This roundup of frequently asked questions about Microsoft Copilot for Sales comes from our 8-part series, Microsoft Copilot for Sales Bootcamp and Roundtable. We’ve grouped the Q&As based on the webinar they were asked on. Our panelists responding to attendee questions were: Prachi Mishra, Technical Specialist, Microsoft Geoff Ables, Managing Partner, C5 Insight Jordan Loeffler, Sales Consultant, C5 Insight Email Efficiency (3/13/2024) How important is Copilot for Sales’ capability to improve email efficiency? What’s the return on investment? Email efficiency is one of the earliest, mos ..read more

Are you ready to take a strategic approach to leading and managing technology implementation projects that will transform the employee and customer experience? 365 Leadership Summit is for you. With a focus on Dynamics 365, Microsoft 365, Power Platform, and Microsoft Copilot, this Microsoft Dynamics conference promises to deliver actionable sessions designed for business and project leaders specifically. Hosted at the Denver Marriott Tech Center immediately following DynamicsCon LIVE, C5 Insight’s 365 Leadership Summit shifts the focus from technical know-how to leadership strategies for mana ..read more

WHAT TO EXPECT 8 topical 15-minute sessions on key Copilot for Sales use cases. Register once, get invites to all 8 webinars (or however many remain). Stay online for an additional 30-minute roundtable discussion with a Microsoft Technical Specialist and a Microsoft MVP. Get access to the recordings of all 8 webinars. register now Over 8 weeks, the C5 Insight team will share the most impactful use cases of Copilot for Sales. This will allow you to immediately begin implementing Copilot for Sales, building upon what you’re learning each week until you’re using it to streamline your workfl ..read more

If you have been in the development space for any length of time, you will know that the only constant is continuous change. As different development methodologies, patterns, and best practices come into existence, we adopt new and better ways of delivering customizations and solutions.    Microsoft development methodologies and technologies are no different. The company has made great strides in articulating changes coming for their various platforms, and how to transition into newer approaches that have been made available. Often, this transition occurs after a period of ..read more

When you’re using Microsoft Teams, sometimes your pictures paste directly into a post (such as copying an image off of a website and pasting it into Teams). Other times, try as you may, the picture just won’t paste! Images not pasting is likely a bug that will be remedied at some point. In the meantime, what can you do other than restarting your PC, which doesn’t always work? Solved: How Do I Paste an Image in Microsoft Teams? Step 1: Save the picture to your local hard drive. Step 2: In your post, click the “Attach” button to browse and find your file.  Step 3: Sele ..read more

Business Case You have a survey set up in Customer Voice which needs to be sent to a segment you’ve got in Dynamics 365 Marketing. It could also be in a journey you already set up. If you use the OOB ‘Send an email’ action with a button pointing to your survey, although that works, you cannot set the “Regarding to” field so the survey invite gets related to your contact, account, order, or whatever other record you need it related to. This is a problem because your users won’t be able to easily see that a survey was sent to the customer, let alone her or his response in the context of th ..read more

If you’re a sales manager who isn’t using a CRM solution to manage sales meetings yet, you’re not getting the full value of your organization’s CRM investment.  In this blog, we’ll explore why and how to use CRM for sales meetings and the plan you can follow for more efficient meetings. For an in-depth explanation of the cadence used in each meeting type, watch the free webinar below. A Tale of Two Sales Managers Let’s set the stage with a real-world example of two anonymous sales managers: Sales Manager A managed a big, established business that set year over year business goals ..read more

Introducing SharePoint to your company can be overwhelming.  A complete SharePoint rollout plan can include: Document Management Sites Forms Workflows Social Collaboration Newsfeeds Applications Business Intelligence …and that’s just getting started! SharePoint: Where To Begin? When introducing SharePoint, start with something that will benefit all users, and that is easy to manage. Start with Document Management. There’s nothing more annoying than frantically looking for a document in a filing cabinet, a co-worker’s desk, or in Human Resources only to find that it is stored on your pe ..read more

Sales representatives possess a unique combination of people skills, product knowledge, and persuasive abilities that allow them to connect with prospects, understand their needs, and close deals. However, while these skills are essential for success in sales, getting sales representatives to follow a consistent process can be a challenging task. Many sales professionals prefer to rely on their instincts and experience, which can lead to inconsistencies in the sales pipeline and make it difficult for sales leaders to measure performance and identify areas for improvement. Why a Sales Process ..read more

Generative AI, like ChatGPT, is taking the world by storm. Microsoft has harnessed this powerful tool combined with your company’s data (Microsoft Graph) to enable natural-language generative AI assistance to increase individual & team productivity with Microsoft Copilot.   Topics   How D365 Sales, Customer Service, Marketing, & more are incorporating Copilot into the user experience Overview of how to use Generative AI in Power Virtual Agents & Power Pages to leverage natural language prompts that provide better & more relevant answers to customers The power of Co ..read more