We recently found an issue in Dynamics 365 where a customer could not add members to a Marketing List From a Saved View in Dynamics 365. Read on to find out why. THE PROBLEM My customer confirmed they had a saved view of contacts that brought up the correct records in advanced find. Second, …

Can’t Add Members to a Marketing List From a Saved View in Dynamics 365 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 »

Through Alerts and Notifications you can give constant update to your team. Managers in any organization can easily interact with team and get them up to date by using alerts within Dynamics 365 CRM. So, alerts & notifications can be a very powerful tool - the only question is, what do you use them for? In …

Alerts and Notifications within Dynamics 365 CRM- Create and manage them with ease! Read More »

If you’re like most marketers, the last year has probably driven more marketing qualified leads into your funnel than sales qualified leads. With traditional sales qualified lead opportunities largely out of commission due to the pandemic, marketers have found their pipelines unexpectedly filled with marketing qualified leads—and those can be a bit trickier to turn …

Turning Marketing Qualified Leads into Sales Qualified Leads (with a Little Help from Marketing Automation) Read More »

We are happy to announce that this year several of our ERP and CRM Software Blog Members are spotlighted as speakers and sponsors of the Worldwide Microsoft Technology User Group - WWMSTUG event held virtually on April 14-15, 2021. WWMSTUG Why Should You Attend? No other digital event covers as many Microsoft applications in two …

CRM Software Blog Members Sponsor & Speak at the Worldwide Microsoft User Group Event – WWMSTUG Read More »

Your Microsoft Dynamics 365 CRM is a database packed with invaluable information on your business.  It deserves the best protection you can provide. From prospects, customers and service issues, purchasing, and so much more, your business can’t function without this information. A security breach that puts this data in the wrong hands would be nothing …

Keep your Microsoft Dynamics 365 CRM Data Secure – Azure AD Best Practices After MFA – Part 1 Read More »

CRM Solutions today are more important than ever to help capture every opportunity and put the odds in your favor for both managing your existing customers effectively and nurturing prospects to close.  Over time, Customer Relationship Management or (CRM) software has increasingly evolved to include more business tools necessary to help companies with staying on …

Why Companies Need CRM Read More »

Lots of customers have opted to implement Microsoft Dynamics 365 On Premise rather than in the cloud over the years. We've helped several migrate to online as the choice became part of their technology roadmaps. In recent years, Microsoft has moved towards a "Cloud First" methodology. Review our recent blog post "The Benefits of Dynamics 365 …

Is your Dynamics On Premise implementation cloud ready? Read More »

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