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Edgewater Fullscope Blog

Dynamics 365 Connector for LinkedIn Lead Gen Forms

Jun 28, 2018 3:45 AM

Generate quality leads that your sales and marketing teams can nurture and close for you. 

Do you use Sponsored Content, Sponsored InMail, or Dynamic Ads that support LinkedIn Lead Gen Forms in your advertising campaigns on LinkedIn? If you are an existing Microsoft Dynamics 365, Sales customer or reviewing a new CRM this solution is released as for Microsoft Dynamics 365 for Sales, version 9.x and Microsoft Dynamics 365 (online) 2016, version 8.2.x. In Microsoft Dynamics 365 for Marketing.

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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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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 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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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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