Resources
Blog
Marketing Automation Implementation – Step-by-Step Plan
Your marketing team sends hundreds of emails monthly, but engagement rates keep dropping. The sales team complains about unqualified leads, while customer service can't track interactions across channels. Sound familiar? You're not alone, and there's a better way...
Microsoft Copilot for Sales – Tips, Tricks, and Strategies
Your sales team spends over a quarter of their week on manual data entry, CRM updates, and follow-ups, which is time they could spend building customer relationships or closing deals. But AI is transforming this reality fast. Tools like Microsoft Copilot Sales...
Six Tips in 60 Seconds: Level Up Marketing Forms in Dynamics 365 Customer Insights – Journeys
Ready to level up your marketing forms? From slick designs to smart automations, we’ve packed the best hacks into one quick video.
Live Events + Webinars
The Marketer’s Guide to Meaningful Measurement
Tuesday, December 9th | 9am, 12pm, 2pm EST Marketers, it's time to elevate your reporting and confidently communicate results that matter. In this session, we'll cut through the noise of disconnected data and vanity metrics with a practical framework for modern...
Recorded Webinars + Demos
Beyond the List: Elevating Your Audience Strategy in Dynamics 365 Customer Insights
Big list = better marketing, right? Not quite. In this session, we'll discuss how to build smarter, more dynamic audiences with Microsoft Dynamics 365 Customer Insights – Journeys. You'll learn: What makes a strong audience The risks of poor audience definition...
Coffee + Cram: Measure What Matters – Connecting Marketing Impact to Revenue Growth
The pressure to show marketing impact is greater than ever, but disconnected data, unclear metrics, and outdated dashboards full of vanity metrics still remain. So, what gives? Learn how to: Track ROI with precision across channels and campaigns Leverage Dynamics...
50 Tips in 50 Minutes: Dynamics 365 Customer Insights
Are you ready to become an omnichannel marketing champion? In this on-demand webinar, we'll cover 50 powerful tips on Dynamics 365 Customer Insights with tricks, know-how, and best practices spanning core areas of the tool. We'll also brief attendees on key...
Success Stories
Preserving customer trust through Dynamics Customer Insights + 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.
Whitepapers
