C5 Insight

10/12/2026

Join us today at 4:45 PM as we dig into practical ways to govern Customer Insights - Journeys (CI-J). We'll cover everything from managing consent and cleaning up technical debt to creating governance practices that stick.

➡️ From Preference Centers to Platform Governance: Keeping Customer Insights - Journeys Clean, Compliant, and Scalable

Add it to your agenda: https://www.summitna.com/browse-sessions/?q=&sr_sessionid=1411&utm_campaign=coschedule&utm_source=facebook_page&utm_medium=C5%20Insight

10/12/2026

Join us today at 3 PM for a real-world case study on using voice and AI to make CRM easier for field sales teams.

We'll share how we helped a global electrical distributor build a hands-free solution with Power Apps and Copilot Studio, including the approach, lessons learned, and results.

➡️ The Voice Agent: How a Global Distributor Built Hands-Free Copilot Studio Agents for Field Sales Teams

Add to your agenda: https://www.summitna.com/browse-sessions/?q=&sr_sessionid=1396&utm_campaign=coschedule&utm_source=facebook_page&utm_medium=C5%20Insight

10/12/2026

Are your Microsoft investments working together to support your AI strategy?

Today at 1:45 PM, we'll explore how to build an integrated roadmap across M365, Dynamics 365, Power Platform, Fabric, and Copilot, while balancing quick wins with long-term transformation priorities.

➡️ Strategic Roadmap: Aligning Microsoft Investments for AI-Ready Transformation

Add it to your agenda: https://www.summitna.com/browse-sessions/?q=&sr_sessionid=1523&utm_campaign=coschedule&utm_source=facebook_page&utm_medium=C5%20Insight

10/11/2026

Today's mission: turn Microsoft 365 chaos into a Copilot-ready workspace.

In this Academy Workshop, we're getting hands-on with Teams, SharePoint, Viva, automation, and Copilot to explore how better architecture, trustworthy content, and intentional processes create a better experience for people and better results from Copilot.

By the end of the day, attendees will have a practical Vision and Workspace Blueprint they can take back to their own organization.

If you're registered, we'll see you in Volunteer Mezzanine 1, Level M soon! 👋

10/10/2026

Stop wondering where to start. Start building the plan.

Today, our Summit Academy Workshop attendees will build their own AI Readiness Playbook - a practical guide for turning AI ambition into action.

Through hands-on workshops, leadership frameworks, real-world examples, and the proven "Fire, Aim, Ready, Fire" methodology, our team will share how to:

- Identify the highest-value AI opportunities for your organization
- Launch low-risk experiments that create momentum and measurable results
- Assess readiness across leadership, adoption, data, governance, and security
- Prioritize the initiatives that belong in your roadmap now - and which can wait
- Create a sustainable approach to scaling AI through enablement, governance, and a Center of Excellence

We're looking forward to an insightful day ahead of us!

10/09/2026

Are you heading to Nashville for Community Summit NA 2026 this weekend?

Our team will be there with plenty of opportunities to connect, learn, and talk all things Microsoft business technology.

📚 2 Academy Workshops
🎤 8 education sessions
📍 Booth #751

Whether you're joining us for a session or just passing through the expo hall, stop by and say hello. We'd love to see you there!

10/08/2026

Where does consent actually live in Customer Insights - Journeys (CI-J)?

Consent is stored at the contact point, such as an email address or phone number, rather than simply on the contact or lead record.

That distinction matters because the same person can have different preferences for different email addresses or communication channels.

It's one of several important details to understand when designing your consent architecture in CI-J.

Read the full guide: https://c5insight.com/customer-insights-journeys-consent-management/?utm_campaign=coschedule&utm_source=facebook_page&utm_medium=C5%20Insight

P.S. If you'll be at Community Summit NA next week, we're delivering an in-depth session on CI-J governance: "From Preference Centers to Platform Governance: Keeping Customer Insights – Journeys Clean, Compliant, and Scalable." We hope to see you there!

Learn how to manage consent in Customer Insights – Journeys using compliance profiles, purposes, topics, preference centers, and related controls.

10/07/2026

Is your CRM a system of record or a system of action?

A system of record tells you what happened.
A system of action helps your team figure out what to do next.

- Which opportunities need attention?
- Which accounts show signs of risk?
- Which leads deserve priority?
- Where is the sales process slowing down?

Simply collecting customer data isn't enough. The real value comes when that information helps employees prioritize work and make better decisions.

If your CRM has become mostly a place to store information, there's much more value you've left on the table.

Read more:

Why do companies struggle to get value from CRM software? Learn where CRM ROI breaks down and what organizations can do to improve results

10/02/2026

Prompts tell AI what you want. Skills teach it how you want the work done.

Think of the agent as a capable employee and the skill as the SOP. A skill packages the instructions, standards, templates, and resources an agent needs to complete a specific task more consistently.

In our latest blog, we break down what AI agent skills are, how they work in Microsoft Copilot Cowork, and how you can create, upload, and share your own custom skills.

Read more:

Learn what AI agent skills are, how they work, and how to create, upload, and share custom skills in Microsoft Copilot Cowork.

10/01/2026

What does it really take to deploy AI agents at enterprise scale?

In this webinar, we share how a global electrical distributor (Sonepar) used Copilot Studio, Power Platform, and Dynamics 365 to help 2,500 field sellers plan customer visits, capture notes by voice, and spend less time on administrative work.

Watch now for a behind-the-scenes look at what worked, what didn't, and the lessons learned as we built a voice-first agentic solution: https://youtu.be/GbqR3kUgdCs?utm_campaign=coschedule&utm_source=facebook_page&utm_medium=C5%20Insight

What does it really take to deploy AI agents for field sellers at e...