Resources
Blog
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.
Six Tips in 60 Seconds: What to consider when evaluating a Customer Data Platform (CDP)
Choosing the right Customer Data Platform (CDP) can be overwhelming—but we’ve got you covered! In just 60 seconds, we’ll walk you through six key factors to consider, from data integration to security and scalability. Whether you’re looking to unify customer data,...
Copilot 101: Dynamics 365 Customer Insights – Data
Personalizing customer experiences isn’t just a nice-to-have; it’s the name of the game. To achieve this, you'll need to meet customers where they're at across all channels. Enter Dynamics 365 Customer Insights - Data (CI-Data), the customer data platform (CDP)...
Live Events + Webinars
Real-Time Ready: Transitioning from Outbound to Real-time in Dynamics 365 Customer Insights – Journeys
Thursday, April 24 It's a race against the clock! With the June 30, 2025 removal of Outbound marketing just around the corner, now's the time to make the move to Real-time Journeys. Whether you're just getting started with the transition or stuck on that final...
DynamicsCon 2025
May 13-16, 2025 | Chicago, Il We’re thrilled to be part of DynamicsCon 2025, the premier event for the Microsoft Dynamics 365, Dynamics GP, and Power Platform community! With 3,000+ attendees, 350+ expert-led sessions, and 125+ sponsors, this is the place to learn,...
Recorded Webinars + Demos
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...
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.
[Webinar] Optimizing Marketing Content to Master the Sales Funnel
We had the honor of joining an expert panel discussion alongside Rick McCutcheon, Marie Wiese, and Mary Miller for MSDynamicsWorld and the PartnerTalks series, Secrets to Selling Dynamics. In this session, we explored key insights on optimizing marketing content...
Success Stories
Preserving customer trust through Dynamics Customer Insight + 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.
