Resources
Blog
Six Tips in 60 Seconds: Common Error Messages (and how to solve them)
Running into errors in Dynamics 365 Customer Insights - Journeys? It happens! In this #Sixin60, we're unpacking 6 quick fixes for common error messages.
Six Tips in 60 Seconds: Aligning Sales + Marketing
Six tips in 60 seconds. One powerful path to Sales + Marketing alignment. Catch our latest #Sixin60 as Thomas Manders breaks down what you need to know. (Spoiler: better alignment = better results)
Six Tips in 60 Seconds: New Release Updates
New release, new features! We're dropping six updates worth checking out in the most recent release of Customer Insights - Journeys.
Live Events + Webinars
By the Power of Data! Unleashing Marketing Forms in Dynamics 365 Customer Insights – Journeys
Date: Thursday, May 22, 2025 Join David Vargas + Tyler McClain as they dive into marketing forms in CI - Journeys—demystifying their code and uncovering enhancements to capture leads, execute post submission routing to support sales, initiate key interactions, and...
Is Your Tech Costing You Revenue?
Date: May 20, 2025Time: 9am PT/12pm ET Technology should fuel growth, not hinder it. Join leaders from Coffee + Dunn and CongruentX as we discuss: Common pitfalls in the customer engagement landscape The cost of the wrong technology How revenue leaders leverage...
DynamicsCon 2025
May 13-16, 2025 | Chicago, Il We’re thrilled to be part of DynamicsCon 2025, the premier event for the Microsoft Dynamics 365, Dynamics GP, and Power Platform community! With 3,000+ attendees, 350+ expert-led sessions, and 125+ sponsors, this is the place to learn,...
Recorded Webinars + Demos
Coffee + Cram: Multi-Session Event Mastery in Dynamics 365
In this on-demand Coffee + Cram session, we’ll guide you through the process of planning and executing a seamless multi-session in-person event using Dynamics 365 Customer Insights - Journeys. Whether you're a seasoned event planner or just starting out, this...
Real-Time Ready: Transitioning from Outbound to Real-time in Dynamics 365 Customer Insights – Journeys
It's a race against the clock! With the June 30, 2025 removal of Outbound marketing just around the corner, now's the time to make the move to Real-time Journeys. Whether you're just getting started with the transition or stuck on that final step, join Coffee +...
Dynamics 365 Connected Experience Journey Demo
Leveraging Dynamics 365 Customer Insights, Sales, and Customer Service, fictitious Contoso Coffee brings marketing, business development, and operations together to deliver an end-to-end connected experience for customers.
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.
Whitepapers
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....
