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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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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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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Service, Service, Service

Sep 28, 2017 10:30:00 AM

In our previous blog- "Dynamics 365- The Art of the Possible", we discussed the importance behind Microsoft Dynamics 365 and the stride it's taking towards digital transformation. Now, let's dive deeper into the functionality of this software and what it can deliver from the CRM and Service portion of the suite

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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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Sales Forecast Accuracy Best Practices

Sep 20, 2017 6:00:00 AM

Sales pipeline consists of all opportunities at all stages in the sales cycle, and sales forecast is the salesperson’s prediction of which sales will close within a given time frame. The main difference between the pipeline and the sales forecast is the prospect must have a need that the organization can address within budget and timeframe considerations to qualify for the sales forecast. There also must be a clear understanding and agreement about the “next step.” For example:

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Dynamics 365 – The Art of the Possible

Sep 13, 2017 12:46:00 PM

What is Microsoft Dynamics 365? Before we answer this question- let's discuss what was offered before Dynamics 365. Historically, there was CRM online, which you could also get as an on premise version and there was Dynamics AXE. There was a separate system where CRM users, for the most part, functioned in a CRM environment, with minimal connections to ERP. Users would have separate CRM and ERP systems, and would have to navigate between the two in order to execute a full end-to-end process. However, Microsoft's former release rebranded these two tools and combined them in a force known as Dynamics 365.

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3 Ways CORE Leads an Organization in Becoming CRM Ready

Sep 13, 2017 9:24:00 AM

Let's first start by going through a rundown of everything we've learned so far about the CRM Ready model. The CRM Ready model is an aspirational goal that Fullscope has for our customers. We want our clients to utilize this because it has been fashioned after other companies who have been the most successful in CRM. We work to move everyone that comes on board with us towards the CRM Ready model because it works. 

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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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