Wednesday, October 8th | 9am PST / 12pm EST Join us for an exclusive deep dive into the latest innovations in Wave 2 2025 for Dynamics 365 Customer Insights. This session is designed for marketers, data analysts, and customer experience leaders who want to stay ahead...
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Dynamics 365 Customer Insights
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...
Customer Data Platform vs. CRM: What’s the Difference?
In the current digital environment where customers expect personalized experiences at every turn, data is king. However, you must go beyond simply collecting data to gain a true competitive advantage. You need a way to unify and deploy it, hence the CRM vs CDP debate....
What Is Customer Data Platform Integration and Why It Matters
Many organizations are increasing customer touchpoints to increase visibility and improve customer experiences. Every touchpoint is an opportunity to build personalized experiences and connections that fuel growth. However, if those experiences are fragmented and...
Real-Time Customer Engagement: Tools, Tactics, and Benefits Explained
Think about all the things vying for your customers’ attention daily. They've got an overflowing inbox, social media notifications, and an unending stream of online content. How can you capture their attention when you've got such stiff competition? The first step is...
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...
The Fractured Customer Journey
How Digital Transformation and Artificial Intelligence Have Affected the Traditional Sales FunnelSeismic shifts in customer behavior and digital transformation over the past few years have obliterated what organizations would define as the traditional buyer journey....
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...
B2B Customer Engagement Explained: Tools, Metrics & Mistakes
B2B customer engagement isn’t about showing up when something’s broken. Or sending a check-in email after six months of silence. Real engagement today means being proactive. It means understanding your customer’s goals, pain points, and timing, often before they say a...