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From the category archives: Customer and Employee Engagement Blog

Dynamics CRM

Feature Review: Dynamics 365 Dataverse Dashboards

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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Feature Review: Dynamics 365 Dataverse Views

Learn how views in Dynamics 365 work as windows, giving us an inside view of data sitting behind the scenes of the user interface.

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Feature Review: Dynamics 365 Dataverse Charts

Charts make the numerable tables of data in Dynamics 365 digestible. Learn how to use charts and dashboards in CRM to your advantage.


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3 Tips to Avoid CRM Project Scope Creep

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.

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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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Feature Review: Power Apps Quick Create Forms

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.

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Feature Review: Personalization Settings in Dynamics 365

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.


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Feature Review: Understanding the Model-Driven App Sitemap

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.

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Feature Review: Dynamics 365 General Navigation

In this blog, we provide a brief overview of the left and top-level Microsoft Dynamics 365 navigation options.

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How to Survive After Your CRM System Goes Live

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.


man holding cell phone sitting at desk computer c5 insight


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7 Tips for Managing Effective User Feedback

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.

black and white little kid yelling into mic managing user feedback


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SOS: How to Manage the Urge to Implement Everything You See

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.

Ways to avoid big shiny object syndrome laptop opening with bright colors

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Evaluating the Benefits of a CPQ Solution

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.

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Easily Run Dynamics 365 CRM On-Demand Workflows in Power Automate

Learn how to run Dynamics 365 CRM on-demand workflows in Power Automate with ease.

How to Easily Run Dynamics 365 CRM On-Demand Workflows in Power Automate

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The End of Dynamics 365 CRM Workflows (And What To Do About It)

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.

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The Complete Guide to Sales Meetings Using CRM and LUCK

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.

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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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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 Say "Know" to Demos for Business Solutions

Demos are helpful to make a decision on what business solution, like Microsoft Dynamics CRM, will solve your problem best. Learn a few key things you need to know before asking for your next sales demo.


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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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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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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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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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Where to CRM: Dynamics 365 CRM vs Business Central or NAV

You're using Business Central or NAV, and you're aware that it has CRM capabilities. But you know that Dynamics 365/CRM may provide a stronger feature set. In this article we help you understand the differences between these options so you can make a decision.

  man looking at computer screen contemplating

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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.