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.
Wednesday, June 24th, 2026 | 9am, 12pm, and 3pm EDT There's using AI, and then there's turning AI into measurable business value. So, how do you get there? In this session, we'll break down how Copilot + Agents in Customer Insights can help you: Accelerate audience...
Join Coffee + Dunn at Community Summit NA 2026 in Nashville for two practical, no-fluff sessions on Dynamics 365 Customer Insights, email deliverability, and real-world implementation strategies. Learn from experienced practitioners and walk away with actionable insights you can apply immediately.
If your sales representatives treat your CRM like a chore they do once in a while to complete a forecast report, you shouldn’t blame them or the platform. It’s possible that the company that helped you implement the CRM never mapped how your sales, marketing, and...