The Dynamics 365 Sales 2025 Release Wave 2 marks a major shift in how modern sales teams operate. This release focuses on enabling truly AI-powered selling through intelligent automation, guided processes, and tighter integration with Microsoft 365. With features like the Sales Qualification Agent, advanced Sales Copilot capabilities, and a redesigned seller experience, Dynamics 365…
With Three-Year Revenue Growth of 67 Percent, This Marks New Dynamic, LLC’s First Time on the List NEW YORK, August 12, 2025 – Inc., the leading media brand and playbook for the entrepreneurs and business leaders shaping our future, today announced that New Dynamic, LLC is No. 4605 on the annual Inc. 5000 list, the…
In today’s fast-paced business world, decision-makers need more than just charts and tables — they need location-aware insights that are visual, contextual, and actionable. While traditional Dynamics 365 CRM dashboards display data in lists and graphs, they often miss the spatial perspective that’s critical for sales, service, and territory planning. That’s where Maplytics a geo-analytical…
(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…