CRM isn’t just about tracking—it’s about collaboration. P2 Automation’s System Issues feature empowers clients to directly update task statuses inside their CRM, ensuring both teams stay perfectly aligned. Key Collaboration Features: Accept or Reject Released Tasks: Confirm completed work or flag items needing revision. Prioritize Requests: Elevate critical items in the work queue by...

In many sales organizations, quoting and proposal processes remain a persistent friction point, slowing sales cycles and frustrating buyers. Today’s B2B buyers expect more than static PDF quotes—they want a guided, branded, and collaborative experience that builds confidence and clarity. Modern sales platforms, like DealHub CPQ paired with DealRoom, transform proposals into interactive, buyer-focused workspaces...

Microsoft has taken inspiration from innovative AI-Benchmarks like TBFact and RadFact to create the Sales Research Bench. This tool is designed to evaluate how effectively AI-Solutions tackle the business research inquiries that sales leaders have regarding their data. For an in-depth look at the Sales Research Bench methodology and the architecture of the Sales Research...

Have you ever been tasked with building an integration between Microsoft Dynamics 365 and an external system that does not have an out of the box connector? Have you ever run into an issue where you need to populate option sets in Dynamics 365 but all you have are the option labels? Have you ever...

  Clients often ask how they can easily monitor the status of multiple requests in their CRM. P2 Automation’s System Issues module solves this by giving structured, customizable views to track every task. Key Features of System Issues: Views Aligned with Production: See everything open, tasks in progress, items needing discussion, completed requests, or those...

If you’ve ever tried to compare add-on tools for Microsoft Dynamics 365, you know how quickly the research can spiral out of control. There are dozens of options, each promising integration, automation, or analytics that will transform your business. But how do you tell which one actually fits your needs, without spending hours sifting through...

Microsoft 365 Copilot is evolving fast, and its newest capabilities bring app creation and automation right into your everyday workspace. With the recent introduction of the App Builder and Workflow Agents at the Power Platform Community Conference, users can now describe what they need in natural language — and Copilot will create an app or...

  Modern CRM isn’t just about managing contacts — it’s about keeping clients informed and aligned. P2 Automation’s System Issues feature integrates directly into each client’s CRM, giving full visibility into ongoing requests and tasks. The System Issues Workflow: Pending → Review with Client → Scheduling → In Progress → Testing → Released → Completed...

Recently a client tasked me to develop a solution that ran one of their Azure Data Factory Pipelines without using a time-based trigger, but rather through an event-based trigger. While Azure Data Factory does allow event-based triggers, they are limited to only certain actions like when a new file is created, modified, or deleted in...

Managing commissions is one of the most time-consuming tasks for health insurance brokers. Based on our experience working with brokers, reconciling carrier payments, calculating producer splits, and updating schedules can quickly eat into your day. That’s where BenefitsBridge by ForgeXRM, built on Microsoft Dynamics 365 and the Power Platform, comes in. This powerful CRM solution...