Edgewater Fullscope Blog

What It's Really Like to Use Microsoft Teams

Apr 25, 2018 7:00 AM

Microsoft Teams was introduced in November of 2016 as a new “chat based workspace in Office 365.” with a vision (in the form of a video) showing people from different backgrounds and cultures all gloriously working remotely and collaborating seamlessly.

So what’s it really like to use Microsoft Teams?

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

Apr 25, 2018 6:00 AM

Chemical manufacturing is a uniquely complex industry that entails substantial requirements in order to maintain compliance. With biyearly modifications, new compliance and regulatory requirements happening every single year, the ability to continually adjust for things like: GHS, FRFA, OSHA, DHS, HCS, CFET and REACH can be challenging. 

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Customer Service Portal — Dynamics 365 for Customer Engagement

Apr 18, 2018 6:00 AM

The main ingredient to most successful businesses are happy customers. When you understand your customers you then create meaningful relationships that lead to positive ROI’s and business outcomes. In order to achieve that understanding, communication is KEY and with Microsoft Dynamics for Customer Engagement – Customer Portals provide just that. 

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What a CEO Loves About Microsoft Dynamics 365 CRM?

Apr 18, 2018 4:32 AM

The IT and professional services industries are growing at forever increasing rates, meaning leaders within the IT field face just as many challenges in order to best fulfill their company’s success. We caught-up with a valuable customer of ours, Paul Sweeney, Executive Chairman of ANS, as Paul reflected on what he feels are the greatest modern day challenges concerning IT businesses and how Microsoft Dynamics 365 CRM has played a pivotal part in providing ANS with a powerful CRM service that not only facilitated his sales team, but assisted in continuing to grow the company.

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Microsoft Dynamics 365 Outlook Client vs Dynamics 365 App for Outlook

Apr 16, 2018 7:00 AM

Over the last several years, the Microsoft Dynamics 365 team has been working on the Dynamics 365 App for Outlook, otherwise known as the “Lightweight” App, a component that works with both the Outlook on desktop, Outlook on the web (aka Outlook Web Access), and in Outlook on a mobile device. As of the fall release in 2017 for Dynamics 365 for Customer Engagement (I’ll use the old prior nomenclature of “CRM” going forward), I feel the App is ready for prime-time use. But what about the classic Outlook Client software application that’s been around for as long as we can remember? Does it still work? While Microsoft announced that is was deprecated in late 2017, that decision was reversed in Q1 2018. Most users still have the lingering question: What is the difference between the two? Let’s answer that.

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Rapid CRM Which Installs in Weeks Not Months

Apr 12, 2018 4:30 AM

Businesses interested in acquiring CRM should realise there are hurdles they will face in order to get up and running. Typically, the process of installation can take months and be costly in time and lost productivity. However, there is a unique solution created by Fullscope - welcoming you to Zero2D365...

The Zero2D365 solution is a rapid, fixed fee, low cost solution to get your users up and running with Microsoft Dynamics 365 CRM.

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New Way to Power Sales Professionals

Apr 11, 2018 2:00 AM

Both LinkedIn and Microsoft endeavor to empower people and organizations. With Microsoft’s acquisition of LinkedIn in 2017, there is a great opportunity to help customers of both platforms benefit from digital technology and the new opportunities created by the digital economy.

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The Movement Towards a Fully Automated Food Lot Traceability System

Apr 5, 2018 7:00 AM

It is essential for a food and beverage manufacturers to have a system in place that offers detailed documenting in order to ensure effective and optimum food lot traceability. The manufacturing industry is rapidly evolving and there is technology available that can streamline this vital track and trace process. With end-to-end visibility and control, food process manufacturers have the ability to prepare for a recall before it happens and avoid the negative impacts of one, if it were to happen.

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Reporting Tools — Dynamics 365 for Customer Engagement

Apr 4, 2018 7:00 AM

Now that the Dynamics 365 update (also known as version 9.0) has been out for a minute, users have had the ability to test its functionality and get a feel for what it provides. One of the more sought after questions with any new version of this application, surrounds the topic of reporting. So let’s discuss what exactly Dynamics 365’s reporting capabilities offer.

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New Solution Release: Territory Management Version 2.0.0 for Microsoft Dynamics 365 for Customer Engagement

Mar 30, 2018 7:00 AM

Have you ever had a sales professional leave the company, with a new person coming in to manage that particular territory or customer set? The new seller needs to be added to the access team for all the old rep’s accounts. Sigh…does that need to be done manually? And who’s responsible? Or worse yet, 5 years from now, the original seller is still shown as the customer owner.

Thankfully, there is a simple solution for this – Territory Management for Dynamics 365 (CRM) from Fullscope. For the situation mentioned above, the territory rules for the original seller would be updated with the new seller in an easy to use, pre-built workflow. 

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Achieving Complex Chemical Manufacturing Formulations with Dynamics 365 and ProductVision®

Mar 29, 2018 7:00 AM

As a chemical manufacturer (paint, coatings, chemicals and ink), your product is unique and complex. Therefore, having the ability to create new or modify existing formulas is essential to the distinctiveness of your product. Rapidly creating and modifying formulations allow chemical companies the ability to provide value to its customers– an essential key in building brand recognition. Additionally, having the ability to adapt to specific customer needs also gives manufacturers the opportunity to enter new markets.

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Cost-Effective World Class CRM

Mar 29, 2018 3:00 AM

In the UK a staggering 99% of businesses are small-medium sized, many of which are challenged with managing their businesses data. With the new GDPR regulation coming into effect May 25th 2018 many companies are looking for a way to keep critical data concerning areas such as sales, marketing and customer service all under one umbrella and need technology, like CRM to help them.

CRM is attainable to all

Fullscope believe that everyone should benefit from using the best CRM solution no matter what the size of their business or how many licenses they want to buy. We have recognised the gap in the market for small and medium sized companies that are looking for the best CRM solution to enable business growth and efficiency in the areas which are most needed. 

What could be holding you back?

Worried about high costs?        No technical staff to install?           Staff training?

We have heard these and more concerns from hundreds of companies when they are reviewing and researching a CRM system, we’ve taken these learnings and created a unique, affordable and powerful CRM solution called Zero2D365.

The Zero2D365 solution is a rapid, fixed fee, low cost CRM solution to get your users up and running with Microsoft Dynamics 365 CRM. Dynamics 365 has been created by Microsoft to be available via the cloud and uses familiar Office interfaces so companies can get started quickly.  

Here’s how sales and marketing teams benefit from Dynamics 365:

  1. Sales – increase revenue using cost intelligent insights, win deals faster and improve prodcutivity
  2. Marketing – anticipate customer needs, uncover insights and personalize across all touchpoints

 Watch our overview video which further explains the ways in which you can profit from acquiring the Zero2D365 solutionWATCH HERE.                                              

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What Happens When Appointments Synchronize Between Dynamics 365 and Outlook

Mar 27, 2018 6:00 AM

I’ve been asked many times about how appointment records are synchronized between Dynamics 365 and Outlook.  These questions typically arise because appointments are not as easily understood as other activities such as, emails that clearly have a send button in Dynamics CRM or a Task that isn’t sent out as an email. In this article, we will look specifically at the following setup: Dynamics 365 Online, Server-Side Synchronization, and the Dynamics 365 App for Outlook

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Delivering on the 6 Best Practices for Food Safety Preventative Maintenance

Mar 26, 2018 7:00 AM

In our recent deployments of Microsoft Dynamics 365 ERP implementation projects for food companies, Fullscope’s consultants have seen an overlap between the requirement for an enterprise’s quality and food safety department and its plant maintenance challenges.

A recent article in Food Quality and Safety magazine outlines some key processes related to preventative maintenance (PM) that can help companies ensure that their production lines have adequate safety and hygiene plans to provide safe food products.

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Dynamics 365 for Customer Engagement Overview + Demo

Mar 26, 2018 6:00 AM

Historically, most companies are familiar with a siloed set of systems – ERP versus CRM. However, what began as two very different systems has now developed into a platform comprised of role-based solutions or what most would recognize as “apps” that function collectively. Microsoft has fashioned these business applications to take the function of ERP and CRM solutions and seamlessly house them on top of one common data model known as Microsoft Dynamics 365. Dynamics 365 allows you to conveniently start with just what you need and add apps as your needs grow and change.

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Webinar: Manufacturing Digital Dreams with Fullscope & AssureSign’s eSignature

Mar 22, 2018 6:00 AM

“Teamwork makes a dream work”

When you ask the CEOs of some of today’s most successful businesses, they’re likely to attribute much of their success and profitability to this or a similar ideal. In fact, one of the world’s largest tech companies—Microsoft—employs the teamwork = dreams work mentality in its One Commercial Partner group, where companies big and small can join forces to create and foster mutual successes.

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What Support and Optimization Services Should Look Like After Your ERP Becomes Operational

Mar 12, 2018 7:00 AM

Having continued, dedicated,functional and technical support after an ERP deployment can mean the difference between long term success of the implementation and poor adoption of the system. Poor adoption after an ERP implementation can be a major downfall that leads to lack of ROI and unmet business objectives. Yes, having a good system in place is one thing but ongoing support from your implementation partner is what makes the difference in the long run.

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Data Integrity— A stepping stone to GMP Compliance for Pharma Manufacturers

Mar 9, 2018 7:00 AM

What exactly is data integrity? To a pharmaceutical manufacturer, it’s everything. Reporting requirements mandated by the FDA play a major role in what’s expected of a company and conscientious companies are taking it seriously. 

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How to Prepare For a Food Recall With Microsoft Dynamics 365

Mar 8, 2018 7:00 AM

Our last blog, Avoiding 3 Biggest Negative Impacts of Food Recall, mentioned the importance of avoiding the issues that come along with a food recall. Let’s rewind a bit and discuss how crucial it is to have a system that offers reliability if a situation were to arise. Crucial steps must be taken in order to allow traceability, a process that mitigates risk, to work effectively. This is how you prepare for a recall before it even happens...

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Global Specialty Chemical Manufacturer, INOLEX Goes Live On Dynamics 365 Finance in 3 Months

Mar 7, 2018 7:00 AM

If you use organic makeup, it may contain ingredients from Fullscope customer INOLEX.

Throughout its 125-year history, INOLEX has been on the forefront of applying new technologies to anticipate and develop unique solutions for cosmetics. The team at INOLEX believes that what people put on their body matters—and they know that the right ingredients make the difference. INOLEX works closely with leading beauty care brands around the world, combining core scientific expertise with a deep understanding of market needs to deliver safe, effective and sustainable ingredients.

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Avoiding the 3 Biggest Negative Impacts of Food Recall

Feb 28, 2018 7:00 AM

In our previous blog, Are You Equipped for a Recall? The Importance of Food Lot Traceability, we discussed how crucial it is to have a trusted system in place that will allow for optimal food product tracking, as well other optimized operations within a food manufacturing organization. The ultimate goal for any organization involved with food manufacturing is avoiding a food recall and its negative impacts.

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Put Down the Pencil — A Modern Solution for Batch Records

Feb 26, 2018 7:00 AM

Maintaining consumer safety — the utmost important factor that keeps a pharmaceutical business afloat. This factor is the reason pharmaceutical manufacturing companies undergo strict regulations and assessments to ensure compliance and quality. If you’re someone involved in this industry then you understand the challenges of gathering information for every batch of product that’s produced.

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3 Options for Equipment Dealers to Maintain Consistency in Their CRM and ERP Data

Feb 23, 2018 7:00 AM

Accurate data management is a fundamental process for equipment dealers, especially between multiple systems. There are different types of methods that can be applied when managing records in Dynamics 365, specifically when it comes to ERP and CRM integration. Logging information, whether it be through your ERP system or CRM, requires careful tracking in order to maintain accurate and organized records during the constant flow of information between the two systems.  The process can be manually driven to ensure a person is reviewing each change to fully automated. 

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3 Ways Your Food or Beverage Company Can Implement an ERP Without Going Over Your Budget or Timeline

Feb 22, 2018 7:00 AM

There are risks you may be afraid to take when implementing a new system into your business — like high costs and timelines that seem never-ending. But we believe you shouldn’t have to be apprehensive when implementing a new ERP solution into your business.

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Solving the 3 Biggest Concerns of CPG Organizations

Feb 21, 2018 7:00 AM

According to the Deloitte Consumer Products Industry Outlook, 2018 looks to be a year of growth for the CPG industry due to stabilizing US and global economies and an increased buying ability of consumers.  What will this mean for this highly competitive industry and how will organizations drive towards leadership positions with their brands? 

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Are You Equipped for a Recall? The Importance of Food Lot Traceability

Feb 12, 2018 12:14 PM

Food recalls are a nightmare for anyone involved. As a food manufacturer, there’s nothing worse than being stuck in the middle of a product recall—and without a modern software system, the consequences are nightmarish. Running your organization with the tools to help optimize operations and streamline food product tracking and recall activities can make the world of a difference.

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3 Data Prep Tips and Things to Consider Before Importing Data in Microsoft Dynamics 365 for Sales

Feb 7, 2018 12:41 PM

There’s nothing worse than having unorganized records within your organization. Keeping data clean and up to date can become a daunting task but with these tips on data prepping and importing, this critical process within Dynamics 365 for Sales can be simplified. 

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International Production & Processing Expo (IPPE) 2018

Jan 30, 2018 11:10 AM

International Production & Processing Expo (IPPE) is the largest annual poultry, meat, and feed industry event. It brings in 1,200 exhibitors and a whopping 30,000 visitors who are buyers and sellers of the latest technology of products and services. Of those visitors, 8,000 of them are international, spanning 129 countries. The event will be held January 30-February 1, 2018 in Atlanta, Georgia at the Georgia World Congress Center. Attendees will be able to walk through more than 12 acres featuring the latest advancements across the three integrated industries, and get hands-on experience with over 1,100 interactive exhibits.

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Improve Customer Satisfaction with Every Interaction

Jan 26, 2018 9:24 AM

“Maximising satisfaction with customer journeys has the potential not only to increase customer satisfaction by 20 percent but also to lift sales revenue by up to 15 percent while lowering the cost of serving customers by as much as 20 per cent.”*

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How CRM Can Help Manage Employee Expectation

Jan 19, 2018 8:34 AM

“Employees who are engaged and thriving are 59 percent less likely to look for a job with a different organisation in the next 12 months”*

Customer satisfaction is not just for external customers. The challenge for financial services firms is to find and keep talented employees, who are vital to the continuity and success of their business. Keeping those employees happy and engaged will help to retain them.

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Getting to the Heart of Data for Life Science Organisations

Jan 18, 2018 8:32 AM

“The New Health Economy will focus increasingly on paying for the value rather than the volume of medical care; in other words, it will be a more consumer-facing industry.”*

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How Aventics Built a Strong CRM Foundation

Jan 17, 2018 11:50 AM

Have you been following along with the Aventics story? Aventics, is one of the world's leading manufacturers of pneumatic components, systems, and customer-specific applications. In a nutshell, they do pneumatic engineering to provide products and services for industrial automation. They engaged with Fullscope on their CRM initiative a couple years back, and I've really enjoyed watching their story unfold.

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How Chemical Manufacturers Can Make the Switch from Product Seller to Solution Provider

Jan 16, 2018 8:22 AM

“Chemical companies have long struggled to make the shift from ‘product sellers’ to ‘solution providers’ in the customer-facing aspect of their business. Digitisation can make a big difference in this regard.”*

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Did You Know that PointDrive is Included in Microsoft’s Relationship Sales Solution?

Jan 15, 2018 8:20 AM

Focusing on maximising your revenues this year? Effective social selling can help to build relationships and pipelines. Read more about social selling here

My colleague recently wrote an article the right sales tools for relationship selling and talked about the Microsoft Relationship Sales Solution (MRSS). I want to share with you one of my favorite tools that comes with MRSS - PointDrive.

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How Manufacturers Can Make Use of the Industrial Internet of Things (IIOT), Data and Security to Make Informed Decisions

Jan 10, 2018 8:23 PM

The IIoT is the manufacturers’ version of the Internet of Things, (think smart watches or smart fridges), where sensors embedded in technology collect data and analyse it. In the IIoT, these sensors can collect data from machinery on the production line to help with maintenance, prevent stoppages and increase efficiency. Data collected from the sensors, combined with data from CRM, ERP and other digitised services, can be analysed and will help to make the factory not only more efficient, but more effective too.

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Increase Forecast Accuracy With This Easy Tool

Jan 10, 2018 1:26 PM

Fullscope's Forecast Accuracy for Microsoft Dynamics 365 (formerly CRM) takes the guess work out of how accurate your sales team is when providing pipeline reports. The solution provides a trend of how accurate your sales team has been at forecasting their opportunities. The tool is based on the current pipeline, or even an individual deal that a sales representative is forecasting.Forecast Accuracy answers three key questions:

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Can Your Building Materials Manufacturing Company Handle the Demands After a Major Hurricane?

Dec 20, 2017 1:56 PM

Hurricanes are the most destructive—and one of the most regular—natural disasters, causing an estimated $28 billion in damage per year. However, this year has seen over $300 billion in damage from three major hurricanes: Harvey, Irma and Maria.  The demand for building products is set to grow drastically over the next several years, as residents and businesses in these regions start to rebuild their communities.

If you look at a similar case of Hurricane Katrina, which caused roughly $200 billion of damage, most of the rebuilding construction happened two to three years after the hurricane, but even 12 years later, there are still rebuilding projects in the works.  After Hurricane Harvey this year, some industries have already seen over a 1,000% increase in activity. The rush to rebuild so much at the same time sends shock waves through the entire supply chain of building materials manufacturers scrambling to meet the demand, not to mention managing rises in raw materials pricesThe impact is profound and long lasting for the Industry and much is at stake.  Companies need to have the right systems in place to effectively manage their way through the challenges. 

With the right ERP system, building products manufacturers can be ready to meet the market demands following large natural disasters. You need a flexible system that provides reliable planning and scheduling, tools to manage costs and pricing, and with strong analysis tools to understand performance at any moment.  It’s all about proactive management and making quick decisions.  With Microsoft Dynamics 365 these features are readily available and easy to configure to meet your needs, and those of your customers.  Check out our fact sheet for building products manufacturers, and contact us to learn more about how Fullscope can help implement an ERP system that works for you.

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Updated Solution Release: Radius Mapping Version 2.0.1 and Fullscope Chart Maps for Microsoft Dynamics 365

Dec 20, 2017 1:52 PM

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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Snowball Challenge

Dec 19, 2017 2:07 PM

One of our clients have thought up a brilliant way to incorporate the Christmas spirit into driving their end users into updating and enriching data in D365 CRM. In our monthly session together back in October, yes I know we shouldn’t be talking about Christmas in October, we were talking about ways to get adoption and to get end users to make sure their data is correct, up to date and all the information they know has been completed in CRM, therefore we flippantly discussed incorporating a Christmas challenge and incentive to drive people into the system and to also get people to review and improve the account data that they have a relationship with. In the next monthly session we had together the admin team, along with Leadership team communicating out the “Christmas Challenge” and incentives, demonstrated their unique way to bring a bit of fun and internal office competition into updating data in CRM with a Christmassy feel to the whole experience.

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New Solution Release: Territory Management Version 1.0.0 for Microsoft Dynamics

Dec 17, 2017 7:00 PM

About the Solution

Fullscope has released version 1.0.0 of the Territory Management Solution, which adds a robust set of territory management features for account, contact, and lead records in CRM, allowing territories to be defined by ZIP/post code ranges, cities, states, and countries, uniformly or in combination with different territories defined by different levels of specificity.

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Digital Transformation— A Necessity or Nuisance?

Dec 14, 2017 7:00 PM

In a recent article from Industry week entitled, Unmasking Digital Transformation: 6 B2B Drivers for 2018, they stated, "The reality is that digital transformation is no longer a "luxury to be addressed when companies get around to improving—it's now an imperative for bottom-line growth." This matter of digital transformation, although becoming increasingly popular, is still a notion that many business owners in the manufacturing industry fail to realize is critical.

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Professional Services: the Robots may be coming but Humans have a Job still to do!

Dec 13, 2017 7:00 PM

Digital transformation in the workplace of customer interactions have led to predictions of wholesale job losses, not least, in professional services. Sectors predicted to be most at risk are banking, accountancy, tax and insurance. The big Industry 4.0 shift now overturning traditional business models of silo thinking, and the access and distribution of data information systems, will indeed, drive the urgent digital upskilling needed for a maximised 360 customer experience at all touchpoints.

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Improve Your Lead Nurture

Dec 12, 2017 7:00 PM

Focusing on maximising your revenues this year? Effective social selling can help to build relationships and pipelines. Read more about social selling here

Dynamics 365 connector for LinkedIn

Microsoft Dynamics 365 offers a solution that will allow you to nurture and follow-up with leads that are captured from LinkedIn ad campaigns. The connection between your organization and LinkedIn is made possible through Dynamics' 365 connector for LinkedIn.

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3 Ways CRM Can Benefit Your Business

Dec 11, 2017 7:00 PM

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 11, 2017 7:00 PM

“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 10, 2017 7:00 PM

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 10, 2017 7:00 PM

 Focusing on maximising your revenues this year? Effective social selling can help to build relationships and pipelines. Read more about social selling here

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.

The problem may be that we have too much information, with too little insight.

Meet the Microsoft Relationship Sales Solution that Combines CRM + LinkedIn

The new integration between Dynamics 365 and LinkedIn (Microsoft Relationship Sales Solution) helps you and your team deliver better outcomes in relationship sales. In fact, Nucleus Research, an analyst company, determined that companies that use Microsoft Dynamics 365 + LinkedIn for relationship sales can increase sales productivity by 12% to 15%.

Article: The Starting Points for Relationship Selling

Using insights from LinkedIn Sales Navigator and LinkedIn's 500 million professionals, the Microsoft Relationship Sales Solution dramatically increases your effectiveness by tapping into your professional networks and relationships, giving you the ability to improve your pipeline. The solution offers:

  • Access to 500 million LinkedIn professional profiles including photos, current roles, and work history. With this, you can gain both a better understanding of your current customers and use the network to identify new leads.
  • Recommendations for your next-best action within Dynamics 365 based on combined signals from e-mail, Microsoft Dynamics 365 for Sales, and LinkedIn. Suggested actions are artificial intelligence (AI) based and include suggestions for introductions and connection requests, as well as suggestions for sending InMail and messages. You'll also receive suggestions for icebreakers, such as news articles and shared connections, for when you engage with new customers.
  • Notifications on buyer relationship health including upcoming meetings, how many e-mails have been exchanged, their level of engagement, and identifies email messages that may be waiting for a reply from you.
  • Notifications on updates such as news mentions and job changes. This allows you to tailor the conversations for each specific buyer in real time throughout the account lifecycle.
  • Access to PointDrive (we'll share more on this next month, but you can check out this presentation as a PointDrive example).

Watch our latest webcast NEXT GENERATION SELLING WITH MICROSOFT AND LINKEDIN

Download your guide to maximising revenue with social selling

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One Real-life Application of BI in CPG Manufacturing

Dec 7, 2017 7:00 PM

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 6, 2017 7:00 PM

“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 5, 2017 7:00 PM

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 5, 2017 7:00 PM

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:

  1. They were struggling with re-plaforming their legacy Hyperion Essbase BI solution, to a Microsoft-centric platform.
  2. They needed a solution to effectively integrate legacy ERP data with the new Dynamics AX data for reporting and analytics post AX go-live. 
  3. They understood they needed a data warehouse for operational reporting, and did not have time to develop it greenfield.

Per Vance, “We chose Fullscope's Reporting & BI Accelerator because it could help us address our key challenegs related to reporting in Dynamics AX, in an automated fashion without having to create massive amounts of SQL code to do that. We also found that the price of the accelerator package was very attractive, as the closest competitor could not match the capabilities along with the price. It was highly cost effective and highly effective in addresing our business problems.”

Fullscope's BI practice area is a growing area of Fullscope's business. If you, too, are experiencing similar challenges, then Fullscope’s Reporting & BI Accelerator could be your solution. To hear more about Vance’s experience with our Accelerator, the business value realized, and increased efficiency in delivering reporting to his organization, watch the webcast - Customer Success Stories with Fullscope's Reporting and BI Accelerator.

 

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From Manufacturer’s Silo Struggle To CRM Perfect Performance

Dec 4, 2017 7:00 PM

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 3, 2017 7:00 PM

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 29, 2017 7:00 PM

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 27, 2017 7:00 PM

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 20, 2017 7:00 PM

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 19, 2017 7:00 PM

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 16, 2017 7:00 PM

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 15, 2017 7:00 PM

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 15, 2017 7:00 PM

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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3 Challenges that Prevent Sales Professionals from Creating Relationships

Nov 14, 2017 7:00 PM

 Focusing on maximising your revenues this year? Effective social selling can help to build relationships and pipelines. Read more about social selling here

My colleague recently wrote an article The Starting Points for Relationship Selling. I'm a big believer in relationship selling and wanted to dig into some of the common challenges we have in getting the ball rolling and creating relationships.

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When Manufacturer Mindset Prevents Realigning With The New Digital Order

Nov 13, 2017 7:00 PM

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

Nov 13, 2017 7:00 PM

 

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

Nov 12, 2017 7:00 PM

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 8, 2017 7:00 PM

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 7, 2017 7:00 PM

 

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 2, 2017 8:00 PM

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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Transforming Lives with CRM at the Heart

Nov 1, 2017 8:00 PM

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

Nov 1, 2017 8:00 PM

 

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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Dynamics 365- Customer Service

Oct 30, 2017 8:00 PM

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 29, 2017 8:00 PM

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 22, 2017 8:00 PM

 

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 17, 2017 8:00 PM

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 17, 2017 8:00 PM

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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The Starting Points for Relationship Selling

Oct 15, 2017 8:00 PM

 Focusing on maximising your revenues this year? Effective social selling can help to build relationships and pipelines. Read more about social selling here

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

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Are You in Control of Your Sales Pipeline?

Oct 10, 2017 8:00 PM

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

Oct 8, 2017 8:00 PM

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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Incorporating the Corporate Training Program Leads to CRM Success

Oct 8, 2017 8:00 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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Power BI + Dynamics 365 (formerly Dynamics CRM): It’s all about Relationships

Oct 3, 2017 8:00 PM

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 2, 2017 8:00 PM

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

Oct 1, 2017 8:00 PM

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

Oct 1, 2017 8:00 PM

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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Service, Service, Service

Sep 27, 2017 8:00 PM

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 25, 2017 8:00 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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Sales Forecast Accuracy Best Practices

Sep 19, 2017 8:00 PM

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

Sep 19, 2017 8:00 PM

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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Webinar: Automated Validation Testing of Dynamics 365

Sep 17, 2017 8:00 PM

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 13, 2017 8:00 PM

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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3 Ways CORE Leads in Becoming a High Performing Organization

Sep 12, 2017 8:00 PM

Let's first start by going through a rundown of everything we've learned so far about the High Performing Organization (HPO) model. The HPO 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 HPO model because it works. 

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Dynamics 365 – The Art of the Possible

Sep 12, 2017 8:00 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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Power BI Hack to Improve Power BI Speed with Microsoft Dynamics 365 (formerly Dynamics CRM)

Sep 10, 2017 8:00 PM

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 4, 2017 8:00 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 28, 2017 8:00 PM

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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How Cadence Drives Accountability and Successful CRM Initiatives

Aug 22, 2017 8:00 PM

In recent articles, I’ve talked about who we are trying to help our customers become (organizations with successful CRM initiatives!), and touched on the two models that we use to try and help them get there.

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Are You a Social Seller?

Aug 21, 2017 8:00 PM

 Focusing on maximising your revenues this year? Effective social selling can help to build relationships and pipelines. Read more about social selling here

Modern social selling isn’t complex, and (mostly) doesn’t require any specialized skills. However, it does require a different way of thinking about the sales process.

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

Aug 20, 2017 8:00 PM

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 16, 2017 8:00 PM

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 15, 2017 8:00 PM

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 13, 2017 8:00 PM

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 10, 2017 8:00 PM

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 7, 2017 8:00 PM

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 6, 2017 8:00 PM

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 3, 2017 8:00 PM

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 3, 2017 8:00 PM

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 8:00 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

Jul 31, 2017 8:00 PM

In my previous article, I talked about the first of three building blocks in the High Performing Organization 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 8:00 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 23, 2017 8:00 PM

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 17, 2017 8:00 PM

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 13, 2017 8:00 PM

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 12, 2017 8:00 PM

In my last post, The Key to Long Term CRM Success, I focused on the High Performing Organization (HPO) 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 10, 2017 8:00 PM

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 9, 2017 8:00 PM

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 6, 2017 8:00 PM

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 4, 2017 8:00 PM

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 8:00 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 27, 2017 8:00 PM

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 27, 2017 8:00 PM


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How Service Firms can Start Improving Customer Experience

Jun 26, 2017 8:00 PM

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?

To begin transforming your customer experience, start by mapping the ‘outside-in’ view of the customer journey to the ‘inside-out’ view of your business management lifecycle. It’s crucial to understand how all customer interactions across web, mobile, social, tele, etc. are working for or against all your firm. This exercise will show you what actions you need to take to improve key touch points and deliver a consistent and superior customer experience. It’s also important to not only identify misalignments between expectations and execution, but to understand why they might be occurring.

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

Start asking questions to your current customers such as, “Which experiences are important you?” and “Which experiences or interactions do you perceive as good today?”. Gathering this type of feedback from your customers will help determine which touch points you need to prioritize for improvement.

Firms that ask the right questions and evaluate all touch points across their business are able to modify key processes that ultimately have a big impact on customer experience.

If you are looking for more information on improving customer experience, download the eBook below.

 

eBook: 3 Tips to Improve Customer Experience

 

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Join us at UG Summit 2017

Jun 22, 2017 8:00 PM

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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New LinkedIn Integration = Warm Leads

Jun 21, 2017 8:00 PM

 Focusing on maximising your revenues this year? Effective social selling can help to build relationships and pipelines. Read more about social selling here

I’m always looking for intelligent ways to produce warm leads for our sales team at Fullscope.

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Why Customer Experience is the Biggest Revolution in Customer Service

Jun 20, 2017 8:00 PM

 

"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 19, 2017 8:00 PM

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 18, 2017 8:00 PM

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 14, 2017 8:00 PM

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 13, 2017 8:00 PM

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 11, 2017 8:00 PM

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 6, 2017 8:00 PM

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 5, 2017 8:00 PM

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 4, 2017 8:00 PM

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 1, 2017 8:00 PM

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

May 31, 2017 8:00 PM

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 30, 2017 8:00 PM

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

May 29, 2017 8:00 PM

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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Updated Solution Release: Forecast Accuracy Version 3.1.0 for Microsoft Dynamics

May 29, 2017 8:00 PM

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

May 24, 2017 8:00 PM

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 23, 2017 8:00 PM


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 22, 2017 8:00 PM

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 21, 2017 8:00 PM

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 21, 2017 8:00 PM

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 17, 2017 8:00 PM

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 16, 2017 8:00 PM


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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Updated Solution Release: Pipeline Snapshot Version 3.1.0 for Microsoft Dynamics

May 14, 2017 8:00 PM

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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5 Development Areas for Manufacturers

May 14, 2017 8:00 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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Top 4 Reasons Digital Transformation is Key in Manufacturing

May 10, 2017 8:00 PM

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 8, 2017 8:00 PM

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 3, 2017 8:00 PM

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 1, 2017 8:00 PM


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 1, 2017 8:00 PM

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 26, 2017 8:00 PM


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 24, 2017 8:00 PM

 Focusing on maximising your revenues this year? Effective social selling can help to build relationships and pipelines. Read more about social selling here

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 19, 2017 8:00 PM


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 18, 2017 8:00 PM

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 12, 2017 8:00 PM


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 11, 2017 8:00 PM

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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Energize Your Microsoft Dynamics 365 Implementation with Omni-Channel Selling

Apr 10, 2017 8:00 PM

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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Edgewater Fullscope Announces Participation at the 2017 NADITA Conference

Apr 10, 2017 8:00 PM


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

Mar 28, 2017 8:00 PM

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 23, 2017 8:00 PM

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 22, 2017 8:00 PM

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 21, 2017 8:00 PM

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 7:00 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 6, 2017 7:00 PM

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 14, 2016 7:00 PM

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 1, 2016 7:00 PM

By Marielena Zajac, Marketing Specialist

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