Resources
Blog
How to Create an AI Agent – A Full Step-by-Step Tutorial
Step-by-step guide on how to create an AI agent, choose the right algorithms, deploy systems, and ensure privacy and ethical standards are met.
Top 10 Customer Data Management Best Practices
Transform your business with Customer Data Management Best Practices. Learn essential techniques for data security, storage, and customer-centric strategies.
Best CDP Use Cases for Marketing and Customer Retention
Explore top CDP use cases for marketing that drive engagement, enhance targeting, and deliver measurable results for your business.
Live Events + Webinars
D365 Customer Experience Exploration in Dallas
Thursday, January 29 | 8:30 AM - 3:30 PM CST Discover the power of Dynamics 365 Customer Experience at this hybrid event hosted by Microsoft at the Microsoft Las Colinas and Atlantic Yards offices. Join industry experts and Coffee + Dunn as we showcase how Dynamics...
So You Wanna Build a Bot?
Wednesday, January 28 | 9am, 12pm, 3pm EST Ready to take AI to the next level? Join us for an 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,...
Coffee + Cram: The Marketing Reality Check – Turning Data Into Measurable Revenue Impact
Tuesday, January 27th 9AM PST / 12PM ESTCMOs are under constant pressure to justify spend, align teams, and show real revenue impact. So why are most organizations are still operating with disconnected data, conflicting dashboards, and metrics that don’t stand up...
Recorded Webinars + Demos
The Marketer’s Guide to Meaningful Measurement
Marketers, it's time to elevate your reporting and confidently communicate results that matter. In this session, we'll cut through the noise of disconnected data and vanity metrics with a practical framework for modern marketing measurement. You’ll learn how to:...
Beyond the List: Elevating Your Audience Strategy in Dynamics 365 Customer Insights
Big list = better marketing, right? Not quite. In this session, we'll discuss how to build smarter, more dynamic audiences with Microsoft Dynamics 365 Customer Insights – Journeys. You'll learn: What makes a strong audience The risks of poor audience definition...
Coffee + Cram: Measure What Matters – Connecting Marketing Impact to Revenue Growth
The pressure to show marketing impact is greater than ever, but disconnected data, unclear metrics, and outdated dashboards full of vanity metrics still remain. So, what gives? Learn how to: Track ROI with precision across channels and campaigns Leverage Dynamics...
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
