Resources
Blog
Dynamics 365 Customer Insights Training: What It Should Cover
You just invested thousands in Dynamics 365 Customer Insights. Your team logs in, stares at the dashboard, and has no idea where to start. Sound familiar? Most companies skip proper training and wonder why their expensive platform sits unused. The software works...
Dynamics 365 Sales Training Explained: Approaches, Topics & Outcomes
Buying a CRM doesn't always mean your team will use it. Most sales reps resist adopting new software because they see it as extra work rather than a helpful tool. That resistance kills even the best implementations. The difference between success and failure comes...
Podcast Feature: Rethinking Sales & Marketing for 2026 — A Conversation with Marie Wiese
In this episode of The Hot Seat Podcast, Coffee + Dunn joins host Marie Wiese for an insightful discussion on the rapidly changing Sales and Marketing landscape in 2026. We share practical perspectives on where organizations are struggling, where they’re...
Live Events + Webinars
Orchestrating the Perfect Event in Dynamics 365 CI – Journeys
Wednesday, February 25th | 9am, 12pm, 3pm EST Join us for a beginner-friendly, practical session designed to help you master the full event lifecycle using Dynamics 365 Customer Insights – Journeys. Whether you’re hosting a small workshop or a large-scale...
Coffee + Cram: Death to the Hand-Off – Eliminating Friction from Lead to Renewal
Tuesday, February 24th 9AM PST / 12PM ESTModern revenue teams can no longer afford the drop‑offs, delays, and misalignment caused by traditional hand‑offs between marketing, sales, and customer success. Today’s high‑performing organizations are replacing...
Recorded Webinars + Demos
Coffee + Cram: The Marketing Reality Check – Turning Data Into Measurable Revenue Impact
CMOs are under constant pressure to justify spend, align teams, and show real revenue impact. So why are most organizations are still operating with disconnected data, conflicting dashboards, and metrics that don’t stand up in the boardroom? This executive-level...
The Marketer’s Guide to Meaningful Measurement
Marketers, it's time to elevate your reporting and confidently communicate results that matter. In this session, we'll cut through the noise of disconnected data and vanity metrics with a practical framework for modern marketing measurement. You’ll learn how to:...
Beyond the List: Elevating Your Audience Strategy in Dynamics 365 Customer Insights
Big list = better marketing, right? Not quite. In this session, we'll discuss how to build smarter, more dynamic audiences with Microsoft Dynamics 365 Customer Insights – Journeys. You'll learn: What makes a strong audience The risks of poor audience definition...
Success Stories
Preserving customer trust through Dynamics Customer Insights + Customer Voice
Solution alignment allows Rush Enterprises to enhance customer retention through personalization and accelerated system adoption Effective solution alignment is pivotal in enhancing customer retention, and Rush has exemplified this through their strategic...
Success Story: Redefining + Redesigning Data with Dynamics 365 Customer Insights
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...
Leading insurance firm boosts channel effectiveness with Dynamics 365 CI – Journeys
A leading Virginia-based insurance company leveraged Dynamics 365 as they sought to manage their investor relations events in a system that could tie into their customer relationship management database. Challenge Disparate systems across event management...
Montgomery County Community College Redefines and Redesigns Student Engagement
Montgomery County Community College (MCCC), a technologically advanced community college recognized for its provision of high-quality, affordable and accessible education, sought to optimize its technology stack to transform and enhance student communication and...
University of South Florida and the Modern Student Recruitment Experience
The University of South Florida, a preeminent higher education institution with multiple campuses across the Tampa Bay region, leveraged Dynamics 365 as they sought to modernize the student recruitment experience.
Whitepapers
