Travis South
Director of Marketing - New Dynamic, LLC
Kansas City, Kansas, United States
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Director of Marketing for a certified Microsoft Dynamics 365 Customer Engagement consulting partner focused on using technical content, digital strategy, and data-driven insights to influence CRM decisions and long-term customer relationships. Areas of focus include digital strategy, analytics and reporting, technical content development, marketing automation, ecosystem engagement, and speaking within the Microsoft partner community.
Area of Expertise
Topics
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.
Transforming the Sales Cycle: Using Agentic AI to Move Beyond CRM as Just a Database
Traditional CRM systems often feel like extra homework for sales professionals, requiring manual updates after meetings, retroactive entry of notes, and constant maintenance of leads, opportunities, competitor details, budgets, and close probabilities.
While CRM software has introduced dashboards, reminders, and basic automation, the burden of accurate data entry and prioritization still falls on the sales team. True, intelligent automation is now possible with Microsoft Copilot and Agentic AI.
In this session, we will demonstrate how to:
- Create a Lead Scoring Agent that analyzes historical data, market trends, and social signals to identify high-value prospects and prioritize them automatically.
- Build an Engagement Assistant that goes beyond reminders by drafting personalized emails based on past interactions, sentiment analysis, and purchase history to recommend next steps and save research time.
From Flow to Factory: Orchestrating Power Automate and Azure Data Factory Integrations with Copilot
Integrations in the Microsoft Dynamics 365 ecosystem increasingly span multiple tools such as Power Automate for event and timed-driven automation connecting with platforms like Dataverse, and Azure Data Factory for scalable data movement and custom logic for transformations and orchestration. Most real-world integration solutions do not live on just one platform, but are hybrid and combined to be a powerful integration toolset.
In this session, we will walk through how to combine Power Automate and Azure Data Factory into a single, unified integration strategy, using Copilot as the accelerator that supports design, documentation, validation, and cross-tool coordination. Rather than comparing technologies on which one is the best to use, we will demonstrate how these tools complement each other and how Copilot helps to connect the dots across all toolsets.
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