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Edgewater Fullscope Blog

What a CEO Loves About Microsoft Dynamics 365 CRM?

Apr 18, 2018 4:32 AM

The IT and professional services industries are growing at forever increasing rates, meaning leaders within the IT field face just as many challenges in order to best fulfill their company’s success. We caught-up with a valuable customer of ours, Paul Sweeney, Executive Chairman of ANS, as Paul reflected on what he feels are the greatest modern day challenges concerning IT businesses and how Microsoft Dynamics 365 CRM has played a pivotal part in providing ANS with a powerful CRM service that not only facilitated his sales team, but assisted in continuing to grow the company.

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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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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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Solving the 3 Biggest Concerns of CPG Organizations

Feb 21, 2018 7:00 AM

According to the Deloitte Consumer Products Industry Outlook, 2018 looks to be a year of growth for the CPG industry due to stabilizing US and global economies and an increased buying ability of consumers.  What will this mean for this highly competitive industry and how will organizations drive towards leadership positions with their brands? 

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Extending and Improving a Lean Design for Power BI with Microsoft Dynamics 365 for Customer Engagement

Oct 17, 2017 8:00 PM

In the first three parts of this Power BI series, we went through building a lean data set that minimized unnecessary database queries so working with our data remained fast and painless. At the point we left it in part three, it's totally usable as is, but we can make it even better by adding some formulas and custom tables.

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Incorporating the Corporate Training Program Leads to CRM Success

Oct 8, 2017 8:00 PM

In our previous article we discussed, Three ways CORE Leads an Organization in becoming a High Performing Organization (HPO). The HPO model mirrors the actions of other companies who have been the most successful in CRM. Now let' discuss how the Fullscope corporate training program (CTP) is a part of D365 University and meshes with building block number two of the HPO model, which is about training, or having a training system.


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Power BI + Dynamics 365 (formerly Dynamics CRM): It’s all about Relationships

Oct 3, 2017 8:00 PM

When we concluded the last blog in this series Importing Data for Speed Using Power BI with Microsoft Dynamics 365 for Customer Engagement, we had all our data query work done to bring in accounts and opportunities, but it wasn't yet reportable - optionsets and lookups remained unresolved, and we couldn't look at related data across tables.

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