Edgewater Fullscope Blog

How to Activate InsideView in Dynamics 365

Feb 7, 2017 11:57:49 AM

Microsoft has an OEM relationship with a company called InsideView for a version of their product that they are calling “Insights”. This feature shows up on Lead, Contact and Account record forms in Microsoft Dynamics 365.

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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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