Managing customer relationships can feel overwhelming. You're juggling emails, tracking leads, handling service requests, and trying to keep everyone on your team in sync. Sound familiar? Dynamics 365 Customer Engagement solves this challenge by putting all your...
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Copilot Wizardry in Dynamics 365 Customer Insights
Thursday, June 26, 2025 AI is all the rage, but what does that mean for users of Dynamics 365 Customer Insights? In this session, attendees will learn about Copilot features in both CI - Journeys (formerly Marketing) and CI - Data, along with what to expect as...
Dynamics 365 Customer Insights – Journeys Explained
Picture this: You’re running a business and want to reach your customers right when they’re ready to engage, not a minute too soon or too late. That’s where Dynamics 365 Customer Insights - Journeys steps in. This helps you craft experiences that make your customers...
Is Your Tech Costing You Revenue?
Technology should fuel growth, not hinder it. In this live panel, leaders from Coffee + Dunn and CongruentX discuss: Common pitfalls in the customer engagement landscape The cost of the wrong technology How revenue leaders leverage technology to maximize growth The...
Coffee + Dunn DynamicsCon 2025 Presentations
Permission Impossible? Demystifying Security for Dynamics 365 Customer Insights Presented by Tyler McClain and Karoline Faradie Unlock the secrets to managing security like 007 with Dynamics 365 Customer Insights. In this session, we’ll demystify security roles,...
Six Tips in 60 Seconds: Common Error Messages (and how to solve them)
Running into errors in Dynamics 365 Customer Insights - Journeys? It happens! In this #Sixin60, we're unpacking 6 quick fixes for common error messages.
Coffee + Cram: Multi-Session Event Mastery in Dynamics 365
In this on-demand Coffee + Cram session, we’ll guide you through the process of planning and executing a seamless multi-session in-person event using Dynamics 365 Customer Insights - Journeys. Whether you're a seasoned event planner or just starting out, this webinar...
Real-Time Ready: Transitioning from Outbound to Real-time in Dynamics 365 Customer Insights – Journeys
It's a race against the clock! With the June 30, 2025 removal of Outbound marketing just around the corner, now's the time to make the move to Real-time Journeys. Whether you're just getting started with the transition or stuck on that final step, join Coffee + Dunn...
Dynamics 365 Connected Experience Journey Demo
Leveraging Dynamics 365 Customer Insights, Sales, and Customer Service, fictitious Contoso Coffee brings marketing, business development, and operations together to deliver an end-to-end connected experience for customers.
Six Tips in 60 Seconds: New Release Updates
New release, new features! We're dropping six updates worth checking out in the most recent release of Customer Insights - Journeys.