What is a Master Data Manager?
In Episode 7 of Not Your Grandfather’s CRM, we highlight one of our favorite real-world process flows—built for a national client with locations across the
Microsoft Dynamics 365
Simplifying New Product Creation with Power Platform Automation
Introducing a new product sounds simple—until you realize it requires input from multiple people across operations, management, accounting, and IT. That’s where bottlenecks, missed emails,
Streamlining Sample Fulfillment with Power Platform Automation
In this episode of Not Your Grandfather’s CRM, we shift gears and dive into process automation. Businesses often rely on manual workflows, scattered emails, and
How We Helped A Biotech Manufacturer to Meet ISO-13485 Standards
In highly regulated industries like biotech and pharmaceuticals, quality control isn’t just a nice-to-have — it’s a mandate. For one of our clients, staying compliant
Handle Complex Service Approvals – Without the Complexity
Handle Complex Service Approvals – Without the Complexity In Episode 3 of Not Your Grandfather’s CRM, we dive into a customer service solution we developed
A Simple Yet Powerful Service Module Built on Microsoft Power Platform
At P2 Automation, we believe that great solutions don’t have to be complicated. In our second episode of Not Your Grandfather’s CRM, we showcase a
Not Your Grandfather’s CRM: Rethinking What CRM Can Do for Your Business
At P2 Automation, we believe CRM is more than just a digital Rolodex. It’s no longer just a place to store leads, contacts, and sales
Helping a Retailer Improve Efficiency with a Custom Search Tool in Dynamics 365
When a longtime client faced challenges with retrieving product information and managing customer orders in their Dynamics 365 system, they turned to us for a
The Power of Customization: How Our Managed Service Clients Benefit from Tailored Opportunity Modules
Winning an Opportunity means different things to different businesses. Our toolset can be configured to match your specific process. One of the most powerful features
Custom Lead Qualification Process: A Tailored Solution for ERP and CRM Integration
Watch how we connect CRM Customers with SAP with our custom Lead Qualification module. When it comes to managing customer relationships and qualifying leads, every