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Edgewater Fullscope Blog

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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Clean it Up: Three Things Manufacturers Should Consider When Backing Up CRM Data

Apr 1, 2015 8:00 PM

April Blog Series: Spring Cleaning

Insights From: Art Small (Fullscope CRM Solutions Consultant)

Backing up Microsoft Dynamics CRM data can help provide manufacturers with assurance that records are safe, but it is important for the data to be clean before a backup occurs. Whether Dynamics CRM is deployed on-premise or in the cloud, there are a few things manufacturers should take into account before starting the project. 

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Take Two Minutes: "Tame Duplicate Data"

Feb 16, 2015 7:00 PM

February Blog Series: Tools We Love

Insights from:  Wendell Simmons (Product Management at Fullscope) and Ashley Kleeman (Fullscope Microsoft CRM Business Analyst)

[youtube https://www.youtube.com/watch?v=SoJH-BP3l2Q]

Is your Microsoft Dynamics CRM data clean? Has it ever been? In reality, a production system is never 100% clean.  Data integration logic from other systems can catch most duplicates but not all. And users, regardless of their best intentions, can inadvertently create extra records. The results, if ignored, is a growing mountain of duplicate and extraneous data that screws up the works; reports & analytics are off, users are frustrated, and confidence in the whole process erodes. To get a perspective on the problem and the solution I called up Ashley to uncover the dirt on duplicate data.

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