Tailored Customer Data Platform Consulting for Your Business
Your customers expect personalized experiences. Without a unified view of who they are, you’re guessing. And they notice.
Coffee + Dunn helps you implement and maximize Microsoft Dynamics 365 Customer Insights, so you can unify your customer data, engage at the right moment, and grow faster.
Trusted By
Growing organizations across manufacturing, education, and business services trust us to deliver marketing automation results that matter.
Our 4.6/5 approval rating from survey respondents validated our customer retention strategy, giving purpose to our Account Sales team’s efforts. Coffee + Dunn made capturing that data possible.
Senior Marketing Leader
Rush Enterprises
The relationship between Coffee + Dunn and Microsoft meant that we always had relevant, hands-on support. Because Coffee + Dunn meets with Microsoft’s product engineering team, we could directly raise issues and challenges.
Executive Director of IT
Montgomery County Community College
Coffee + Dunn executed the scope of work flawlessly and on time. Their team became an extension of ours throughout the duration of our project. They provided the necessary training in order for us to launch confidently.
Director of Information Technology
Cerulli Associates
Why You Need a Customer Data Platform (CDP)
A CDP collects customer data from every source and brings it together into a single, unified profile for each person. The result: your marketing, sales, and service teams all work from the same complete picture of every customer.
With the right CDP in place, you can deliver personalized experiences at scale, eliminate guesswork from your campaigns, and give your teams the insights they need to act faster and smarter.
Is This Holding Your Business Back?
Most organizations come to us with the same frustrations:
Siloed Data
Your customer information lives across disconnected systems, making it impossible to get a complete picture.
Generic Marketing
Without unified profiles, personalization is guesswork. Campaigns feel irrelevant, and conversion suffers.
Low Engagement
Customers want consistency across touchpoints. Fragmented data leads to fragmented experiences.
Operational Drag
Your teams waste hours manually compiling data that should flow automatically.
A well-implemented CDP fixes all of this. We make sure yours is built to last.
What You Get with Coffee + Dunn
When you work with us, you’re not just getting a software implementation. You’re getting a strategic partner who helps you connect your data to real business outcomes.
Advisory-First Approach
We start with strategy instead of software implementation. We map your current state, define your goals, and build a roadmap before a single configuration is touched.
Technology Implementation
Our Microsoft-certified team implements and customizes Dynamics 365 Customer Insights to fit your exact environment, integrating it cleanly into your existing stack.
Ongoing Optimization
Go-live is a milestone, not the finish line. After launch, we help your team fully adopt the platform, fine-tune performance, and find new opportunities for growth and retention.
Customer Data Platform Consulting Services We Offer
We start by auditing your current tech stack, data quality, and integration requirements to understand where you are today. Then we work with you to define clear business goals and design a comprehensive implementation roadmap.
You'll walk away with a strategic plan that accounts for your people, processes, and systems, built to deliver sustainable growth from day one.
We handle the full build, from configuration and customization to data migration and system integration. Our team ensures Dynamics 365 Customer Insights fits cleanly into your existing environment, with data pipelines that are accurate, secure, and scalable.
Before go-live, we run thorough testing to validate everything works as intended, so your team can trust the platform from day one and start using it with confidence.
Technology only works if people actually use it. We prepare your team to own the platform confidently through role-based training, hands-on onboarding, and the development of internal CDP champions who can support adoption across the organization.
Our approach ensures your team has access to the software and also understands how to use it to drive real business results and improve customer engagement.
Go-live is just the beginning. After launch, we continuously enhance your CDP to maximize ROI, refine workflows, incorporate new product features, and ensure your system keeps performing at its best.
We work with you to identify new opportunities for personalization, automation, and customer engagement as your business evolves, so your CDP investment continues to deliver measurable value over time.
Need hands-on continuity after implementation? We provide regular system maintenance, performance monitoring, security updates, and user support to ensure nothing slips after go-live.
Our managed services give you peace of mind that your CDP stays healthy, optimized, and aligned with your business goals. Your internal teams will be able to focus on using the platform to drive growth rather than managing its upkeep.
Our Approach: Plan. Build. Run.
Everything we do follows a proven three-step methodology that connects strategy to execution.
Plan
We assess your people, processes, and technology to understand where you are and where you need to go. The result: a strategic roadmap built for sustainable growth.
Build
We implement and customize your CDP solution within your existing ecosystem, using proven processes that ensure data accuracy, system integrity, and team readiness.
Run
We become an extension of your team post-launch, executing campaigns, delivering training, and tracking the metrics that prove impact through our DUNN Right Services
Who We Are
Coffee + Dunn helps mid-market and enterprise organizations build smarter revenue engines. We use the Microsoft ecosystem to combine strategy, process, data, and AI. The result is customer engagement systems that drive real growth.
We help you unify customer data and personalize engagement at scale. We also help you activate AI responsibly and build revenue intelligence that support confident, data-driven decisions and long-term competitive advantage.
We’ve partnered with Microsoft for over a decade. We directly influence their product roadmap and create Dynamics 365 training content for Microsoft’s own teams.
Why Choose Coffee + Dunn
Strategy First, Always
We’re not an implementation shop. We’re a customer engagement consulting firm that uses technology (including CDP solutions) to connect your strategy, data, and operations in service of real business growth.
Deep Microsoft Expertise
As Microsoft-certified consultants and a Microsoft Partner of the Year Finalist, we collaborate directly with Microsoft’s product teams. That means you get solutions that are future-proof.
We Meet You Where You Are
Whether you’re starting from scratch or optimizing an existing setup, we tailor every engagement to your current maturity level and goals. No cookie-cutter playbooks.
Outcomes, Not Activity
We measure success by what matters to your business: customer retention, pipeline velocity, campaign ROI, and revenue growth.
Who We Work With
We serve organizations across industries where customer engagement directly impacts revenue and retention, including:
Business Services
Streamline the sales cycle and deliver consistent brand experiences across every touchpoint.
Manufacturing
Reach the right buyers, reduce churn, and control costs with smarter, data-driven engagement.
Not-for-Profit and Education
Personalize outreach to students, donors, and communities at scale while maintaining compliance.
Media, Sports + Entertainment
Drive ticket revenue, loyalty, and engagement in fast-moving markets.
Healthcare + Life Sciences
Deliver seamless digital experiences that improve outcomes and support operational efficiency.
Financial Services
Build trust and maintain competitive advantage in high-stakes, regulated environments.
Additional Resources
Coffee + Dunn Customer Engagement Services
Customer Data Platform vs. Data Management Platform
Dynamics 365 Customer Insights – Journeys
The 5W’s of Microsoft Fabric
Frequently Asked Questions (FAQs)
Here are answers to common questions regarding our CDP consulting services.
How Does a CDP Differ from a CRM or DMP?
The three can work together, but a CDP is the foundation for truly connected engagement.
Can a CDP Integrate with Existing Marketing Tools?
Yes. Dynamics 365 Customer Insights integrates with the full Microsoft ecosystem as well as third-party tools like Google Analytics, social platforms, and most CRMs, so you’re not starting over. You’re building on what you have.
What Is the Typical Timeline for CDP Implementation?
What Are the Costs Associated with Implementing a CDP?
To implement a high-quality CDP, you can expect costs such as licensing fees, installation and customization charges, training expenses, personnel costs, and ongoing maintenance.
Different customer data platform providers have different acquisition or licensing costs and work with vendor partners who charge differently for implementation.
How Do You Handle Data Migration to a CDP?
We take a phased approach: audit and assess your existing data, extract and transform it into formats the CDP can ingest, then validate everything before go-live to ensure accuracy and consistency.
What Support Do You Offer Post-Implementation?
We don’t disappear at launch. Our post-implementation support includes ongoing maintenance, continuous education (including access to our Knowledge Hub), and regular optimization reviews to help you keep getting more out of your platform.
Unify Your Customer Data Now
Talk to a Customer Data Platform consulting expert and find out what’s possible for your business.