Edgewater Fullscope Blog

Licensing – Transitioning from Dynamics CRM Online to Dynamics 365

Aug 8, 2017 4:00:00 AM

This year I’ve been spending a lot of time trying to identify the best route forward for each of my clients as they transition from Dynamics CRM Online to Dynamics 365. If you haven’t seen this already, Microsoft has merged its two leading business applications: Dynamics AX (ERP – Financials, Operations) and Dynamics CRM (Sales, Marketing, Customer Service etc.) into a single, overarching proposition – Dynamics 365. Microsoft’s reasoning is to be able to provide immediate access to the areas of functionality required, while giving a clear road map for expansion should you wish to underpin other areas of your organisation in the future. With this in mind, Dynamics 365 provides additional flexibility with licenses focused on the role of the user (E.g. D365 for Sales user, D365 for Customer Service user, Operations user etc.).

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The Battle to Keep Things Business as Usual

May 24, 2017 4:00:38 AM

Does your organisation need to find a tool that can help it to steer a smooth course through a changing political landscape?

We are half way through 2017 and it is business as usual. But this year, perhaps more than any other year, ensuring that it is business as usual has meant being agile enough to cope with some fairly fundamental changes. For many, maintaining business as usual is like the image of the swan moving serenely and effortlessly over the surface of the lake, while underneath its legs are frantically moving to propel it forward and steer it around any obstacles.

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Why do I need a CRM?

Oct 20, 2014 11:57:58 AM

Have you asked yourself this question recently? Have your colleagues been discussing it as well? A quick internet search can provide you with plenty of websites outlining the features and benefits of implementing a CRM solution. However, it’s not so much a question of IF you need a CRM, but rather a question of WHY you need a CRM that will help with the research and selection of the CRM solution to best fit your needs.

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Top 3 Mistakes to Avoid when Implementing your CRM Solution

Oct 13, 2014 11:56:23 AM

You’ve worked hard to land your customers. You plan on keeping your customers and offering them additional products or services to generate additional revenues, which means you need to maintain great relationships. You’ve decided you need a Customer Relationship Management (CRM) solution to accomplish this. You’re right!

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