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Coffee + Dunn

CDP 101: The Lowdown on Customer Data Platforms

CDP 101: The Lowdown on Customer Data Platforms

Tuesday, July 29, 2025 CRM, social, e-commerce, email...your customer data lives everywhere. So, how can you make the most of that engagement? Join us as we enter the world of customer data platforms (CDPs) and discuss how they can transform your customer engagement...

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Coffee + Cram: Copilot 101 in Dynamics 365 Sales

Coffee + Cram: Copilot 101 in Dynamics 365 Sales

Wednesday, August 13th | 9am PST / 12pm EST New to Copilot for Sales? Join us for a Copilot 101 class as Jackie Hunt, Serina Kwok, and Megan Clark walk through the powerful capabilities within D365 Sales, including its newest Sales Agent. You'll learn how Copilot...

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What Is Dynamics 365 Customer Engagement | How It Works

What Is Dynamics 365 Customer Engagement | How It Works

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

Copilot Wizardry in Dynamics 365 Customer Insights

Watch on demand as Jessica Skinner and Tim Manders explore what AI means for users of Dynamics 365 Customer Insights. In this session, you'll get a firsthand look at Copilot features in both CI - Journeys and CI - Data, plus insights into how generative AI is evolving...

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Dynamics 365 Customer Insights – Journeys Explained

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...

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Is Your Tech Costing You Revenue?

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...

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Coffee + Dunn DynamicsCon 2025 Presentations

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,...

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Coffee + Cram: Multi-Session Event Mastery in Dynamics 365

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...

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