Resources
Blog
Email Marketing vs. Marketing Automation: Which Do You Need?
Most mid-market teams still rely on standalone email blasts, yet they watch open rates drop, and leads go cold each quarter. Meanwhile, competitors pull ahead with automated workflows that nurture prospects across every channel. The email marketing vs marketing...
CRM Implementation Guide: Steps, Timeline, and Best Practices
In customer journey marketing, most businesses don't fail because they chose the wrong customer relationship management tool. The implementation usually fails before anyone has a real chance to learn the system. Many reps have to build workarounds as data goes...
Your Microsoft Dynamics 365 Revenue Engine Is Running…But Is It Earning?
Microsoft Dynamics 365 is one of the most capable revenue platforms on the market. It’s also one of the most underutilized. The gap between what Microsoft Dynamics can do and what most organizations actually get from the platform isn’t a technology problem - it’s...
Recorded Webinars + Demos
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...
Orchestrating the Perfect Event in Dynamics 365 CI – Journeys
A beginner-friendly, practical session designed to help you master the full event lifecycle using Dynamics 365 Customer Insights – Journeys. Whether you’re hosting a small workshop or a large-scale conference, this session will equip you with the knowledge and...
So You Wanna Build a Bot?
Ready to take AI to the next level? Watch this in-depth session on how to build your first Agent, a game-changing feature that brings automation and intelligence directly into your web solutions. In this session, you’ll learn: How to Build an Agent: Step-by-step...
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
