Resources
Blog
Customer Data Platform Implementation: Strategy, Phases & More
Never before have marketing, sales, and customer service teams had as much customer data as they have now. Yet, many customers feel businesses understand them less. The disconnect is because of one key problem: data remains fragmented in a vast array of siloed...
CRM with Marketing Automation: Benefits, Tools, and Challenges
The default CRM setup only records data about and for one-on-one customer interactions. Imagine a situation where your sales and customer service teams have a complete, 360-degree view of each customer from the CRM. They can see every prior engagement with the...
Introducing The Knowledge Hub: Your Gateway to Mastering Customer Engagement
Feels obvious, but tech moves fast. We have to keep pace with new approaches, new features, new tools…the list goes on. Add AI into the mix and it’s easy to feel like you’re always one step behind. In Dynamics 365 CE, that means exploring new ways to increase lead...
Live Events + Webinars
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Recorded Webinars + Demos
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 +...
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.
[Webinar] Optimizing Marketing Content to Master the Sales Funnel
We had the honor of joining an expert panel discussion alongside Rick McCutcheon, Marie Wiese, and Mary Miller for MSDynamicsWorld and the PartnerTalks series, Secrets to Selling Dynamics. In this session, we explored key insights on optimizing marketing content...
Success Stories
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Whitepapers
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