Dive into the world of security roles, permissions, and access controls within Dynamics 365 Customer Insights as we unravel the secrets to safeguarding your data while empowering your team. Discover how to achieve the perfect balance between protection and...
Most teams using Dynamics 365 CRM are barely scratching the surface of what's possible. Organizations invest heavily in this powerful platform, roll it out company-wide, and then watch as adoption rates stagnate and ROI remains frustratingly out of reach. The...
Most Dynamics 365 consultants can configure a dashboard. Very few can configure your business to actually use it. That's the difference between implementation and impact. And too many companies settle for the former. The real challenge isn't technical complexity....
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...
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...
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...
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...
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...
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...
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...