A Simple Hack to Stay on Top of Tasks in CRMPlus365
We set up a simple email for one of our clients to lay out their day’s activities. In the fast-paced world of event management, staying
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Why do a Managed Service Plan? Free Stuff!
Why do a Managed Service Plan? Free Stuff! There’s no such thing as a free lunch. But if I’m buying lunch anyway you might as
Why do a Managed Service Plan? Data Sync/Workflow Monitoring
Why do a Managed Service Plan? Data Sync / Workflow Monitoring Are your Flows running? How about your data syncs from ERP to CRM? Find
Why do a Managed Service Plan? System Utilization
Why do a Managed Service Plan? System Utilization Have you ever wondered who’s actually using your Dynamics 365 CRM system? Our System Utilization tools might
Why do a Managed Service Plan? Learning Center
Why do a Managed Service Plan with P2 Automation? Learning Center Our Managed Service Plans for Dynamics 365 and Power Apps include access to our
Managing Territories in CRMPlus365
Managing Territories in CRMPlus365 Learn how we manage sales territories in Microsoft Dynamics 365 and CRMPlus365. Transcript We recently had a client reach out to
Telemarketing
Telemarketing An easy-to-use Telemarketing Feature for CRMPlus365 or Dynamics 365. Transcript This is Steve Pestillo from P2 Automation. In this video, I’m going to show
Early Access Features
Dynamics 365 – 2022 Release Wave 2 – Early Access Features Learn about what’s available today in Dynamics 365 2022 Release Wave 2. Transcript This
Generate a Price Quotation from your CRM
Generate a Price Quotation from your CRM Watch us build a professional Price Quotation directly from CRMPlus365/Dynamics 365 using DocumentsCorePack. Transcript This is Steve Pestillo
Build a Statement of Work from CRM
Build a Statement of Work from CRM Find out how we generate a flexible Statement of Work for our Projects using DocumentsCorePack and CRMPlus365/Dynamics 365.