P2 Automation, located in Southington, CT, provides automated business process and business productivity solutions to small and medium-size businesses.
Joined June 2011
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- Following 165
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1,255 Photos and videos
"Letโs look at how customer emails can be seamlessly converted into cases within Dynamics 365, ensuring that every issue is documented and traceable from the start."
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#CrmCustomerService #CaseManagement #OutlookEmail
12
Keep track of Claim Requests to Plants and generate a printable document with a few simple clicks.
Read more ๐ bit.ly/4izp7p2
#ClaimRequests #CrmCustomerService
8
Our custom-built CRM Case module allows our clients to create a company claim document, so that they can easily review their vendors' data with one simple report.
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#Dynamics365 #CRM
5
"By using the built-in Tasks module, our system ensures that assigned tasks integrate effortlessly with existing workflows."
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#CRM #Dynamics365 #CaseManagement
4
"With so many custom fields and calculations, it made more sense to create a tailored solution that fits our clientโs needs exactlyโwithout unnecessary complexity or extra costs."
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#CRM #Dynamics365 #CustomerServiceIssues
6
Our Cases Module in Dynamics 365 is custom-built for your business so that you can easily log in every customer complaint and track every claim to better meet your clients' needs.
Read more ๐ bit.ly/42v7zpr
#CrmCustomerService #Dynamics365
3
Here are three simple ways you can link folders and files to your CRM in Dynamics 365 and Power Apps.
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#Dynamics365 #PowerApps #SharePoint
29
For Part 2, we'll go over how we use the Kanban Board to update our project tasks.
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#Dynamics365 #KanbanBoard #PowerApps
1
25
30 Dec 2025
Welcome to the final video in our short miniseries on how we set up a customer service module for one of our clients in the metals industry.
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#CrmCustomerService #CaseManagement #ApprovalProcess
3
11 Dec 2025
"If you'd likeย more information on how we can customizeย
your CRM to match your business process, reach out to us today!"
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#Dynamics365 #PowerApps #CustomSearchTool
10
9 Dec 2025
In this video, we'll go over how to set up a case in Dynamics 365 from an Outlook Email.
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#CrmCustomerService #CaseManagement #OutlookEmail
12
5 Dec 2025
"Our CRM Case module makes it just as easy to submit Plant Claim Requests, ensuring internal costs are tracked separately while maintaining a streamlined claims process."
Read more ๐ bit.ly/4izp7p2
#ClaimRequests #CrmCustomerService
17
28 Nov 2025
"Let me share an example of a simple yet effective productivity hack that we implemented for one of our clients using our CRMPlus365 app."
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#ProductivityHacks #CRMPlus365 #EmailNotifications
5
24 Nov 2025
"Our latest video demonstrates how our custom-built CRM Case module simplifies the vendor claim request process, allowing users to submit claims efficiently when quality issues or delivery delays arise."
Read more ๐ bit.ly/4hTg9TI
#Dynamics365 #CRM
21
19 Nov 2025
"With our custom modules for Close as Won and Close as Lost opportunities, Managed Service clients can ensure that their CRM works the way they do."
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#Dynamics365 #CRM #ManagedServicePlan
12
16 Nov 2025
"Once a claim is created, the next step is ensuring that all necessary tasks are assigned and tracked efficiently. Our system makes this simple by integrating tasks from within the Case Management window."
Read more ๐ bit.ly/3QnZRWG
#CRM #Dynamics365 #CaseManagement
12
13 Nov 2025
"By implementing this custom lead qualification tool, we were able to solve the issues that were causing data synchronization problems and account duplication."
Read more ๐ bit.ly/4hNNFLj
#LeadQualification #Dynamics365 #CRM
76
4 Nov 2025
"In the latest installment of our video miniseries, we walk through how our custom-built CRM Case module streamlines the claim request process, ensuring every case is handled with precision."
Read more ๐ bit.ly/3WRjdHq
#CRM #Dynamics365 #CustomerServiceIssues
10
31 Oct 2025
"This customized Lead Qualification Process not only enhances our client's ability to manage leads effectively but also integrates seamlessly with their marketing tracking requirements."
Read more ๐ bit.ly/3YSo4d2
#LeadQualification #Dynamics365 #PowerApps
23
29 Oct 2025
Our customer service module is designed to track and manage every customer issue to ensure that problems are addressed and resolved in a timely manner for our clients.
Read more ๐ bit.ly/42v7zpr
#CrmCustomerService #Dynamics365
2