Enhance Your Microsoft Dynamics 365 Solution for Productivity


Our Productivity Solutions have been developed to give you additional functionality while saving time and creating added efficiency. These solutions are built around our extensive experience with Dynamics and the 1000+ implementations we’ve partner with customers on.

Edgewater Fullscope offers a range of product enhancing solutions and add-ons that help you to get the most from your Microsoft Dynamics 365 (formerly Dynamics CRM) system.

GDPR Management

Tools to manage compliance for GDPR alignment.

The GDPR Management Solution gives you effective tools to manage your compliance with key aspects of the General Data Protection Regulation (GDPR). The solution extends relevant areas of Microsoft Dynamics 365 for Customer Engagement (CRM) core functionality to facilitate management of consent and data requests in an end to end process, storing an audit trail of key information and providing real-time reporting on compliance efforts.

Solution Guide

Radius Mapping

Display record location on a map.

The Radius Mapping Solution improves the Microsoft Dynamics 365 (formerly Dynamics CRM) “out of the box” experience by allowing easy display of related entities on a visual map based on radius from a source record. For example, an account record could have a map on the form which displays all contacts within a twenty mile radius of that account.

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Territory Management

Manage complex and numerous territories.

The Territory Management Solution adds a robust set of territory management features for account, contact, and lead records in CRM, allowing territories to be defined by ZIP/post code ranges, cities, states, and countries, uniformly or in combination with different territories defined by different levels of specificity. Records can be assigned in bulk, on demand, individually as they are created, or as part of any workflow process on a given account, contact, or lead record.

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Project Management for Microsoft Dynamics 365

Projects can be tracked and effectively managed in Dynamics CRM (now Dynamics 365).

The Fullscope Project Management Solution for Microsoft Dynamics 365 tracks projects, project items with hours, expenses and users. Your project information can be visualized in dashboards so you can see in more detail your project performance, see how your project is performing week-over-week on plan versus actuals.

Custom Fiscal Period

Define fiscal periods on any schedule.

Custom Fiscal Period Add-on for Dynamics 365 was developed by Fullscope for organizations whose fiscal year differs from a traditional calendar. Your solutions should have your business processes and structure at their core.

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One Click Copy

Clone records with a single click.

The Fullscope One Click Copy Solution for Microsoft Dynamics 365 (formerly Dynamics CRM) allows a One Click Copy function to be added to any record in the system, allowing users to easily copy individual records with one click. The process can occur in the background, or the new record can be opened in an unsaved state, allowing the user to modify the new record before committing it. Multiple entities and a mix of methods are supported in a single organization.

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QuickStart

Enhance and streamline your out-of-the-box experience.

Fullscope’s QuickStart Solution for Microsoft Dynamics 365 adds many key features developed from our experience in deploying Microsoft CRM solutions. These features include additional dashboards, charts, workflows and views that accelerate your return on investment. Why start from scratch when you can implement Dynamics 365 with CRM best practice features?

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AutoNumber

Automatically assign numbers to any record type in Dynamics 365 for Sales.

The Fullscope AutoNumber Solution for Dynamics 365 allows you to establish the number that you want to start with, prefix it with letters or an acronym and start to number each record created in the system moving forward.

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White Paper

Can You Survive a Recall?

This eBook walks through how you can resolve the top 3 food manufacturing issues and get back in control of lot traceability. You’ll learn the impact of customer experience and bi-directional communication portals. See how to prepare for a recall – creating a plan, and reviewing the latest mandatory FDA recall requirements to avoid fines. …

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Webinar

Key Considerations for Legacy Data and D365 Finance and Operations Data Migration

In this business oriented webcast, we will discuss the technologies, options, methodology and best practices for dealing with legacy data and data migration during your D365 for Finance and Operations roll out (hint: not all your data will be migrated!). Beyond the technology framework provided by Microsoft (which we will cover), we will also discuss …

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Case Study

AAA Cooper Transportation

AAA Cooper Transportation is a transportation solutions provider that offers less-than-truckload, truck load, dedicated contract carriage, brokerage, fleet maintenance, and international services. By partnering with Edgewater Fullscope for their CRM implementation, they now have a single-source solution that provides better account visibility for their sales team and allows them to better service their customers over competitors.

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