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Microsoft Dynamics 365 experts providing comparisons and opinions to professionals in the CRM selection process since 2009

 
 

 

Visualization is an effective way to communicate raw data into a universally consumable form. It helps you to make informed opinions and empower you to contribute your perspective in the decision-making process. Map My Relationships– a Preferred App on Microsoft AppSource - is one such Dynamics 365 CRM/Power Apps productivity app that helps you to […]

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As a service leader, you have experienced firsthand how remote work has impacted service operations. Servitization, including proactive service, is now the expectation — the job is not complete after the sale. Your field service technicians who are already familiar with working remotely, also face new challenges.   While it may seem an uphill battle […]

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We don't need to dwell on what a challenging year 2020 was for businesses large and small. We're all ready for better days ahead. At P2 Automation, we're looking forward to exciting things we can bring to our small business clients in 2021.   CRM for Small Business Small business owners realize that their most […]

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2020. A year we will remember. A year that was not quite as we expected it to be - to say the least!  Still, the Earth keeps spinning, the software world keeps evolving, and you don’t want to fall behind.  There are several Dynamics 365 trends out there and you should keep an eye on […]

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As customers have moved toward the Dynamics 365 Unified Interface some have experienced issues. One, that was a big impact for a client, was not having the ability to run workflows on-demand from individual records. It was no longer present in the ribbon or more options section of any record. This was causing a huge […]

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It’s been said that anything worth doing in life won’t come easy. Without a doubt, this applies to upgrading your business management systems. In today’s global economy, upgrading business management systems is more important than ever before. But CRM projects will only be successful if your team understands and adopts the new system quickly. How […]

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In part one of our 2 part blog series on Microsoft Teams we told you what Microsoft Teams Live Events are and we showed you how is simple to create and market a Teams Live Event. There are 3 simple steps to follow when holding a Microsoft Teams Live Event: planning and set up, marketing, […]

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We are experiencing a dizzying rate of technological change. It’s both overwhelming and exciting at the same time. Sometimes we don’t even realize how much innovation is already a part of our daily lives. From restaurant apps for online food ordering to self-checkout at the grocery store to robotic vacuum cleaners, automation helps us function […]

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Prepare to become more of a fan of your favorite mapping solution within Dynamics 365 CRM / Power Apps with Maplytic’s December 2020 release! This release is dedicated to enhance popular features that are highly useful to the management teams. The advancements to the features in this release will allow managers to optimize the creation […]

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What are Microsoft Teams Live Events? So, you've likely used Microsoft Teams for chat, messages, and meetings, but did you also know that you can also host webinars in Teams? Microsoft Teams Live Events are an extension of Teams meetings - enabling users to broadcast video and meeting content to a large online audience. Teams […]

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