For list-building, most Dynamics 365 users default to Excel, because the built-in alternatives aren’t great fits for everyday use. Custom fields clutter a system permanently for a temporary need. Marketing Lists are powerful but unfamiliar to most salespeople, and not even available on some licenses. P2 Tags solves this directly: mark the records that matter, work from them inside CRM, and remove the tag when the project ends. Sales teams use it for territory trips and cross-sell campaigns; marketing teams use it for event follow-up - all without a spreadsheet or a permanent new field.
For document-heavy communication, the standard process - generate a PDF, save it, compose an email, attach the file, send - has a failure point at every step. Send Wizard collapses that into a single guided action: it auto-generates and attaches the correct document, suggests the right recipients, and sends with consistent professional wording, eliminating the “wrong attachment” or “forgot to attach it” mistakes that create rework and, occasionally, real customer-facing embarrassment.
Neither tool requires re-architecting a CRM deployment. Both remove friction that most teams have simply learned to live with.
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