP Selection Consultants: Take a Closer Look at Microsoft Dynamics AX ERP

Nov 20, 2015 5:11:29 PM

Over 17,000 worldwide companies have selected Microsoft Dynamics AX ERP, making Microsoft one of the fasting growing ERP vendors.

Are you an ERP selection consultant? Have you seen Microsoft Dynamics AX lately? If not, you should! A recent PC World article, “Microsoft Dynamics AX: A New ERP is Born, This Time in the Cloud,” noted:

"Dynamics AX is designed to offer a guided user experience that looks and works like Microsoft Office and can easily share information with tools such as Office 365 and Power BI. With its browser-based client, it's available across platforms and devices; a Windows 10 Universal App will deliver the same HTML5 experience, as will apps for iOS and Android."

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Fullscope EDGE for AX Achieves Technology Evaluation Centers (TEC) Certification Status

Nov 11, 2015 1:19:26 PM

Fullscope EDGE for AX is now certified by Technology Evaluation Centers (TEC), a leading provider of independent software research, evaluation tools and selection services. EDGE for AX completed the certification program which included a scripted product demonstration session and benchmarking analysis with a TEC research analyst.

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A Hot Session Topic at AXUG-Upgrading Dynamics AX

Oct 20, 2015 5:00:39 PM

October Blog Series: Saving Time & Energy

Insights From: Kim Stegall (Fullscope Marketing Manager, Microsoft Dynamics AX)

Talk about a hot subject― upgrading Microsoft Dynamics AX is very important to the Microsoft Dynamics AX User Group (AXUG) community. Dan Fite, Edgewater Fullscope account services executive, presented two sessions at AXUG 2015 last week: What You Must Know Before Creating Your AX Upgrade Business Case and Tools and Considerations for Estimating the Cost of Your Dynamics AX Upgrade.  Both topics drew a full house.

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AXUG Observations: Wait! Why Are You Upgrading Historical ERP Data?

Oct 15, 2015 5:30:59 PM

October Blog Series: Saving Time & Energy

Insights From: Jamie Bracewell (Edgewater Fullscope,  Director of Marketing)

Organizations continue to swim in a sea of data. When it comes to ERP upgrades, having control of your data, and determining what you really need to upgrade and what you don't, can be the difference in a smooth ride or a hair-pulling experience.

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Six Steps to Optimize Dynamics AX Performance

Oct 15, 2015 5:00:24 PM

October Blog Series: Saving Time & Energy

Insights From: Jamie Bracewell (Fullscope Director of Marketing)

AXUG 2015 Observations:  Improving AX Performance

 Apparently the topic of "Six Steps to Optimize Dynamics AX Performance" is a hot one. Edgewater Fullscope's Nigel Murdoch spoke to a packed room on Wednesday afternoon of Mic​rosoft Dynamics AX 2009 and 2012 technical users.  Part of the Fullscope Customer Support & Optimization (CSO) team, Nigel helps AX customers drive incremental business value long after the initial go live.

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AXUG & CRMUG Kicks Off with Advice from Storm Chaser George Kourounis – No Fear!​​

Oct 14, 2015 5:00:26 PM

October Blog Series: Saving Time & Energy

Insights From: Jamie Bracewell (Edgewater Fullscope, ​Director of Marketing)

Edgewater Fullscope is pleased to have a large ERP and CRM team at the AXUG and CRUMG Summits in Reno, NV, and we look forward to an exciting week with our customers, partners and Microsoft friends.

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Lifecycle Services (LCS) for Microsoft Dynamics AX Support Features

Oct 7, 2015 5:00:49 PM

October Blog Series: Saving Time & Energy

Insights From: Doug Payton (Fullscope Technical Consultant) and Sharlee Cobb (Fullscope Senior Project Manager)

The third, and final episode of Edgewater Fullscope's Lifecycle Service (LCS) podcast series takes a look at support features within LCS including the system diagnostic tool, issue search, cloud-powered support and virtual machines. Take a listen to the FullFocus episode below.

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Are you IN? CRMUG Summit 2015

Oct 2, 2015 5:28:15 AM

[vc_row][vc_column][vc_column_text disable_pattern="true" align="left" margin_bottom="0"]The CRMUG Summit 2015 is arguably one of the best Microsoft Dynamics CRM events of the year. Go All IN for four days of INcomparable learning, sharing and networking with fellow Microsoft Dynamics CRM users. If you haven't registered, then take a look at the Top 15 reasons to attend here

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Come See Us at AXUG CRMUG Summit 2015!

Oct 1, 2015 5:00:22 PM

October Blog Series: Saving Time & Energy

The AXUG Summit and CRMUG Summit are fast approaching. It is the ultimate learning and networking event for the Microsoft Dynamics® AX and CRM community and will be a great opportunity for attendees to learn and network with their peers. Fullscope and Zero2Ten have several sessions for you to choose from, from​​ optimizing AX ​to BI and reporting​ to CRM territory alignment and lead assignments. Check out our sessions below!

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Let's Keep it Simple: Data Migration

Sep 25, 2015 5:00:56 PM

September Blog Series: Innovation

Insights From: Vincent Ip (Fullscope Software Developer)

Microsoft Dynamics AX ERP introduced the Data Import/Export Framework (DIXF) feature in 2013 to simplify the process of data migration. The basic DIXF feature contains 150+ entities for end users to import data. These existing entities cover the majority of the important tables of data that can be imported into Dynamics AX. However, in order to import UOM conversions related data into AX, you must use the Custom Entity wizard feature to create a custom entity for the unit of measure conversions table.

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What a Genius Idea! For Dummies Book Series Tackles Sales Tax

Sep 22, 2015 5:00:55 PM

September Blog Series: Innovation

Insights From: Avalara (Original Article)

Edgewater Fullscope is pleased to announce the latest blog post in our monthly partner blog series. This week's post features insights from our partner Avalara, which offers end-to-end sales tax compliance software, all in the cloud. Avalara helps provide fast, easy, accurate, affordable and reliable rate calculation, certificate management and filing.

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Why You Should Attend the AXUG & CRMUG Summit 2015 in Reno-Tahoe, NV | Oct 13-16

Sep 11, 2015 5:00:52 PM

Join Edgewater Fullscope, Zero2Ten and your Microsoft Dynamics AX and CRM peers, including Microsoft MVPs, subject matter experts, and Microsoft staff at this year's AXUG Summit and CRMUG Summit event taking place October 13-16 at the Reno Convention Center in Reno-Tahoe, Nevada.

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Lifecycle Services (LCS) for AX Supports the Way You Do Business

Aug 28, 2015 5:00:08 PM

August Blog Series: Tips & Tricks

Insights From: Doug Payton (Fullscope Technical Consultant) and Sharlee Cobb (Fullscope Senior Project Manager)

The second episode of our Lifecycle Service (LCS) podcast series takes a closer look at some LCS features including: the business process modeler, the customization analysis tool and the license sizing estimator. Take a listen to the FullFocus episode below.

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5 WHS Dynamics AX Tips & Tricks

Aug 26, 2015 5:00:07 PM

August Blog Series: Tips & Tricks

Insights From: Jay Yadavalli (Fullscope Dynamics AX Consultant)

Microsoft Dynamics AX ERP offers manufacturers the Warehouse (WHS) feature, which is designed to help run more efficient operations. The module assists in improving productivity, visibility and accuracy through several features including inventory control, production processes, mobile devices and more. Maximize your Dynamics AX WHS investment with the following WHS tips & tricks:

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Tips & Tricks to Perfect your Pricing

Aug 19, 2015 5:00:00 PM

August Blog Series: Tips and Tricks

Insights From: Flintfox International

Edgewater Fullscope is pleased to announce the latest blog post in our monthly partner blog series. This week's post features insight from Annabel Matthews, Content Manager at Flintfox International, which offers a revenue management technology platform for global trade and enterprise organizations. Flintfox provides software solutions to deliver planning, promotion, advanced pricing, rebates and analytics for real-time business intelligence and long-term profitability.

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Year of The Customer

Aug 19, 2015 9:35:44 AM

[vc_row][vc_column][vc_column_text disable_pattern="true" align="left" margin_bottom="0"]Whether you are an existing Microsoft customer or not delivering consistent and higher levels of customer service are an everyday challenge. We have reviewed some of the best independent research reports and here are some of the key findings.

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Seven Tips for a Successful Enterprise Software Implementation

Aug 6, 2015 3:00:12 PM

August Blog Series: Tips & Tricks

Insights From: Seven Tips for a Successful Enterprise Software Implementation

Moving your manufacturing company forward often means implementing a new ERP software solution, like Microsoft Dynamics AX. Make sure you're getting the most out of your investment and the user adoption your company requires by laying the groundwork first. Having a plan for before, during and after the implementation can spell the difference between success and failure. Be prepared.

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What is Lifecycle Services (LCS) for Dynamics AX?

Jul 30, 2015 5:00:47 PM

July Blog Series: Hot Topics

Insights From: Doug Payton (Fullscope Technical Consultant) and Sharlee Cobb (Fullscope Senior Project Manager)

Lifecycle Services (LCS) for Microsoft Dynamics AX offers many features to customers and partners working within it – from evaluating code to transitioning an implementation project and much more. Take a listen to the FullFocus episode below, which is the first LCS podcast in our series.​

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Catch Weight Functionality Extended for Dynamics AX R3

Jul 23, 2015 5:00:45 PM

July Blog Series: Hot Topics

Insights From: Reddy Beeram (Fullscope Director of Product Development)

Our recent press release announced our new software that extends the catch weight functionality to the advanced warehouse management and transportation management modules released with Microsoft Dynamics AX 2012 R3. What does this mean for manufacturers?

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Beyond the Lean Initiative

Jun 30, 2015 5:00:21 PM

June Blog Series: A Case For…

Insights From: Industry Week Article (Beyond the Lean Initiative)

Becoming a lean manufacturer is about more than eliminating wasteful practices. It is something that must be ingrained in the DNA of the entire manufacturing business from sales to inspectors to the c-suite.  It is how a company operates—not just a baseline for everyday work. Manufacturers must truly embody lean in order to reap value from its principles.

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Fines, Recalls and Risk – Oh My! The Case for Food Traceability

Jun 25, 2015 5:00:20 PM

June Blog Series: A Case For…

Insights From: Traci Didonna (Fullscope Product Architect), Recall: The Food Industry's Biggest Threat to Profitability,FoodDive Traceability Playbook

Is your manufacturing business facing huge fines, a tarnished brand and wary consumers because your food traceability system wasn't up to the job? According to Recall: The Food Industry's Biggest Threat to Profitability, "The average cost of a recall to a food company is $10M USD in direct costs, in addition to brand damage and lost sales..." But the cost of a recall isn't just measured in dollars. It's also measured in the number of consumer's lives impacted by foodborne illness and the response time of a manufacturer.

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How Much Time (& Money) Do You Waste During an ERP Data Migration?

Jun 23, 2015 5:00:19 PM

June Blog Series: A Case For…

Insights From: Gaja Mohandass (Fullscope Senior Consultant), Marty Bullock (Fullscope Dynamics AX Engagement Manager), Shannan Tanner (Program Manager at The Shepherd Color Company)

How much time has your manufacturing business lost to an ERP data migration? For many, the process of entering large sets of data into a new system can add months onto an implementation project. It's tedious and comes with other challenges like manual entry errors and productivity downtime. Data migration is one of the most critical activities in an implementation, and poor data quality or missing data at system start up can cause an ineffective or failed implementation.

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#2 Lesson Learned – A Good Business Leader Must Serve Others First

Jun 18, 2015 5:00:18 PM

Insights from:  Kim Stegall (Fullscope Dynamics Marketing Manager)

The buzz about Alltech Rebelation, the international conference for food and beverage manufacturers and companies to explore innovation, inspiration and world-changing ideas, continues. Rebelation recently drew 3000 attendees from 68 countries, and Edgewater Fullscope, Zero2Ten and Microsoft were there as Commonwealth Club sponsors.

If you know anything about college sports you know Kentuckians are passionate about University of Kentucky (UK) basketball. Why? Because they win, and are led by Rebelation speaker, John Calipari.

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Online Bill Pay Is Reaching A Whole New Market

Jun 16, 2015 5:00:17 PM

June Blog Series: A Case For…​

Insights From: SK Global Software

Edgewater Fullscope is pleased to announce the latest blog post in our monthly partner blog series. This week's post features an article from Aynsley Keller, marketing director at SK Global Software, LLC, which specializes in global treasury automation and has over 1,300 organizations using its eBanking Suite for Microsoft Dynamics.​

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Displaying a Funnel Chart for Cases

Jun 16, 2015 11:16:28 AM

We had a customer who recently wanted to implement their application process in Dynamics CRM Online 2015 so that they could track and manage applications from initial enquiry through to approval/closure.  We utilized Cases to capture application information and the Business Process Bar to manage the stages of the application.
Once we had this in place, the customer quite reasonably wanted to see this information in a funnel chart similar to the Opportunity Sales Pipeline chart.  In this way, they could view and understand how many applications they had in each stage and see the ones that were about to close vs. those just starting the process. We thought this would be a great example to share of how our technical team help solve everyday business issues for our customers

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Empower Your Mobile Manufacturing Workforce with Dynamics AX

Jun 11, 2015 5:00:16 PM

June Blog Series: A Case For…

Today's workforce is becoming increasingly mobile, and according to the blog Mobile ERP: It Doesn't Have to Hurt! and Forrester Research three out of every 10 workers are considered fully mobile. With 30 percent of workers working remotely on a regular basis, it is growing increasingly important for manufacturers to provide its teams with the mobile tools they need to get the job done.

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A Case for Operational Excellence with Microsoft Dynamics AX

Jun 9, 2015 5:00:15 PM

June Blog Series: A Case For…

Chemical manufacturers face distinct industry challenges and require a robust ERP solution like Microsoft Dynamics AX to help achieve operational excellence. Drive process improvement and gain in-depth insights into operations by harnessing the power of Dynamics AX.

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Five Lessons Learned from Being a REBEL

Jun 4, 2015 5:00:14 PM

General C​o​lin Powell Speaks at Alltech REBELation

June Blog Series: A Case For…

Insights From: Kim Stegall (Fullscope Dynamics Marketing Manager)

Two weeks ago in Rupp Arena in Lexington, Kentucky, 3000 people from 68 countries attended Alltech Rebelation, an international conference for food and beverage manufacturers and companies to explore innovation, inspiration and world-changing ideas. Edgewater Fullscope, Zero2Ten and Microsoft were there as Commonwealth Club sponsors of the event. In its 31st year, the leadership conference offered a business, food and beverage and agriculture track, had 121 speakers and attendees included 86 business presidents from 18 countries representing $120 billion in revenue in the dairy, beef, pork, poultry, agriculture, and brewing industries just to name a few. Why did they attend?  To learn how to be rebels in their industries. Here are my five  lessons (presented in a multi-part blog series) learned from being a rebel for a week and why this marketing professional suspects these business leaders will return to Kentucky in 2016.

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AX Technical Tip: Prevent Headaches with Data Consistency Checks

Jun 2, 2015 5:00:59 PM

 June Blog Series: A Case For…

Insights From: Doug Payton (Fullscope Technical Consultant)

Microsoft Dynamics AX includes classes that check data consistency in most of the modules, and it provides a job to run all or a subset of each one. This is also sometimes called a "sanity check," which ensures the data for tables are in a valid state (for example: tables with lines each point back to a valid header, etc.) or notes that a situation shouldn't last for long (for example: sales orders on hold). It ensures that data corruption or inconsistencies (by the system or by people) can be caught early before effects are felt downstream.

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Take Two Minutes: Smarter Lead Assignments

May 26, 2015 5:00:57 PM

May Blog Series: A Recipe for…

Insights from:  Wendell Simmons (Product Management at Fullscope) and Ashley Kleeman (Fullscope Microsoft CRM Business Analyst)​

Microsoft Dynamics CRM lives at the heart of most sales pipeline processes, the place where suspects turn into possibilities, and hopefully real customers. Leads are the sales process fuel and lead-qualification is the catalyst that drives the engine. Many organizations struggle with the simplistic Lead to Opportunity model in CRM because the "Marketing Lead" to "Sales Lead" concept is missing, often creating chaos as Marketing and Sales teams collide in the lead bucket.

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A Recipe for Audit Preparation

May 21, 2015 5:00:56 PM

May Blog Series:  A Recipe For…

Insights from: Avalara

Edgewater Fullscope is pleased to announce the latest blog post in our monthly partner blog series. This week's post features our partner Avalara, which offers end-to-end sales tax compliance software, all in the cloud. Avalara helps provide fast, easy, accurate, affordable and reliable rate calculation, certificate management and filing.

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Believe It: Dynamics CRM Online Just Got Even Easier to Use with Carina Release

May 19, 2015 5:00:55 PM

May Blog Series: A Recipe For…​

Insights From: Art Small (Fullscope Solution Architect)

The spring release of Carina for Microsoft Dynamics CRM Online 2015 is here, and its new features will help make the daily roles of manufacturing sales, marketing and service people easier by providing more control over account activities, records, organization and collaboration. Let's take a closer look at the new features for each role:

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A Recipe for a Successful Microsoft Dynamics CRM Project with Your CRM Partner

May 14, 2015 5:00:04 PM

May Blog Series: A Recipe For…

Insights From: Mary Bradley (Fullscope Business Development Manager)​

When approaching a Microsoft Dynamics CRM project, there are key aspects to help create a recipe for success with your Dynamics CRM partner. Developing a thought-out project roadmap and assembling the right team of stakeholders and champions are critical components for the success of the CRM solution.  

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