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
CRM
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
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
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
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
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
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
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.
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
Why We Put Invoices in a CRM—and Why You Might Want To
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