Insights | P2 Automation, LLC

How to Lower the Cost of Report Building in Microsoft Dynamics 365

Business Intelligence | Microsoft Dynamics 365

There are times when you can design and build your own reports, with little or no coding, in Microsoft Dynamics 365. But sometimes you'll need a Microsoft Dynamics Partner to help. Here are a few things you can do to reduce the time and expense of the project:

November 9, 2020 Read more

Small Business Tracks Membership and Subscription Data with P2xRM

P2𝘹𝘙𝘔 Cloud

When ERP Blog LLC started in 2009, they could easily manage all the details of their ten paying members in an Excel spreadsheet. As they added more members, the spreadsheet got more complex. In 2019, when they had close to 200 paying members, the Excel spreadsheet was massive. It was time for P2xRM.

October 30, 2020 Read more

Four Ways to Build Custom Reports in Microsoft Dynamics 365

Business Intelligence

All your collected data is useless if you can't find what you need when you need it. The right reporting will keep your data organized. Here are four ways to view the data you have in your Microsoft Dynamics 365 system. Let's compare your options:

October 26, 2020 Read more

Just Say No to Boring CRM Spec Documents and Go Visual

Custom Software

I think people in my business could be using spec documents as an excuse. Spec documents are long, technical, documents that clients rarely ever read because they are as boring as it gets. They are like the term papers of the IT industry. Remember term papers?

October 9, 2020 Read more

Stop Retyping Data – Automatically Generate Contracts and Invoices From P2xRM

P2𝘹𝘙𝘔

It is time to generate a contract for your new client. You have all the details you need in Outlook, Excel or a CRM system. Many companies will open a contract template, usually in Microsoft Word, and retype the information into the appropriate fields, their eyes bouncing back and forth between the screens like a tennis match. Then it is saved, possibly on the person’s desktop using a complex naming structure and file hierarchy that makes it impossible for anyone else to find. Does that sound familiar?

October 2, 2020 Read more