Resources
Blog
Getting Started With AI – All You Need to Know
Are you finding it difficult to navigate Microsoft Dynamics 365’s AI features or unsure how to make the most of its intelligent tools? Many users share this challenge, especially those new to generative AI and its role in making conversational AI possible within...
Six Tips in 60 Seconds: Building An Agent
Building an agent🤖? Start with a strong foundation. In this week’s #Sixin60, we share six essential tips to create agents that are purposeful, user-friendly, and continuously improving.
Customer Data Platform Best Practices – Do This Before You Start
Driving better customer engagement with a customer data platform takes more than just picking the right software and turning it on. To see real results, your business needs a thoughtful approach that goes beyond the initial setup. But most businesses go wrong at...
Live Events + Webinars
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Recorded Webinars + 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...
Permission Impossible? Demystifying Security for Dynamics 365 Customer Insights
Dive into the world of security roles, permissions, and access controls within Dynamics 365 Customer Insights as we unravel the secrets to safeguarding your data while empowering your team. Discover how to achieve the perfect balance between protection and...
Coffee + Cram | Demystifying Consent Management in Dynamics 365 Customer Insights – Journeys
Managing customer consent isn’t just a compliance requirement; it’s essential to building trust and delivering personalized experiences. In this #sixin60 Jessica will share 6 quick tips when it comes to consent management in Customer Insights -...
Success Stories
Coffee + Dunn gets creative to help The Miami Dolphins host more than just football at The Hard Rock Stadium
Emptied Sports Stadiums Tackle Losses With New Experiences Source: The Wall Street Journal Drive-ins, weddings and dinosaur safaris help keep jobs—but can’t compete with game-day revenues Dinosaur safari “Jurassic Quest” came to Foxborough, Mass.’s Gillette Stadium...
Efficient Automated Event Communication Increases Rsvps For Northrop & Johnson
Northrop & Johnson, a global luxury yacht company hosts numerous events globally each year. Unfortunately, there was no automated process in place to arrange, execute, and follow up on each event, from initial planning to promotion to attendee registration to...
Northrop & Johnson Sees Increased Marketing Insights From On Brand, Segmented Newsletter Send
A luxury yacht company, Northrop & Johnson had been using a standalone email marketing tool to communicate with its prospects and clients, but was not able to do more than just sending one-off emails. The firm was not able to see interactions with prospects and...
Federal Agency Automates Constituent Marketing
This federal government agency, made up of seven distinct bureaus, struggled with numerous silos within their operational structure. Further the client was challenged with outdated software solutions that had become increasingly expensive to maintain and...
Top 10 Financial Services Firm Improves Marketing Productivity
A Top 10 financial service firm wanted to improve campaign visibility and transform their marketing operational processes to improve productivity. The firm was challenged with a lack of centralized tools for marketers to consistently track project data, manage...
Whitepapers
