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 a marketing reporting project evolved into a shared sales and marketing view that helped identify highly engaged opportunities, at-risk accounts, and future pipeline potential without turning the conversation into a fight over credit.

Travis South

Director of Marketing - New Dynamic, LLC

Kansas City, Kansas, United States

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