Edgewater Fullscope Blog

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.

Download our eBook - Making it count and learn how to:

  • Empower your staff with digital insight
  • Better allocate tasks and responsibilities
  • Provide full visibility of project status
  • Identify where staff are struggling and need help

Being happy and engaged is not just to do with pay rises and perks, however. An employee who is empowered to do their job to the best of their ability is likely to be more satisfied than one who struggles to find what is needed to help them to do their job. The flow of information and data about customers and prospects, and the full visibility of the pipeline that CRM offers, can ease the work of anyone who is dealing with clients. They will have all the information they need at their fingertips.

Accountancy and financial services firms have much to gain by investing in technology that will help them to meet the challenges of the next few years. A CRM system can help to make the business more efficient and effective, it will help to keep employees engaged and productive, it will ensure that customers are satisfied, and it will help to build new business. See how we have helped BDO Drive UK do just that, learn about their success HERE. 

*SOURCE: Gallup

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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

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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3 Ways to Improve Your CRM Initiative

Jan 3, 2018 1:42 PM

New generation CRM systems are helping businesses both big and small succeed. However, many organizations aren't making the most of their CRM systems.

Today's CRM solutions come with powerful features, but complexity isn't always a good thing because it can be very disruptive and distracting.

To be successful with CRM, you need to eliminate features that aren't crucial to your business. With that said, here are 3 ways you can improve your CRM initiative:

#1 Focus on What Matters

Maintain a clear focus on what matters to your customers. Don't be swept away by every shiny new feature and capability of CRM system.

The primary purpose of CRM is to make your employees more productive, so eliminate features that aren't contributing to that purpose.

Growing your business and improving customers' experience are what matter most.

#2 Keep it Simple

Despite the benefits of a CRM system, it won't fulfill its potential if your employees can't use it.

Your CRM system should make tasks easier and not add to the responsibilities of your employees. An intuitive and easy-to-learn CRM system will help drive adoption.

#3 Look to the Future

A good CRM solution should be able to support your business model and processes. It should be flexible and adaptable to the changing needs of your organization. Ideally, you need CRM system that can evolve with your business and industry.

 Check out this quick video on improving your CRM initiative from my colleague Patrick Lewis.

 
Are you looking for ways to improve your CRM initiative? Please   contact us here  and we'll schedule a time to connect.
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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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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

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

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One Real-life Application of BI in CPG Manufacturing

Dec 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:

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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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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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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 an Organization in Becoming CRM Ready

Sep 12, 2017 8:00 PM

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

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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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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 CRM Ready Organizational Modelorganizational structure. In this blog, I’ll dive into building block number two, which is about training, or having a training system.

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Partner and Offer a Full Service Solution

Jul 24, 2017 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 CRM Ready Model.  It is a model based on the systems and processes we have seen the most successful organizations implement to get the most from their CRM initiative.

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Enable Relationship Intelligence and Transform your Customer Experience

Jul 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?

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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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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

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

Aug 9, 2016 8:00 PM

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

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Who Said Field Service Has to be Complex?

Jun 27, 2016 8:00 PM

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

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12 Metrics to Improve Sales Coaching and ROI

Jun 22, 2016 8:00 PM

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

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Food Safety: Can You Survive a Recall?

May 12, 2016 8:00 PM

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

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Zero2Ten Now Edgewater Fullscope

Apr 3, 2016 8:00 PM


CRM Division Adopts Corporate Name

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

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

Mar 13, 2016 8:00 PM

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

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

Jan 7, 2016 7:00 PM

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

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Lean Manufacturing in Practice - Bittercube

Dec 22, 2015 7:00 PM

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

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

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AX Technical Tip: Understanding Best Practice Errors on Table Relations

Dec 10, 2015 7:00 PM

Insights from: Chris Jamison (Fullscope Solution Architect)

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

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

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Lean Manufacturing in Practice – Foamation

Dec 8, 2015 7:00 PM

This blog was originally published on Edgewater Technology by Dana Diedrich

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

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Cloud technology - the way to do business

Dec 8, 2015 7:00 PM

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

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Zero2Ten Announces Participation in the EMEA Microsoft Dynamics Industry Partner Program

Nov 24, 2015 7:00 PM

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

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

Nov 19, 2015 7:00 PM

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

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

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

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

Nov 10, 2015 7:00 PM

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

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A Hot Session Topic at AXUG-Upgrading Dynamics AX

Oct 19, 2015 8:00 PM

October Blog Series: Saving Time & Energy

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

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

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Six Steps to Optimize Dynamics AX Performance

Oct 14, 2015 8:00 PM

October Blog Series: Saving Time & Energy

Insights From: Jamie Bracewell (Fullscope Director of Marketing)

AXUG 2015 Observations:  Improving AX Performance

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

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

Oct 14, 2015 8:00 PM

October Blog Series: Saving Time & Energy

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

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

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