Out with the old, in with the new! In our #Sixin60 series, we’ll serve up six things you should know about the Real-time work area of Dynamics 365 Customer Insights – Journeys in just 60 seconds. As of June 30, 2025, the Outbound marketing module is gradually being...
Search Results
Coffee + Dunn
Checklist: Transitioning from Outbound to Real-time Journeys
As of June 30, 2025, the Outbound marketing module is gradually being removed. To avoid interruptions, stop using Outbound marketing and transition to Real-time Journeys (RTJ). Bookmark this checklist for valuable insights and actionable steps to help migrate your...
Webinar: Six Secrets to Copilot Success in Customer Engagement
Tuesday, September 24 • 11:00 AM - 12:00 PM CDT | Online event Join us for a 1-hour virtual briefing on leveraging Copilot for commercial success in your organization. This session will explore the role of AI in customer engagement strategies, how leading companies...
Will we see you at Summit NA?
Learn more on all things D365 Customer Insights Oct 13-17, 2024 | San Antonio Join Coffee + Dunn experts as we share essential tips for mastering Dynamics 365 Customer Insights - Journeys, how to implement a modern consent management approach, and the fundamentals of...
The Countdown is On! What to Expect with the Removal of Outbound in D365 CI – Journeys
It’s official: As of June 30, 2025, the Outbound marketing module is gradually being removed. To avoid interruptions, stop using Outbound marketing and transition to Real-time Journeys. If you’re still using Outbound marketing (OBM), we’ve got some info for you on...
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 approach....
Dynamics 365 Customer Insights – Journeys: Working with < safe-script > Update
💡Tuesday Tip: Is your real-time form not rendering how it should? You may need to take a look at HTML. When Microsoft pushed out the <safe-script> code update for Customer Insights - Journeys version 1.1.38813.80 or newer, it not only moved any custom JavaScript...
Busting Common Implementation Myths
A flip of the switch and your new technology is ready to go, right? If only. To successfully implement your next solution, it's important to know what to expect. Let's break down some common implementation myths: Myth: Implementation is simply toggling switches on...
Dynamics 365 Customer Insights – Journeys: Avoiding Journey Disruption
On July 1, 2024, active journeys in the real-time journeys area that were created on or before May 5, 2022 will stop working. To avoid disruption and follow the steps outlined in this video.
Evaluating your next customer data platform? Start here.
You know the value of a customer data platform. Now how do you choose the right one for you? Start with this checklist of key considerations for marketers when selecting a CDP:Data Unification Does the CDP support integration with various data sources such as CRM...