Insights

Create Flexible Legal Documents from your CRM

CRM𝘗𝘭𝘶𝘴³⁶⁵ | DocumentsCorePack | Microsoft Dynamics 365

In this video, I wanna show you how we set up our Master Service Plan Agreement that we offer to customers, so we can oversee their CRM systems, their Power BI systems, etc.

August 17, 2022 Read more

Generate Documents with Flexible Prompts from your CRM

CRM𝘗𝘭𝘶𝘴³⁶⁵ | DocumentsCorePack | Microsoft Dynamics 365

Welcome to the next video in our miniseries on how we use DocumentsCorePack from MS-CRM ADD-ONS here at P2 Automation.

August 10, 2022 Read more

Generate Simple Documents with your CRM

CRM𝘗𝘭𝘶𝘴³⁶⁵ | DocumentsCorePack | Microsoft Dynamics 365

Welcome to our short miniseries on how we use a product called DocumentsCorePack from MS-CRM ADD-ONS. In this miniseries, I'll show you our situations and a little bit of technical background so you can try it for yourself.

August 5, 2022 Read more

The Best Way to Integrate 2 Software Solutions: Don’t.

Business Intelligence

Every non-IT person I've ever talked to thinks it is easy to "connect" two systems. Believe me when I tell you, it is never easy.

July 29, 2022 Read more

Want A CRM? Here’s the Test to See If You Have a Process.

Business Process

There are many small businesses that would love to utilize a CRM to lighten the workload and automate repetitive tasks. And for some small businesses, a customized CRM can do just that! However, if you’re still trying to determine if a CRM will work for your business, we’ve got a test you can use to evaluate your CRM readiness. Pass this test with flying colors and you’ll get the added benefit of your custom CRM becoming even more affordable!

June 29, 2022 Read more