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C5 Insight
United States
Приєднався 8 бер 2011
Dynamics 365 CE/CRM, Microsoft 365 (SharePoint/Teams) and Power Platform videos for business managers, end users, administrators and developers.
Visit our blog for more insights and upcoming events:
c5insight.com/Blog/
Visit our blog for more insights and upcoming events:
c5insight.com/Blog/
Prepare for Meetings, Perform R&D, and Create Content with Microsoft Copilot for Sales
In this insightful webinar, we demonstrate how Microsoft Copilot for Sales can expedite the time it takes you to prepare for meetings, learn more about Leads, and create content.
You'll learn how Copilot seamlessly integrates with Microsoft 365 applications like Word, PowerPoint, and Excel to enhance sales processes. From drafting sales documents to analyzing sales data in Excel, we showcase Copilot's role in boosting sales efficiency.
And stay tuned until the very end for our brief Q&A time with two Microsoft Copilot specialists!
Learn more about how C5 Insight can help you leverage Copilot in your organization: c5insight.com/technologies/microsoft-copilot/
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C5Insight
You'll learn how Copilot seamlessly integrates with Microsoft 365 applications like Word, PowerPoint, and Excel to enhance sales processes. From drafting sales documents to analyzing sales data in Excel, we showcase Copilot's role in boosting sales efficiency.
And stay tuned until the very end for our brief Q&A time with two Microsoft Copilot specialists!
Learn more about how C5 Insight can help you leverage Copilot in your organization: c5insight.com/technologies/microsoft-copilot/
---
Contact C5 Insight:
c5insight.com/contact/
Follow C5 Insight:
www.linkedin.com/company/c5-insight
c5insight
C5Insight
Переглядів: 43
Відео
Collaborating with Copilot for Sales in Microsoft Teams
Переглядів 42День тому
In this second of four Copilot for Sales webinars, we focus on leveraging Copilot for Sales within Teams to enhance sales processes. Key points included: 02:00 Helpful Tips 07:50 Track Meetings 12:30 Follow Meetings You Can't Attend 17:21 Meeting Preparation 20:00 Note Taking 24:00 In-Meeting Support 36:16 Post-Meeting Recap 39:15 Account Teams and Deal Rooms 46:05 Expert Roundtable and Q&A Que...
Getting Started with Copilot for Sales in Outlook
Переглядів 4414 днів тому
In this webinar on Copilot for Sales, we introduce you to Copilot and give you actionable tips on how to use Copilot for Sales in your daily work. We also discuss security and compliance, integrations, compare Copilot for Sales with other AIs, and more. 00:40 What is Copilot? 03:43 3rd Party Extensibility 05:20 Email Fundamentals 10:10 Draft an Email 10:15 Summarize an Email 13:55 Email Coachin...
5 Hidden Traps New Dynamics 365 CRM Admins Fall Into (and How to Avoid Them) | Webinar
Переглядів 49Місяць тому
This webinar is designed specifically for new Dynamics 365 CRM administrators. In this role, you may often feel as if you're navigating a maze. As in the classic game of Mouse Trap, you may be scurrying along without issue until you unexpectedly fall into a hidden trap. In this webinar, we uncover five hidden traps for admins to watch out for and recommend best practices to both avoid and addre...
Adopting Activity Management in Dynamics 365 CRM/CE for Better Business Results | Webinar
Переглядів 24Місяць тому
Dynamics 365 CRM/CE can be an amazing time management solution for people who engage with customers every day. Proper time management not only means better attaining organizational goals, it also means collecting the knowledge that can be used by coworkers, managers and AI solutions to accelerate the success of users and teams even more. In this session, you’ll learn: - Why better time manageme...
A Framework for Planning (or Saving) Your Digital Transformation Project | Webinar
Переглядів 49Місяць тому
Initial or annual planning for projects focused on customer or employee engagement (such as Dynamics 365 CRM, SharePoint, Teams and Viva Engage) is a unique process. This session delivers an annual planning framework for moving your project forward, getting it back on track, or for starting a new project with the right foundation. Takeaways: - Understand the value of your project and articulate...
What You Need to Know About Dynamics 365 Customer Insights - Data | Webinar
Переглядів 2852 місяці тому
Are you ready to tap into one of the globe’s most advanced Customer Data Platforms (CDP)? Dynamics 365 Customer Insights now includes both Journeys (for Marketing automation) and Data (the Customer Data Platform). In this session, you’ll learn all about the transformative power of Microsoft’s CDP platform. Topics and Takeaways: - D365 CI-Data Demystified: A simple walkthrough that anyone can un...
Intro to Microsoft Viva Engage: Best Practices, Case Studies, and Demos | Webinar
Переглядів 2022 місяці тому
As of summer 2023, Microsoft has renamed Yammer to Viva Engage. What you may not know is that Microsoft has made a massive investment into updates to Viva Engage that transform it into the centerpiece of social employee engagement. If you’re using (or considering) Microsoft 365, and you don’t have a vision for how Viva Engage can become the heart of your digital workplace, this is the session f...
Better Team Meetings with Dynamics 365 CE and Microsoft Teams | Webinar
Переглядів 462 місяці тому
If you are not using CRM to manage meetings yet, then you’re not getting nearly enough out of your Dynamics 365 CE investment. In this session, we explore the three stages of using CRM for meetings across your sales, service and marketing teams. You’ll learn about driving improvement through both 1-on-1 and team meetings, and how peer groups can use CRM for their own roundtable meetings. You’ll...
ChatGPT and Microsoft Copilot: Step into the Future Today | Webinar
Переглядів 552 місяці тому
#GenerativeAI can do more than improve the quality and efficiency of your team members. It can bring entirely new capabilities into your organization. In this session we will take a look at how #ChatGPT and #MicrosoftCopilot can start improving everyone’s productivity immediately, and some new skills you may not even have in your organization that you can bring in-house today. You’ll learn how ...
Best Methods for Integrating Dynamics 365 BC/NAV and CE/CRM | Webinar
Переглядів 952 місяці тому
You are using Business Central as your master system of records for managing customers, inventory, orders, invoices, and regular ERP duties. You’re also taking advantage of the Microsoft Dynamics 365 stack by incorporating Sales, Customer Service, Marketing, or maybe Field Service or Project Operations modules. You may even be leveraging the Power Platform by providing a web portal for your bus...
CRM In the C-Suite: The Role of Leadership in Customer Engagement Success | Webinar
Переглядів 323 місяці тому
Harvard Business Review reports engaged digital leaders experience 10% acceleration in revenue growth. However, the right kind of C-suite engagement has been an insurmountable hurdle for many projects. In this session, we discuss the role of the C-suite in managing a CRM project and in using CRM to drive change within the business. Learning Objectives: - How to balance C-suite engagement to avo...
7 Habits of CRM Success (and Recovery) with Dynamics 365 | Webinar
Переглядів 323 місяці тому
Don’t let your CRM project become just another statistic! The staggering fact is, a majority of these projects fail to meet expectations - but it doesn’t have to be that way. Discover the secret to success and learn the 7 essential components that every successful CRM project must have. Let's chat through the unique planning process for CRM success, uncovering the keys to creating a unified tec...
7 Habits of Modern Collaboration Success with Microsoft 365 | Webinar
Переглядів 453 місяці тому
Discover the 7 essential components that every successful digital transformation project must have. From the planning process to creating a unified technology roadmap, we're here to help you achieve full engagement of all stakeholders (including the C-suite and front-line employees), a modern governance strategy, effective communication, plus business automation and ongoing maintenance for your...
Administering Copilot for Sales and Copilot Studio Scenarios | Copilot for Sales Bootcamp
Переглядів 884 місяці тому
In this final session, we'll demo how to set up and configure Copilot for Sales along with scenarios that warrant a custom Copilot created via Copilot Studio (separate license). The 15-minute presentation is followed by a short roundtable discussion addressing additional best practices, answering live questions, and offering practical advice for navigating the nuances of Copilot. Interested in ...
Modernize Your Project Management with M365, D365, and the Power Platform
Переглядів 1364 місяці тому
Modernize Your Project Management with M365, D365, and the Power Platform
Accelerating Your Weekly, Daily, and Real-Time Sales Cadence | Copilot for Sales Bootcamp
Переглядів 224 місяці тому
Accelerating Your Weekly, Daily, and Real-Time Sales Cadence | Copilot for Sales Bootcamp
Sales Intelligence: Copilot as Your R&D Assistant | Copilot for Sales Bootcamp
Переглядів 274 місяці тому
Sales Intelligence: Copilot as Your R&D Assistant | Copilot for Sales Bootcamp
Creating Content: Proposals, Pitches and More | Copilot for Sales Bootcamp
Переглядів 494 місяці тому
Creating Content: Proposals, Pitches and More | Copilot for Sales Bootcamp
Collaborating Internally and Externally | Copilot for Sales Bootcamp
Переглядів 384 місяці тому
Collaborating Internally and Externally | Copilot for Sales Bootcamp
Facilitating Meetings & Following Up | Copilot for Sales Bootcamp
Переглядів 254 місяці тому
Facilitating Meetings & Following Up | Copilot for Sales Bootcamp
Preparing for Meetings | Copilot for Sales Bootcamp
Переглядів 714 місяці тому
Preparing for Meetings | Copilot for Sales Bootcamp
Improving Your Email Efficiency | Copilot for Sales Bootcamp
Переглядів 604 місяці тому
Improving Your Email Efficiency | Copilot for Sales Bootcamp
Pros and Cons of Boolean Fields In Dynamics 365 CE Apps - Insights with C5 Insight
Переглядів 274 місяці тому
Pros and Cons of Boolean Fields In Dynamics 365 CE Apps - Insights with C5 Insight
How to Spice Up Dynamics 365 CE/CRM & Power Platform with Microsoft Copilot & ChatGPT
Переглядів 735 місяців тому
How to Spice Up Dynamics 365 CE/CRM & Power Platform with Microsoft Copilot & ChatGPT
C5 Insight: Digital Workplace, Intranet, and Customer Relationship Management (CRM) Experts
Переглядів 1165 місяців тому
C5 Insight: Digital Workplace, Intranet, and Customer Relationship Management (CRM) Experts
2024 Release Wave 1 - Customer Service and Field Service Features - Insights with C5 Insight
Переглядів 345 місяців тому
2024 Release Wave 1 - Customer Service and Field Service Features - Insights with C5 Insight
2024 Release Wave 1 - Customer Insights Feature Review - Insights with C5 Insight
Переглядів 436 місяців тому
2024 Release Wave 1 - Customer Insights Feature Review - Insights with C5 Insight
2024 Release Wave 1 - Dynamics 365 and Microsoft Power Platform Features - Insights with C5 Insight
Переглядів 946 місяців тому
2024 Release Wave 1 - Dynamics 365 and Microsoft Power Platform Features - Insights with C5 Insight
Mastering and Modernizing SOPs with Microsoft 365 and SharePoint
Переглядів 2,1 тис.6 місяців тому
Mastering and Modernizing SOPs with Microsoft 365 and SharePoint
great great video!!! thank you! I just wished MS had a more graphical interface to get to the proper SOP... when dealing with hundreds of tasks, text is just not enough
We're glad you found it helpful! To improve visualization, we use color-coded categories/tags and save filters to make searching for SOPs easier. Microsoft solutions are always evolving, so it may become more visual over time.
Absolutely amazing! Thank you for this gold. Do you have any more trainings on how to get this set up?
Glad you found it was helpful! We don't, but we're happy to speak with you about how to apply it in your context. Feel free to reach out to us at c5insight.com/contact to connect or request a copy of these slides.
Great content. extremely helpful. Ton of thanks.
you are the best, thanks a lot.. very good explanation
I agree. A lead is different per organization. To me, a lead is a lead. Then you can break down the account into a suspect, prospect or client. All of the "other" words describe the type of lead. New lead, upsell, cross sell, etc. The key is to not use a term for multiple reasons in the CRM.
This is super helpful! Thanks Geoff!
💔 "Promosm"
Perfect! Thanks for sharing!
Hi, thanks for the tutorial. if i want to save only 1 out of 2 attachment (i.e. pdf), how do i make the filter? i did remove the attachment name contains .docx but it still saves both files in my folder
Nice video! How do our clients unregister for an event? Is it possible for them to do or do we have to do it for them manually?
Excellent video 💪 Is it possible edit “overview page”? I’d like hide some events on this main page but still getting new inscriptions (using the specific link)
keep going
Thank you for this. It saved me so much time.
Hi, I am getting .xls file as an attachment and while saving the file I want to save it as .xlsx. I have used your same automation so I can save attachments in xls format if I want to save it as .xlsx where should I change?😊
Just got to this, my flow however does not pick up the valid files to download
It doesn't work for me, png show up
Thanks for the overview, it was very useful.
Hi! Great Video! I have a question, how can someone unregister themselves from an event? :) How do we set that up in D365 Marketing?
I have the same question.. i'm also confused how Event Check-ins work
Hi thanks for this video, do you have any idea how to disable the edit function in any columns or fields depending on the value in one column? Thanks a lot
Thank you for this ! Very helpful
hola, excelente video. Estoy en la tarea de crear un evento en el cual quiero tener un formulario en mi pagina web donde las personas se registrarían. luego les llegaría un correo con la confirmación de la inscripción mas un QR con el ID de esa persona que se registro. Dicho QR será usado para que en el día del evento se pueda dar de alta con el QR para saber quien es y si asistió. Yo estoy hace ya mas de un mes tratando de resolverlo, es posible tu ayuda? o alguien que lea este comentario. Muchas gracias
thanks for this tip. in my case, the dynamic content is not rendered properly and I'm not able to find any reason for that. so the template results in: {!Contact:Full Name;} instead of the name of the contact did you have any idea about this issue?
Hi there, this was a really nice content. Have a question here, What if my Event is a non monetized event and i dont have to go thru the payment gateway and just allow user to register.
Hi, may I ask is there can duplicate the landing page that created earlier?
Great overview, thanks.
Hi, so good! thx. And what about filtering UNREAD messages? I was not able to find an answer in hours of searching google. Thx
Very good explanation, can you please make a video like how to automatically trigger the event confirmation email to the registered email id from power automate like u said at 5:46 above
Nice Content, I have One Question, I have a dynamic marketing trial and I published an event also I enable a pass of 10$. When an user register on an event select the pass and when Checkout the event registration I want to add Payment gateway before check out. Can I customize event website that exist in Marketing? Or I need to do any other thing? Please add your point of view. Thanks
You did a good job, I like it. I can suggest a good way to promote video - service u t i f y)
Exactly what I'm looking for however, how about with a specific file name not the file type?
Exactly
Great thanks ..this is what I am exactly looking for. Thanks for posting !
Love this! Spend so many hours last night to figure it our. This worked like a charm today. In my case, each failed run was wasting my conversion limit in an API service.
hello, it's a good video but I have a question, whenever I want to run the flow, the following message appears is it due to licenses?
Error : "No unlocked user sessions were found on the target computer. Unable to run attended desktop flow "
Awesome Thanks for sharing
On premises not on premise. Premises = a property whereas premise = a suggested idea
Exactly what I needed. Works well. Thanks!
thank you , this helped me out
I like your content! Looking forward to seeing more from you. Oh by the way, have a look at SMZeus . c o m. It’s the fastest way to grow your UA-cam channel!!!
This did not filter the images or png attachments for me.
@@Regnskov at condition, instead of "Attachment name", use " ContenType" contains pdf, as was said at the end of the tutorial.
Awesome!
I am still getting images from my signature. Any suggestions ?
Excellent, exactly what i was looking for. My flow kept on creating attachments from the various graphics and icons embedded into the email, after using the control they no longer save through. Many thanks.
Technically, Dynamics 365 can be deployed both ways; on-premise and cloud. In other words, the deployment can be made through both pathways, locally and online. Hence, if you’re an on-premise Dynamics AX customer, you won’t be forced on upgrading to Dynamics 365 on-cloud. Click here to read OPTIONS FOR TRANSITIONING FROM DYNAMICS AX TO DYNAMICS 365 www.xcentricservices.com/transitioning-from-dynamics-ax-to-dynamics-365/
How can i save a attachment sent to a microsoft team email address, to a specific desired location within the same microsoft team.
Excellent! Thank you!
hi sir,but i need to upload the attachment from outlook To my Quickbase field. can u please help me
Excellent, thanks for sharing. I've been looking for something like this for a while. Question, is there any way to get the pdf files from existing emails? I tried to trick the trigger by switching emails to another folder then bring them back to inbox but doesn't seem to work. Thanks again
you sound like american psycho
I like this. Have one question though and that is, can I make a sub-site let's say https:\\company.sharepoint.com\CRMdcouments and use this while configuring 'Server based sharepoint integration' Thanks
Please spanish