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Electronic Paycheck Protection Program Loan Application for Small Banks

Banks are struggling to be able to support the CARES Act’s ability to help small businesses through the Paycheck Protection Program (PPP).

As a small way to help out, we have used Microsoft Forms Pro (part of Office 365) to create an electronic PPP application. The form contains everything you are likely to need to know as a lender to support your small business customers with these loans at this critical time.

Free Electronic Paycheck Protection Program Loan Application

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How Teams Can Collaborate Closely While Working Remotely

COVID-19 has made technology more vital than ever to businesses across the world. Learn how to foster collaboration among team members working remotely.

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COVID-19: A New Era of Employee and Customer Engagement

For some businesses and their customers, the transition to digital is quite a hardship. Maybe even downright impossible due to the nature of the work they provide. Learn how businesses are handling the digital transition and some examples of how it could work for yours!



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21 Virtual Training Sessions for Your Digital Workplace in 2020

Join us for 21 online sessions in 2020 to learn about digital workplace communications and collaboration using Office 365, Dynamics 365, SharePoint, Microsoft Teams and more! 

c5 insight graphic 21 virtual training sessions for your digital workplace webinars

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4 Core Principles of Technology Project Management

I once had a project manager on the client team ask me why I was capturing such detailed notes in a requirements meeting. That question took me by complete surprise. After all, my role wasn't to capture requirements, conduct any business analysis, or architect any solutions…or was it?


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Solution for HTML Markup Functionality on Calculated Columns

Some systems are still experiencing issues with HTML markup functionality on calculated columns. Here are a few different solutions for various environments.



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COVID-19 Coronavirus and Your Digital Workplace

What's your business strategy for dealing with coronavirus COVID-19 and the economic impact? C5 Insight is taking steps to protect our clients and communities, and to lead the way with creating more resilient digital workplaces.

COVID-19 Digital Workplace

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What Do Corkscrews Have to Do With Customer and Employee Engagement?

What do wine and corkscrews have to do with creating more people-centric digital workplaces? Quite a bit as it turns out. This article looks at how some everyday things can teach us lessons about customer experiences and employee engagement.

St. Patrick's Day Gift - C5 Insight

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3 Easy Tips for Better Lead Generation On Your Website

Looking to increase lead generation on your website? Learn 3 simple tips - explained in detail - that can help you refine your lead generation strategies, today.


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SharePoint Task List Overview for Project Managers

Still managing projects using an Excel document? Learn how SharePoint task lists provide a better way to manage projects and empower your team. 

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How to Bulk Edit a SharePoint List

Attention SharePoint Power Users, did you think Microsoft removed your ability to bulk edit? Read these step-by-step instructions to learn how to use the right views for bulk editing.



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How to Set Up a Test Environment for 2020 Release Wave 1 Update (8 Steps)

Before you enable the update in production, we highly recommend testing the changes first in a test environment. If you are not sure if you have a test environment, as an online customer you get one. Go to the Power Platform Admin Center, if needed, create your sandbox environment and then copy your production environment to your new sandbox environment.



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What is Digital Transformation?

Do you know what digital transformation is? Or why your efforts are more likely to fail than succeed? Let's gain some insight on the topic and uncover common roadblocks that affect the process.


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Use MS Teams Org-Wide Team for Inclement Weather Notices

Learn about one of the most overlooked but helpful features of Microsoft Teams: Org-Wide Teams. Learn more about its functions, like Inclement Weather Notices, that may appeal to you and your organization.



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Top 3 Differences Between Microsoft Forms and Forms Pro

As of 7/1/2019, Microsoft announced the availability of Microsoft Forms Pro—the “pro-fessional” version—but what does that mean? What’s the difference between Microsoft Forms and Forms Pro? Let's discuss the differences screen by screen so you can make the most informed decision.

Top 3 Differences Between Microsoft Forms and Forms Pro That You Must Know!


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The Value of a Content Manager

Many companies will introduce intranets to their employees to encourage employee engagement and collaboration. One role that may be overlooked during the deployment of an intranet is a Content Manager. Content Managers should be an intentional and strategic part of your deployment plan for a new intranet.


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The Future of Work: Microsoft and AI

The digital workplace is being transformed by AI more and more every year as it takes front and center stage at Microsoft's Future Decoded conference. Are you prepared for the future of work? Read how AI continues to evolve, impacting both industries and individuals


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Office 365 MyAnalytics Available for the Masses

Do you ever leave work feeling like you didn't accomplish anything? Well, maybe you didn't! Microsoft has decided to make MyAnalytics available to almost all Office 365 subscriptions so you can start being more efficient at work, today.

Office 365 MyAnalytics Available for the Masses!

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Start Working Together Better in Microsoft Teams

Here around the halls of C5 Insight, we talk a lot about working together better—but what does that mean? We strive to provide strategies to connect, communicate, and collaborate both efficiently and effectively with those who will listen. Let’s talk about one of the platforms we recommend to foster both collaboration and communication in the digital workplace...

Start Working Together Better in Microsoft Teams Using the Teams Usage Reports Now!

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How to Format Code in Visual Studio Code

If you live in the Microsoft world, like I do, you likely know about Visual Studio Code – a lightweight, but very powerful IDE developed by Microsoft to leverage current code technology. Learn a quick, but not so obvious, tip on how to adjust the code formatting.

Visual Studio Code by Microsoft JSON

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3 Ways to Get a Direct Link in SharePoint Online

If this blog title captured your attention, then you are very likely aware of the problem. It seems like just yesterday I could go into a document library, right click on a file, and Copy shortcut.  Those days have past and now we get a whole list of confusing options to choose from. Is it possible to just get a regular link? I’ll show you three ways how...

How to Get a Direct Link to a File in Modern SharePoint Online Libraries

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PowerApps: How to Customize "Save" and "Cancel" Buttons

Sooner or later it will happen to you. You will setup a new SharePoint list and want to customize the form. Your first instinct might be to bust out InfoPath. Don’t do it! PowerApps is the new orange. Learn how to add the "Save" and "Cancel" buttons back to the bottom of SharePoint forms with PowerApps.

Add Save and Cancel Buttons to PowerApps Customized SharePoint Online List Forms


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Yammer vs. Microsoft Teams: Which Tool?

The debate between Yammer and Microsoft Teams is an age old question for Office 365 users; when do you use one over the other? The question is imminent if you haven't asked it already. I understand, they are both social tools. Let’s take a deeper look and try to answer the question from a non-technical perspective...

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2 Days of Strategic CRM Workshops

Join us for 4 CRM Leadership, Planning and Adoption Workshops over the course of 2 days. 

Targeted to organizations struggling with customer relationship management or launching new CRM projects. Oct. 14-15, 2019 in Orlando FL. Use our discount code for 10% savings.

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[Video] How to Filter Email Attachments with Microsoft Flow

I’ve noticed a lot of questions related to filtering email attachments lately in the Microsoft Flow Community. For example, a user gets an email and only wants to save the PDF/DOCX/XLSX (excluding images) somewhere. Whether you save them to OneDrive for Business, a SharePoint site, or even a local file share, this video will show you how to accomplish that task. Follow along as I walk you through the process, step-by-step...

filter email attachments using Microsoft Flow

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Blog Topics

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CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

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SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.

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CRM Self Assessment

Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.

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SharePoint Feedback Solution

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.

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SharePoint Upgrade Checklist

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.