Follow Us: facebook twitter linkedin

Feature Review: Dynamics 365 General Navigation

In this blog, we provide a brief overview of the left and top-level Microsoft Dynamics 365 navigation options.


Read the rest of entry »

3 Tips to Help You Keep Up With Application Evolution

Struggling to stay up to date business platforms, tools, and tech? Learn three tips on how to capitalize and organize all of the information you find online.


computer wood table notepad phone coffee cup

Read the rest of entry »

How to Survive After Your CRM System Goes Live

Your system is up, running, and live! Are you ready to support all of your new users' needs? Here are four insights to prepare for your CRM launch.


man holding cell phone sitting at desk computer c5 insight


Read the rest of entry »

7 Tips for Managing Effective User Feedback

Building a framework for user feedback helps foster a culture of collaboration when it comes to system evolution. Learn how to collect better user feedback.

black and white little kid yelling into mic managing user feedback


Read the rest of entry »

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.



Read the rest of entry »

SOS: How to Manage the Urge to Implement Everything You See

How do we determine if we really need that new feature or function that we hear about so often? Here's how to strategically evaluate the next "big shiny object" you come across.

Ways to avoid big shiny object syndrome laptop opening with bright colors

Read the rest of entry »

Evaluating the Benefits of a CPQ Solution

Do you want to streamline your sales process and close more deals? Learn the benefits of a configure price quote (CPQ) solution that empowers your sales reps to do more by removing bottlenecks.

Read the rest of entry »

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



Read the rest of entry »

Easily Run Dynamics 365 CRM On-Demand Workflows in Power Automate

Learn how to run Dynamics 365 CRM on-demand workflows in Power Automate with ease.

How to Easily Run Dynamics 365 CRM On-Demand Workflows in Power Automate

Read the rest of entry »

The End of Dynamics 365 CRM Workflows (And What To Do About It)

Do you know if your Dynamics 365 CRM workflows stop working soon? Microsoft made a recent announcement that will impact many Dynamics 365 customers. Learn how C5 Insight can help you prepare.

Read the rest of entry »

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.


Read the rest of entry »

The Complete Guide to Sales Meetings Using CRM and LUCK

Are you a sales manager looking for a step-by-step sales meeting agenda? Learn how to efficiently plan annual, quarterly, weekly, and monthly 1:1 meetings with your sales team.

Read the rest of entry »

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.

Read the rest of entry »

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.



Read the rest of entry »

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.

 

Read the rest of entry »

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.



Read the rest of entry »

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

Read the rest of entry »

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

Read the rest of entry »

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.

Read the rest of entry »

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...

Read the rest of entry »

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.

Read the rest of entry »

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.


Read the rest of entry »

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.

Read the rest of entry »

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

Read the rest of entry »

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

Read the rest of entry »

Pages: Previous1234567...31NextReturn Top

Blog Topics

1
Image

CPR for CRM Study

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

2
Image

SharePoint Readiness Assessment

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

3
Image

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.

4
Image

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.

9
Image

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.