Dive into the world of security roles, permissions, and access controls within Dynamics 365 Customer Insights as we unravel the secrets to safeguarding your data while empowering your team. Discover how to achieve the perfect balance between protection and...
New to Copilot for Sales? Watch on-demand 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 streamlines daily tasks, enhances...
CRM, social, e-commerce, email...your customer data lives everywhere. So, how can you make the most of that engagement? Watch this on-demand webinar as we enter the world of customer data platforms (CDPs) and discuss how they can transform your customer engagement...
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...
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...
Watch on demand as David Vargas + Tyler McClain dive into marketing forms in CI - Journeys—demystifying their code and uncovering enhancements to capture leads, execute post-submission routing to support sales, initiate key interactions, and trigger seamless Customer...
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...
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...
![[Webinar] Optimizing Marketing Content to Master the Sales Funnel](https://coffeedunninc.wpenginepowered.com/wp-content/uploads/Webinar-MSDynamics-world-Optimizing-Marketing-Content-to-Master-the-Sales-Funnel-400x250.jpg)
We had the honor of joining an expert panel discussion alongside Rick McCutcheon, Marie Wiese, and Mary Miller for MSDynamicsWorld and the PartnerTalks series, Secrets to Selling Dynamics. In this session, we explored key insights on optimizing marketing content for...
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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? Watch our on-demand webinar: Ask Me Anything: Transition to Real-time Journeys where subject matter experts from Coffee + Dunn, along...