Resources
Blog
B2C Marketing Automation: Tools, Tips, and Examples
B2C marketing automation transforms how businesses connect with customers. Instead of sending generic messages to everyone, it lets you deliver the right message to the right person at exactly the right moment. Think about it. When you abandon a shopping cart,...
5 Marketing Automation Trends You Need to Know
Marketing automation trends are reshaping how businesses connect with customers. With most companies already automating some part of their marketing and the market projected to hit $81.01 billion by 2030, the question isn’t if you’ll automate, but what and how...
Dynamics 365 CRM Training: Benefits, Types, Cost, and FAQs
Most teams using Dynamics 365 CRM are barely scratching the surface of what's possible. Organizations invest heavily in this powerful platform, roll it out company-wide, and then watch as adoption rates stagnate and ROI remains frustratingly out of reach. The...
Live Events + Webinars
Permission Impossible? Demystifying Security for Dynamics 365 Customer Insights
Wednesday, August 20, 2025 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...
Coffee + Cram: Copilot 101 in Dynamics 365 Sales
Wednesday, August 13th | 9am PST / 12pm EST New to Copilot for Sales? Join us for a Copilot 101 class as Jackie Hunt, Serina Kwok, and Megan Clark walk through the powerful capabilities within D365 Sales, including its newest Sales Agent. You'll learn how Copilot...
Recorded Webinars + Demos
CDP 101: The Lowdown on Customer Data Platforms
CRM, social, e-commerce, email...your customer data lives everywhere. So, how can you make the most of that engagement? Watch this on-demand webinar as we enter the world of customer data platforms (CDPs) and discuss how they can transform your customer engagement...
Copilot Wizardry in Dynamics 365 Customer Insights
Watch on demand as Jessica Skinner and Tim Manders explore what AI means for users of Dynamics 365 Customer Insights. In this session, you'll get a firsthand look at Copilot features in both CI - Journeys and CI - Data, plus insights into how generative AI is...
Is Your Tech Costing You Revenue?
Technology should fuel growth, not hinder it. In this live panel, leaders from Coffee + Dunn and CongruentX discuss: Common pitfalls in the customer engagement landscape The cost of the wrong technology How revenue leaders leverage technology to maximize growth The...
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.
Whitepapers
