Edgewater Fullscope Blog

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.

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More

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?

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More