
Personalized Emails Made Easy with Quick Campaign Templates in Dynamics 365
In the second video of our Quick Campaigns mini-series, we take the next step in email efficiency by introducing Email Templates in Microsoft Dynamics 365.
In the second video of our Quick Campaigns mini-series, we take the next step in email efficiency by introducing Email Templates in Microsoft Dynamics 365.
Are you still manually emailing one Contact at a time? With Microsoft Dynamics 365’s Quick Campaigns, you can streamline your outreach and send simple emails
This may sound odd coming from someone who’s been in software development for over 30 years, but here it is: Invoices absolutely belong in your
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
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,
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
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 In Episode 3 of Not Your Grandfather’s CRM, we dive into a customer service solution we developed
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
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