Managing customer relationships can feel overwhelming. You're juggling emails, tracking leads, handling service requests, and trying to keep everyone on your team in sync. Sound familiar? Dynamics 365 Customer Engagement solves this challenge by putting all your...
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Copilot Wizardry in Dynamics 365 Customer Insights
Thursday, June 26, 2025 AI is all the rage, but what does that mean for users of Dynamics 365 Customer Insights? In this session, attendees will learn about Copilot features in both CI - Journeys (formerly Marketing) and CI - Data, along with what to expect as...
Dynamics 365 Customer Insights – Journeys Explained
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...
Coffee + Dunn DynamicsCon 2025 Presentations
Permission Impossible? Demystifying Security for Dynamics 365 Customer Insights Presented by Tyler McClain and Karoline Faradie Unlock the secrets to managing security like 007 with Dynamics 365 Customer Insights. In this session, we’ll demystify security roles,...
Breaking Silos: The Strategic Advantage of Sales & Marketing Alignment
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...
Six Tips in 60 Seconds: Common Error Messages (and how to solve them)
Running into errors in Dynamics 365 Customer Insights - Journeys? It happens! In this #Sixin60, we're unpacking 6 quick fixes for common error messages.
By the Power of Data! Unleashing Marketing Forms in Dynamics 365 Customer Insights – Journeys
Watch on demand as David Vargas + Tyler McClain dive into marketing forms in CI - Journeys—demystifying their code and uncovering enhancements to capture leads, execute post-submission routing to support sales, initiate key interactions, and trigger seamless Customer...
Coffee + Cram: Multi-Session Event Mastery in Dynamics 365
In this on-demand Coffee + Cram session, we’ll guide you through the process of planning and executing a seamless multi-session in-person event using Dynamics 365 Customer Insights - Journeys. Whether you're a seasoned event planner or just starting out, this webinar...
Dynamics 365 Connected Experience Journey Demo
Leveraging Dynamics 365 Customer Insights, Sales, and Customer Service, fictitious Contoso Coffee brings marketing, business development, and operations together to deliver an end-to-end connected experience for customers.
Six Tips in 60 Seconds: New Release Updates
New release, new features! We're dropping six updates worth checking out in the most recent release of Customer Insights - Journeys.