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From the category archives: Customer and Employee Engagement Blog

Blog entries related to Microsoft SharePoint and Office 365 solutions such as Power BI, Microsoft Flow, Power Apps and Microsoft Teams

Hey Administrator, Don't Be An Order Taker

You have the power to be the driving force behind a partnership, not just an order taker. Learn how to prevent fragments in business trust and problem solve.


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Go Team! Just in Time Service Delivery

Want to work with a partner who always has a team member available with the right skills and schedule to meet your needs? Introducing Just in Time Service Delivery.


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Feature Review: Saving, Sharing, and Assigning Views in Advanced Find

So what happens when you build a stellar view that you can use again? Learn how to save, share, and assign views to other team members in Dynamics 365.

 

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Feature Review: How to Share Records in Dynamics 365

Learn how a user can allow another user access to a record they own or have rights to in Dynamics 365 using the Sharing feature.



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Feature Review: What Is Advanced Find in Dynamics 365?

For many, Advanced Find is THE method for getting data out of the system. For others, it's a confusing feature that can be easily confusing. Learn how to use Advanced Find in this step-by-step blog article.

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Microsoft 365 Teams and SharePoint Strategic Training - 50% Off

Get a 50% off coupon for 3 Microsoft Teams and SharePoint workshops and conferences from Advanced Learning Institute.

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5 Tips to Increase Your Corporate Data Integrity

Are you collecting the right data in the right place for the right people? If not, you're not alone. Learn five tips to foster corporate data integrity.

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How to Send Invites to the Right Attendees in Teams Channel Meetings

Have you ever wondered why members of a Microsoft Team sometimes don't receive an invitation to a Channel meeting? Learn how to send notifications to the right attendees.



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How to Paste a Picture into Microsoft Teams

Read this blog for a quick tutorial (with screenshots) to help you copy and paste images in Microsoft Teams.


 

How to Paste a Picture into Microsoft Teams women clicking mouse



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Best Practices for Governing Microsoft Teams

You've deployed Microsoft Teams and set up some general governance. Great! Now let's review some common questions around and when to use channels vs sub-teams in Microsoft Teams.


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Are Your SharePoint Workflows About to Stop Working?

 BREAKING NEWS: Microsoft recently announced that SharePoint 2010 Workflows will be retired in the next few months. Do you have a plan? Learn C5 Insight's professional recommendation.

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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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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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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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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.