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Edgewater Fullscope Blog

Microsoft Dynamics 365 Flow for Customer Engagement (CE)

Jul 9, 2018 7:00 AM

Microsoft Dynamics Flow has been around for a while (as long as Dynamics 365), but many organizations are still wondering, “Why might we want to use Flow?” – OR – “How can we start using Flow?” Well, those are great questions! There are many reasons that Flow could aid your organization but the primary reason we see for simple uses of Flow, is to automatically write information from Dynamics 365 for Customer Engagement to another application (I will refer to “D365 CE” or “CRM” going forward in this blog). Let’s explore a little more about the type of technology in general.

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Field Service Mobile Demo – Dynamics 365 for Customer Engagement

Jun 11, 2018 7:00 AM

Empowering field technicians on the road.

The Field Service mobile application gives field technicians the ability to pull real-time customer information while on the road. Work order mobility equips technicians with all the same information they would see in the office giving them the ability to stay connected to Dynamics 365 anywhere.   

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The Power of Connected Insights - Microsoft Relationship Sales Solution

May 23, 2018 3:50 AM

Microsoft and LinkedIn offer solutions that connect previously disconnected business data into a well-structured form that facilitates reasoning over it. The solution 'Microsoft Relationship Sales' combines the world’s leading CRM solution with the worlds leading professional networking platform. Bringing all these systems together means organizations can finally rise above the noise and make intelligent decisions.  

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Outlook Client Overview and Demo — Dynamics 365 for Customer Engagement

May 22, 2018 6:00 AM

Despite Dynamics 365’s CRM for Outlook having talks of being deprecated, Microsoft in recent months, has decided to continue developing this app and keep it within the application. Managing customer information with Microsoft Dynamics 365 is great because you are able to integrate a Microsoft Outlook account and vastly improve customer service.

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Field Service Overview and Demo — Dynamics 365 for Customer Engagement

May 2, 2018 7:00 AM

A complete field service management solution provides the best approach for enhanced customer communication and optimized scheduling services.

Have you ever called your cable service provider, waited for what seems like forever to speak with someone about an issue, only to later have their technician show up at the wrong time or not have the tools equipped to fix your problem? Situations like that can easily be avoided with the right management solution for field services. When you have the ability to properly schedule the appropriate resource based on skill set and/or location, it eliminates the occurrence of botched visits due to time mishaps or insufficient skills for that particular assignment.  Additionally, you can even enable your field service techs on a mobile device for completion of work orders, taking pictures and customer signature.

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Microsoft Dynamics 365 Outlook Client vs Dynamics 365 App for Outlook

Apr 16, 2018 7:00 AM

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

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

Mar 30, 2018 7:00 AM

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

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

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Dynamics 365 for Customer Engagement Overview + Demo

Mar 26, 2018 6:00 AM

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

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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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