Resources
Blog
Dynamics 365 Implementation: Steps, Expert Tips & Challenges
Planning a Dynamics 365 implementation for your business? You're looking at one of the most impactful decisions you can make for your organization's digital transformation. Microsoft's unified platform combines CRM (customer relationship management) and ERP...
What Is Dynamics 365 Customer Insights? Features, Cost & Benefits
Customer data sits scattered across your organization. Sales has one view of customers. Marketing sees something different. Support teams work with yet another version of the truth. Sound familiar? You're not alone. Most businesses struggle with fragmented customer...
Dynamics 365 Copilot in Action – Features and Strategic Guidance
Microsoft's Dynamics 365 Copilot is changing how businesses work with their data. This AI assistant automates tasks and changes how teams handle customer engagement, sales processes, and service delivery. But throwing AI at your business problems without a plan...
Live Events + Webinars
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Recorded Webinars + Demos
By the Power of Data! Unleashing Marketing Forms in Dynamics 365 Customer Insights – Journeys
Watch on demand as David Vargas + Tyler McClain 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 trigger seamless...
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 +...
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...
