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...
C5 Insight Relaunches Its Website
C5 Insight, a leading Microsoft partner and provider of customer and employee engagement consulting services, has relaunched its website.
SharePoint Document Management in 6 Steps
Introducing SharePoint to your company can be overwhelming. A complete SharePoint rollout plan can include: Document Management Sites Forms Workflows Social Collaboration Newsfeeds Applications Business Intelligence …and that’s just getting started! SharePoint:...
Process: The Science of Selling
Sales representatives possess a unique combination of people skills, product knowledge, and persuasive abilities that allow them to connect with prospects, understand their needs, and close deals. However, while these skills are essential for success in sales, getting...
CPQ ROI Calculator
Adopting a configure price quote solution can improve your margins, decrease your quoting time and increase your win rate.
Rate Your CRM
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Microsoft Teams Deployment and Governance Guide
Transform your organization’s communication and team collaboration to be more efficient, productive, and engaging with Microsoft Teams.
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