Enhancing your Microsoft Dynamics 365 (formerly Dynamics CRM) solutionfor Productivity

Our add-on Productivity solutions have been developed to give you additional functionality that is built around our extensive experience with the product.

Edgewater Fullscope offer a range of product enhancing solutions and add-ons that really help you to get the most from your CRM platform. If you would like to learn more about any of these solutions please get in touch for a demo.

Custom Fiscal Period

Define fiscal periods on any schedule not just the options available out of the box

Custom Fiscal Period Add-on for Dynamics 365 was developed for organizations whose fiscal year differs from a traditional calendar.

Record Cloning

Clone records with a single click

Fullscope’s Record Cloning Solution for Microsoft Dynamics 365 allows a clone function to be added to any record in the system. 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.

Storage Manager

Organized and efficient file storage

The Fullscope Storage Manager Solution is a standalone Windows Application that runs on a Windows based system. The application connects to Microsoft Dynamics 365 (formerly Dynamics CRM) and searches for all file attachments associated with Email records and Note records. The attachment files are transferred to Microsoft SharePoint and a direct link to the file is left behind in its place.

Print2Word

Organize output simply and directly from the CRM interface.

Fullscope’s Print2WordTM Solution for Microsoft Dynamics 365 is a semi-custom solution tailored to each client’s exact need. As such, the output is completely flexible. If you have been frustrated by the limitations or speed of the native Word-merge based document output in Dynamics, then Print2Word™ is the solution.

SmartStart

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

Fullscope’s SmartStart Solution for Microsoft Dynamics 365 adds many key features developed from our experience in deploying Dynamics. These features include additional Dashboards, Charts, Workflows and Views that accelerate your return on investment.

AutoNumber

Automatically assign numbers to any record type in CRM.

The Fullscope AutoNumber tool 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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    Ready to learn more about Microsoft Dynamics 365 through a personalized professional demo? Contact Fullscope today and start the conversation.

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