Well-defined processes can make or break the productivity of a team. This is especially true of a sales team that often struggles with structure and technology. Using several tried-and-true tools coupled with The LUCK Principle™ methodology, Revenue Engineering offers a robust plan, or a quick start guide based on what your business short and long-term needs are.
Powered by LUCK™
Join Paige, Emily, and Malcolm as they discuss the new Microsoft Dynamics & Power Platform Release Planner. While this feature is in preview at the time of publishing this video, the C5 Insight team is thrilled with the ease of use and functionality of the...
In this video you'll see how a document management process can be reduced from 30 minutes to 30 seconds through the power of SharePoint, Power Platform and AI Builder.
One of the often overlooked but powerful features of Dynamics 365 is the ability to bulk delete records.
When duplicate records exist in your CRM, data integrity suffers. Dynamics 365 has a feature to help combat this issue – Duplicate Detection.
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). What's Happening? C5 Insight has recently learned that some organizations...
This entry is part of our Feature Review Series. These short, to the point blogs strive to provide a quick snapshot of information to a user looking for a quick overview of a feature, how it's managed or configured, some insight into how a business / organization...
Do you want to enrich your Dynamics 365 Customer Engagement or Model-Driven Power Apps with custom table images? Many Power App tables use the default puzzle-piece icon that appears less professional and difficult to distinguish from other apps. If you want icons that...
It’s a fact – 47% of CRM projects fail 2 or more times before organizations get it right. One of the most critical reasons: not understanding the unique planning process. This session will dive into what should be included in your CRM roadmap, how to build it, getting...
Many sales professionals rely on their instincts and experience, but a sales process is a systematic approach to selling a product or service.
[Webinar] Chat Chili: Spice Up D365 CE/CRM & Power Platform with a Dash of Copilot & a Pinch of ChatGPT
You’ll walk away with a ton of knowledge, cool demo videos and how-to instructions to spice up your UX & CX with your very own Copilot.
Gain a better understanding of how the content type publishing process used to work and how it works now with a pull-as-needed approach.
Get answers to questions about CRM and ERP, how and when they work better together, and some of the common (and costly) pitfalls to avoid.
Integrating Dynamics 365 Business Central and Customer Engagement (CRM): Choosing the Best Approach for You
Learn three of the most common options for integrating Dynamics 365 Business Central and Customer Engagement (CRM) and how they compare.
In this session, you’ll learn what a CoE is, the 4 stages of evolving a CoE, the 6 steps for setting up a CoE, and how it relates to M365.
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