Charlotte, NC Microsoft Consulting
Dynamics 365, Microsoft 365, and Power Platform Consulting in Charlotte, NC

Powered by LUCK™
Build a Modern Digital Workplace That Engages Customers and Employees
If you’re experiencing any of these issues, then it’s time to get in touch with C5 Insight:
We want to improve customer and employee engagement - but we're not sure where to get started
Our current vendor isn't meeting our needs with SharePoint, Teams, Dynamics 365 or the Power Platform
We're just getting (re)started and need a partner to help us plan our project
We have a system in place, but adoption is poor, we need to get our sales, service, marketing and other users engaged
We need to do a better job communicating with our workforce
Our files and documents are a mess - we need a better way of organizing them
We need to re-design or automate business processes
We need to learn more about business intelligence, artificial intelligence and other emerging concepts before we get too far behind
We implemented SharePoint, Teams or Dynamics 365 … but it's a bit of a mess and we need to get it cleaned up
GET IN TOUCH
"*" indicates required fields
Our Latest Insights
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.
4 Reasons Why Using CRM Helps You Manage Better Sales Meetings
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...

The Luck Principle
Book | Buy Here

The Luck Principle Infographic
eBook | Learn More

The People-Centric Workbook
eBook | Learn More

Rate your CRM
Download | Learn More