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...
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...
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...
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...
Wednesday, September 17th | 9am PST / 12pm EST Managing customer consent isn’t just a compliance requirement; it’s essential to building trust and delivering personalized experiences. In this Coffee + Cram, Tyler and Jessica will break down how consent management...
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 fast?...
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...
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 evolving...
Picture this: You’re running a business and want to reach your customers right when they’re ready to engage, not a minute too soon or too late. That’s where Dynamics 365 Customer Insights - Journeys steps in. This helps you craft experiences that make your customers...
Unlock growth through go-to-market cohesion. Today’s B2B buyers expect a unified experience—from first touch to closed deal. But too often, sales and marketing operate in disconnected silos, leading to wasted spend, missed opportunities, and inconsistent messaging. In...