Category: News

(Revised August 2025) Building a Strong CRM Project Team: The Key to Success CRM success is rarely about the software. It’s about people—specifically, the right people in the right roles, working together with clarity and accountability. A strong CRM project team is essential to turning strategy into success. We’ve all seen projects that technically “go...

When your organization has processes that move through multiple departments—sales, service, production, accounting—smooth handoffs are critical. In Microsoft Dynamics 365 and Power Apps, Business Process Flows are an excellent way to keep everyone aligned, but the real magic happens when you fine-tune them for faster approvals, better notifications, and fewer bottlenecks. At P2 Automation, we...

Creating long-term customer relationships goes beyond delivering a good product or service. Today’s most successful brands nurture loyalty with personalized, meaningful experiences—and the best way to do that is with the data already at your fingertips.  If you’re using Microsoft Dynamics as your CRM, you already have the tools to power loyalty programs that resonate....

In today’s fast-paced digital world, businesses are flooded with data. The challenge isn’t collecting data anymore — it’s turning that data into actionable decisions. This is where AI Agents and the Microsoft Cloud come together to transform raw data into strategic insights. With advanced analytics, organizations can uncover patterns, predict trends, and make informed choices...

Running out of storage in Microsoft Dynamics 365 CRM or Dataverse? You’re not alone. Common culprits include: Emails, notes, and attachments piling up fast Dataverse storage hitting its limits Rising storage costs eating into your budget. But here’s the good news: You don’t have to delete valuable data or pay for costly storage upgrades. Attach2Dynamics...

In our first blog, we explored how Dynamics 365 Contact Center brings AI-powered capabilities and Microsoft-native integration to every stage of the support workflow. In the second blog, we looked at how the platform empowers customer service representatives with flexible UI options, omnichannel tools, and intelligent routing. This post rounds out the series by exploring...

Insurance agency owners, especially those focused on employee benefits, face increasing pressure to deliver more strategic value to their clients—especially as workforce expectations, plan complexity, and compliance requirements continue to evolve. In this environment, agencies that embrace intelligent CRM solutions and AI-powered automation are pulling ahead of the competition. Leveraging CRM and business automation solutions...

In today’s rapidly evolving business landscape, distributors are managing an increasing number and variety of sales channels. Customers can now choose from traditional retail and wholesale models to eCommerce, B2B, and direct-to-consumer models. Managing multi-channel operations requires finesse and the right tools. Trying to handle all these sales avenues with outdated and unconnected tools and...

If you’re managing sales, support, or operations using Dynamics 365 CRM, you’ve likely run into this question: “How can I export and email my reports or CRM views automatically?” Maybe your manager needs a weekly sales report. Or you want to share a list of open cases with the support team. But each time, you...

At New Dynamic, we help clients stay ahead of platform changes not just by adapting, but by using technology to improve how they engage with customers. With Microsoft Dynamics 365 Marketing officially shifting away from Outbound, Real-Time Journeys are no longer just a new feature, they are the future of campaign automation. Real-Time Journeys offer...