P2 Automation lifts their clients’ user experience with Dialog Builder
Meaningful Outcome
Redesigned the lead qualification process for greater efficiency and accuracy
Transformed failed leads into valuable insights, improving decision-making
Implemented systematic CRM record filing using P2 tags for better organization
Accelerated implementations by reducing manual tasks, allowing developers to focus on high-value work
Empowered the team to make real-time changes without IT dependencies, increasing agility
Objective
Create precisely tailored dialogs and screens that meet client needs that go beyond the standard Dynamics 365 and Power Platform capabilities using Dialog Builder.
Challenge
“Magnetism keeps it updated and running smoothly, so our developers can focus on solving new challenges instead of maintaining old solutions.”
P2 Automation is a Business-to-Business (B2B) technology consulting firm supplying small and medium-sized businesses in CT, NY, and MA with turnkey business process automation solutions built using Microsoft Office/Access, Visual Studio .NET, and SQL Server. Their aim is to provide customers with high-quality products and services tailored to their technical business needs.
As a Microsoft 365 partner, P2 Automation has witnessed many businesses struggle to adapt the standard system to their unique processes. For instance, when qualifying leads, partners often face unnecessary steps, leading to inefficiencies and missed information.
The challenge is even greater for companies using the $20 Power Apps license, which restricts access to key features—especially the standard lead qualification process. They needed a solution that would help them create the exact dialogs their clients needed, without requiring a computer science degree to set them up
Solution
P2 Automation turned to Magnetism’s Dialog Builder to solve the challenges their clients faced with standard dialogs in Dynamics 365 and Power Apps.
With Dialog Builder, they completely redesigned the lead qualification process from the ground up, making it more efficient and tailored to their clients' needs. The solution also enabled them to turn disqualified leads into valuable insights. Additionally, they developed P2 Tags to work alongside Dialog Builder, allowing Dynamics 365 users to create customized filters for more precise data management.
“We’re not just software implementers - we’re problem solvers who happen to be really good with Dynamics 365 and Power Apps. When we work with Dialog Builder, we’re thinking about your specific challenges and how to make your workday easier.”
Results
With Magnetism’s Dialog Builder for Dynamics 365 and Power Apps, P2 Automation was able to:
Make lead qualification seamless: The lead qualification process now follows a smooth, logical flow, capturing the right information at the right time. It automates background tasks like creating accounts and contacts while intelligently detecting duplicates before they cause issues. Plus, it works seamlessly with the $20 Power Apps license.
Turn dead ends into valuable insights: Disqualified leads are no longer a lost cause—they’re now a goldmine of market intelligence. Businesses can track key reasons deals didn’t work out, such as budget constraints, competitor choices, or missing features, providing valuable insights for future opportunities.
Organize data with P2 Tags: With Dialog Builder and P2 Tags, users can create a personalized filing system for CRM records. By filtering tags, businesses can instantly view all Dynamics 365 customers or high-potential contacts flagged the previous month—all with a single click.
Boost productivity with faster implementations: By reducing the need for custom code, Dialog Builder speeds up implementations, lowers costs, and minimizes maintenance headaches.
Empower teams to create dialogs independently: Businesses can build and modify dialogs without relying on IT, giving teams the flexibility to tailor processes to their needs in real-time.
