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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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Microsoft Lists: Managing Lists in Microsoft Teams, SharePoint, and Microsoft 365

If you're using Microsoft 365, managing lists is about to get a whole lot easier. Learn seven capabilities of Microsoft Lists and four practical ways to start implementing them in your organization.

 

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Geoff Ables Receives Microsoft Most Valuable Professional Award

The C5 Insight team is thrilled to announce that Geoff Ables has recently been titled "Most Valuable Professional," receiving a Microsoft MVP award for his Microsoft Business Solutions expertise.



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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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Updating Microsoft 365 Group Settings for Distribution and Team Invitations

Microsoft has made many changes to the default settings of Microsoft Teams and Microsoft 365 Groups in order to minimize confusion. Learn how to better administer Microsoft 365 Groups and get an understanding of what each setting does.

Team working on computer Updating Microsoft 365 Group Settings for Distribution and Team Invitations

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How to Avoid Digital Disruption in the Workplace with Digital Etiquette

In the wake of COVID-19 and digital distractions at an all-time high, how much time is your team losing? Learn how can you harness the best of digital transformation without creating unnecessary digital interruptions that destroy creativity, productivity, and morale.

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How to Know If a New Microsoft Teams Site is Needed

Now that you have deployed Microsoft Teams, governance is becoming an issue. How do you know if a new Microsoft Teams site is necessary as your company grows? Here's our three question litmus test...

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Why You Need a Corporate Knowledge Base

Does your organization lack a corporate knowledge base containing internal education materials for users to consume via self-service? Learn the real cost of corporate knowledge loss and how you can start a company knowledge base today.

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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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How Can I Easily Provide COVID-19 Updates To My Workforce?

Avoid rumors and dangerous assumptions from taking root in your workplace. Start implementing organization wide updates from leadership easily and efficiently. Lead from the front and let the rumors fall behind with Microsoft Teams.

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Using Microsoft Teams Instead of Zoom for Large 250+ Attendee Meetings

Did you know that you can go beyond the 250 attendee limit by using a Microsoft Teams Live Event with up to 10,000 attendees? This blog explains how to replace Zoom meetings and instead use Microsoft Teams for all of your internal meetings.


Screenshot showing a live event produced using quick start method

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Electronic Paycheck Protection Program Loan Application for Small Banks

Banks are struggling to be able to support the CARES Act’s ability to help small businesses through the Paycheck Protection Program (PPP). As a small way to help out, we have used Microsoft Forms Pro (part of Office 365) to create an electronic PPP application. The form contains everything you are likely to need to know as a lender to support your small business customers with these loans at this critical time.

Free Electronic Paycheck Protection Program Loan Application

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How Teams Can Collaborate Closely While Working Remotely

COVID-19 has made technology more vital than ever to businesses across the world. Learn how to foster collaboration among team members working remotely.


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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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4 Core Principles of Technology Project Management

I once had a project manager on the client team ask me why I was capturing such detailed notes in a requirements meeting. That question took me by complete surprise. After all, my role wasn't to capture requirements, conduct any business analysis, or architect any solutions…or was it?


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Solution for HTML Markup Functionality on Calculated Columns

Some systems are still experiencing issues with HTML markup functionality on calculated columns. Here are a few different solutions for various environments.



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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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What Do Corkscrews Have to Do With Customer and Employee Engagement?

What do wine and corkscrews have to do with creating more people-centric digital workplaces? Quite a bit as it turns out. This article looks at how some everyday things can teach us lessons about customer experiences and employee engagement.

St. Patrick's Day Gift - C5 Insight

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3 Easy Tips for Better Lead Generation On Your Website

Looking to increase lead generation on your website? Learn 3 simple tips - explained in detail - that can help you refine your lead generation strategies, today.


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SharePoint Task List Overview for Project Managers

Still managing projects using an Excel document? Learn how SharePoint task lists provide a better way to manage projects and empower your team. 

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How to Bulk Edit a SharePoint List

Attention SharePoint Power Users, did you think Microsoft removed your ability to bulk edit? Read these step-by-step instructions to learn how to use the right views for bulk editing.



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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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What is Digital Transformation?

Do you know what digital transformation is? Or why your efforts are more likely to fail than succeed? Let's gain some insight on the topic and uncover common roadblocks that affect the process.


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Use MS Teams Org-Wide Team for Inclement Weather Notices

Learn about one of the most overlooked but helpful features of Microsoft Teams: Org-Wide Teams. Learn more about its functions, like Inclement Weather Notices, that may appeal to you and your organization.



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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.