The SaaS business model is here to stay. Today, it’s roughly a market of 150+ billion dollars and seems to keep on growing. But there is always one misconception that SaaS business models are just like traditional business models. However, SaaS or Subscription businesses are more complex than traditional businesses. Traditional business metrics totally fail …

SaaS Business Analytics and Health - Subscriptions & Recurring Billing on Microsoft Dynamics 365 CRM Platform is what you need! Read More »

Microsoft is a well-known technology company known for providing powerful business systems backed by a deep commitment to research and development.  One of their latest Enterprise Resource Planning (ERP) solutions is Microsoft Dynamics 365 Business Central.  Formerly built from Microsoft Dynamics NAV “Navision”, this very popular ERP had a reputation for being a “feature-rich” business …

How to leverage Power BI for Better Reporting in Business Central Read More »

Microsoft Dynamics 365 and Power Platform 2022 Release Wave 2 is here, and it brings new innovations that provide significant capabilities to transform your business. The Microsoft Dynamics 365 release contains hundreds of new features across Dynamics 365 applications, including Marketing, Sales, Customer Service, Field Service, Finance, Supply Chain Management, Supply Chain Insights, Human Resources, Commerce, Fraud Protection, Business …

Updates to Marketing & Power Pages in 2022 Release Wave 2 Read More »

What gives more visualization while designing the next month's marketing campaign: A long list of CRM records or the CRM records plotted on a map? While planning strategies, it is important to visualize the data, especially with businesses where the location affects sales numbers. Obviously, the data list lacks clarity on the good or bad …

Top 5 Reasons to Have Map Integration as a Part of Your CRM Strategy Read More »

Dynamics 365 Remote Assist One Time Call: The best all-around Mixed Reality to achieve more effective remote collaboration One of the newer applications in Dynamics 365, is One Time Call. This application allows unlicensed remote participants to take part in real-time video calls via Mixed Reality. Whether your goal is to better communicate with customers, …

How to achieve more effective remote collaboration through the use of Mixed Reality Read More »

As you might imagine, we follow business processes here at P2 Automation.  Some of those processes include the generation of documents that we create using Microsoft Word.  Each document starts from a template in our CRM system, they include multiple fields, they have a naming convention, and a "home" on SharePoint.  We wanted to streamline …

How We Use DocumentsCorePack at P2 Automation Read More »

In today’s age, connecting people is the need of the hour. Whether it be for business organizations or educational institutes, or any other vertical, collaboration is a must. And Microsoft Teams is right at the heart of doing just that. Launched in 2017, it had to compete with already established slack. But over the years, …

Microsoft Dynamics 365 + Microsoft Teams - Innovation and Collaboration hand in hand Read More »

The Dynamics 365 & Power Platform new releases are here, and they bring new innovations that provide you with significant capabilities to transform your business. The Dynamics 365 release contains hundreds of new features across Dynamics 365 applications, including Marketing, Sales, Customer Service, Field Service, Finance, Supply Chain Management, Intelligent Order Management, Project Operations, Human …

Dynamics 365 & Power Platform updates - Customer Insights & Power BI Read More »

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