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.

Read More

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.

Read More

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.

Read More

Importing Data for Speed Using Power BI with Microsoft Dynamics 365 for Customer Engagement

Sep 19, 2017 8:00 PM

In my last article Power BI Hack to Improve Power BI Speed with Microsoft Dynamics 365 (formerly Dynamics CRM), I talked about the performance issues that we commonly see when our clients are using Power BI with Dynamics. For this blog, we are going to dig a little deeper and cover one of three best practices that will address speed of importing data.

Read More

Power BI Hack to Improve Power BI Speed with Microsoft Dynamics 365 (formerly Dynamics CRM)

Sep 10, 2017 8:00 PM

Power BI is one of the best things to happen to Microsoft CRM (now Dynamics 365). If you're anything like me, you probably jumped right in as soon as it was available and started pulling in and manipulating tables, and pretty soon were slicing and analyzing CRM data in new and very exciting ways. Why read the manual when you can be building reports?

Read More

Project Service Automation for Dynamics 365 - Improving Customer Engagement

Aug 13, 2017 8:00 PM

Project Service Automation (PSA) is an end to end solution developed on Microsoft Dynamics 365 and provides functionality from quote to delivery to invoice.

Read More

Power BI – Understanding the Basic Concepts

Jul 3, 2017 8:00 PM

I’ve been asked a few times by our CRM customers to explain all the different components of Power BI so here is a summary of the key information:

Read More