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
Insights
What we've created at P2 Automation may inspire you -
and that's why we're sharing.
and that's why we're sharing.
2020 has been a challenging year in so many ways. From a business perspective, we're more optimistic about the future than we were this time last year, and we'd like to share some of the things we're bringing to our small business clients in 2021.
December 21, 2020 Read more
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
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
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