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 But many contact centers still struggle with outdated knowledge bases, siloed insights, and rigid self-service tools that don’t adapt to changing customer needs.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…
For many Managed Service Providers (MSPs), Excel has long been the go-to tool for managing sales data, tracking quotes, budgeting, and even reporting. It’s flexible, familiar, and seemingly does the job—until it doesn’t. As your MSP scales, the very tool that once helped you stay agile becomes a silent killer of operational efficiency. For C-suite…
Ever seen a CRM alert pop up while you were in the middle of something important? Maybe you thought: “I’ll get back to this later.” …but then later never came? You’re not the only one. For Dynamics 365 CRM users, alerts are essential, but they can also be overwhelming when they interrupt the flow of…
When Protech Automotive Solutions decided to overhaul their operations, it wasn’t just about updating software— it was about rethinking how work gets done at scale. With more than 37,000 service requests per day and aggressive growth projections, their existing systems—manual scheduling, disconnected tools, and error-prone invoicing—were slowing them down. What they needed wasn’t an out-of-the-box…
Your CRM isn’t supposed to be a digital junk drawer. So why does it look like one? We’ve all been there: You log into your CRM and instantly regret it. Duplicate records. Contacts with missing emails. Deals marked as “closing soon” since 2022. It’s not a CRM—it’s an overstuffed attic of bad data, broken dreams,…