Edgewater Fullscope Blog

Microsoft Dynamics 365 Outlook Client vs Dynamics 365 App for Outlook

Apr 16, 2018 7:00 AM

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

Read More

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

Mar 30, 2018 7:00 AM

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

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

Read More

Dynamics 365 for Customer Engagement Overview + Demo

Mar 26, 2018 6:00 AM

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

Read More

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.

Read More

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.

Read More

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.

Read More