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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Dynamics 365- Project Service Automation

Oct 18, 2017 5:00:00 AM

In our previous blog- Service, Service, Service, we discussed an overview of the functionalities offered within the CRM and Service portion of Microsoft Dynamics 365. We began with an introduction into Customer Service, Project Service Automation and Field Service.In this blog and the remaining blogs to follow, we will break down each of these service apps and explain further what can be delivered from each.

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Are You in Control of Your Sales Pipeline?

Oct 11, 2017 6:00:00 AM

The best way to keep track of and control of your sales pipeline is through customer relationship management (CRM) software (sometimes called salesforce automation (SFA)). CRM applications provide clear visibility of sales cycles by tracking prospects through each of the sales pipeline stages of your selling process. CRM systems and applications are designed to manage and maintain customer relationships, track engagements and sales, and deliver actionable data - all in one place.

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Incorporating the Corporate Training Program Leads to CRM Success

Oct 9, 2017 12:30:00 PM

In our previous article we discussed, Three ways CORE Leads an Organization in becoming CRM Ready. The CRM Ready 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 CRM Ready model, which is about training, or having a training system.

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Updated Solution Release: Equipment Dealer Solution Version 2.0.0 for Microsoft Dynamics 365 Customer Engagement

Oct 9, 2017 6:00:00 AM

Client relationships and maximizing follow on sales are critical. Most Equipment Distributors see 80% or more of their ongoing revenue come from existing customers. How can you improve Account and Sales Management with the resources and insights into your data? Fullscope has created an Equipment Dealer Solution with Microsoft Dynamics 365 that focuses on Sales, Marketing and Customer Service productivity and insights.

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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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Insights for Manufacturers: Why Empowering Employees is Integral to Industry Success

Oct 2, 2017 11:00:00 AM

In our last blog, Insights for Manufacturers: The Movement toward Employee Empowerment, we discussed the concept behind the term "employee empowerment", which is the progression toward giving employees authority to solve problems using shared information to make impactful decisions within their own sphere of influence. Now, let's discuss WHY empowering employees is so important to manufactures.

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