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