Insights
What we've created at P2 Automation may inspire you - and that's why we're sharing.
The Power of Customization: How Our Managed Service Clients Benefit from Tailored Opportunity Modules
Winning an Opportunity means different things to different businesses. Our toolset can be configured to match your specific process. One of the most powerful features we offer to our Managed
Custom Lead Qualification Process: A Tailored Solution for ERP and CRM Integration
Watch how we connect CRM Customers with SAP with our custom Lead Qualification module. When it comes to managing customer relationships and qualifying leads, every business has its own unique
Optimizing Lead Qualification: A Custom Approach for Our Client
Watch how we strengthened the connection between Marketing and Sales with one simple enhancement. In today’s digital landscape, effective lead qualification is crucial for converting prospects into loyal customers. In
Advanced Filters in Dynamics 365 – Part 3
Mastering Advanced Filters in Dynamics 365 and Power Apps: Expanding Your Reach In our recent video on Advanced Filters in Dynamics 365 and Power Apps, we explored how to efficiently
Advanced Filters in Dynamics 365 – Part 2
Advanced Filters in Dynamics 365 and Power Apps: Filtering Contacts by Company Location Welcome to the second video in our short miniseries on Advanced Filters in Dynamics 365 and Power
Advanced Filters in Dynamics 365 – Part 1
Advanced Filtering Techniques in Dynamics 365 and Power Apps: A Deep Dive into Accounts and Contacts In our ever-evolving digital landscape, the ability to filter and analyze data efficiently is
Streamlining Lead Disqualification in Dynamics 365
Disqualify a Lead in Dynamics 365 and Power Apps and provide detailed reasons why using our new and improved Lead Qualification module. In a previous video, we discussed a more
Transforming Lead Qualification: Our Custom Solution for Microsoft Dynamics CRM
If you’re frustrated with the limitations of qualifying a Lead in Dynamics 365 and Power Apps, we’ve found a better way. After 18 years of navigating the complexities of Microsoft
P2 Tags – How To View Tagged Records In Dynamics 365 and Power Apps
P2 Tags – How To View Tagged Records In Dynamics 365 and Power Apps See how easy it is to view tagged records in Dynamics 365 and Power Apps with