Resources
Blog
Six Tips in 60 Seconds: Moving Assets Across Environments
Moving assets across environments in Dynamics 365 Customer Insights - Journeys? In this week’s #Sixin60, senior solution consultant Jackie Hunt shares six quick tips to streamline the process using PowerApps.
Six Tips in 60 Seconds: Copilot in Customer Insights – Data
In this week's #Sixin60 we're maximizing Customer Insights - Data with Copilot. Our expert Tim Manders breaks it down with six quick tips to help you build better segments, improve predictions, and refine your data...
Dynamics vs Hubspot for Marketers: Which Should You Choose?
When organizations compare the merits of different marketing automation platforms (MAP) it's important to consider a number of factors, and frankly, factors that are not specifically related to the software itself. For instance, it is important to understand what...
Live Events + Webinars
[Webinar] AMA: Transition to Real-time Journeys
Wednesday, Feb 19 | 9am PST / 12pm EST The countdown is on! With the removal of Outbound marketing this June, the time to move to Real-time Journeys is now. Are you ready? Join us for an Ask Me Anything (AMA) event where subject matter experts from Coffee + Dunn,...
DynamicsCon 2025
May 13th - 16th, 2025 | Chicago, Il We’re thrilled to be part of DynamicsCon 2025, the premier event for the Microsoft Dynamics 365, Dynamics GP, and Power Platform community! With 3,000+ attendees, 350+ expert-led sessions, and 125+ sponsors, this is the place to...
Recorded Webinars + Demos
Six Secrets to Copilot Success in Customer Engagement
In this engaging, on-demand 1-hour webinar, you'll discover how to harness the power of Copilot to drive commercial success and transform your business operations. Thomas Manders, Founder + Managing Director of Coffee + Dunn, along with Rick McCutcheon, strategic...
[Webinar] 25 Tips in 25 Minutes: Dynamics 365 Customer Insights – Journeys
Level up your marketing skills with Dynamics 365 Customer Insights - Journeys! In just 25 minutes, you’ll discover 25 powerful tips on how to use the ever-growing set of features at your fingertips and become an omnichannel champion. In this on-demand webinar we'll...
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...
Success Stories
Preserving customer trust through Dynamics Customer Insight + 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.
