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...
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...
Six Ways Your Content Can Hurt (and Help!) Your Bottom Line
What if I told you that content, in its purest form, can actually cost you money? Whether a result of misaligned messaging or lack of customer centricity, when content isn’t pulling its weight, it can easily drive up costs rather than increase ROI. The fix? Creating...
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...
Six Tips in 60 Seconds: Aligning Sales + Marketing
Six tips in 60 seconds. One powerful path to Sales + Marketing alignment. Catch our latest #Sixin60 as Thomas Manders breaks down what you need to know. (Spoiler: better alignment = better results)
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,...