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.
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Beyond Attribution: Pipeline Intelligence from Marketing Activities with D365 and Power BI
This session shares how New Dynamic used Microsoft Dynamics 365 Customer Engagement, marketing activity data, and Power BI to move beyond basic attribution reporting. We will look at how marketing engagement, accounts, contacts, opportunities, probability, and pipeline signals can be connected to create a clearer view of what is influencing revenue conversations. The focus is practical: what we learned, what changed, and how marketers can use CRM data to support better sales and alignment.
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.
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