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Edgewater Fullscope Blog

Reporting Tools — Dynamics 365 for Customer Engagement

Apr 4, 2018 7:00 AM

Now that the Dynamics 365 update (also known as version 9.0) has been out for a minute, users have had the ability to test its functionality and get a feel for what it provides. One of the more sought after questions with any new version of this application, surrounds the topic of reporting. So let’s discuss what exactly Dynamics 365’s reporting capabilities offer.

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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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How Chemical Manufacturers Can Make the Switch from Product Seller to Solution Provider

Jan 16, 2018 8:22 AM

“Chemical companies have long struggled to make the shift from ‘product sellers’ to ‘solution providers’ in the customer-facing aspect of their business. Digitisation can make a big difference in this regard.”*

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