MICROSOFT DYNAMICS 365 ⋅ REVENUE ARCHITECTURE ⋅ AI-POWERED GROWTH

Your revenue team is working hard.
Your revenue engine isn’t.

We design, build, and operate AI-powered revenue engines for mid-market companies—turning fragmented go-to-market operations into a single, intelligent system that works as hard as your people do.

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BUILT ON

Dynamics 365
Dynamics 365

Sales – CI – Service

Power Platform
Power Platform

Automate – BI – Fabric – Apps

Copilot Studio
Azure AI

Copilot Studio – Open AI

Link
Best-of-Breed

Snowflake – Databricks – Clay

15-30%

faster sales cycles. Less time in the pipeline means more time closing.

50-80%

of manual revenue work eliminated. Your team gets hours back every week.

3-5x

return on investment. We build the business case before we build the system.

<5%

forecast variance. Because “we think it’ll close” isn’t a revenue strategy.

Some of the Savvy Companies We Help

What is a Revenue Engine?

revenue engine (n.) / ˈrev·ə·n(y)o͞o ˈen·jən/

The connected system of strategies, data, and processes that drives customer acquisition, expansion, and retention—creating a unified, predictable path to growth.

Building a revenue engine is about more than people, process, and technology. It’s about a promise: to help your organization break down silos, align your teams around a single source of truth, and create the conditions where revenue growth becomes repeatable, not reactive. Coffee + Dunn brings together the right strategies, the right data, and the right systems so that every part of your business is working toward the same outcome: sustainable, scalable revenue.

Before + After: How to Fix a Broken Revenue Engine 

You probably already know something is off. Deals that should close don’t. Reports you can’t trust. Tools nobody uses. The problem isn’t effort — it’s architecture. Here’s the before and after.

Right Now

  • Sales, marketing, and customer success are all pulling in different directions
  • Your customer data is scattered across platforms no one designed to work together
  • Your best people spend half their day doing things a workflow could handle
  • Nobody trusts the CRM—so nobody uses it the way it was meant to be used
  • Forecasting is still a gut call dressed up in a spreadsheet
  • You’re paying for a full Microsoft stack and using maybe a third of it
  • Everyone agrees AI is the answer.
  • Nobody owns the plan to get there
  • The implementation is done. The ROI never showed up.

After Coffee + Dunn

  • One platform. Sales, marketing, and customer success finally speaking the same language
  • Every customer interaction—in one place, in real time, ready to act on
  • The manual work your team dreads? Automated. Gone.
  • A CRM people actually trust—because it earns it, every day
  • Forecasts that hold up. Coaching grounded in what actually happened, not instinct
  • Your Microsoft investment fully activated—Azure AI, Copilot, Power BI, all of it
  • AI agents working alongside your team—prospecting, qualifying, and renewing at scale
  • A revenue engine that keeps getting better, not one that plateaus after launch

What’s Holding You Back?

If Any of This Sounds Familiar, We Should Talk.

We build on the Microsoft stack but we integrate the full revenue ecosystem. Whether your team runs Gong or Salesloft for conversation intelligence, Adobe or Hubspot for enterprise marketing, or ServiceNow or Gainsight for customer success, we connect it all into a single, unified engine with Dynamics 365 at the center.

The Problem

The Cost to your Business

The Coffee + Dunn Solution

CEOs | CROs | CMOs

Problem

Revenue has stalled, but headcount, spend, and effort keep climbing.

Sales cherry-picks leads. Marketing blames sales. Leadership demands answers. Everyone’s busy. Nothing’s growing.

Cost of Inaction

You’ve tried to fix it before. New tools, new processes, new promises. But without a clear picture of where revenue is actually leaking, every initiative is a guess.

The result is compounding cost—more tools, more complexity, and less to show for it every quarter.

→ Clients typically see 3–5× return on the Diagnostic investment alone

Solution

Start with a Revenue Engine Diagnostic. We assess where growth is leaking, what it’s costing you, and which moves will have the most impact—fast.

Six dimensions. One scorecard. A clear, executive-ready roadmap that tells you exactly what to fix, in what order, and why it matters.

→ Revenue Engine Diagnostic · starting at $10K

Problem

Your revenue systems are falling behind your ambitions.

The strategy is clear. But there’s no one in the building who owns the intersection of revenue operations and technology transformation—and that gap is costing you every quarter.

Cost of Inaction

Growth creates complexity. Complexity without leadership creates stall. And stall, in a competitive market, is just slow decline.

The longer that gap stays open, the further ahead your competition gets—with the same tools, the same market, and better execution.

→ Strategic leadership at 40–60% of full-time cost, with more expertise than a single hire

Solution

DUNN Right Services (DRS) Transform puts Coffee + Dunn in the room as your strategic partner—not just your platform administrator.

Dedicated leadership. Resource augmentation. A new AI agent every quarter. Early access to emerging capabilities. For organizations that can’t afford to stand still.

→ DRS Transform · starting at $23,500/mo · 12-month minimum

Sales | Marketing | IT Leaders

Problem

Your systems don’t talk to each other. Your teams don’t either.

High-value deals fall apart at the handoff. Your best reps spend half their time on admin. And when something goes wrong in the pipeline, nobody sees it coming.

Cost of Inaction

Years of point solutions have created systems that technically work, just not together. The data exists. The insight doesn’t.

The cost shows up everywhere: in missed forecasts, churned accounts, and the nagging sense that you should be growing faster than this.

→ 20–40% of pipeline growth is sitting in the gaps between your systems

Solution

We architect and build the connected revenue engine your strategy has been waiting for: one platform, a common data model, one version of the truth across sales, marketing, and customer success.

Dynamics 365 Sales, Customer Insights, Power Platform, Azure AI—all of it configured for your industry, your team, and your growth goals. A revenue system, integrated with best of breed solutions and built for how you actually work.

→ Service: Revenue Engine Implementation · Timing & Investment Varies

Problem

The platform is breaking. Users are building workarounds. And IT is firefighting instead of building.

Every undetected failure can lead to revenue loss. Every workaround is a data quality problem waiting to happen. Platforms don’t maintain themselves.

Cost of Inaction

Without someone actively watching your platform, small issues compound into expensive ones—and users quietly stop trusting the system they’re supposed to run on day-to-day.

Reactive fixes cost 3–5× more than proactive ones. Every hour of downtime has a revenue number attached to it.

→ Critical issues typically resolved in under 2 hours. 

Solution

DUNN Right Services (DRS) Advise proactively monitors, tests before updates break things, and supports when users need help.

Think of us as the team that keeps the lights on—so your revenue team never has to wonder if the platform will be there when they need it. 

→ DRS Advise · starting at $6,500/mo

Problem

You implemented the platform. You’re using a fraction of it. The spreadsheets are back.

The reports exist. Nobody trusts them. The dashboards are open in a tab nobody looks at. Without someone driving continuous improvement, your implementation becomes shelf-ware.

Cost of Inaction

You’re paying full price for a platform delivering half the value. Meanwhile, your competition is running laps around you with the same tools.

Platform utilization drops without active management—from 60% down to below 20% within 18 months. That’s not a technology problem. That’s an optimization gap.

→ Active optimization drives a 40–60% increase in platform utilization

Solution

DUNN Right Services (DRS) Grow turns your platform into a living system—one that improves every month instead of drifting backward.

New workflows. Better agents. Cleaner data. Quarterly reviews that connect platform performance to revenue outcomes. The implementation was day one. DRS Grow is everything after.

→ DRS Grow · starting at $12,500/mo

Problem

Your data exists. Your answers don’t.

Customer data is scattered. Reports take days and arrive stale. And the analysis that would actually change decisions (attribution, churn risk, lifetime value) simply isn’t possible with the tools you have.

Cost of Inaction

Legacy infrastructure wasn’t built for the questions you’re asking today. As data volumes grow, the gap between what you have and what you need gets wider and more expensive to close.

By the time the report is ready, the moment to act has passed. Organizations without a modern data foundation are always looking at yesterday’s revenue through tomorrow’s lens.

→ 30–50% lower cost than maintaining the fragmented legacy systems it replaces

Solution

We build the data foundation your revenue engine runs on: a unified, real-time intelligence layer that makes advanced analytics not just possible, but routine.

Marketing attribution. Churn prediction. Customer lifetime value. Predictive forecasting. Built on Microsoft Fabric, Power BI, and Azure ML—and governed well enough that you can trust what you’re looking at.

→ Revenue Intelligence + Azure Data Implementation · Specialized Add-On

Problem

Your revenue team is spending more time preparing to sell than actually selling.

Personalized outreach takes hours. Follow-up is inconsistent. High-risk accounts slip through unnoticed. The best reps execute a great playbook. Everyone else improvises.

Cost of Inaction

You can’t hire your way out of a process problem. Manual work doesn’t scale, and the gap between your best performers and everyone else keeps widening.

The average revenue team runs at 35–40% of its potential. The rest is lost to admin, redundancy, and tasks that shouldn’t require human judgment.

→ AI agents typically return 5–10× their cost in measurable productivity gains

Solution

We build AI agents that work the way your team works, purpose-built agents that know your customers, your playbook, and your process.

Prospecting. Qualification. Renewal orchestration. Account monitoring. Built on Copilot Studio, trained on your data, integrated into Dynamics—and designed so humans stay in control of what matters most.

→ AI Agent Development · Specialized Add-On

Power Users

Problem

Your team invested in Dynamics 365 and Power Platform, but you don’t know where to start.

The tools are live, the licenses are paid, and the potential is real. But with so many features, you don’t know where to start, so you default to spreadsheets, manual workarounds. You know, the old way of doing things.

Cost of Inaction

You’ve got access to a powerful platform, but without knowing how to use it, you’re still doing things the hard way.

Manual data entry, clunky workarounds, and processes that should take minutes still take hours. Every day you’re not learning the platform is another day you’re leaving capability on the table.

→ 20–40% productivity lift when users receive ongoing support + training post go-live

Solution

A specialized team of functional, certified  experts (without the overhead of building it in-house).

DUNN Right Services (DRS) Advise enables you to stay current on the latest features, best practices, and strategies, with the collective knowledge of a dedicated team focused on driving measurable outcomes.

→ DRS Advise · starting at $6,500/mo.

Problem

Continous learning is a no-brainer, but dedicated training budgets and team bandwidth are tight.

The tools never stop evolving, with new features, updated best practices, and shifting strategies dropping constantly. So you make do, missing capabilities that could make your job significantly easier and your results measurably better.

Cost of Inaction

New features go unused and inefficient workarounds become habits.

The gap between what the platform can do and what you actually do with it keeps widening. Meanwhile, the investment your organization made keeps depreciating—not because the tool failed, but because the knowledge never caught up.

→ Self-paced learning can improve performance by as much as 25%

Solution

Access to a comprehensive learning portal that keeps you on top of your game without breaking the bank.

The Knowledge Hub includes self-paced courses, scenario-based learning paths, live and on-demand webinars, and 1:1 sessions with Dynamics 365 and Power Platform experts. Everything you need to go from uncertain to confident.

The Coffee + Dunn Approach

Every Engagement Begins With a Clear Outcome.

We don’t do generic projects. Every Coffee + Dunn engagement follows our Plan, Build, Run methodology, structured so each phase builds on the last, and every dollar has a defined outcome attached to it.

Plan

Plan

We dig into how your revenue engine actually works (not how it’s supposed to work). Then we map the fastest, clearest path to growth.

  • Revenue Engine Diagnostic (6 dimensions)
  • Agentic AI Opportunity Map
  • Customer Journey Gap Analysis
  • Technology Stack Evaluation
  • Transformation Roadmap with Business Case
Build

Build

We build what we designed, with no scope creep and no hand-offs to junior staff. Your tech ecosystem, fully activated and working together.

  • Dynamics 365 Sales, Customer Insights & Service deployment
  • Power Platform automated workflows
  • Agentic AI deployment
  • Data migration & revenue engine integration
  • Training, enablement & analytics dashboards
Run

Run

We stay in. Monitoring, optimizing, and evolving your revenue engine so the value keeps growing long after go-live.

  • DUNN Right Services activation
  • Fractional leadership resource augmentation
  • AI-enabled Knowledge Hub
  • Guided training curriculum + labs
  • Campaign development + execution
  • Quarterly Business Reviews (QBRs)

Customer Success Stories

Northrop & Johnson

A Modern Connected Experience

Success Story: Northrop & Johnson

When Northrop & Johnson, a premier global yacht brokerage approached us, they were looking to modernize their marketing technology to gain valuable customer insights that would improve targeting, deliver personalized customer experiences and increase marketing ROI. Coffee + Dunn delivered all three.

Montgomery County Community College

Redefining + Redesigning Data

Success Story: Montgomery County Community College (MCCC)

Montgomery County Community College (MCCC) sought to do more than provide quality, affordable education (an impressive feat on its own); it wanted to elevate the way they communicated and engaged with students, a testament to their unwavering commitment to student success and well-being.

Rush Enterprises

Preserving Customer Trust

Success Story: Rush Enterprises

Effective solution alignment is pivotal in enhancing customer retention, and Rush has exemplified this through their strategic approach. By aligning their systems and processes, Rush has been able to leverage the full potential of Dynamics 365 Customer Insights – Journeys, transforming previous challenges into opportunities for growth.

Let’s Find Out Where You’re Losing Growth.

Start with a Revenue Engine Diagnostic. In 2–4 weeks, you’ll know exactly where revenue is leaking, what it’s costing you, and what to do about it. Most clients say it’s the clearest picture of their business they’ve ever had.