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Fullscope Blog

A real-world look at digital transformation.

Chad Weiner

Chad Weiner
Chad is a certified and experienced Dynamics 365 CRM professional with a deep understanding of all facets of a Dynamics CRM implementation. With that, he carries in-depth knowledge and passion for helping clients make their business' more competitive, profitable and productive.
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Recent Posts

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

By Chad Weiner | May 16, 2019
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 to Easily See Resource Availability and Manage Bookings with Dynamics 365 Field Service Schedule Board

By Chad Weiner | May 1, 2019
Microsoft’s Field Service application for Dynamics 365 is a game changer for those who manage onsite service scheduling day to day. Coupled with workflow automations, a plethora of scheduling capabili[...]

Microsoft PowerApps and Power BI

By Chad Weiner | April 3, 2019
In parts one and two of our blog series, introduction to PowerApps, we introduce PowerApps and what it can do for you. To recap, with PowerApps, business experts can work more efficiently together wit[...]

What You Need to Know About the Upcoming Dynamics 365 Customer Engagement April ‘19 Release

By Chad Weiner | March 7, 2019
On February 20th, Microsoft announced the publication of the April ‘19 Release Notes, highlighting all the new features being released from April 2019 through September 2019. You can find the notes he[...]

Infographic: Top 3 Dashboards for Successful Sales Management

By Chad Weiner | February 21, 2019
You're a sales leader prepping for you weekly team meeting with sales managers. Here's how you use dashboards within Microsoft Dynamics 365 for Sales to measure progress towards sales goals: 

Get the Latest Dynamics 365 Customer Engagement News Delivered Right to Your Mailbox

By Chad Weiner | January 3, 2019
With Microsoft’s recent announcement of predictable updates with continuous deployment, it’s as important as ever to stay up to date with the latest updates being made to the product. Whether you’re a[...]

Introduction to PowerApps: What is Microsoft PowerApps?

By Chad Weiner | December 20, 2018
PowerApps is a set of technologies from Microsoft that helps us solve what I like to call the last mile of digital transformation. You have systems in place for your primary business functions: market[...]

6 Steps to Nail Your Next Big Customer Meeting with Microsoft Dynamics 365

By Chad Weiner | November 29, 2018
You have a big, important upcoming sales meeting with a major client. Where do you start your preparation? With Microsoft Dynamics 365 for Sales, all the information you need is at your fingertips. Re[...]

Microsoft Dynamics 365 for Customer Engagement: Data Management and Intelligence

By Chad Weiner | October 18, 2018
“Data is the new oil…” As the digital age continually progresses, there is an immense amount of data out there that businesses have to tap into in order to keep up with an ever-growing industry. The q[...]

Smarter Account Management in Equipment Distribution

By Chad Weiner | June 26, 2018
Do you have one place your sales team can go to see a 360 degree view of your customers? A full view of each customer can keep salespeople informed about service history for example, so they can effec[...]

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