Session

Beyond Attribution: Pipeline Intelligence from Marketing Activities with D365 and Power BI

Marketing attribution is only the starting point. For Microsoft partner marketers, the bigger opportunity is understanding how engagement connects to active pipeline, opportunity health, and sales priorities. This session shares how New Dynamic used Dynamics 365 CE/CRM and Power BI to connect marketing activities, contacts, accounts, opportunities, probability, and revenue into a practical pipeline intelligence framework. Attendees will see how basic influence reporting evolved into a Marketing Impact model that helps surface highly engaged opportunities, sales follow-up signals, and marketing gaps while giving Sales and Marketing a shared view of the pipeline without assigning revenue credit.


This is a practitioner case study based on New Dynamic’s own sales and marketing reporting journey. No advanced Power BI experience is required. The session focuses on the framework, scoring evolution, lessons learned, and practical ways Microsoft partner marketers can use existing Dynamics 365 and first-party data to identify where attention may be needed next.

Travis South

Director of Marketing - New Dynamic, LLC

Kansas City, Kansas, United States

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