Academic Credentials
Degree Title: Graphic Design
Degree Level: Bachelors of Science
Institution Name: Arizona State University
Graduation Year: 2006
Institution Location: Tempe, AZ
Honors: Magna Cum Laude
Professional Certifications
Certificate Name: Marketing Software Certification
Issuing Organization: HubSpot Academy
Issue Date: Sep 2021
Expiration Date: Oct 2022
Certificate Name: Expert Marketing Insider
Issuing Organization: LinkedIn Labs
Issue Date: Feb 2023
Expiration Date: Feb 2025
Certificate Name: Eloqua B2B Luminary Accreditation
Issuing Organization: Oracle Marketing Cloud Academy
Issue Date: Jan 2016
Expiration Date: Jan 2018
Award & Recognitions
Award Name: Top Blogger 2024
Awarding Body: CRM Software Blog
Year Awarded: 2025
Award Name: Top Member 2024
Awarding Body: CRM Software Blog
Year Awarded: 2025
Notable Clients or Employers
Organization Name: New Dynamic, LLC
Position Held: Director of Marketing
Employment Type: Full-Time
Start Date: Mar 2024
Organization Name: Waypoint
Position Held: Marketing Specialist / Graphic Designer
Employment Type: Full-Time
Start Date: Nov 2019
End Date: Jan 2024
Organization Name: Polsinelli
Position Held: Graphic Designer
Employment Type: Full-Time
Start Date: Mar 2018
End Date: Aug 2019
Organization Name: TreviPay
Position Held: Marketing Coordinator / Graphic Designer
Employment Type: Full-Time
Start Date: Sep 2014
End Date: Oct 2017
Organization Name: Ascend Media, LLC
Position Held: E-Media Designer
Employment Type: Full-Time
Start Date: Feb 2012
End Date: Jun 2014
Organization Name: ITT Technical Institute
Position Held: Visual Communications Adjunct Professor
Employment Type: Contract
Start Date: Oct 2010
End Date: Jun 2012
Organization Name: Kansas City Chiefs
Position Held: Graphic Designer
Employment Type: Full-Time
Start Date: Jun 2006
End Date: June 2010
Manually Added Published Articles
CRM Software Blog | Dynamics 365 Articles
- How to Prepare Dynamics 365 Customer Service for Copilot Studio Agents (September 1, 2026)
- How to Measure AI Agent ROI in Microsoft Dynamics 365 Sales and Service (August 25, 2026)
- Sales Agent in Microsoft 365 Copilot with Dynamics 365: Pilot to Production (August 19, 2026)
- New Dynamic Named a Kansas City 2026 Best Places To Work Honoree (August 18, 2026)
- New Dynamic, LLC Named on the 2026 Inc. 5000 List. The Most Prestigious Ranking of America’s Fastest-Growing Private Companies (August 13, 2026)
- Which AI Layer Should Own the Work in Microsoft Dynamics 365 CE/CRM: Native D365 Agents, Copilot Cowork, or Copilot Studio (August 10, 2026)
- CRM Fragmentation: The Hidden Operational Cost in Microsoft 365 Environments (August 4, 2026)
- Microsoft Dynamics 365 AI Sales Agents: Where They Create Operational Value (July 28, 2026)
- Model Context Protocol in Microsoft Dynamics 365 CE/CRM: What MCP Means for Sales and Customer Service AI Agents (July 22, 2026)
- Agentic CRM Readiness: What AI-First CRM Means for Microsoft Dynamics 365 Sales Teams (July 13, 2026)
- Copilot Cowork and Dynamics 365 Customer Engagement: What It Means for Sales and Service Teams (July 6, 2026)
- Beyond Attribution: Pipeline Intelligence from Marketing Activities with Dynamics 365 CE/CRM and Power BI (June 29, 2026)
- Why Solution Structure Determines Whether Microsoft Dynamics 365 Customer Engagement Environments Scale Successfully (June 22, 2026)
- Microsoft Dynamics 365 Contact Center: Scaling Customer Service Beyond Case Management (June 16, 2026)
- Microsoft Dynamics 365 vs Salesforce: A Practical Comparison for Enterprise Teams (June 10, 2026)
- AI Agents in Microsoft Power Platform: Where Custom Agentic CRM Fits in Dynamics 365 Customer Engagement (June 3, 2026)
- How New Dynamic, LLC Helps Businesses Extend Dynamics 365 with Inogic Apps (May 26, 2026)
- From Campaign Automation to Agentic Marketing: The Next Phase of Microsoft Dynamics 365 Customer Engagement (May 20, 2026)
- Microsoft Dynamics 365 Contact Center: What Real-Time Voice Agents Mean for Service Operations (May 12, 2026)
- Microsoft Sales Agent in Outlook and Teams: What It Means for Dynamics 365 Sales Add-Ins (May 6, 2026)
- Microsoft Copilot in Dynamics 365 Customer Engagement: Where Teams See the Most Value (April 29, 2026)
- Microsoft Power Platform 2026 Release Wave 1: What Copilot and Agents Mean for Dynamics 365 Customer Engagement (April 15, 2026)
- Azure Data Factory Tips for Reliable Microsoft Dynamics 365 CE and Dataverse Integrations (April 8, 2026)
- Inc. Names New Dynamic, LLC to Its 2026 List of the Fastest-Growing Private Companies in the Midwest (March 31, 2026)
- Microsoft Dynamics 365 2026 Release Wave 1: Top Takeaways for Customer Engagement and Power Platform Teams (March 23, 2026)
- AI-Assisted Code Review for Microsoft Dynamics 365: How To Use Claude Code to Improve Power Platform Plugins and Dataverse Development (March 18, 2026)
- From Flow to Factory: Orchestrating Microsoft Power Automate and Azure Data Factory with Copilot (March 11, 2026)
- How Agentic CRM in Microsoft Dynamics 365 Sales Improves Deal Velocity (March 4, 2026)
- Why Microsoft Copilot Adoption Fails Without Process Alignment in Dynamics 365 CE (February 26, 2026)
- When to Extend Microsoft Dynamics 365 CE and When to Leave It Alone (February 18, 2026)
- Microsoft Dynamics 365 VS. Salesforce: Will Natural Integration Across Microsoft Applications Better Support Your Operational Goals? (February 2, 2026)
- Aggregating Year-to-Date Data in Microsoft Dynamics 365 (January 27, 2026)
- Becoming a Frontier Firm with Microsoft Copilot and Dynamics 365 CE (January 20, 2026)
- How To Build a Robust Power Pages File Attachment Pipeline with Microsoft Power Automate (January 14, 2026)
- Microsoft Dynamics 365 Sales Close Agents: AI-Powered Support for Smarter Selling (January 7, 2026)
- Power Automate Variables Explained: Loop and Parallelism Best Practices (December 17, 2025)
- The Power of Sales AI Glossary: How Microsoft Dynamics 365 Copilot Can Help You Sell More Effectively by Learning Your Business (December 11, 2025)
- How AI Code JavaScript Libraries Bring Consistency to Microsoft Dynamics 365 (December 4, 2025)
- Microsoft Dynamics 365 Sales Qualification Agent Harnesses the Power of AI to Enhance Your Management of Leads (November 20, 2025)
- Introducing Microsoft Dynamics 365 Sales Research Bench: The Standard for AI-Driven Sales Research (November 13, 2025)
- Using Microsoft Power Automate to Map Option Set Values from Integrations (November 11, 2025)
- How To Use a Power Automate Flow to Directly Run an Azure Data Factory Pipeline (November 6, 2025)
- Elevating Sales Success Through Microsoft Dynamics 365 Research Agent: Unlocking Trust and Transformation with Thorough Assessment (October 29, 2025)
- AI in Dynamics 365: Why Microsoft Copilot Works Differently and How To Get Results (October 15, 2025)
- Use AI Assistance with Microsoft Dynamics 365 Excel Data Imports (October 8, 2025)
- Get More Value Out of Your Sales Pipeline with Predictive Opportunity Scoring (October 1, 2025)
- Turn Insights into Impact with Microsoft Copilot Visualize Charts (September 17, 2025)
- How To Turn Email Engagement Off on a Form in Microsoft Dynamics 365 (September 10, 2025)
- Busting 5 Myths About Copilot in Microsoft Dynamics 365 (September 3, 2025)
- Utilizing Business Units in Configuration Logic Between Microsoft Dynamics 365 Environments (August 20, 2025)
- New Dynamic, LLC Ranks on the 2025 Inc. 5000 List of America’s Fastest-Growing Private Companies (August 14, 2025)
- The Shift to Real-Time Journeys in Microsoft Dynamics 365 Marketing (August 7, 2025)
- Smart Ways to Optimize Your Microsoft Dataverse in Dynamics 365 (July 30, 2025)
- AI Tools Get Smarter with 2025 Release Wave 2 for Microsoft Dynamics 365 (July 23, 2025)
- AI Agents Are Redefining Microsoft Dynamics 365 Customer Service (July 15, 2025)
- Building Responsible AI with Microsoft Dynamics 365 and Power Platform (July 10, 2025)
- 5 Things to Know When Migrating from Outbound Marketing to Microsoft Dynamics 365 Customer Insights – Journeys (June 24, 2025)
- Microsoft Power Fx vs JavaScript: Which One Is Best for Your Dynamics 365 Forms (June 11, 2025)
- Talk the AI Talk: Closing the AI Curiosity Gap in Sales & Marketing Implementation (June 4, 2025)
- Act Quicker and More Efficiently with Microsoft Dynamics 365 Customer Feedback Survey Agent (May 27, 2025)
- How To Filter a Dynamic Entity Grid with MutationObserver in Microsoft Power Pages (May 14, 2025)
- DynamicsCon 2025 - Talk the AI Talk: Closing the Curiosity Gap in Sales & Marketing (May 8, 2025)
- Microsoft Dynamics 365 and Power Platform Introduces Updates to Enhance Functionality and User Experiences During the Business Applications Launch Event (May 5, 2025)
- Microsoft Dynamics 365 Transforms and Accelerates Sales with New AI Copilot Agents (April 16, 2025)
- How To Use App.OnStart Property for Microsoft Canvas Apps in the Power Platform (April 3, 2025)
- Inc. Names New Dynamic, LLC to Its 2025 List of the Fastest-Growing Private Companies in the Midwest (April 1, 2025)
- How To Use Monitor for Microsoft Canvas Apps in the Power Platform (March 13, 2025)
- Master Microsoft Dynamics 365 CE: The Power of Knowledge Centralization & User Adoption Webinar (March 10, 2025)
- Working With Integrated Search Providers in Microsoft Dynamics 365 Customer Service (March 5, 2025)
- Enhancing Microsoft Dynamics 365 Help Desk Efficiency with an AI-Driven Copilot Chatbot (February 19, 2025)
- How to Train Microsoft Copilot to Understand Your Sales Process Terminology (February 12, 2025)
- How To Successfully Develop Your Microsoft Dynamics 365 Solution Deployment Strategy (February 5, 2025)
- Microsoft Dynamics 365 Release Plan 2025 Wave 1: Smart Agents Provide Intelligent Automation for D365 Sales and Customer Services Users (January 30, 2025)
- How To Debug Canvas Apps Formulas in the Microsoft Power Platform (January 22, 2025)
- How To Brand Custom Model-Driven Apps In Microsoft Dynamics 365 (January 8, 2025)
- Microsoft Dynamics 365 Marketing – How To Create Workflows for Orphaned Leads (January 6, 2025)
- How To Transfer Power Automate Flows From One Environment To Another (January 2, 2025)
- How To Add SharePoint Document Columns To Microsoft Dynamics 365 Document Associated Grid View (December 26, 2024)
- Top 5 Best Practices for a Successful Microsoft Dynamics 365 Customer Engagement Implementation (December 19, 2024)
- How To Implement The Right CRM Solution The Right Way To Improve Sales Visibility For All (December 17, 2024)
- How to Address CRM End-User Adoption Issues Before They Occur (December 12, 2024)
- How To Display An Entity List Using Fetch XML And Liquid Code For A More Custom Power Page With Microsoft Power Apps (December 10, 2024)
- How To Control Spam In Microsoft Dynamics 365 With Copilot AI (December 5, 2024)
- How To Bring Images Into Power Pages From Dynamic 365 CE Via Liquid And HTML With Microsoft Power Apps (December 2, 2024)
- How To Conditionally Show Content Based On User Web Roles With Microsoft Power Pages (November 27, 2024)
- How To Hire The Right Microsoft Dynamics 365 Expert To Support A Successful CRM Deployment (November 25, 2024)
- How to Get Azure Data Factory to Loop Through Delimited Text or Excel Files (November 21, 2024)
- How To Filter Entity List Data Based on Logged-In User with Microsoft Power Pages (November 19, 2024)
- How To: Microsoft Dynamics 365 Best Practices for Custom Forms (November 14, 2024)
- Top 10 Best Practices to Combat Azure Data Factory Integration Slowness (November 11, 2024)
- How to Create a Deep Link in Canvas Apps using Power Automate Flow (November 7, 2024)
- How To Set Up a Dynamics 365 Environment with Only a Microsoft 365 Tenant (November 6, 2024)
- How To Resolve Data Flows in Dynamics 365 with Azure Data Factory (November 5, 2024)
- Top 5 Takeaways from the Microsoft Dynamics Community Summit North America 2024 (October 31, 2024)
