Modern revenue teams can no longer afford the drop‑offs, delays, and misalignment caused by traditional hand‑offs between marketing, sales, and customer success. Today’s high‑performing organizations are replacing disconnected workflows with unified data, shared...
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Webinars
Orchestrating the Perfect Event in Dynamics 365 CI – Journeys
A beginner-friendly, practical session designed to help you master the full event lifecycle using Dynamics 365 Customer Insights – Journeys. Whether you’re hosting a small workshop or a large-scale conference, this session will equip you with the knowledge and tools...
So You Wanna Build a Bot?
Ready to take AI to the next level? Watch this in-depth session on how to build your first Agent, a game-changing feature that brings automation and intelligence directly into your web solutions. In this session, you’ll learn: How to Build an Agent: Step-by-step...
Coffee + Cram: The Marketing Reality Check – Turning Data Into Measurable Revenue Impact
CMOs are under constant pressure to justify spend, align teams, and show real revenue impact. So why are most organizations are still operating with disconnected data, conflicting dashboards, and metrics that don’t stand up in the boardroom? This executive-level...
The Marketer’s Guide to Meaningful Measurement
Marketers, it's time to elevate your reporting and confidently communicate results that matter. In this session, we'll cut through the noise of disconnected data and vanity metrics with a practical framework for modern marketing measurement. You’ll learn how to: Track...
Beyond the List: Elevating Your Audience Strategy in Dynamics 365 Customer Insights
Big list = better marketing, right? Not quite. In this session, we'll discuss how to build smarter, more dynamic audiences with Microsoft Dynamics 365 Customer Insights – Journeys. You'll learn: What makes a strong audience The risks of poor audience definition When...
Coffee + Cram: Measure What Matters – Connecting Marketing Impact to Revenue Growth
The pressure to show marketing impact is greater than ever, but disconnected data, unclear metrics, and outdated dashboards full of vanity metrics still remain. So, what gives? Learn how to: Track ROI with precision across channels and campaigns Leverage Dynamics 35,...
50 Tips in 50 Minutes: Dynamics 365 Customer Insights
Are you ready to become an omnichannel marketing champion? In this on-demand webinar, we'll cover 50 powerful tips on Dynamics 365 Customer Insights with tricks, know-how, and best practices spanning core areas of the tool. We'll also brief attendees on key features...
Permission Impossible? Demystifying Security for Dynamics 365 Customer Insights
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...
Coffee + Cram: Copilot 101 in Dynamics 365 Sales
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...






