Insights
What we've created at P2 Automation may inspire you - and that's why we're sharing.
How We Manage Your Requests: Keeping Statuses Accurate and Projects on Track
At P2 Automation, we believe transparency goes both ways. That’s why our System Issues module gives you the ability to update task statuses directly from your CRM — helping us
How We Manage Your Requests: Organizing Your System Issues for Full Visibility
At P2 Automation, we want to make it easy for you to see everything we’re working on for your team. With our System Issues module in your CRM, you can
How We Manage Your Requests: Visibility and Control in Your CRM
At P2 Automation, we know how frustrating it can be to wait for updates on your requests. That’s why we built the System Issues feature directly into your CRM —
Introducing our new Activity Tracker for Dynamics 365: A Smarter Way to Manage Activities
Managing activities in Dynamics 365 can feel overwhelming. Between the Timeline, filters, and countless activity types, it’s easy to lose sight of what really matters—finding the conversations and records you
Smarter Process Flow Notifications in Microsoft Dynamics 365
In the Not Your Grandfather’s CRM series, we’ve been exploring how modern CRM systems built on Microsoft Dynamics 365 and Power Apps can streamline business processes. In earlier episodes, we
Automating Order Management for Faster, Smarter Workflows
Managing orders in a business with multiple departments, external customers, and complex workflows can get messy fast. That’s why we designed a custom order management process for a printing company
How to Create Email Templates for Quick Campaigns in Microsoft Dynamics 365
Quick Campaigns are an excellent way to send personalized communications to multiple contacts in Microsoft Dynamics 365, and using Email Templates makes the process even faster and more consistent. In
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. If you’re looking to save
Send Bulk Emails Easily with Quick Campaigns in 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 to multiple Contacts—no extra tools