Edgewater Fullscope Blog

Take Two Minutes: Smarter Lead Assignments

May 26, 2015 5:00:57 PM

May Blog Series: A Recipe for…

Insights from:  Wendell Simmons (Product Management at Fullscope) and Ashley Kleeman (Fullscope Microsoft CRM Business Analyst)​

Microsoft Dynamics CRM lives at the heart of most sales pipeline processes, the place where suspects turn into possibilities, and hopefully real customers. Leads are the sales process fuel and lead-qualification is the catalyst that drives the engine. Many organizations struggle with the simplistic Lead to Opportunity model in CRM because the "Marketing Lead" to "Sales Lead" concept is missing, often creating chaos as Marketing and Sales teams collide in the lead bucket.

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Top 7 Microsoft Dynamics CRM 2015 Features for Manufacturers

May 7, 2015 5:00:01 PM

May Blog Series: A Recipe For…

Insights From: Art Small (Fullscope CRM Solutions Consultant)

The recent release of Microsoft Dynamics CRM 2015 gives manufacturers even greater visibility into operations. It adds more built-in features and reduces the need to buy third party software or conduct custom work.  

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Microsoft Dynamics CRM 2015 Online - Lookup Account Address Via Postal Code Using Bing Maps REST Services

Apr 22, 2015 5:00:56 PM

April Blog Series: Spring Cleaning

Insights From: Mark Pitts (Fullscope Senior Developer) 

Some Microsoft Dynamics CRM users may need a way to validate an account's city and state based on the postal code, and the Geocoding Dynamics CRM Data with Bing Maps blog is an excellent resource for this issue. This blog will provide two methods of retrieving the value of the city and state/province, by passing the postal code and the country code to the Bing Maps REST Service. The first method uses a CRM plug-in. The second method uses java-script.

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Take Two Minutes: Sales Projects

Apr 14, 2015 5:00:53 PM

April Blog Series: Spring Cleaning

Insights from:  Wendell Simmons (Product Management at Fullscope) and Ashley Kleeman (Fullscope Microsoft CRM Business Analyst)

B2B sales cycles are becoming longer and more complex as competition expands. The level of detail and effort required involves more steps, communications, and resources. Many sales organizations still expect the account manager to micro-manage ever growing ad-hoc "Deal Teams" to keep the sale on track to closure.  But the reality is that modern B2B sale cycles are multi-faceted sales projects and the account manager is the project manager.  And the simple Opportunity record in Microsoft Dynamics CRM is inadequate to support the process. Acknowledging that sales should be treated and managed as projects doesn't imply that tools like Microsoft Project are the go-to solutions. These tools are designed for a different kind of project. But the familiar CRM Opportunity can be configured to provide sales with many project management benefits.

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Clean it Up: Three Things Manufacturers Should Consider When Backing Up CRM Data

Apr 2, 2015 5:00:49 PM

April Blog Series: Spring Cleaning

Insights From: Art Small (Fullscope CRM Solutions Consultant)

Backing up Microsoft Dynamics CRM data can help provide manufacturers with assurance that records are safe, but it is important for the data to be clean before a backup occurs. Whether Dynamics CRM is deployed on-premise or in the cloud, there are a few things manufacturers should take into account before starting the project. 

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Benefits of Role Tailored ERP & CRM Systems

Mar 31, 2015 5:00:48 PM

March Blog Series: Connectivity

Insights from: Jim Wright (Fullscope Director of Technology)

Manufacturing professionals navigate a great deal of data every day, and a role-tailored ERP or CRM system that fits individual needs can help make daily operations run smoother. Whether a role requires Microsoft Dynamics AX or Microsoft Dynamics CRM, effective communication is essential within each department and across the organization. The EDGE Connector, developed by Fullscope, provides a standard interface between Dynamics AX 2012 R2 and Dynamics CRM 2013 and above that helps cross-organization communication run efficiently. 

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Take Two Minutes: "Security Issues"

Mar 17, 2015 5:00:36 PM

March Blog Series: Connectivity

Insights from: Wendell Simmons (Product Management at Fullscope) and Ashley Kleeman (Fullscope Microsoft CRM Business Analyst)

[youtube https://www.youtube.com/watch?v=UviqgmiUFLI]

Nothing is as frustrating as being blocked by a vague Access Denied error. There's no clue as to what the issue is and in most organizations with integrated systems, the problem could be anywhere. That's when the support team puts on their detective hats and start the source elimination process which can be tedious. I reached out to Ashley for any quick tip to get to the ah-ha moment faster.

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Take Two Minutes: "Tame Duplicate Data"

Feb 17, 2015 4:00:48 PM

February Blog Series: Tools We Love

Insights from:  Wendell Simmons (Product Management at Fullscope) and Ashley Kleeman (Fullscope Microsoft CRM Business Analyst)

[youtube https://www.youtube.com/watch?v=SoJH-BP3l2Q]

Is your Microsoft Dynamics CRM data clean? Has it ever been? In reality, a production system is never 100% clean.  Data integration logic from other systems can catch most duplicates but not all. And users, regardless of their best intentions, can inadvertently create extra records. The results, if ignored, is a growing mountain of duplicate and extraneous data that screws up the works; reports & analytics are off, users are frustrated, and confidence in the whole process erodes. To get a perspective on the problem and the solution I called up Ashley to uncover the dirt on duplicate data.

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