P2 Automation, LLC

P2 Automation, located in Southington, CT, provides automated business process and business productivity solutions to small and medium-size businesses.

[P2 Automation, LLC @P2Automation]

"Let’s 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."

Read more 👉 https://t.co/ZKHEtIlGps

#CrmCustomerService #CaseManagement #OutlookEmail

[P2 Automation, LLC @P2Automation]

Keep track of Claim Requests to Plants and generate a printable document with a few simple clicks.

Read more 👉 https://t.co/XJDg9bPXjQ

#ClaimRequests #CrmCustomerService

[P2 Automation, LLC @P2Automation]

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.

Read more 👉 https://t.co/V4nnU6GDd4

#Dynamics365 #CRM

[P2 Automation, LLC @P2Automation]

"By using the built-in Tasks module, our system ensures that assigned tasks integrate effortlessly with existing workflows."

Read more 👉 https://t.co/NQd3sIDolg

#CRM #Dynamics365 #CaseManagement

[P2 Automation, LLC @P2Automation]

"With so many custom fields and calculations, it made more sense to create a tailored solution that fits our client’s needs exactly—without unnecessary complexity or extra costs."

Read more 👉 https://t.co/29eE4zUH4Q

#CRM #Dynamics365 #CustomerServiceIssues

[P2 Automation, LLC @P2Automation]

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 👉 https://t.co/LahGFnHhyM

#CrmCustomerService #Dynamics365

[P2 Automation, LLC @P2Automation]

Here are three simple ways you can link folders and files to your CRM in Dynamics 365 and Power Apps.

Read more ��� https://t.co/QtgTDIwGSN

#Dynamics365 #PowerApps #SharePoint

[P2 Automation, LLC @P2Automation]

For Part 2, we'll go over how we use the Kanban Board to update our project tasks.

Read more 👉 https://t.co/KM1d3gUrni

#Dynamics365 #KanbanBoard #PowerApps

[P2 Automation, LLC @P2Automation]

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.

Read more 👉 https://t.co/9Mt1jN2hTr

#CrmCustomerService #CaseManagement #ApprovalProcess

[P2 Automation, LLC @P2Automation]

"If you'd like more information on how we can customize 
your CRM to match your business process, reach out to us today!"

Read more 👉 https://t.co/xmyH7p6amA

#Dynamics365 #PowerApps #CustomSearchTool

[P2 Automation, LLC @P2Automation]

In this video, we'll go over how to set up a case in Dynamics 365 from an Outlook Email.

Read more 👉 https://t.co/ZKHEtIlGps

#CrmCustomerService #CaseManagement #OutlookEmail

[P2 Automation, LLC @P2Automation]

"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 👉 https://t.co/XJDg9bPXjQ

#ClaimRequests #CrmCustomerService

[P2 Automation, LLC @P2Automation]

"Let me share an example of a simple yet effective productivity hack that we implemented for one of our clients using our CRMPlus365 app."

Read more 👉 https://t.co/etJiouPAcc

#ProductivityHacks #CRMPlus365 #EmailNotifications

[P2 Automation, LLC @P2Automation]

"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 👉 https://t.co/V4nnU6GDd4

#Dynamics365 #CRM

[P2 Automation, LLC @P2Automation]

"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."

Read more 👉 https://t.co/CrHlXHmxTD

#Dynamics365 #CRM #ManagedServicePlan

[P2 Automation, LLC @P2Automation]

"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 👉 https://t.co/NQd3sIDolg

#CRM #Dynamics365 #CaseManagement

[P2 Automation, LLC @P2Automation]

"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 👉 https://t.co/DnldY0QBvD

#LeadQualification #Dynamics365 #CRM

[P2 Automation, LLC @P2Automation]

"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 👉 https://t.co/29eE4zUH4Q

#CRM #Dynamics365 #CustomerServiceIssues

[P2 Automation, LLC @P2Automation]

"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 👉 https://t.co/xy0SohAHeP

#LeadQualification #Dynamics365 #PowerApps

[P2 Automation, LLC @P2Automation]

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 👉 https://t.co/LahGFnHhyM

#CrmCustomerService #Dynamics365