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.
What is the role of executives and managers when it comes to adopting digital engagement practices? Watch the free workshop on The Engaged Digital Leader and learn 5 practices to improve your digital leadership.
Microsoft has made many changes to the default settings of Microsoft Teams and Microsoft 365 Groups in order to minimize confusion. Learn how to better administer Microsoft 365 Groups and get an understanding of what each setting does.
In the wake of COVID-19 and digital distractions at an all-time high, how much time is your team losing? Learn how can you harness the best of digital transformation without creating unnecessary digital interruptions that destroy creativity, productivity, and morale.
Did you know that you can go beyond the 250 attendee limit by using a Microsoft Teams Live Event with up to 10,000 attendees? This blog explains how to replace Zoom meetings and instead use Microsoft Teams for all of your internal meetings.
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.
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!
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.
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.
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.
Microsoft recently released Playbooks for Dynamics 365 for Sales. But the functionality isn't likely to live up to user or administrator expectations. In this article we take a look at this functionality, how it works, and the shortcomings you need to know about.
Have you ever talked to someone who says, “Searching SharePoint is so easy – I find exactly what I’m looking for every time!”Me neither.Why the gap? And what can be done to close it?Your Intranet is not Like the InternetThe internet (let’s call it the web to avoid confusion) is not like your SharePoint intranet. The web is full of general information and when you’re searching it, you’re usually looking for general results. It is also powered by people who are interested in having their stuff fou ...
Finding the legacy administration and settings area in Dynamics 365 for Sale (or one of the other CRM versions of CRM) is not intuitive in version 9.1. Here are super-quick instructions for finding it.
Workplace celebrations are more than just fun - they create a culture where people are more likely to innovate, engage, and put in extra effort when needed. Here are 6 ideas for celebrating more, and better, in your workplace.
The struggle is real: over 60% of CRM projects fail to gain user adoption. There are plenty of blogs out there on how to get users to adopt. Today, let's look at the reasons why users don't adopt, and understand the myths and realities beyond these reasons.
Why track my activities in CRM? And why have goals around activity tracking? They're fair questions. Let's take a look at 12 reasons why activity planning and tracking in CRM can be critical for you and your company.
Complaints: Sometimes they’re valid. Sometimes they’re drama. And sometimes they’re toxic.
Companies with great cultures don't leave it to leaders to respond to complaints. Every employee plays an active role in identifying and responding to complaining co-workers. Here's how they do it.
Whether you're just starting a CRM or Customer Engagement project, or want to bring more focus to an existing project, these non-technical sessions are designed for sales/marketing/service leaders, project managers, and administrators.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
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.