Resources
Blog
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...
Dynamics 365 Training Plan: Your Blueprint for User Success
Most Dynamics 365 implementations fail because of one thing: people don't know how to use the system. You can have the best technology in the world, but if your team can't work with it, you've wasted your investment. A solid Dynamics 365 training plan fixes this....
Your Tech is Bringing You Down – Or Is It?
The same conversation occurs in boardrooms across the country each and every quarter. Revenue is flat. Pipeline conversion is sluggish. Customer acquisition costs keep climbing. Inevitably, someone points at the CRM system. "We need a new platform." "Our marketing...
Live Events + Webinars
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
