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. 1)
Is it a Copilot? An agent? Both? Choosing between Copilot features and AI agents can feel tricky when you’re focused on your pipeline, but we’re here to help. In this series, we’ll unpack the differences and share practical use cases for sales and marketing to help...