Business Intelligence

Best and Affordable Custom CRM Solutions for Small Business

Small business owners know all too well what it means to sacrifice for the good of their company. But one thing they should never have to sacrifice is having a quality CRM solution for the sake of saving money.

July 9, 2021 Read more

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

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

What’s New for 2021 at P2 Automation?

Business Intelligence | Business Process | CRM𝘗𝘭𝘶𝘴³⁶⁵

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

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

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