Resources
Blog
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)...
Driving Revenue Growth with Dynamics 365: An Interactive Workshop
Date: April 2025Time: 12-5pm CST (optional Happy Hour 5:30-7:30pm CST)Location: Microsoft's Las Colinas campus (Building LC1, 7000 State Hwy 161, Irving, TX 75039) Join us, along with CongruentX and Microsoft for an interactive workshop! In this session, attendees...
Live Events + Webinars
Driving Revenue Growth with Dynamics 365: An Interactive Workshop
Date: April 2025Time: 12-5pm CST (optional Happy Hour 5:30-7:30pm CST)Location: Microsoft's Las Colinas campus (Building LC1, 7000 State Hwy 161, Irving, TX 75039) Join us, along with CongruentX and Microsoft for an interactive workshop! In this session, attendees...
DynamicsCon 2025
May 13th - 16th, 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...
Recorded Webinars + Demos
[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...
[Webinar] AMA: Transition to Real-time Journeys
The countdown is on! With the removal of Outbound marketing this June, the time to move to Real-time Journeys is now. Are you ready? Watch our on-demand webinar: Ask Me Anything: Transition to Real-time Journeys where subject matter experts from Coffee + Dunn,...
Six Secrets to Copilot Success in Customer Engagement
In this engaging, on-demand 1-hour webinar, you'll discover how to harness the power of Copilot to drive commercial success and transform your business operations. Thomas Manders, Founder + Managing Director of Coffee + Dunn, along with Rick McCutcheon, strategic...
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.
