Resources
Blog
Dynamics 365 Implementation: Steps, Expert Tips & Challenges
Planning a Dynamics 365 implementation for your business? You're looking at one of the most impactful decisions you can make for your organization's digital transformation. Microsoft's unified platform combines CRM (customer relationship management) and ERP...
What Is Dynamics 365 Customer Insights? Features, Cost & Benefits
Customer data sits scattered across your organization. Sales has one view of customers. Marketing sees something different. Support teams work with yet another version of the truth. Sound familiar? You're not alone. Most businesses struggle with fragmented customer...
Dynamics 365 Copilot in Action – Features and Strategic Guidance
Microsoft's Dynamics 365 Copilot is changing how businesses work with their data. This AI assistant automates tasks and changes how teams handle customer engagement, sales processes, and service delivery. But throwing AI at your business problems without a plan...
Live Events + Webinars
Coffee + Cram: Copilot 101 in Dynamics 365 Sales
Wednesday, August 13th | 9am PST / 12pm EST New to Copilot for Sales? Join us for a Copilot 101 class as Jackie Hunt, Serina Kwok, and Megan Clark walk through the powerful capabilities within D365 Sales, including its newest Sales Agent. You'll learn how Copilot...
Recorded Webinars + Demos
CDP 101: The Lowdown on Customer Data Platforms
CRM, social, e-commerce, email...your customer data lives everywhere. So, how can you make the most of that engagement? Watch this on-demand webinar as we enter the world of customer data platforms (CDPs) and discuss how they can transform your customer engagement...
Copilot Wizardry in Dynamics 365 Customer Insights
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...
Is Your Tech Costing You Revenue?
Technology should fuel growth, not hinder it. In this live panel, leaders from Coffee + Dunn and CongruentX discuss: Common pitfalls in the customer engagement landscape The cost of the wrong technology How revenue leaders leverage technology to maximize growth The...
Success Stories
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...
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...
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...
Montgomery County Community College Redefines and Redesigns Student Engagement
Montgomery County Community College (MCCC), a technologically advanced community college recognized for its provision of high-quality, affordable and accessible education, sought to optimize its technology stack to transform and enhance student communication and...
University of South Florida and the Modern Student Recruitment Experience
The University of South Florida, a preeminent higher education institution with multiple campuses across the Tampa Bay region, leveraged Dynamics 365 as they sought to modernize the student recruitment experience.
Whitepapers
