Edgewater Fullscope Blog

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

Oct 18, 2017 6:00:00 AM

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

Oct 4, 2017 6:54:00 AM

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

Sep 20, 2017 10:54:00 AM

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.

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3 Ways CORE Leads an Organization in Becoming CRM Ready

Sep 13, 2017 9:24:00 AM

Let's first start by going through a rundown of everything we've learned so far about the CRM Ready model. The CRM Ready model is an aspirational goal that Fullscope has for our customers. We want our clients to utilize this because it has been fashioned after other companies who have been the most successful in CRM. We work to move everyone that comes on board with us towards the CRM Ready model because it works. 

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

Sep 11, 2017 7:00:00 AM

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?

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Choosing the Right Partner for a CRM Initiative

Aug 29, 2017 4:00:41 AM

Often when working with a new customer it’s the second time they’re updating their software or kicking off a CRM initiative. Something we hear quite often in these instances is “Our last partner let us do whatever we wanted.” You CAN do almost anything with CRM. You can use it for sales, marketing, and service and roll everything out at once. However, if you do too much, or don’t focus on really important business objectives, lacking to no adoption is a common consequence. Ultimately, in these scenarios, the company ends up wasting hundreds of thousands of dollars. How do you prevent that from happening?

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Adopt2Win - More Than Just Support

Aug 17, 2017 7:00:57 AM

Are you familiar with the Adopt2Win program here at Fullscope? It's more than just support, it's a proven path to adoption. We believe the most successful implementations are the ones that continue the journey until every employee in the company is a Microsoft Dynamics 365 advocate, which is why we commit to your success even after you go live. Our program is built to deliver the perfect combination of proactive services and reactive support that is necessary to ensure your solution delivers on all the expectations of your users and executives and helps you achieve your Business Outcomes.

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How Technology can Drive your Customer Service Transformation

Jul 18, 2017 4:00:55 AM

Progressive service firms understand the need to replace outdated and disparate technologies with holistic solutions that integrate sales, service and marketing efforts. Today’s cloud based technology solutions enable services firms to connect with employees and customers at any time, across any device - a level of connectivity that legacy systems can’t provide. To truly drive a transformation in your customer experience, you have to consider the changing role that technology plays in your business. Begin by considering what areas of the customer experience you want to prioritize for improvement and what business impact you’re looking to achieve. Once you’ve identified your key business outcomes or goals, you can work with a trusted technology advisor to build a plan for the underlying technology you’ll need.

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Setting your Business up for Successful CRM: Organizational Structure is Key

Jul 13, 2017 4:00:37 AM

In my last post, The Key to Long Term CRM Success, I focused on the CRM Ready Model.  It is a model based on the systems and processes we have seen the most successful organizations implement to get the most from their CRM initiative.

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