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 exclusive Learning Center Videos and How To's. Transcript This is Steve Pestillo from P2 Automation. In …
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The Ultimate Undo Button for Dynamics 365 and Power Apps
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 …
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Learn how to Create a Personal Dashboard in Dynamics 365
Find out how easy it can be to have all of your customer information presented to you on a single "pane of glass" with a Personal Dashboard in Dynamics 365. …
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Easily generate emails, tasks, and workflows directly from the mapped data in your CRM
Easily generate emails, tasks, and workflows directly from the mapped data in your CRM. Transcript This is Steve Pestillo from P2 Automation. In this video, I want to introduce you …
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View your Customers, Leads, and Vendors on a single color-coded map within CRM.
View your Customers, Leads, and Vendors on a single color-coded map within CRM. Transcript This is Steve Pestillo from P2 Automation. In a previous video, I showed you how easy …
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Learn how to empower your sales team with intelligent, easy to read maps from within their CRM
Learn how to empower your sales team with intelligent, easy to read maps from within their CRM. Transcript This is Steve Pestillo from P2 Automation. In this video, I want …
Sending your First Email in Touchdown for Dynamics 365 and Power Apps
Learn how easy it is to send an email from within your CRM System using Touchdown. Transcript This is Steve Pestillo from P2 Automation. Now I want to show you …
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How to Set Up a Basic Filter in Touchdown So You Can Target your Email Campaigns to the Appropriate Audience
Touchdown Filters are like Marketing Lists on Steroids. Easy to use, and they work with Power Apps as well. Transcript This is Steve Pestillo from P2 Automation. In this video, …
Touchdown Marketing Suite Part 2 - How to Set Up 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!! Transcript This is Steve Pestillo from P2 Automation. …
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How to Set Up Email Senders in the Touchdown Marketing Suite
Learn how to set up sending email addresses in Touchdown Marketing Suite. Transcript This is Steve Pestillo from P2 Automation. In this video, I want to show you how to …
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