How Do You Move From Fragmented to Autonomous Customer Engagement? AI promises a step-change in how companies attract, win, and grow customer relationships. But in practice, many initiatives stall because teams focus on tools before foundations—treating AI like a...
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Marketing Strategy
The $500K Value Gap in Your Dynamics 365 Implementation
Your organization has made a significant investment in Microsoft Dynamics 365. The implementation team has finished celebrating, the project manager has closed out the cross-functional user story development, and leadership has moved on to the next corporate...
Coffee + Cram: Death to the Hand-Off – Eliminating Friction from Lead to Renewal
Modern revenue teams can no longer afford the drop‑offs, delays, and misalignment caused by traditional hand‑offs between marketing, sales, and customer success. Today’s high‑performing organizations are replacing disconnected workflows with unified data, shared...
Dynamics 365 Customer Insights Training: What It Should Cover
You just invested thousands in Dynamics 365 Customer Insights. Your team logs in, stares at the dashboard, and has no idea where to start. Sound familiar? Most companies skip proper training and wonder why their expensive platform sits unused. The software works fine....
Orchestrating the Perfect Event in Dynamics 365 CI – Journeys
A beginner-friendly, practical session designed to help you master the full event lifecycle using Dynamics 365 Customer Insights – Journeys. Whether you’re hosting a small workshop or a large-scale conference, this session will equip you with the knowledge and tools...
Podcast Feature: Rethinking Sales & Marketing for 2026 — A Conversation with Marie Wiese
In this episode of The Hot Seat Podcast, Coffee + Dunn joins host Marie Wiese for an insightful discussion on the rapidly changing Sales and Marketing landscape in 2026. We share practical perspectives on where organizations are struggling, where they’re innovating,...
Dynamics 365 Training Plan: Your Blueprint for User Success
Most Dynamics 365 implementations fail because of one thing: people don't know how to use the system. You can have the best technology in the world, but if your team can't work with it, you've wasted your investment. A solid Dynamics 365 training plan fixes this. It...
Your Tech is Bringing You Down – Or Is It?
The same conversation occurs in boardrooms across the country each and every quarter. Revenue is flat. Pipeline conversion is sluggish. Customer acquisition costs keep climbing. Inevitably, someone points at the CRM system. "We need a new platform." "Our marketing...
Top 5 Dynamics 365 Training Programs for High Adoption
You just spent months setting up Dynamics 365. Everything looks perfect. Then launch day hits and your team barely uses it. Does this sound familiar? Most companies put all their energy into getting the system configured right. They forget the most important part:...
Dynamics 365 User Training: Driving Adoption and Long-Term ROI
Investing in technology without training your team is like buying a sports car and never learning to drive stick shift. You've got all that power under the hood, but you're stuck in first gear. Dynamics 365 user training is the difference between a platform that...








