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From the category archives: Customer and Employee Engagement Blog

Dynamics CRM

ODATA v2 Endpoint Deprecation Is Soon Approaching

Microsoft has tools that can assist you in finding and mitigating issues that are critical to the health of your CRM environment. Some of these issues require action now.


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Sales Reps: Employer Isn't Offering CRM? Time to Job Hunt

Consider how not using a CRM solution limits the success of sales reps and their employers.

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Revolutionize Business Processes: 7 Reasons to Plan ERP and CRM in Parallel

Learn why planning ERP and CRM projects in parallel is critical to your business and cost-effective. Parallel planning improves data integration, aligns business processes, increases flexibility, and reduces implementation time and costs, resulting in better user adoption.

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Why Integrated Marketing Automation Platforms Are Better Than Best of Breed

This article presents a video case study of a business-to-business organization with thousands of partners and millions of customers that vastly improved sales and marketing results and the customer experience through Dynamics 365 Sales and Marketing.

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Dynamics 365 Cloud Migration: Rebuild or Lift-and-Shift?


Ready to up your CRM game? Here are the six benefits of rebuilding Dynamics 365 instead of migrating and C5's strategy guide for a successful move.

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Sales Process Automation Toolkit - CRM Technology Review

There are dozens of technologies to aid sales managers, reps and marketers with generating better leads, improving win rates, accelerating deals and expanding margins. If you're not using them, then you're like a carpenter that isn't using power tools. In this article we'll take a quick look at a few of the more important solutions to further automate your selling process.


Want to dive deeper? Click here to join C5 Insight for a Sales Pipeline webinar on September 14, 2022 to explore these solutions and get your questions answered.

Sales Pipeline Toolkit Infographic


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Table Images for Model-Driven PowerApps

Want to enrich your Dynamics 365 Customer Engagement or Model-Driven Power Apps with custom table images? Read on to discover a free source of icons you can access in just a few minutes to deliver more professional app design to your users!

Icons and images for PowerApp Tables

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How to Enable Power BI Data Visualizations


Power BI data visualizations provide a quick and easy way to get powerful insights from your Dynamics 365 data directly within D365 itself.

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Beware the Bots! Over Inflated Marketing Clicks

This notice is related to the quality of the metrics you are getting through your Marketing Automation Platform (such as ClickDimensions, Dynamics 365 for Marketing or other similar products).

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Feature Review: Duplicate Detection in D365

Data integrity is a critical component of a successful CRM. Duplicate data can easily be avoided by using the Duplicate Detection function in D365.


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Feature Review: How to Bulk Delete Records in Dynamics 365

Learn how to create a bulk delete job in Dynamics 365 to remove old records that are cluttering up your system.

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"Dynamics 365 – Custom" App Button: To Hide or Show?

This short blog will answer a simple yet odd question that arose recently on one of our projects about the visibility of the “Dynamics 365 - custom” button.

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Understanding the ROI of CPQ

Do you want to automate quoting in Dynamics 365 for Sales to streamline your sales process and close more deals? This blog includes a downloadable CPQ ROI calculator and webinar to learn more. Empower your sales reps to do more by removing configure, price, quote bottlenecks.

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Enhanced Integration: Microsoft Teams + Dynamics 365

The enhanced integration of Dynamics 365 for Microsoft Teams enables users to collaborate seamlessly, accelerate productivity, enhance engagement, and more.

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How to Integrate Microsoft Teams Chat With D365

Learn how to integrate your Microsoft D365 environment with Teams Chat to better leverage powerful new features available to organizations like yours.

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Basic Integration: Microsoft Teams + Dynamics 365

The integration of D365 and Microsoft Teams brings together two tools an organization’s team can use to navigate each day and be more productive.

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Achieving On-Going Leadership Buy-In for D365 Projects

Leadership buy-in is a critical component of any project. In this article, we discuss the importance of buy-ins, plus tips on achieving and maintaining them.

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Creating a Basic D365 CE Roadmap

Your team is enthusiastic about new features/systems, but how do you implement them effectively? We’re breaking down the basics of building out a D365 CE roadmap.

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The Question of D365 Environment Structures

In this blog we break down different configurations for D365 environment structures, with our recommendations on the most effective approach for your organization.

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How Visionary Demos and LUCK Will Set Your Team Up For Success

System administrators can save time and foster a strategically-minded approach to an organization's work by creating a visionary demo using the LUCK system.

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Is Your Leadership Team Steering or Stifling Progress?

Steering committees aren't just responsible for high-level strategic planning. Learn how to utilize your team to execute the long-term vision for a platform.


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5 Learning Resolutions For Your Success in the New Year

As a system administrator, it’s essential to set aside time to maintain and develop skills. Here are 5 learning resolutions for your success in the new year.

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Cost Per Lead in D365

We've helped many businesses take on the task of tracking campaign performance. Here's how we helped a client use their compiled data to analyze their return on investment.


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Feature Review: Quick Campaigns

Need to track engagement with numerous customers about a specific purpose? Here's how to use Quick Campaigns to collect data on activities using your records.

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Feature Review: Everything You Need to Know About Column Level Security in D365

The Column Level Security feature through D365/CRM protects the privacy of employees by ensuring only the right people have access to sensitive information.


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Blog Topics


CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.


SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.


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.


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.


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.