C5 Insight

10/30/2026

In yesterday's State of Copilot Q4 2026 briefing, we broke down what's new, what's coming, and what next steps organizations should take as they adopt Copilot.

Here are the 16 updates we covered:

Generally Available:

1. New Models
2. Teams Phone Agent
3. Copilot in SharePoint
4. Copilot in OneDrive
5. Domain Exclusion
6. Copilot Memory Citations
7. Copilot in PowerPoint: Brand Kit & Skills
8. Copilot for Legal (previously "Legal Agent")

In Preview (Frontier Program):

1. New Copilot UI: Home
2. New Copilot UI: Code
3. New Copilot UI: Autopilot (previously "Scout")
4. Office in Copilot
5. Copilot Managed Runtime
6. Today: A proactive command center
7. in Teams
8. Expanding Business Context with Work IQ

Catch the replay on YouTube:

Microsoft Copilot is evolving quickly, and keeping up can feel like...

10/29/2026

Microsoft 365 Copilot isn't slowing down. Are you keeping up?

Join us *today at 1 PM Eastern* for our Q4 State of Copilot Briefing.

We'll look at what's new, what's coming, and what organizations should be doing now to get more value from Copilot.

In just 45 minutes, you'll get caught up on the latest Copilot developments and leave with a clearer idea of where to focus next.

Save your seat: https://c5insight.com/webinar-state-of-copilot-q4-2026/?utm_campaign=coschedule&utm_source=facebook_page&utm_medium=C5%20Insight

10/28/2026

Going live with CRM is a milestone, not the finish line.

Businesses grow. Processes change. Customer expectations shift. And over time, a CRM that once fit the organization can accumulate unused fields, outdated workflows, and configurations that no longer reflect how people actually work.

That's why CRM optimization shouldn't be treated as a one-time project.

Regularly revisit:

• Where users are experiencing friction
• Which processes can be simplified
• Whether CRM data is helping people make decisions
• How the roadmap supports current business priorities

Learn 8 reasons why companies struggle to get value from CRM software (and how to improve CRM ROI):

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

10/27/2026

Not a developer? No problem. Microsoft is introducing a new way to build business apps with Copilot Cowork and Copilot Studio using natural language.

Describe the users, data, actions, and outcome you're looking for, and Copilot can turn that idea into a working app that you continue refining through conversation.

And these aren't just standalone prototypes. The apps can connect to business data and existing systems, while giving IT centralized visibility and governance through the Microsoft 365 admin center.

The line between having an idea and being able to build it just got a lot thinner.

Learn more:

Build full-stack business apps through conversation in Copilot Cowork and Copilot Studio, grounded in enterprise data.

10/26/2026

What changed with Microsoft 365 Copilot this quarter, and what should your organization do about it?

Join us October 29 for The State of Copilot (Q4 2026): What's New, What's Next, and What Now?

We've reviewed the latest releases, previews, and roadmap developments to bring you the updates that matter most in just 45 minutes.

If you're responsible for AI strategy, adoption, governance, or simply want to get more value from Copilot, join us for a practical look at where things stand heading into the final quarter of 2026.

📅 October 29 | 1 PM ET
🎟️ Register now: https://c5insight.com/webinar-state-of-copilot-q4-2026/?utm_campaign=coschedule&utm_source=facebook_page&utm_medium=C5%20Insight

10/23/2026

Microsoft's latest announcement points toward what it calls "agentic, headless CRM":

Keeping CRM as the trusted foundation for customer data and processes while bringing the context, insights, and actions people need directly into Copilot and Teams.

That's an important shift.

For years, organizations have asked: "How do we get people to use CRM more consistently?"

AI introduces a different question: "How much of CRM can we bring into the places people are already working?"

Less switching between systems. Less friction. More customer context at the moment it's needed.

Instead of asking people to constantly go to CRM, CRM is starting to come to them.

Could making CRM less of a destination actually lead to better CRM adoption?

Read more: https://www.microsoft.com/en-us/copilot/blog/2026/10/08/bringing-crm-into-the-flow-of-work-and-agents-into-business-process-for-sales-and-service-teams/?utm_campaign=coschedule&utm_source=facebook_page&utm_medium=C5%20Insight

Discover how Dynamics 365 and Microsoft Copilot skills and agents help sales and service teams access customer context, automate workflows, and take action in Teams.

10/22/2026

Today, Copilot Studio is much more than a platform to build agents.

It now brings three different building blocks together:

💬 Agents for conversational, natural-language tasks
⚙️ AI workflows that combine reliable, repeatable steps with AI judgment
📱 Apps (in preview) for structured experiences where people need an interface, not a conversation

The real question isn't "can we build it?" It's which approach fits the problem we're trying to solve.

Our latest guide breaks down what Copilot Studio is becoming and when to use each building block:

Copilot Studio now brings agents, AI workflows, and apps into one interface. Here’s what each does and when to use it.

10/21/2026

Want employees to use CRM more?

Give them a better reason to.

CRM adoption depends on a value exchange. If employees see the system primarily as another place to enter data, there's little reason to part with their spreadsheets, inbox folders, and personal notes.

But when CRM helps people find information faster, prepare for meetings, prioritize their workload, or eliminate duplicate entry, adoption becomes a much easier conversation.

Training matters, but training alone can't compensate for a frustrating experience.

Shift the question from "How do we get people to use CRM?" to "How does CRM make their work easier?"

That small shift changes the goal from driving usage to delivering value. And when employees see that value in their day-to-day work, adoption is much more likely to follow.

Learn 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

10/20/2026

It can be difficult to separate the updates worth paying attention to from all the noise surrounding Microsoft 365 Copilot.

On October 29 at 1 PM Eastern, we'll break down exactly what you need to know about Copilot:

- What's New? Recently released capabilities you can start using today.

- What's Next? Emerging features across Microsoft's AI at Work roadmap.

- What Now? How organizations should approach AI transformation.

You don't have time to keep track of it all on your own. Join us to get caught up on what's changed, see what's coming, and make sense of what it means for your organization.

Register now: https://c5insight.com/webinar-state-of-copilot-q4-2026/?utm_campaign=coschedule&utm_source=facebook_page&utm_medium=C5%20Insight

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