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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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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Improve Your Lead Nurture

Dec 12, 2017 7:00 PM

Focusing on maximising your revenues this year? Effective social selling can help to build relationships and pipelines. Read more about social selling here

Dynamics 365 connector for LinkedIn

Microsoft Dynamics 365 offers a solution that will allow you to nurture and follow-up with leads that are captured from LinkedIn ad campaigns. The connection between your organization and LinkedIn is made possible through Dynamics' 365 connector for LinkedIn.

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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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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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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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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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