Resources
Blog
5 Reasons Pipeline Velocity Should Be on Every Marketer’s Dashboard
As a marketing operations leader, I love a good dashboard. Web engagement, conversion rates, the number of qualified leads…and we’re just getting started. But amidst the sea of colorful charts, we’ve seen some clients often ignore one metric that actually indicates...
Leading Dynamics CRM Training Providers for Real ROI
Go-live day comes and goes. Your team logs into Dynamics 365, fumbles through the interface, and goes right back to the spreadsheets they've always used. You've spent months on the implementation and watched your budget go with it, yet adoption stays flat across...
Sales Qualification Agent in Dynamics 365: Features and Benefits
Explore key features of the Sales Qualification Agent in Dynamics 365 and how it enables faster, smarter lead qualification using real-time AI assistance.
Recorded Webinars + Demos
50 Tips in 50 Minutes: Dynamics 365 Customer Insights
Are you ready to become an omnichannel marketing champion? In this on-demand webinar, we'll cover 50 powerful tips on Dynamics 365 Customer Insights with tricks, know-how, and best practices spanning core areas of the tool. We'll also brief attendees on key...
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...
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