Dynamics 365, Microsoft 365, SharePoint, Teams, Power BI
Customer and Employee Engagement Consulting – Portland, OR

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Automate Sales, Service, Marketing, Internal Communications and Document Management with C5 Insight
Keep your business organized and efficient with document management
Communicate with customers more effectively with digital communications
Increase sales and productivity with CRM consulting and implementation
Leverage provide Microsoft solutions and proven consulting services from C5 Insight
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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...

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