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 inconsistent handoffs — all of which contribute to delays and customer frustration. At P2 Automation, we believe in simplifying those workflows through smart, custom-built automation using the Microsoft Power Platform.

Take one of our clients, for example — they needed a way to streamline how their sales team sends product samples to prospects. Instead of relying on accounting systems, email threads, or memory, we built a solution directly into their CRM. The process starts with a simple custom activity called “Fulfillment,” where a salesperson selects predefined sample kits tailored to different market segments.

From there, the request flows to the operations dashboard where fulfillment staff can pick, pack, and ship — all tracked inside their CRM. No bottlenecks. No confusion. Just an efficient, streamlined workflow.

This is how modern CRM should work — not just tracking contacts, but driving real business processes.

👉 Contact us to see how we can simplify your business processes with Power Platform.