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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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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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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