Insights
What we've created at P2 Automation may inspire you - and that's why we're sharing.
Automating Order Management for Faster, Smarter Workflows
Managing orders in a business with multiple departments, external customers, and complex workflows can get messy fast. That’s why we designed a custom order management process for a printing company
How to Create Email Templates for Quick Campaigns in Microsoft Dynamics 365
Quick Campaigns are an excellent way to send personalized communications to multiple contacts in Microsoft Dynamics 365, and using Email Templates makes the process even faster and more consistent. In
Personalized Emails Made Easy with Quick Campaign Templates in Dynamics 365
In the second video of our Quick Campaigns mini-series, we take the next step in email efficiency by introducing Email Templates in Microsoft Dynamics 365. If you’re looking to save
Send Bulk Emails Easily with Quick Campaigns in Dynamics 365
Are you still manually emailing one Contact at a time? With Microsoft Dynamics 365’s Quick Campaigns, you can streamline your outreach and send simple emails to multiple Contacts—no extra tools
Why We Put Invoices in a CRM—and Why You Might Want To
This may sound odd coming from someone who’s been in software development for over 30 years, but here it is: Invoices absolutely belong in your CRM. No, not for processing
What is a Master Data Manager?
In Episode 7 of Not Your Grandfather’s CRM, we highlight one of our favorite real-world process flows—built for a national client with locations across the U.S. and a CRM connected
Simplifying New Product Creation with Power Platform Automation
Introducing a new product sounds simple—until you realize it requires input from multiple people across operations, management, accounting, and IT. That’s where bottlenecks, missed emails, and miscommunication can delay your
Streamlining Sample Fulfillment with Power Platform Automation
In this episode of Not Your Grandfather’s CRM, we shift gears and dive into process automation. Businesses often rely on manual workflows, scattered emails, and inconsistent handoffs — all of
How We Helped A Biotech Manufacturer to Meet ISO-13485 Standards
In highly regulated industries like biotech and pharmaceuticals, quality control isn’t just a nice-to-have — it’s a mandate. For one of our clients, staying compliant with ISO-13485 meant they needed