The Insights

What does it really take to deploy AI agents for field sellers at enterprise scale?

In this webinar, C5 Insight shares the real-world story behind a voice-first sales solution built for a global electrical distributor with 2,500 field reps across 40 countries. The solution combines Copilot Studio, Power Apps, Power Automate, Dataverse, and Dynamics 365 Sales to help sellers plan customer visits, prepare with the right account context, capture meeting notes by voice, and follow up without creating more administrative work.

The webinar also explores what didn’t work as expected and how those lessons shaped a more practical, scalable approach to agentic AI.

If your organization is exploring Copilot Studio agents, AI-powered sales experiences, or ways to bring AI into real business workflows, this session offers a practical look at what enterprise deployment actually requires.

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Timestamps

00:10 Introductions and housekeeping
00:39 About the company (Sonepar)
01:48 About the case study
04:55 The Problem
06:44 The Solution
09:10 Demo of Spark: The Voice Agent for Field Sellers
10:24 How We Built It
19:24 The Data Behind It
24:54 Writing Back to CRM
27:11 The Reality of Voice with Copilot Studio
30:31 The Journey and the Results
37:00 Driving Adoption
41:28 The Results
42:23 Reframing Digital Transformation Projects
46:52 Five takeaways for building a voice-first field solution
47:49 What Now? Three next steps:
47:54 1. Follow the AI at Work Roadmap https://aka.ms/m365roadmap
48:47 2. Book a consultation with C5 Insight https://c5in.co/consult
49:42 3. Download the AI Transformation Playbook https://c5in.co/ai-playbook

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Project success depends on more than task lists, timelines, and milestones. It also requires a consistent way to manage the documents, communications, risks, meeting transcripts, status reports, and other information that keeps work moving.

In this webinar, Geoff Ables, Microsoft MVP and CEO of C5 Insight, explains how organizations can build a modern digital project management office (PMO) using Microsoft 365. He shares a practical framework for replacing scattered project information with secure, repeatable workspaces that improve visibility, reduce administrative work, and prepare project content for Microsoft Copilot and AI agents.

The webinar also includes a real-world case study and live demonstrations of C5 Insight's PMO 365.

Ready to move from project chaos to strategic execution? Visit https://c5in.co/consult to schedule a consultation and explore the right path for your organization.

Intro
0:11 Meet the Speaker
01:14 Project Management vs. the Project Management Office

02:54 SECTION ONE: The Case for a Digital PMO
03:21 The Status Quo as You Grow: Project Chaos
05:25 Four Ways Project Content Falls Apart
09:11 What Makes a PMO Modern? 4 Pillars
10:54 The Business Impact of a Digital PMO
12:12 Case Study Demo

16:06 SECTION TWO: Building a Digital PMO
16:25 The Anatomy of a Digital PMO
21:00 Five Decisions That Make or Break a Digital PMO
23:26 How to Structure a Basic PMO
25:11 Why We Built PMO 365

28:47 SECTION THREE: From Project Chaos to Control with PMO 365
29:07 PMO Hub/Portal (+ demo)
33:15 Client Workspaces (+ demo)
36:44 Project Workspaces (+ demo)
40:44 Administrative App
42:11 User Experience: SharePoint and Microsoft Teams
44:11 Three Built-in AI Agents
44:39 Technical Foundation: Microsoft 365 and Power Platform
46:05 Behind the Scenes: 66 Flows, Templates, SPFx Parts, PnP, Agents, etc.

47:01 SECTION FOUR: Next Steps
47:06 Three Paths Forward: Keep on Keeping On, Build a PMO from Scratch, or Accelerate with PMO 365
48:22 A Done-for-You Digital PMO
49:22 About C5 Insight: Microsoft Solutions Partner
50:40 Ready to Implement a Modern PMO? Contact C5 Insight (https://c5in.co/consult)
51:27 Invitation to Community Summit NA 2026 in Nashville from Oct 11-15 (Use code C5INSIGHT15 for 15% off registration)

Q&A
52:15 Can PMO 365 be customized to our organization?
53:00 Where does the data for PMO 365 live?
54:01 What do you install as part of this PMO? Does it use any third-party software?


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The Copilot you rolled out isn’t the Copilot you have today. While Microsoft’s roadmap races ahead, most teams are still using a sliver of what their Microsoft 365 Copilot license already pays for. In less than an hour, we’ll get you current on Copilot by moving through three lenses:

- What’s New: Ready-to-use features you can start benefiting from today.
- What’s Next: Frontier previews and Microsoft roadmap announcements.
- What You’re Probably Missing: The capabilities you already own but likely rarely use or know about.

You’ll leave with a clearer understanding of what’s possible, what’s worth piloting, and what your organization should begin planning for next.

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TIMESTAMPS

0:35 Speaker Introductions
1:09 Introduction to the State of Copilot Q3 2026 briefing
1:56 Agenda
3:14 About C5 Insight
4:28 AI is rewiring how work gets done
6:16 SECTION ONE: What's New in 2026?
6:53 Multi-model intelligence & choice
8:24 Copilot Notebooks
11:54 Agent Mode in Office Apps (Word, Excel, PowerPoint)
13:37 Microsoft-built Agents
15:43 Agent Builder (AKA Copilot Studio Lite)
17:31 Sales Agent
20:39 Service Agent
24:24 Copilot Cowork
27:43 Agent 365
29:20 SECTION TWO: What's Next?
30:51 What is the Frontier Program?
32:52 Microsoft Scout
35:30 When to use Microsoft 365 Copilot vs. Copilot Cowork vs. Scout
37:09 Legal Agent in Word
38:50 Critique & Model Council in Researcher Agent
41:33 Copilot in Outlook is now agentic
42:33 Copilot Notebook Infographics
43:39 COPILOT=() Function in Excel
45:01 Cowork 1: New DeepSeek model releasing soon
41:11 And so much more is coming…
48:00 SECTION THREE: What Now?
48:05 Next Step 1: Follow the Roadmap
48:36 Next Step 2: Book a Consult with C5 Insight (https://c5in.co/consult)
49:18 Next Step 3: Download the AI Transformation Playbook (https://c5in.co/ai-playbook)
49:59 Invitation to Community Summit NA in Nashville October 11-15, 2026 (Use code C5INSIGHT15 for 15% off)
50:32 Q&A

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Microsoft 365 Copilot and ChatGPT may seem similar, but we're highlighting the differences that matter most when you’re evaluating AI for your organization. In this C5 Insight webinar, we explore the key distinctions between Microsoft 365 Copilot and ChatGPT Enterprise, including what those differences mean for productivity, security, governance, adoption, and long-term AI strategy.

TIMESTAMPS

0:55 Speaker Introductions
1:20 Introduction to the topic
2:24 POLL: Which AI tool(s) is your organization invested in?
3:26 The Shadow AI Dilemma
6:05 Your people are already using AI, but is it the one you chose?
7:20 POLL: How is AI being adopted in your organization today?
8:30 Microsoft 365 Copilot and ChatGPT Enterprise similarities
9:57 The real difference isn't feature, it's fit
11:38 DIFFERENCE 1: Embedded in the flow of work
16:00 DIFFERENCE 2: Built on business context (Work IQ)
16:42 What is WorkIQ?
21:56 DIFFERENCE 3: Unlocks value from existing Microsoft tools
28:15 POLL: If you could hand your team ~2 hours back per week, where would it matter most?
29:54 DIFFERENCE 4: Integrated security, management & governance controls
34:42 DIFFERENCE 5: Multi-model AI flexibility
35:57 5 ways M365 Copilot pulls ahead of ChatGPT
41:51 About C5 Insight
43:01 Download the AI Transformation Playbook (https://c5in.co/ai-playbook)
44:33 Invitation to Community Summit NA 2026 in Nashville from Oct 11-15 (Use code C5INSIGHT15 for 15% off registration)
45:26 Q&A

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Want to know how AI is actually changing the way sellers work?

In this value-packed webinar, we show how Copilot and role-based AI agents across Dynamics 365 Sales and Microsoft 365 help sales teams save time, improve insights, and focus on closing. You’ll see real-world demos, learn key licensing and governance considerations, and discover what an AI-enabled sales strategy really looks like.

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TIMESTAMPS

0:29 Intro & Agenda
0:48 Three Layers of Copilot
2:31 LAYER 1: Copilot + CRM Data (Dynamics 365)
2:50 Natural Language Chat
4:07 Record Summarization
6:36 Information Assistance
7:45 Smart Paste
9:28 Catch Up on Recent Changes
10:45 Meeting Prep and Email Assistance
12:51 Lead Enrichment
14:03 Relationship Analytics
15:13 Conversation Intelligence
16:32 Predictive Scoring and AI Forecasting
17:58 LAYER 2: Integrated Insights (Microsoft 365)
18:21 Copilot in Outlook, Teams, and Office Apps
19:29 Outlook Logging & Tracking
21:36 Outlook + CRM Data
22:57 Teams In-meeting Integration
24:12 Teams Post-meeting integration
25:31 Teams Deal Rooms & Collaboration
27:00 M365 Apps (PowerPoint, Word, and Power BI)
29:10 LAYER 3: An Agentic Approach
30:16 Sales Agent (within M365 Copilot Chat)
33:25 Sales Qualification Agent
35:15 Sales Close Agent
37:32 Sales Research Agent
40:58 Opportunity Research Agent
42:15 Sales Development Agent
43:32 Recommended Actions Agent
44:31 Research Agent, Analyst Agent, and Copilot Cowork
46:45 Customization & Plugins
47:40 Licensing & Copilot Credits
49:03 Copilot Chat vs. Cowork
50:19 Copilot in Dynamics 365 Sales Setup & Administration
51:11 Governing Copilot Spend
51:57 Security, Compliance, and Responsible AI
52:45 What's Coming: 2026 Wave 1 Highlights
53:03 Limitations & Honest Truths
54:45 End to End AI Enhanced Sales Strategy
56:13 Download the Microsoft Copilot Consultant Evaluation Guide (https://c5in.co/eval)
57:00 Join C5 Insight at Community Summit North America in Nashville on Oct 11-15, 2026

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Download the Microsoft Copilot Consultant Evaluation Guide:
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Most organizations are experimenting with AI. Very few are turning it into real business value. In this webinar, C5 Insight shares its practical framework for moving from AI pilot to scalable impact. Learn why teams fail with overplanning or rushed deployment, and how to adopt a more effective, though unconventional, approach (Fire, Aim, Ready, Fire).

You’ll walk away with a clear path to run smarter pilots and scale what works, all while balancing enablement, governance, and change management.

If you’re looking to make AI actually work inside your organization, this session breaks down what to do next.

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TIMESTAMPS
0:13 Poll: How do digital transformation projects often go for you?
1:41 Intro: AI is rewriting how work works
3:27 About C5 Insight
4:23 Speaker introductions
6:15 The state of enterprise AI transformation (95% of pilots fail)
7:28 Two common paths to AI failure
10:48 Avoidable Failure vs. Intelligent Failure
12:28 The Myth About AI Transformation
13:49 The AI Transformation Framework: Fire, Aim, Ready, Fire
14:53 Phase 1. Fire: Launch a real-world, focused AI pilot (proof of value)
17:44 Real Copilot proof of value (POV) results from 182 participants
19:36 Phase 2. Aim: Assess what failed, target what worked
23:48 Phase 3. Ready: Develop an AI strategy informed by real results
30:16 Phase 4. Fire (Again): Turning proven AI pilots into enterprise impact
33:48 The iterative Fire, Aim, Ready, Fire cycle
34:36 How to Sustain Success: AI Center of Excellence
40:15 C5 Insight & the Case for External AI Partners
42:44 Next Steps
43:44 Community Summit NA 2026 Nashville (Use promo code: C5INSIGHT15)
44:35 Q&A
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Request the presentation slides:
https://c5insight.com/slides/

Download C5 Insight's AI Transformation Playbook:
https://c5insight.com/ai-transformation-playbook/

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What’s the real ROI of Microsoft Copilot? In this webinar, we move beyond hype to share real-world benchmark data C5 Insight has collected over 18 months from nine organizations across six industries. Based on insights from 180+ users, you’ll learn where teams are saving time, how that translates into business value, and what separates organizations that are seeing results from those that aren’t. We also highlight research from Microsoft's 2026 Work Trend Index Annual Report that reinforce our findings and give leaders insight into the future of work.

Whether you’re just getting started or already piloting Copilot, this session will help you build a stronger business case and take the next step with confidence.

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TIMESTAMPS
0:48 Speaker Intro
1:20 About C5 Insight
2:30 What is a Copilot Proof of Value (POV)?
3:34 Audience Poll: Where Are You Today on Your Copilot Journey?
4:57 Program Methodology & Scope
6:25 Overall POV Results
6:58 Time Reclaimed Per Week By Use Case
8:27 What Users Believe About Copilot
9:59 Focus Time Gained Per Week Using Copilot
11:58 What Users Are Saying
12:48 Audience Poll: What Is Your Biggest Barrier to Copilot Adoption?
14:19 Five Key Findings Across All Organizations
18:31 4 Data-Driven Takeaways
22:31 Microsoft's 2026 Work Trend Index Annual Report Findings
23:20 The Agency Equation
24:27 The Transformation Paradox
26:15 What Frontier Professionals Do Differently
27:58 Audience Poll: Where Is Your Frontier Zone?
30:30 Next Steps: Five Paths Forward
36:04 Microsoft Teams Channel Agent Demo
39:14 Rethinking How Workflows Work Because of Agentic AI
42:33 C5 Insight's Longtime Expertise Across the Microsoft Ecosystem
43:18 Community Summit NA 2026 (Use Discount Code: C5INSIGHT15)
44:04 Q&A
- How do you measure Copilot's ROI when so much of the value is qualitative?
- How do you recommend starting a conversation with enterprise-size organizations (e.g., IKEA) about AI that's tied to business goals?
- Should companies that haven't invested in Copilot yet continue waiting for the AI landscape to settle?
- How does an organization choose its Proof of Value (POV) cohort?
- How do you handle when leadership, colleagues, or IT is resistant to Copilot/AI?

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In this webinar, Traci Winter from C5 Insight and Microsoft's Tracy Urbina dive deep into why AI readiness starts with data readiness, sharing real-world examples, practical strategies, and actionable tips for leaders and IT teams.

You'll learn how Microsoft tools like the Copilot Control System, Microsoft Purview, and the new control plane for AI agents, Microsoft Agent 365, can help secure and scale your AI initiatives responsibly. Get insights on AI and data governance, data quality, and adoption, plus a 25-question data readiness checklist to kickstart your AI journey.

TIMESTAMPS
00:35 Speaker Introductions
01:19 About C5 Insight
02:10 Why does AI readiness start with data readiness?
03:00 Key Idea: Poor data foundations become the limiting factor for AI
03:46 Reality Check: What most digital workplaces look like to Copilot
05:15 6 Examples of weak data foundations
06:06 Outdated data
07:13 Inaccurate data
08:16 Duplicate data
09:51 Siloed data
11:04 Disorganized data
12:12 Ungoverned data
13:41 Business impact of bad data
15:02 What is AI-ready data?
15:50 3 pillars of AI-ready data
16:23 1. Reliable
18:18 2. Findable
20:01 3. Governable
21:41 How can Microsoft tools help you prepare your data for AI?
22:03 Security challenges organizations face
23:53 Microsoft's foundational AI commitments
27:16 The Copilot Control System
29:30 Microsoft Purview
32:14 Agent 365
34:50 C5 Insight's proven approach for AI transformation
37:23 How to sustain AI success post-deployment
39:35 25-question Copilot Data Readiness Checklist
40:31 Community Summit NA 2026 discount code (C5INSIGHT15) for 15% off registration
41:19 Q&A

HELPFUL LINKS
Download the Copilot Data Security Checklist:
https://c5insight.com/microsoft-copilot-security-assessment-checklist/

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In Part 3 of our webinar series with Microsoft, we explore how leadership in the age of AI should consider AI as a tool to amplify what makes us uniquely human. Using real examples from his work at Microsoft, Grant shares how leaders can use AI responsibly without losing the human touch.

00:10 Introductions
00:30 Series recap and session expectations
02:10 Exercise: What qualities or traits make us uniquely human?
06:00 3 human traits AI can help amplify (not replace)
07:00 Empathy
10:14 Imperfection
13:24 Leadership
20:11 Q&A: What are the risks of leaders becoming distant from reality in an AI-driven workplace, and how can they avoid it?
23:10 Q&A: How can organizations balance innovation with ethical considerations when implementing AI?
25:12 Q&A: How do you reassure resistant employees who think AI will replace them?
27:02 Closing comments

**Presentation slides are unavailable for this webinar**

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