Marketing Automation Services
Get customers faster and keep customers longer with a marketing automation platform

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Expertise
Marketing Automation Platform Selection, Customization and Integration
Platform Selection
We work with clients to understand their specific needs and goals, and then help them select the right marketing automation platform for their business.
Implementation
We provide guidance on how to set up and configure the platform to ensure it is optimized for our clients specific needs.
Ongoing Support & Training
We offer ongoing support and training to help clients get the most out of their marketing automation efforts.
Whether you are looking to automate your email marketing campaigns, track and analyze customer behaviors, or generate leads through online forms and landing pages, C5 Insight has the expertise to help you succeed. Contact us today to learn more about our marketing automation services and how we can help your business grow.
Our Latest Insights
Microsoft Announces SharePoint Add-In Retirement — What Now?
Microsoft just announced on November 27, 2023 that SharePoint Add-In is being replaced with SharePoint Framework.
How to Paste a Picture into Microsoft Teams
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...
Sending Surveys through Dynamics 365 Marketing and Setting ‘Regarding to’ Field
In this tutorial, learn how to combine Dynamics 365 Marketing with Power Automate to set the “Regarding to” field and send customer surveys.
D365 Marketing - Event Management Overview
Join us as we explore the basic features of the event management components within D365 Marketing.
Links related to this session:
Event Planning and Management
https://docs.microsoft.com/en-us/dynamics365/marketing/event-management?WT.mc_id=DX-MVP-5004322
Open the Event Management Work Area
https://docs.microsoft.com/en-us/dynamics365/marketing/open-events
Microsoft Learn for D365 Marketing
https://docs.microsoft.com/en-us/learn/dynamics365/marketing?WT.mc_id=DX-MVP-5004322
D365 Marketing - Customer Journey
Join us for this Feature Review on the Customer Journey function of D365 Marketing.
D365 Marketing - Marketing Emails
Join us for this Feature Review on the Marketing Email function of D365 Marketing.
D365 Marketing - Marketing Pages
Join us for this Feature Review of the Marketing Pages functionality of D365 Marketing.
D365 Marketing - Segmentation
Join us for this Feature Review of the Segmentation function of D365 Marketing.
D365 Marketing - Platform Overview
C5 Insight is a big fan of the D365 Marketing platform! Join us for a quick overview of several of the reasons we love this tool!

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