Learn more on all things D365 Customer Insights Oct 13-17, 2024 | San Antonio Join Coffee + Dunn experts as we share essential tips for mastering Dynamics 365 Customer Insights - Journeys, how to implement a modern consent management approach, and the fundamentals of...
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Dynamics 365 Customer Insights
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 approach....
Dynamics 365 Customer Insights – Journeys: Working with < safe-script > Update
💡Tuesday Tip: Is your real-time form not rendering how it should? You may need to take a look at HTML. When Microsoft pushed out the <safe-script> code update for Customer Insights - Journeys version 1.1.38813.80 or newer, it not only moved any custom JavaScript...
Busting Common Implementation Myths
A flip of the switch and your new technology is ready to go, right? If only. To successfully implement your next solution, it's important to know what to expect. Let's break down some common implementation myths: Myth: Implementation is simply toggling switches on...
Dynamics 365 Customer Insights – Journeys: Avoiding Journey Disruption
On July 1, 2024, active journeys in the real-time journeys area that were created on or before May 5, 2022 will stop working. To avoid disruption and follow the steps outlined in this video.
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...
Evaluating your next customer data platform? Start here.
You know the value of a customer data platform. Now how do you choose the right one for you? Start with this checklist of key considerations for marketers when selecting a CDP:Data Unification Does the CDP support integration with various data sources such as CRM...
3 Types of Data to Leverage Through Your CDP
When it comes to the type of data to use for marketing campaigns, most marketers know where to begin: demographic + firmographic insight. But in an age where consumers are inundated with countless marketing messages daily, the proof is in the (truly) personalized...
Harnessing the Power of a 360-Degree Customer View
In today's hyper-competitive business landscape, understanding customers has become more crucial than ever. Organizations across industries are continuously striving to gain deeper insights into their customers' behaviors, preferences, and needs. Enter: the 360-degree...
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 platforms,...