Resources
Blog
Checklist: Transitioning from Outbound to Real-time Journeys
The deadline for the removal of Outbound (OB) is fast approaching. Whether you’re just beginning your transition to Real-time Journeys (RTJ) or mid-process, bookmark this checklist for valuable insights and actionable steps to help migrate your assets and processes...
Webinar: Six Secrets to Copilot Success in Customer Engagement
Tuesday, September 24 • 11:00 AM - 12:00 PM CDT | Online event Join us for a 1-hour virtual briefing on leveraging Copilot for commercial success in your organization. This session will explore the role of AI in customer engagement strategies, how leading companies...
Will we see you at Summit NA?
Learn more on all things D365 Customer Insights Oct 13-17, 2024 | San Antonio Join Coffee + Dunn experts as we share essential tips for mastering Dynamics 365 Customer Insights - Journeys, how to implement a modern consent management approach, and the fundamentals...
Recorded Webinars & Demos
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...
Dynamics 365 Customer Insights – Journeys: Avoiding Journey Disruption
On July 1, 2024, active journeys in the real-time journeys area that were created on or before May 5, 2022 will stop working. To avoid disruption and follow the steps outlined in this video.
Webinar: Empowering Marketing Teams with a Customer Data Platform
Disparate data, limited insights, struggling loyalty...these are just a few challenges marketers are up against today. Watch this engaging webinar as Thomas Manders, Managing Director of Coffee + Dunn, and Ayushman Jain, Sr. Director of Product Management +...
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.