I recently spent some time with Larry Bowers, the Global CRM Project Leader, a customer of ours with Aventics. I asked Larry to give a high-level background about their CRM project with us, and here's what he offered:
Have you ever tried driving to a new destination without looking at signs or a roadmap? Unless you're just naturally gifted at navigation or just really great at guessing- it wouldn't be an easy task to accomplish. Like indicated in one of our previous articles, How-to Avoid CRM Failure: Have a Training Plan, we all need guidance and training. This is why we've developed a highly structured set of courses for Dynamics 365 admins, known as The Black Belt series.Read More
In the fourth blog from our blog series on the topic of How Professional Services Organisations can thrive in times of turmoil, we explore how a good customer relationship management solution will empower your team to improve customer experience.
In our third blog from the series on the topic of How Professional Services Organizations can thrive in times of turmoil, we explore how service organizations can win more business with a great client engagement strategy.
If you know Fullscope and what we are about, you know we are all about showing our clients what success looks like when it comes to implementing solutions. We don’t focus on the failures, we just look at what is common across the companies that are successful with CRM. We then prepare all our clients throughout the project and the on-going relationship together to get the right structure in place for them to succeed and mentally prepare them for the CRM journey ahead to climb up the customer journey pyramid. As I am sure you know, it is not just about getting CRM installed and then everyone goes back to their day jobs.
Why our customers chose Dynamics 365 over Salesforce.com, here were their top 6 reasons:
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
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
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