Tag: D365

Dynamics 365 Sales has introduced a slew of new capabilities and updates designed to make selling smarter, faster, and more personalized. But with so many updates, it can be time-consuming to understand which ones will truly make a difference for your business. That’s why we’ve done the legwork for you. In our latest webinar, we...

Most CRM platforms aren’t designed to meet strict compliance standards out of the box. For biotech and pharma manufacturers bound by ISO-13485 regulations, that’s a big problem. In our latest episode of Not Your Grandfather’s CRM, we showcase a solution: a purpose-built complaint tracking system developed in Power Apps. This low-code app helps our client...

Streamline Business Operations by Automating Data Workflows in Dynamics 365 CRM and ERP Automation isn’t just about saving time—it’s about eliminating repetitive, error-prone data tasks so your team can focus on what matters most. If you’re using Microsoft Dynamics 365 CRM or ERP, automating data workflows can streamline operations, reduce errors, and accelerate your business...

In a world increasingly driven by automation, businesses face a familiar hurdle: how to efficiently use AI to work with documents stored locally across various departments. If you’ve ever wished for a digital assistant that could pull key data from a file on your desktop and turn it into a pre-drafted email, attachments included, then...

How Your Dynamics 365 Sales Cycle Impacts Business Performance and Profitability Prolonged sales cycles can lead to increased costs, reduced cash flow, and missed opportunities. On the other hand, a shorter sales cycle enhances efficiency. In addition, it also boosts customer satisfaction and accelerates revenue generation. Therefore, understanding and optimizing the factors that influence the...

In Microsoft Power Pages, user interface components such as modals and data grids are loaded after the page has finished rendering. This can be a challenge when you want to manipulate these components immediately after they are added to the DOM. The manipulation we will cover in this blog will be filtering rows in a...

What do you do when your CRM service process needs more than tickets—but doesn’t need the complexity (or cost) of Dynamics 365’s full Case module? In Episode 3 of Not Your Grandfather’s CRM, Steve Pestillo shares how P2 Automation built a custom Power Apps module for a client whose customer service issues span six departments,...

Customer expectations are higher than ever. Businesses need smarter ways to deliver fast and accurate support. But many contact centers still struggle with outdated knowledge bases, siloed insights, and rigid self-service tools that don’t adapt to changing customer needs. Microsoft Dynamics 365 Contact Center is changing all of this. By introducing autonomous AI agents that...

Once a prospect becomes aware of your brand, their journey doesn’t end—it evolves. The consideration stage is when potential customers actively research your product or service, compare you to competitors, and decide whether you’re worth further exploration. At this point in the journey, personalization isn’t just a “nice-to-have”—it’s critical for building trust and moving leads...

You might be running into problems with your sales and accounting data not syncing properly—and it’s causing delays and costly mistakes. You’re definitely not alone. Many businesses face the same frustration when their CRM and accounting systems don’t communicate. If you’re using Microsoft Dynamics 365 CRM and QuickBooks, it can often feel like they’re operating...