Microsoft Dynamics 365

It's easy to view customers on a map with a product called Maplytics. But sometimes you want to view more than just customer information. If you're using Dynamics 365, maybe you want to also view leads on that map.

September 30, 2022 Read more

Performing Mass Actions with Maplytics

Microsoft Dynamics 365

In this video, I want to introduce you to a feature of Maplytics called Mass Actions. Mass Actions will let you take the data on your maps and export it to Excel, run workflows, create activities, etc.

September 21, 2022 Read more

Intro to Maplytics

Microsoft Dynamics 365

I want to introduce you to a product called Maplytics, an add-on to Microsoft Dynamics 365 and PowerApps.

September 2, 2022 Read more

Generate a Price Quotation from your CRM

CRM𝘗𝘭𝘶𝘴³⁶⁵ | DocumentsCorePack | Microsoft Dynamics 365

Welcome to the last video in our miniseries on how we use DocumentsCorePack. This last document is a simple Price Quotation.

August 30, 2022 Read more

Build a Statement of Work from CRM

CRM𝘗𝘭𝘶𝘴³⁶⁵ | DocumentsCorePack | Microsoft Dynamics 365

In this video, I'm gonna show you how we create our Statement of Work document with the DocumentsCorePack technology.

August 26, 2022 Read more

Create Flexible Legal Documents from your CRM

CRM𝘗𝘭𝘶𝘴³⁶⁵ | DocumentsCorePack | Microsoft Dynamics 365

In this video, I wanna show you how we set up our Master Service Plan Agreement that we offer to customers, so we can oversee their CRM systems, their Power BI systems, etc.

August 17, 2022 Read more

Generate Documents with Flexible Prompts from your CRM

CRM𝘗𝘭𝘶𝘴³⁶⁵ | DocumentsCorePack | Microsoft Dynamics 365

Welcome to the next video in our miniseries on how we use DocumentsCorePack from MS-CRM ADD-ONS here at P2 Automation.

August 10, 2022 Read more

Generate Simple Documents with your CRM

CRM𝘗𝘭𝘶𝘴³⁶⁵ | DocumentsCorePack | Microsoft Dynamics 365

Welcome to our short miniseries on how we use a product called DocumentsCorePack from MS-CRM ADD-ONS. In this miniseries, I'll show you our situations and a little bit of technical background so you can try it for yourself.

August 5, 2022 Read more

Save Money By Using CRMPlus365 Then Move to Dynamics 365 Later

CRM𝘗𝘭𝘶𝘴³⁶⁵ | Microsoft Dynamics 365

Very often, you don’t know what you need until you start using a system. If you choose Microsoft Dynamics 365 you will be paying $95 per user per month while you figure that out.

April 26, 2022 Read more

Microsoft Dynamics CRM: A Love-Hate Relationship

Microsoft Dynamics 365

In 2006, I was certified as a Microsoft Dynamics 3.0 consultant. I remember it as if it were yesterday. After seventy-two hours of training over the course of six days in the Empire State Building, it was official. This is where my love/hate relationship with Microsoft Dynamics began.

May 28, 2021 Read more

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