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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

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Fail, Survive or THRIVE? What will be your outcome to the current economic downturn?

What will be your outcome to the current economic downturn? The Harvard Business Review studied the last 3 recessions finding very important information that every business leader should review. A few of the study’s findings: -Firms that cut costs faster and deeper than rivals don’t necessarily flourish. They have the lowest probability—21%—of pulling ahead of […]

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Taking it one Step Further with Digital Seals with Blockchain Technology

Let's pick up the story of Noah, a CRM consultant, that implemented an XRM solution with an IIOT integration for Oliver Smith, production manager at a manufacturing facility. As Oliver's company works with a variety of sensors and production machines, those were used as a place to collect data. Noah recommended Connect Bridge as the […]

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Staying one step ahead of the competition with XRM and IIoT

It is not easy to maintain that edge and stay one step ahead of the competition. This is the story of Noah Walker, a CRM consultant, that wanted to find a way to help Oliver Smith, production manager at a manufacturing facility, stay ahead of his competition.                 […]

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Our CRM Software Development Process Makes all the Difference

Business Process Automation (BPA) has introduced a whole new level of efficiency within the workplace. The focus for small businesses has always been on streamlining, optimizing, and driving efficiency, but very rarely are these achieved in a sustainable manner. Your business is unique to you – which means that streamlining, optimizing, and driving efficiency looks […]

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CRM Systems are Sticky – Don’t Get Stuck!

Once you implement a CRM system for your small business, it can be difficult to move on from it. Why? Because every business owner knows that change comes with a cost – and it’s often a price too high to pay. Here at P2 Automation, we plan for the future by building your CRM solution […]

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The Right Tool Makes Order Management Easy

If your experience is that order management software is slow, complicated, and frustrating, we’re betting it’s because you don’t have the right tool for the job. Recently, a client came to us with the following challenge: The client had developed an innovative product that fills a need in the marketplace. The good news is that […]

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Machine Learning and AI: Taking Over the World…or Just Opening New Doors for Financial Services?

By Greg Inks, Cloud Services Practice Lead Everyone knows who Sarah Connor is…at least those of us who remember “The Terminator.” This iconic movie of the late 20th century told the story of a super computer (Skynet) that became self-aware and took over the world. Advanced computing power and sophisticated programming combined to teach a […]

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Customer Self-Service – Your Portal to Success in the Digital Economy

The Digital Economy Demands Customer Self-Service Portals Are you hiring more sales associates to meet volume demand, sorting through scattered records of frequently asked questions and service requests, and pulling at strings trying to facilitate customer engagement? Well stop. Today's customers expect service at their fingertips. In fact, 90% of customers in the US expect […]

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Word Document Templates that use FetchXML for Complex Data Retrieval

Dynamics CRM now allows you to create and persist Document Templates using Microsoft Word. We were intrigued by this functionality and began to explore it immediately, but discovered one shortcoming. The user interface in CRM forces you to select a single starting entity and only entities that have a direct relationship for the data. But […]

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Quels sont les avantages d’un outil de gestion de la relation client (CRM) Microsoft Dynamics personnalisé?

Une application CRM est utile en tant que telle puisqu’elle permet d’effectuer la gestion de vos clients et contacts, de votre processus de service à la clientèle et de vos campagnes marketing. Mais une fois personnalisée pour s’adapter à vos processus et les améliorer, votre solution CRM peut pousser votre entreprise encore plus loin: elle vous […]

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