Resources
Blog
Copilot vs. AI Agents for Dynamics 365: What’s Best for Customer Engagement? (Pt. 1)
Is it a Copilot? An agent? Both? Choosing between Copilot features and AI agents can feel tricky when you’re focused on your pipeline, but we’re here to help. In this series, we’ll unpack the differences and share practical use cases for sales and marketing to help...
Real-Time Customer Engagement: Tools, Tactics, and Benefits Explained
Think about all the things vying for your customers’ attention daily. They've got an overflowing inbox, social media notifications, and an unending stream of online content. How can you capture their attention when you've got such stiff competition? The first step...
The Fractured Customer Journey
How Digital Transformation and Artificial Intelligence Have Affected the Traditional Sales FunnelSeismic shifts in customer behavior and digital transformation over the past few years have obliterated what organizations would define as the traditional buyer...
Live Events + Webinars
Coffee + Cram | Demystifying Consent Management in Dynamics 365 Customer Insights – Journeys
Wednesday, September 17th | 9am PST / 12pm EST Managing customer consent isn’t just a compliance requirement; it’s essential to building trust and delivering personalized experiences. In this Coffee + Cram, Tyler and Jessica will break down how consent management...
Recorded Webinars + Demos
Dynamics 365 Customer Insights Demo
See how Contoso Coffee uses Dynamics 365 Customer Insights – Journeys and Data to deliver personalized, data-driven marketing. Follow a real customer journey from ad click to purchase, powered by AI, automation, and unified data. Watch the demo and explore what’s...
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...
Success Stories
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...
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.
Whitepapers
