I love showing clients how they can save money. One of our clients owns a small business that was using SalesForce CRM. Unfortunately, the system was unnecessarily complicated and didn't fit their preferred business processes. We introduced them to CRMPlus365, a fully customizable solution that will meet all their small business needs and save them …
How Our Client Saved $23K/Year Switching From SalesForce CRM to CRMPlus365 Read More »
For companies with big budgets, SalesForce and Microsoft Dynamics 365 are often the CRM of choice. But many smaller businesses simply can’t justify the expense. So how can you get the CRM system of your dreams at a price you can afford? The answer is CRMPlus365 from P2 Automation. CRMPlus365 is a highly customizable, affordable CRM …
How to Get the CRM System of Your Dreams at a Price You Can Afford Read More »
Power Automate is one of the essential components that make up Microsoft’s Power Platform. Being a robust and built-in workflow engine, Power Automate can quickly automate workflows while securely connecting cloud-based services with on-premise data. This opens opportunities for optimization of existing data. When Microsoft decided to shift the previous workflows in Microsoft Dynamics 365 Customer Engagement, Power …
Data visualizations have come a long way in recent years. The focus on creating visualization formats to quickly digest complex information has given rise to innovative visual solutions that make data organization and management look like a delight. One such powerful visual capability is offered by the Kanban Board which offers a Kanban View of …
When it comes to managing customer data on a large scale, Dynamics 365 CRM is the best. Similarly, when it comes to finances, most of the small businesses prefer QuickBooks to organize their business accounting data. So, wouldn’t it be great if you could just integrate Dynamics 365 CRM & QuickBooks? With such integration, you …
Dynamics 365 CRM and QuickBooks Integration – Keep your front and back office in sync! Read More »
When great solutions like Dynamics 365 CRM / Power Apps hit the market, it revolutionized the way industries organized and managed their customer data as well as engaged and maintained relationships with them. Foundational software like a CRM is by nature huge in its capacity to deal with information and simultaneously hosts a massive library …
The Microsoft Power Platform is ever evolving! A few years ago we published an article on the use of one of its services call the Common Data Service. Well, Microsoft is now rebranding that as Dataverse. Same great features, but with a new name and updated terminology to appeal to the masses. What is it? …
Power Platform and the Rebranding of Common Data Service as Microsoft Dataverse Read More »
How convenient it would be if you can undo changes in Dynamics 365 CRM/Power Apps records with just one click? Wouldn’t it save a generous amount of time and effort on your end? Wouldn’t you like to have such a tool in hand? If yes……then Click2Undo is what you are looking for. A Preferred App …
Your CRM isn’t just a central hub to manage your customer and prospect relationships. It is loaded with rich data that if analyzed can help you maximize your sales potential and efficiency. There are also additional data sources outside your CRM to extract and synthesize to provide you the full picture — the essential insights …
Power BI Paired with Dynamics 365 CRM — Unleashing Next-Level Insights Read More »
