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...
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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 rarely...
The 5Ws of Effective Campaign Planning
When’s the last time you sat down and planned—I mean, really planned—a campaign? It’s not easy, I know. Whether you’re launching a new product, increasing brand awareness, or driving customer retention, getting your strategy right can make or break your goals. A solid...
What Is Dynamics 365 Customer Engagement | How It Works
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...
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 evolving...
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...
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...