Whether you're a marketing leader strategizing the next big campaign or a marketer looking to accelerate your workflow, understanding the Copilot agents within Dynamics 365 Customer Insights – Journeys can help simplify (+ amplify) your marketing efforts from creation...
The deadline for the removal of Outbound (OB) is fast approaching. Whether you’re just beginning your transition to Real-time Journeys (RTJ) or mid-process, bookmark this checklist for valuable insights and actionable steps to help migrate your assets and processes...
It’s official: Outbound marketing is on its way out of Dynamics 365 Customer Insights – Journeys, with some features ending as early as this year. If you’re still using Outbound, we’ve got some info for you on making the switch to Real-time Journeys (RTJ). Q: So, this...
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...
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...
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,...
Coffee + Dunn discusses the journey of Dynamics 365 Marketing to Customer Insights Journeys with Rick McCutcheon of PartnerTalks.
Real-time marketing offers a modern approach to consent management in Dynamics 365 Marketing. Learn about key differences + benefits vs. outbound.
This Customer Service Journey demo shows how the Dynamics 365 Customer Service application can create streamlined and automated service communications with contacts and manage the service cases within the system.
This New Member & Member Management Journey demo shows an ideal end-to-end member journey including automated contact creation, event management and contact opt-out.