Video Library
The P2 Automation 5D Process
At P2 Automation, we know your small business is unique. While similarities exist between businesses in any given industry, no two companies do business in exactly the same way. To develop effective software solutions to meet your specific requirements, we use a simple, five-stage software development process to assess your needs and meet your demands.
Why do a Managed Service Plan? Learning Center
Our Managed Service Plans include access to our exclusive Learning Center Videos and How To’s.
Why do a Managed Service Plan? System Utilization
Have you ever wondered who’s actually using your xRM system? Our System Utilization tools might be the answer.
Why do a Managed Service Plan? Automation Monitoring
Are your Flows running? How about your data syncs from ERP to CRM? Find out with our Automation Monitoring app.
Intro to System Issues
Find out how we keep our clients updated with Service Tickets and Project Tasks…right from within their own CRM System.
How to Create a New System Issue in CRM
Learn how our clients can submit a Support Ticket from within their own CRM System.
How To Easily Qualify a Lead
If you’re frustrated with the limitations of qualifying a Lead in Dynamics 365 and Power Apps, we’ve found a better way.
How To Easily Disqualify a Lead
Disqualify a Lead in Dynamics 365 and Power Apps and provide detailed reasons why using our new and improved Lead Qualification module.
Introduction to P2 Tags
If you’ve ever wanted to “tag” or “mark” certain records in Dynamics 365 or Power Apps for one reason or another, this video series is for you.
How To Create a Tag
Learn how easy it is to create a Tag in Dynamics 365 or Power Apps system using our exclusive P2 Tags module.
How To Tag a Single Record
Tagging a record in Dynamics 365 and Power Apps couldn’t be easier. Learn how!
How To Tag Multiple Records
Tagging, Untagging, and Clearing Tags on many records at once in Dynamics 365 and Power Apps is just a few clicks away. Learn how!
How To View Tagged Records
See how easy it is to view tagged records in Dynamics 365 and Power Apps with a simple filter.
Intro to Reporting Groups
Learn how our clients use Reporting Groups to see what their team members see on Dashboards in Dynamics 365 and Power Apps.
If Our Software Is 99.9% Accurate, It Will 100% Not Work
Learn how a sophisticated Sales Commission Module was brought to it’s knees because of one field.
Importing Leads into Your CRM (the smart way)
A better way of importing Leads into CRM and matching that data to existing Leads and Contacts to prevent duplicate entry.
Managing Trade Show Leads
Our Trade Show Dashboard will separate those people into manageable buckets.
Managing a Business Process with a KanBan Board
An example of our KanBan Canvas Apps Solutions.
Why do a Managed Service Plan? Free stuff!
A “hidden” benefit to anyone in a Master Service Plan is the free technology we provide.
Business Process Flows
How to Handle Multiple Business Process Flows in Dynamics 365.
Telemarketing
An easy-to-use Telemarketing Feature for CRMPlus365 and Dynamics 365.
Managing Customer Issues
Learn how we helped one of our clients to keep better track of Customer Issues and Complaints within their CRM System.
Managing Sales Territories
Learn how we manage sales territories in Dynamics 365 and CRMPlus365.
Manage Disconnected Portal Users
A simple way to track which Customer Contacts have access to a disconnected Customer Portal.
Custom Lead Qualification Process – Example #1
Watch how we strengthened the connection between Marketing and Sales with one simple enhancement.
Custom Lead Qualification Process – Example #2
Watch how we connect CRM Customers with SAP with our custom Lead Qualification module.
CRMPlus365 Overview
Take a look at the easy-to-use interface of CRMPlus365.
CRMPlus365 is easy to learn and fun to work with. Make sure to set up a few things up front to make your experience even better.
Learn how to make CRMPlus365 your own with some simple personalization settings.
Learn how to quickly view and edit records in CRMPlus365 with the Record Set button.
Check out how easy it can be to edit multiple records at the same time with CRMPlus365.
We all end up entering the same data 2 or 3 times. Whether by accident or not, it’s easy to merge those duplicate records with CRMPlus365.
Import lists from Excel or CSV file into CRMPlus365.
Using Quick Leads
Web Leads
Easily manage web leads from your website with CRMPlus365.
Managing Documents
Attach documents to Customer Records, Contacts, Opportunities, and more with CRMPlus365.
Scan business cards into CRMPlus365 on your laptop, tablet, or mobile device.
Creating a Personal Dashboard
Find out how easy it can be to have all of your customer information presented to you on a single “pane of glass” within Dynamics 365.
Navigation Shortcuts in Dynamics 365
Learn how to view and return to a frequently visited item in Dynamics 365 and how to pin it for future use.
Following A Record in Dynamics 365
Learn how to keep track of Accounts, Contacts, Opportunities, and other records with a simple click of a mouse.
Introduction to the Learning Center
Our exclusive Learning Center will provide your team with a consistent way to perform tasks within your specific CRM system. Easy is good!
General Overview of Views
View your Accounts, Contacts, and Opportunities in List format within Dynamics 365 and Power Apps.
View Display Settings
Change your Default View, rearrange your Personal/Global Views, and hide unnecessary Views in Dynamics 365 and Power Apps.
Add & Remove Columns
Learn how to add and remove columns in Personal Views in Dynamics 365 and Power Apps.
Sorting Your List Views
Learn how to sort your List Views alphabetically, numerically, and chronologically, and how easy it is to set up multi-column sorts.
Filtering Your Dynamics 365 Views
See how easy it is to filter the data in your Dynamics 365 views using column filters as well as advanced filters.
Creating Personal Views
Find out how to save your settings as Personal Views in Dynamics 365 for future use.
Hiding Views
Learn how to tidy up your Views with a few simple clicks.
Advanced Filters in Dynamics 365 – Part 1
Learn how to filter data from 2 or more entities with just a few clicks.
Advanced Filters in Dynamics 365 – Part 2
Filter all Contacts for Accounts in Connecticut with an Advanced Filter.
Advanced Filters in Dynamics 365 – Part 3
Filter All Contacts for Accounts in Multiple States with an Advanced Filter.
Simple Documents
Learn how we create and save a completed Master Service Agreement and Nondisclosure Agreement from our CRM using DocumentsCorePack.
Simple Document with a Prompt
See how we generate a Credit Card Authorization Form for any amount directly from our CRM using DocumentsCorePack.
Simple Lists and Conditions
See how we quickly create our Managed Service Plan Agreement using DocumentsCorePack and CRMPlus365.
Table Lists and Text Blocks
Find out how we generate a flexible Statement of Work for our Projects using DocumentsCorePack.
Price Quotations
Watch us build a professional Price Quotation directly from our CRM using DocumentsCorePack.
Tracking Documents in CRM
3 Ways to link Files to Dynamics 365 and Power Apps.
Intro to Maplytics
Learn how to empower your sales team with intelligent, easy to read maps from within their CRM.
Mapping Multiple Entities with Maplytics
View your Customers, Leads, and Vendors on a single color-coded map within CRM.
Performing Mass Actions with Maplytics
Easily generate emails, tasks, and workflows directly from the mapped data in your CRM.
Undo2Restore – The Ultimate Undo Button for Dynamics 365
We all make mistakes. Fixing those mistakes in Dynamics 365 is not easy…until now. Learn how to reverse the things you just did…or changes you made months ago with Undo2Restore by Inogic.
Managing Project Tasks with the Kanban Board by Inogic
Learn how to assign project tasks to your team and update the status with a simple drag & drop.
Updating Project Tasks for a Single Project with the Kanban Board by Inogic
See how easy it is to manage Project Tasks from within a Project Form using Inogic’s Kanban Board solution.
How to Set Up Senders
Learn how to set up sending email addresses in Touchdown Marketing Suite.
How to Configure Leads, Contacts, and Custom Entities
You can set up email campaigns in your CRM to Leads, Contacts, or any Custom Entity! It works with Power Apps too!!
How to Target Your Audience with Filters
Touchdown Filters are like Marketing Lists on Steroids. Easy to use, and they work with Power Apps as well.
Sending Your First Email
Sending an Email from within your CRM System using Touchdown.
How to Create an Email Template
Learn how to build custom email templates in Touchdown for Dynamics 365 and Power Apps.
How to Add, Move, Delete, and Format Content Blocks
It’s easy to add, move, delete, and format Content Blocks in Touchdown for Dynamics 365 and Power Apps!
How to Keep Track of Your Email Campaigns
Sending emails with the Touchdown Marketing Suite is only part of the story. Learn how easy it is to see how well each email campaign is working.
This Isn’t Your Grandfather’s CRM
Today’s CRM Systems are more than just a place to store your Leads and Contacts. We’ll show you several examples of how we’ve transformed workflow for several clients and hopefully give you some ideas for improving your own business as well.
Custom CRM Service Module – Built Without Cases!
In this video, we’ll showcase a simple yet powerful service module built for a client in the printing industry—without using traditional CRM “Cases.”
Complex Service Approvals—Simplified!
See how we built a simple, effective service case module using Power Apps—custom-tailored for multi-step approvals, vendor claims, mobile photo capture, and more.
Modern CRM for Regulated Industries | ISO-13485 Complaint Tracking in Power Apps
In this video, we dive into a powerful, ISO-13485-compliant customer complaint system designed for a manufacturing client in the biotech and pharmaceutical space.
Automating Team-Based Fulfillment with Power Apps
In this episode, we demonstrate how we helped a client streamline a simple but critical marketing process—sending out product samples.
Automating Multi-Stage Product Approvals with Power Apps
In this video, we demonstrate a custom product creation and approval process we built using Microsoft Power Apps.
Mastering Change Requests with CRM & Power Apps
In this episode, we’ll walk you through a CRM process flow that supports one of our larger clients’ most critical roles—the Master Data Manager.
Yes, Invoices in CRM (and Why It Works)
Learn how we integrate invoice visibility and process flows into CRM—without replacing the ERP.
Order Management Made Easy
Managing complex orders across multiple departments doesn’t have to be chaotic.
How to Create Email Approvals That Actually Work in Dynamics 365
Learn how to create crystal-clear, action-packed email notifications and one-click approvals so your process flows never get stuck.
How to Send Bulk Emails in Dynamics 365 Using Quick Campaigns | Part 1
In this first video of our Quick Campaigns miniseries, we’ll show you how to send a simple email to multiple Contacts—step by step.
How to Use Email Templates in Dynamics 365 Quick Campaigns | Part 2
In this video, we’ll demonstrate how to use Email Templates to personalize and streamline your marketing efforts in Microsoft Dynamics 365.
How to Create Your Own Email Templates in Microsoft Dynamics 365 Using Quick Campaigns | Part 3
In this video, we’ll show you how to build and customize email templates, use dynamic fields for personalized greetings and signatures, and instantly integrate templates with Quick Campaigns