Tips to Automate & Secure Business Processes (Documents, Access, Data, Reports) with these Power Platform tools!

Discover how these Power Platform tools and technologies can transform your business processes, boost efficiency, and enhance accuracy. To save up your time we have created these concise summaries of our latest blogs. Each summary highlights key takeaways and benefits, guiding you toward seamless integration and optimized performance. 1. Custom Document Validation Using AI Builder...

Unleash the Potential: Boost Your ERP and CRM Integration with Copilot in Microsoft Dynamics 365

In the high-speed world of modern business, not just aiming but achieving streamlined processes is essential. For Microsoft users (e.g. Microsoft/Office 365, Azure Services etc.), integrating ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) systems represents a robust method to consolidate operations, and improve customer experiences and growth. But imagine the possibilities you can...

“Tag” or “Mark” Records in Dynamics 365 or Power Apps With Our P2 Tags Feature

If you’ve ever wanted to “tag” or “mark” certain records in Dynamics 365 or Power Apps for one reason or another, this video series is for you. https://www.crmsoftwareblog.com/wp-content/uploads/Introduction-to-P2-Tags.mp4 Transcript This is Steve Pestillo from P2 Automation. Over the years, I’ve been asked several times, “Is there a way to tag certain records?” For example, maybe...

Build Tools for Azure DevOps in Microsoft Power Platform

      What is Azure DevOps? Azure DevOps is a powerful platform that streamlines the software development lifecycle by integrating key tools for planning, development, testing, and deployment. Here are some of its key features and benefits: Collaboration: Azure DevOps brings together developers, project managers, and contributors to work collaboratively on software development projects. It...

Introducing New Features: Automatic Merge and Translations for Data Quality App

We’re excited to introduce the latest release of our Data Quality App, packed with powerful new features – automated merge and translation, designed to streamline your data management processes and make your experience more global. Automated Merge: Smoother, More Efficient Data Management Duplicate data entries can be a major headache, cluttering your database and complicating...

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