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 experience processes. Whether you’re building your first line of data capture or optimizing advanced workflows, you’ll leave equipped to level up forms for your next campaign.
Copilot vs. AI Agents for Dynamics 365: What’s Best for Customer Engagement? (Pt. 2)
In part one, we broke down the core differences between Copilot and AI agents in Dynamics 365: Copilot assists you in the flow of work, while agents act on your behalf to execute outcomes. Now it's time to get practical, with real-world use cases for sales and...




