Resources
Blog
6 Best CRM Implementation Companies (How to Choose the Right One)
If your sales representatives treat your CRM like a chore they do once in a while to complete a forecast report, you shouldn’t blame them or the platform. It’s possible that the company that helped you implement the CRM never mapped how your sales, marketing, and...
Dynamics 365 CRM Implementation: Steps, Cost, and Mistakes to Avoid
Dynamics 365 can help you increase engagement and revenue, but your results depend on how well you configure it and who walks you through the process. A lot of mid-market companies spend months on a Dynamics CRM implementation, only to watch the project lose steam...
Dynamics CRM Marketing Automation: Features, Benefits, and ROI
If your marketing team already uses Dynamics 365, your organization has a greater advantage than most competitors. You can segment customers based on live behavior, score leads in seconds, and start an elaborate customer journey in a few simple steps. Dynamics CRM...
Recorded Webinars + Demos
60 Tips in 60 Minutes: Dynamics 365 Customer Insights
New releases = new tips. Your latest rapid-fire field guide to getting more from Customer Insights. In 60 minutes, we'll walk through 60 hands-on tips drawn from real Customer Insights – Journeys and Data deployments. No fluff, no generic demo content—just the...
Inbox or Ignored: Navigating Deliverability in Dynamics 365 Customer Insights – Journeys
You've built the campaign. You've written the emails. You hit send — and then… crickets. If your messages aren't landing in the inbox, none of the rest matters. Email deliverability has never been more complex, and for marketers using Dynamics 365 Customer Insights...
Coffee + Cram: Death to the Hand-Off – Eliminating Friction from Lead to Renewal
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...
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
Connecting Marketing Impact to Revenue Growth: Building a Modern Value Measurement Framework
Discover how CMOs and CROs can connect marketing performance to measurable revenue growth. Learn Coffee + Dunn’s modern value measurement framework—aligning strategy, technology, and AI-driven insights with Microsoft Dynamics 365 to measure what truly matters.Short...
Breaking Silos: The Strategic Advantage of Sales & Marketing Alignment
Unlock growth through go-to-market cohesion. Today’s B2B buyers expect a unified experience—from first touch to closed deal. But too often, sales and marketing operate in disconnected silos, leading to wasted spend, missed opportunities, and inconsistent messaging....
