Resources
Blog
Sales Qualification Agent in Dynamics 365: Features and Benefits
Explore key features of the Sales Qualification Agent in Dynamics 365 and how it enables faster, smarter lead qualification using real-time AI assistance.
AI and the Customer Engagement Maturity Framework: From Fragmented to Autonomous
How Do You Move From Fragmented to Autonomous Customer Engagement? AI promises a step-change in how companies attract, win, and grow customer relationships. But in practice, many initiatives stall because teams focus on tools before foundations—treating AI like a...
Dynamics 365 Customer Service Training for Team Enablement
Service teams use multiple tools daily, yet struggle to deliver the responsive experiences customers expect. When your customer service agents can't find the right information in time or lack visibility into customer history, you have to deal with longer resolution...
Live Events + Webinars
Check back soon for upcoming events.
Recorded Webinars + Demos
Coffee + Cram: Death to the Hand-Off – Eliminating Friction from Lead to Renewal
Modern 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 disconnected workflows with unified data, shared...
Orchestrating the Perfect Event in Dynamics 365 CI – Journeys
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 conference, this session will equip you with the knowledge and...
So You Wanna Build a Bot?
Ready to take AI to the next level? Watch this in-depth session on how to build your first Agent, a game-changing feature that brings automation and intelligence directly into your web solutions. In this session, you’ll learn: How to Build an Agent: Step-by-step...
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
