A topic of hot debate among many in the Dynamics 365 space – the updates to Advanced Find have been around for a while now. Join Patrick, Paige, and Malcolm as they discuss their impressions of the tool now that it’s grown on them and some neat tricks and tips for how...
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Previewing the New Microsoft D365 & Power Platform Release Planner | Insights With C5 Insight
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...
Document Processing with SharePoint and AI Builder
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.
Creating a Dynamics 365 CRM Annual Plan
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...
Microsoft Announces SharePoint Add-In Retirement — What Now?
Microsoft just announced on November 27, 2023 that SharePoint Add-In is being replaced with SharePoint Framework.
How to Paste a Picture into Microsoft Teams
When you're using Microsoft Teams, sometimes your pictures paste directly into a post (such as copying an image off of a website and pasting it into Teams). Other times, try as you may, the picture just won't paste! Images not pasting is likely a bug that will be...
[Webinar] Roadmap to (Re)Launching Your D365 or M365 Project
This session delivers an annual planning framework for moving your project forward, getting it back on track, or starting a new project.
[Webinar] Show Me the Demo! Viva Engage
Learn exactly what Viva Engage is, where it fits into the M365 product lineup, and best practices for deploying and driving adoption.
Sending Surveys through Dynamics 365 Marketing and Setting ‘Regarding to’ Field
In this tutorial, learn how to combine Dynamics 365 Marketing with Power Automate to set the “Regarding to” field and send customer surveys.
[Webinar] It’s About Time: Better Activity Management with Dynamics 365 CE
Your team can accomplish anything if they use their time wisely. And Dynamics 365 CRM/CE can be an amazing time management solution.
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