Not every CRM problem needs a big solution. Some of the most time-consuming friction in a Dynamics 365 system comes from small, repetitive tasks – building a quick list, or sending a routine email – that everyone does constantly and nobody’s ever fixed properly. Here’s two tools built for exactly that.
P2 Tags – stop exporting to Excel just to build a list
You’re planning a territory trip. Or a trade show follow-up. Or a cross-sell campaign. Every one of these needs a specific group of records, and the default options aren’t great: export to Excel and work outside the system, add a custom field that clutters your CRM forever after the event ends, or use Marketing Lists – powerful, but unintuitive for most salespeople and unavailable on some lower-cost licenses.
P2 Tags gives you a fourth option: create a tag, apply it to the records that matter, work your list directly inside CRM, and remove the tag when you’re done. A sales rep tags 15 customers and 8 prospects before a trip to Cleveland. Marketing tags 200 new trade show leads for follow-up. A cross-sell campaign gets built from tagged accounts instead of a spreadsheet. When the project’s over, the tags come off – no permanent clutter left behind.
Send Wizard – one click, correct document, every time
Your team sends dozens of quotes, confirmations, and invoices a week. Each one means generating a PDF, saving it somewhere findable, composing an email, remembering the right template, attaching the correct file, and hoping nothing got missed. Every one of those steps is a chance to attach the wrong version, forget the attachment, or send it to the wrong contact.
Send Wizard turns that entire sequence into one guided step. It suggests the right recipients (with the option to add or CC others), generates and attaches the correct PDF automatically, and sends it with consistent, professional wording every time. Nobody’s hunting for a saved file or double-checking which version they attached – they just confirm who should receive it and send.
Neither of these tools is complicated. That’s exactly why they save so much time: they eliminate small, constant friction that everyone has quietly accepted as “just how it works.”
See them both: https://www.p2automation.com/p2-tags and https://www.p2automation.com/send-wizard
