Resources
Blog
Copilot 101: Dynamics 365 Customer Insights – Journeys
Whether you're a marketing leader strategizing the next big campaign or a marketer looking to accelerate your workflow, understanding the Copilot agents within Dynamics 365 Customer Insights – Journeys can help simplify (+ amplify) your marketing efforts from...
5 Ways Institutions Drive Student Success with Technology
Today’s students expect more than just academic instruction; they want experiences that resonate with their personal identities and aspirations. To achieve this, institutions must prioritize creating environments where students feel empowered to drive their own...
Feature: Dynamics 365 CI – Journeys Updates w/PartnerTalks
In this PartnerTalks session, Director of Marketing Services Susana Ramos sat down with Rick McCutcheon to share exciting updates to Dynamics 365 Customer Insights - Journeys, the importance of looking beyond technology for CE success, and where to find us at...
Recorded Webinars & Demos
On-Demand: Six Secrets to Copilot Success in Customer Engagement
In this engaging on-demand webinar, you'll discover how to harness the power of Copilot to drive commercial success and transform your business operations. Thomas Manders, Founder + Managing Director of Coffee + Dunn, along with Rick McCutcheon, strategic advisor...
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.
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.