p2automation

P2 Automation makes technology perform for your business - resulting in increased productivity, efficiency and informed decision making. Most importantly, we have the hands-on ability and real-world knowledge of each solution we develop.

Intro to Master Activities in Dynamics 365
Intro to Master Activities in Dynamics 365
How to Create Email Approvals That Actually Work in Dynamics 365 | (Episode 10)
How to Create Email Approvals That Actually Work in Dynamics 365 | (Episode 10)
Order Management Made Easy: Custom CRM Workflows for Complex Teams | Episode 9
Order Management Made Easy: Custom CRM Workflows for Complex Teams | Episode 9
How to Create Your Own Email Templates in Microsoft Dynamics 365 Using Quick Campaigns | Part 3
How to Create Your Own Email Templates in Microsoft Dynamics 365 Using Quick Campaigns | Part 3
How to Use Email Templates in Dynamics 365 Quick Campaigns | Part 2
How to Use Email Templates in Dynamics 365 Quick Campaigns | Part 2
How to Send Bulk Emails in Dynamics 365 Using Quick Campaigns | Part 1
How to Send Bulk Emails in Dynamics 365 Using Quick Campaigns | Part 1
Yes, Invoices in CRM (and Why It Works) | Not Your Grandfather’s CRM (Ep. 8)
Yes, Invoices in CRM (and Why It Works) | Not Your Grandfather’s CRM (Ep. 8)
Mastering Change Requests with CRM & Power Apps | Not Your Grandfather’s CRM (Ep. 7)
Mastering Change Requests with CRM & Power Apps | Not Your Grandfather’s CRM (Ep. 7)
Automating Multi-Stage Product Approvals with Power Apps | Not Your Grandfather’s CRM (Ep. 6)
Automating Multi-Stage Product Approvals with Power Apps | Not Your Grandfather’s CRM (Ep. 6)
Automating Team-Based Fulfillment with Power Apps | Not Your Grandfather’s CRM (Ep. 5)
Automating Team-Based Fulfillment with Power Apps | Not Your Grandfather’s CRM (Ep. 5)
Modern CRM for Regulated Industries | ISO-13485 Complaint Tracking in Power Apps | Episode 4
Modern CRM for Regulated Industries | ISO-13485 Complaint Tracking in Power Apps | Episode 4
Complex Service Approvals—Simplified! | Not Your Grandfather’s CRM (Ep. 3)
Complex Service Approvals—Simplified! | Not Your Grandfather’s CRM (Ep. 3)
Custom CRM Service Module – Built Without Cases! | Not Your Grandfather’s CRM (Ep. 2)
Custom CRM Service Module – Built Without Cases! | Not Your Grandfather’s CRM (Ep. 2)
This Isn't Your Grandfather's CRM (Ep. 1)
This Isn't Your Grandfather's CRM (Ep. 1)
Customer Service in the Metals Industry - Part 7 (Service Case Approval Process)
Customer Service in the Metals Industry - Part 7 (Service Case Approval Process)
Customer Service in the Metals Industry - Part 6 (How To Create A Case From Outlook)
Customer Service in the Metals Industry - Part 6 (How To Create A Case From Outlook)
Customer Service in the Metals Industry - Part 5 (How To Create A Plant Claim In CRM)
Customer Service in the Metals Industry - Part 5 (How To Create A Plant Claim In CRM)
Customer Service in the Metals Industry - Part 4 (How To Create A Vendor Claim in CRM)
Customer Service in the Metals Industry - Part 4 (How To Create A Vendor Claim in CRM)
Customer Service in the Metals Industry - Part 3 (How to Enter and Assign Tasks to a Case in CRM)
Customer Service in the Metals Industry - Part 3 (How to Enter and Assign Tasks to a Case in CRM)
Customer Service in the Metals Industry - Part 2 (How to Start a Claim Request in CRM)
Customer Service in the Metals Industry - Part 2 (How to Start a Claim Request in CRM)
Customer Service in the Metals Industry - Part 1 (How to Create a Special Case in CRM)
Customer Service in the Metals Industry - Part 1 (How to Create a Special Case in CRM)
A Custom Search App For Dynamics 365 And Power Apps
A Custom Search App For Dynamics 365 And Power Apps
What Am I Doing Today??
What Am I Doing Today??
A Better Way to Win an Opportunity in Dynamics 365 and Power Apps
A Better Way to Win an Opportunity in Dynamics 365 and Power Apps
Custom Lead Qualification Process - Example #2
Custom Lead Qualification Process - Example #2
Custom Lead Qualification Process - Example #1
Custom Lead Qualification Process - Example #1
Advanced Filters in Dynamics 365 - Part 3
Advanced Filters in Dynamics 365 - Part 3
Advanced Filters in Dynamics 365 - Part 2
Advanced Filters in Dynamics 365 - Part 2
Advanced Filters in Dynamics 365 - Part 1
Advanced Filters in Dynamics 365 - Part 1
The P2 Automation 5D Process
The P2 Automation 5D Process