Edgewater Fullscope Blog

Dynamics 365 Training Program – The Black Belt Series

Nov 17, 2017 6:00:00 AM

Have you ever tried driving to a new destination without looking at signs or a roadmap? Unless you're just naturally gifted at navigation or just really great at guessing- it wouldn't be an easy task to accomplish. Like indicated in one of our previous articles, How-to Avoid CRM Failure: Have a Training Plan, we all need guidance and training. This is why we've developed a highly structured set of courses for Dynamics 365 admins, known as The Black Belt series.

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3 Common CRM Implementation Mistakes

Oct 23, 2017 6:00:00 AM

A customer relationship management or CRM, is one of the most valuable systems that you can use to take your customer service to the next level. A good CRM can help nurture relationships, increase sales, and lower support costs. However, there are several mistakes that can kill a CRM solution before it's even fully operational. 

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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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Choosing the Right Partner for a CRM Initiative

Aug 29, 2017 4:00:41 AM

Often when working with a new customer it’s the second time they’re updating their software or kicking off a CRM initiative. Something we hear quite often in these instances is “Our last partner let us do whatever we wanted.” You CAN do almost anything with CRM. You can use it for sales, marketing, and service and roll everything out at once. However, if you do too much, or don’t focus on really important business objectives, lacking to no adoption is a common consequence. Ultimately, in these scenarios, the company ends up wasting hundreds of thousands of dollars. How do you prevent that from happening?

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The Key to Long Term CRM Success

Jun 20, 2017 4:00:00 AM

After close to 30 years helping companies implement CRM, I can tell you that there is one very simple concept that all super successful companies understand (and the others do not).

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