Insights | P2 Automation, LLC

Connecting Your Data Silos with Power BI

Business Intelligence

In “tech talk” a Data Silo is a disconnected source of data. Your CRM System is a data silo. Your Accounting system is another data silo. Your marketing database is a third. Microsoft Power BI can be the “hub” that connects it all together.

January 20, 2021 Read more

Why Would I Add Power BI to Dynamics 365 When Reports and Dashboards Are Already Included?

Business Intelligence | Microsoft Dynamics 365

If you use Microsoft Dynamics 365, you should be using Microsoft Power BI. Power BI allows everyone in the organization to get exactly the information they need from Microsoft Dynamics 365.

January 12, 2021 Read more

Insider Tip: Microsoft Dynamics 365 is Not the Only CRM Option from Microsoft

Business Intelligence | Microsoft Dynamics 365

Many people think that Microsoft Dynamics 365 is the only CRM option available from Microsoft. But I can let you in on a little insider's secret.

January 6, 2021 Read more

Our Technology Toolbox Can Solve Your Small Business Challenge

CRM𝘗𝘭𝘶𝘴³⁶⁵ | P2𝘹𝘙𝘔 | P2𝘹𝘙𝘔 Cloud

A small consulting company wants a web app to track employee time. A local insurance company wants a system to calculate policy quotes. A new coaching company wants a client portal. A growing manufacturer wants complete reports that pull data from multiple systems. A division of a medical equipment company wants a simple CRM system just to track sales.

January 2, 2021 Read more

1 Industry, 3 Sales Reps, 3 Different Power BI Reports

Business Intelligence

After working with dozens of companies on CRM reports, we thought we knew what users wanted. Last year, we built several Power BI reports and thought we’d be smart and sell them as a kit. It didn’t work.

December 28, 2020 Read more