Resources
Blog
The Strategic AI Readiness Checklist for Growing Organizations
74% of companies struggle to realize tangible value from their AI investments, and the root causes rarely involve the AI model itself. You'll want to understand where your own organization is vulnerable so you can avoid becoming part of the majority. We’ve seen...
Revenue Operations Framework: Key Pillars and Structure
If you’re like most mid-market revenue teams, you often add more tools, hire more reps, and launch more campaigns, yet pipeline velocity barely increases. Your sales, marketing, and customer engagement teams also work hard in parallel, but rarely in sync, so growth...
Copilot vs. AI Agents for Dynamics 365: What’s Best for Customer Engagement? (Pt. 2)
In part one, we broke down the core differences between Copilot and AI agents in Dynamics 365: Copilot assists you in the flow of work, while agents act on your behalf to execute outcomes. Now it's time to get practical, with real-world use cases for sales and...
Calculators
Calculate Your Revenue Growth Potential in Seconds
Our free Revenue Growth Calculator uses your real numbers to show you your growth score, revenue leakage, and the gaps that hold your revenue back, all in about 2 minutes. How to Calculate Revenue Growth Revenue growth rate is calculated using this formula: Revenue...
The AI-Era Deliverability Scorecard
Deliverability isn't a technical checkbox; it's a revenue multiplier. Combine that with an AI-filtered, tab-sorted inbox landscape, and the gaps become harder to see and more expensive to ignore. Use the free scorecard below to audit your sender DNA and find out...
Marketing Automation ROI Calculator: Estimate Your Real ROI
Find out how much revenue you're leaving on the table—and what it would take to recover it. Run your numbers through our free marketing automation ROI calculator and get a full report in about 2 minutes.
Demos
Dynamics 365 Customer Insights Demo
See how Contoso Coffee uses Dynamics 365 Customer Insights – Journeys and Data to deliver personalized, data-driven marketing. Follow a real customer journey from ad click to purchase, powered by AI, automation, and unified data. Watch the demo and explore what’s...
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 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.
White Papers
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....
