Dynamics 365 Solutions for Complex Business Operations
When your operations don’t fit Microsoft’s Lead → Opportunity → Case model…
We build systems that do.
Two Ways to Work With Us
Most businesses need one of two things: Proven Operational Tools
(P2 Control Layer) and A Full CRM Partner (Managed Services).
We offer both.
P2 Control Layer
Proven Tools. Transparent Pricing.
You have IT support managing your Dynamics 365. But your team struggles daily: nobody checks CRM consistently, information is scattered, simple tasks take too many clicks.
P2 Control Layer gives you operational tools that actually get used:
- View Scheduler – Deliver critical data automatically
- Activity Center – See complete customer stories in one place
- P2 Tags – Group records without permanent custom fields
- Foundation Tools – Training, monitoring, support infrastructure
- Plus: Send Wizard, Lead Qualifier, and more
Monthly subscription. No long-term contracts. Starting at $395/month.
Managed Services
Your Full CRM Partner.
You don’t just need tools—you need strategy, ongoing development, proactive optimization, and someone who understands your business operations deeply.
Managed Services means we become your CRM team:
- Strategic planning and system design
- Custom development and integration
- Ongoing optimization and refinement
- Proactive support and monitoring
- Training and change management
- Everything in P2 Control Layer included
Custom partnership based on your needs. Typical engagements: $1,500-$5,000/month.
What We Specialize In
Complex Operations. Simple Solutions.
We don’t build generic CRMs. We specialize in business operations that don’t fit neatly into off-the-shelf systems.
Why P2?
What Makes P2 Different?
20+ Years of Dynamics 365 Expertise
We’ve been building custom Dynamics 365 solutions since before it was called Dynamics 365. We understand the platform—not just the features, but how to make it work for complex business operations.
We Use the Tools We Build... Every Day
P2 Control Layer runs our business. View Scheduler delivers our daily reports. Activity Center tracks our client communications. P2 Tags organizes our leads. We don’t just build tools for clients—we rely on them ourselves.
Long-Term Relationships Over Quick Sales
Many of our managed service relationships span 10-20 years. Our largest clients have been with us since the beginning. We’re not interested in quick projects—we build partnerships that last.
Who We Work With
Organizations With Complex Operations
We work across industries—manufacturing, professional services, distribution, finance—but the common thread is operational complexity. Our clients typically:
- Sell something unique (products, capacity, time, services, subscriptions)
- Manage multi-stage workflows with multiple handoffs
- Track recurring revenue or complex contracts
- Coordinate fulfillment with dependencies and constraints
- Need visibility and control, not just data storage
If your operations don’t fit neatly into generic CRM patterns, we should talk.
See How This Works
See several examples of how we’ve transformed workflow for several clients and hopefully give you some ideas for improving your own business as well.
In this video, we’ll showcase a simple yet powerful service module built for a client in the printing industry—without using traditional CRM “Cases.”
This isn’t your typical CRM Case Management solution.
Customer Service Management for an ISO-13485-compliant manufacturing client in the biotech and pharmaceutical space.
Ready to Get Started?
Two Paths. Same Expertise.
Whether you need operational tools (P2 Control Layer) or a full CRM partner (Managed Services), we’re here to help.
P2 Control Layer
Starting at $395/month for small teams
Proven operational tools with transparent pricing, ongoing support, and no long-term contracts.
Managed Services
Custom partnership based on your needs
Full CRM strategy, development, and support tailored to your operations.