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The concept of a "dashboard" is pretty straightforward, but do you know how to properly use them in Dynamics 365? This quick blog will show you how.
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Learn how views in Dynamics 365 work as windows, giving us an inside view of data sitting behind the scenes of the user interface.
Charts make the numerable tables of data in Dynamics 365 digestible. Learn how to use charts and dashboards in CRM to your advantage.
Are you collecting the right data in the right place for the right people? If not, you're not alone. Learn five tips to foster corporate data integrity.
Have you started a CRM project and feel overwhelmed by new feature requests? Do you want to start a CRM initiative, but don't know where to start? Learn how to avoid scope creep during your project.
Is your team aware every time an update is made on your business systems? Learn three steps you can take to keep your team informed before changes are made.
Have you ever heard a user say that entering records in D365 is cumbersome? Learn a quick way to create a row in a table using Quick Create Forms.
In this blog, we show you some of the key personalization features in Dynamics 365 and how they can support users in their day-to-day use of the platform.
The sitemap is a critical aspect of user adoption and engagement. Here's how to configure your system to be nibble and logical to best support your team.
In this blog, we provide a brief overview of the left and top-level Microsoft Dynamics 365 navigation options.
Struggling to stay up to date business platforms, tools, and tech? Learn three tips on how to capitalize and organize all of the information you find online.
Your system is up, running, and live! Are you ready to support all of your new users' needs? Here are four insights to prepare for your CRM launch.
Building a framework for user feedback helps foster a culture of collaboration when it comes to system evolution. Learn how to collect better user feedback.
How do we determine if we really need that new feature or function that we hear about so often? Here's how to strategically evaluate the next "big shiny object" you come across.
Do you want to streamline your sales process and close more deals? Learn the benefits of a configure price quote (CPQ) solution that empowers your sales reps to do more by removing bottlenecks.
Read this blog for a quick tutorial (with screenshots) to help you copy and paste images in Microsoft Teams.
Learn how to run Dynamics 365 CRM on-demand workflows in Power Automate with ease.
Do you know if your Dynamics 365 CRM workflows stop working soon? Microsoft made a recent announcement that will impact many Dynamics 365 customers. Learn how C5 Insight can help you prepare.
You've deployed Microsoft Teams and set up some general governance. Great! Now let's review some common questions around and when to use channels vs sub-teams in Microsoft Teams.
Are you a sales manager looking for a step-by-step sales meeting agenda? Learn how to efficiently plan annual, quarterly, weekly, and monthly 1:1 meetings with your sales team.
BREAKING NEWS: Microsoft recently announced that SharePoint 2010 Workflows will be retired in the next few months. Do you have a plan? Learn C5 Insight's professional recommendation.
In this blog, we'll explore why and how sales managers can use CRM to both run and inform sales meetings and present a plan you can follow for more efficient meetings.
If you're using Microsoft 365, managing lists is about to get a whole lot easier. Learn seven capabilities of Microsoft Lists and four practical ways to start implementing them in your organization.
The C5 Insight team is thrilled to announce that Geoff Ables has recently been titled "Most Valuable Professional," receiving a Microsoft MVP award for his Microsoft Business Solutions expertise.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
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This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.