Resources

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The 5Ws of Effective Campaign Planning

When’s the last time you sat down and planned—I mean, really planned—a campaign? It’s not easy, I know. Whether you’re launching a new product, increasing brand awareness, or driving customer retention, getting your strategy right can make or break your goals. A...

Campaign planning
What Is Dynamics 365 Customer Engagement | How It Works

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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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...

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Live Events + Webinars

CDP 101: The Lowdown on Customer Data Platforms

Tuesday, July 29, 2025 CRM, social, e-commerce, email...your customer data lives everywhere. So, how can you make the most of that engagement? Join us as we enter the world of customer data platforms (CDPs) and discuss how they can transform your customer...

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Coffee + Cram: Copilot 101 in Dynamics 365 Sales

Wednesday, August 13th | 9am PST / 12pm EST New to Copilot for Sales? Join us for a Copilot 101 class as Jackie Hunt, Serina Kwok, and Megan Clark walk through the powerful capabilities within D365 Sales, including its newest Sales Agent. You'll learn how Copilot...

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Recorded Webinars + Demos

Success Stories

Whitepapers