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...
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Dynamics 365
Checklist: Transitioning from Outbound to Real-time Journeys
As of June 30, 2025, the Outbound marketing module is gradually being removed. To avoid interruptions, stop using Outbound marketing and transition to Real-time Journeys (RTJ). Bookmark this checklist for valuable insights and actionable steps to help migrate your...
The Countdown is On! What to Expect with the Removal of Outbound in D365 CI – Journeys
It’s official: As of June 30, 2025, the Outbound marketing module is gradually being removed. To avoid interruptions, stop using Outbound marketing and transition to Real-time Journeys. If you’re still using Outbound marketing (OBM), we’ve got some info for you on...
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...
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...
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,...
Feature: From Dynamics 365 Marketing to Customer Insights Journeys w/PartnerTalks
Coffee + Dunn discusses the journey of Dynamics 365 Marketing to Customer Insights Journeys with Rick McCutcheon of PartnerTalks.
Dynamics 365 Customer Insights – Journeys: Real-time Consent Management
Real-time marketing offers a modern approach to consent management in Dynamics 365 Marketing. Learn about key differences + benefits vs. outbound.
Dynamics 365 Connected Experience Demo: Non-Profit/Association Pt. 3
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.
Dynamics 365 Connected Experience Demo: Non-Profit/Association Pt. 2
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.