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From the category archives: Customer and Employee Engagement Blog

Blogs related to digital transformation or the digital workplace

Microsoft Teams Tip: Why You Should Post, Not Chat

If you're using Microsoft Teams, it might be time to break this bad habit: Sending a Chat when you should be Posting to a Teams Channel.

Teams Tip: Post Don't Chat

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Digital Etiquette: The 1-Second Productivity Boost You Need to Know

One click can create - or destroy - productivity. Learn the 1 second Microsoft Teams, Viva Engage and Outlook trick to boost productivity.

Microsoft Teams etiquette

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Beware the Bots! Over Inflated Marketing Clicks

This notice is related to the quality of the metrics you are getting through your Marketing Automation Platform (such as ClickDimensions, Dynamics 365 for Marketing or other similar products).

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How to Teach Yourself Microsoft 365

Want to learn how to master Microsoft 365 tools? These tips will provide a framework for how you can prepare for and research its various features.

 

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Creating a Basic D365 CE Roadmap

Your team is enthusiastic about new features/systems, but how do you implement them effectively? We’re breaking down the basics of building out a D365 CE roadmap.



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How Visionary Demos and LUCK Will Set Your Team Up For Success

System administrators can save time and foster a strategically-minded approach to an organization's work by creating a visionary demo using the LUCK system.


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Is Your Leadership Team Steering or Stifling Progress?

Steering committees aren't just responsible for high-level strategic planning. Learn how to utilize your team to execute the long-term vision for a platform.


 


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Hey Administrator, Don't Be An Order Taker

You have the power to be the driving force behind a partnership, not just an order taker. Learn how to prevent fragments in business trust and problem solve.


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Microsoft 365 Teams and SharePoint Strategic Training - 50% Off

Get a 50% off coupon for 3 Microsoft Teams and SharePoint workshops and conferences from Advanced Learning Institute.

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6 Tips on How to Form an Effective CRM Advisory Committee

Part of a successful CRM project is your post-launch strategy. Learn how to elect a CRM Advisory Committee that supports your CRM system for the long haul.

 

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Why You Need Ongoing CRM User Support

Do you have a standardized system for supporting users after your CRM goes live? If not, you need one. Let's discuss why and how you can get started.

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5 Tips to Increase Your Corporate Data Integrity

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.

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How to Roll Out System Changes to Keep Your Team Informed

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.

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3 Tips to Help You Keep Up With Application Evolution

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.


computer wood table notepad phone coffee cup

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4 Reasons Why Using CRM Helps You Manage Better Sales Meetings

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.



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Geoff Ables Receives Microsoft Most Valuable Professional Award

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.



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The Engaged Digital Leader: 5 Ways Executives and Managers Can Improve Digital Engagement

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.


engaged digital leaders and managers 81% statistics

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How to Avoid Digital Disruption in the Workplace with Digital Etiquette

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.

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How to Know If a New Microsoft Teams Site is Needed

Now that you have deployed Microsoft Teams, governance is becoming an issue. How do you know if a new Microsoft Teams site is necessary as your company grows? Here's our three question litmus test...

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Why You Need a Corporate Knowledge Base

Does your organization lack a corporate knowledge base containing internal education materials for users to consume via self-service? Learn the real cost of corporate knowledge loss and how you can start a company knowledge base today.

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Using Microsoft Teams Instead of Zoom for Large 250+ Attendee Meetings

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.


Screenshot showing a live event produced using quick start method

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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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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.