Coffee + Dunn
Coffee + Dunn is a Microsoft-centric consultancy that designs, implements, and operates AI-powered revenue engines on Dynamics 365 and Power Platform for mid-market enterprises across financial services, manufacturing, sports, healthcare, and education.
- Company typePrivate
- Founded2012
- HeadquartersMckinney, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Coffee + Dunn does
Coffee + Dunn is a privately-held Microsoft-centric customer engagement consultancy headquartered in McKinney, Texas. Founded in 2012 and operating with 11-50 employees, the firm designs, implements, and operates AI-powered revenue engines for mid-market companies, with a Plan-Build-Run methodology anchored on the Microsoft Dynamics 365, Power Platform, and Azure AI/Copilot Studio stack. Its portfolio spans strategy and advisory (Revenue Process Design, Customer Lifecycle Design, Journey Strategy + Orchestration), technology implementation (Dynamics 365 Sales, Customer Insights – Journeys, Customer Insights – Data, Customer Service, Power Platform, and Event Check-in Pro), and ongoing operations (DUNN Right Services managed services across Advise, Grow, and Transform tiers, plus the Knowledge Hub subscription learning product).
The firm productizes engagement through a six-dimension Revenue Engine Diagnostic starting at $10,000, then transitions clients into implementation projects and recurring managed services contracts priced from $6,500 to $23,500 per month, with the DRS Transform tier carrying a 12-month minimum. The Knowledge Hub extends a self-serve subscription at $99 per month to individual users, creating a PLG-style entry point that complements direct enterprise sales. Coffee + Dunn federates best-of-breed tools (Gong, Salesloft, Adobe, HubSpot, ServiceNow, Gainsight, Snowflake, Databricks, Clay) into a Dynamics-365-centric architecture, and additionally offers specialized AI agent development on Copilot Studio. Customers span financial services (Bank of America, Markel, Marsh McLennan, US Bank, East West Bank, Western Alliance Bank), professional sports (Chicago Bears, Miami Dolphins, LA Clippers), manufacturing (Aptar, Hexion, Turner Industries), healthcare (Concentra), education (Montgomery County Community College, University of South Florida, Peace Corps), and other verticals, with the firm holding Microsoft Solutions Partner – Business Applications designation and Microsoft Partner of the Year Finalist recognition.
Coffee + Dunn firmographics
Firmographics- Name
- Coffee + Dunn
- Legal name
- Coffee & Dunn, Inc.
- Website
- https://coffee-dunn.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Coffee + Dunn is a Microsoft-centric consultancy that designs, implements, and operates AI-powered revenue engines on Dynamics 365 and Power Platform for mid-market enterprises across financial services, manufacturing, sports, healthcare, and education.
- Ownership category
- akta.pro rank
Coffee + Dunn industry classification
Industry- Product category
- IT Consulting
- NAICS
- Custom Computer Programming Services (541511), Other Management Consulting Services (541618)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Services-Management Consulting Services (8742), Services-Management Services (8741)
- akta.pro primary industry
- AI/ML Solution Integration & MLOps Enablement (BPAEAAAJ)
- akta.pro secondary industries
- Data, Analytics & AI Consulting (BPAHAEAF), Financial Planning & Analysis (FP&A) & BI (HDAEAMAG)
Keywords
Where Coffee + Dunn is headquartered
LocationHeadquarters
- HQ city
- Mckinney
- HQ country
- United States
- HQ region
- North America
Markets served
Coffee + Dunn business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Others
Revenue model
- Professional Services / Consulting: Revenue from diagnostic assessments, implementation projects, and strategic advisory engagements. Includes Revenue Engine Diagnostics starting at $10K and custom implementation work.
- DUNN Right Services (Managed Services): Recurring monthly managed services with three tiers: DRS Transform ($23,500/mo minimum 12 months), DRS Advise ($6,500/mo), and DRS Grow ($12,500/mo). Provides ongoing platform monitoring, optimization, and support.
- Knowledge Hub Subscription: Monthly subscription at $99/mo providing access to video courses, 1:1 expert sessions, exclusive webinars, and scenario-based learning paths for Dynamics 365 and Power Platform.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | Revenue Engine Diagnostic starting at $10K |
| Subscription | Multi-year contract | DRS Transform - starting at $23,500/month |
| Subscription | Monthly | DRS Advise - starting at $6,500/month |
| Subscription | Monthly | DRS Grow - starting at $12,500/month |
| Subscription | Monthly | Knowledge Hub - $99/month |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels8 records
Coffee + Dunn product offering
Product offeringCore offering
Coffee + Dunn is a Microsoft-centric consultancy that designs, builds, and operates AI-powered revenue engines for mid-market companies. It delivers Microsoft Dynamics 365 implementation services (Sales, Customer Insights – Journeys, Customer Insights – Data, Customer Service), Power Platform solutions, AI agent development, and recurring managed services through its DUNN Right Services tiers. Revenue is generated through diagnostic engagements, project implementations, and ongoing advisory subscriptions including the Knowledge Hub learning platform.
Product overview
Coffee + Dunn is a Microsoft-centric customer engagement consultancy offering a unified revenue engine built on the Microsoft stack (Dynamics 365, Power Platform, Azure AI, and Copilot Studio). The portfolio spans three core service categories: Advisory (strategy, lifecycle design, journey orchestration, technology planning), Technology (implementation of Dynamics 365 Sales, Customer Insights – Journeys, Customer Insights – Data, Customer Service, and Power Platform solutions), and Operations (managed services via DUNN Right Services tiers—DRS Advise, DRS Grow, and DRS Transform—and the Knowledge Hub subscription). Key named products include the Revenue Engine Diagnostic, DUNN Right Services (three tiers), Knowledge Hub ($99/month), Event Check-in Pro, and AI Agent Development. The company integrates best-of-breed platforms (Gong, Salesloft, Adobe, HubSpot, ServiceNow, Gainsight, Snowflake, Databricks) into a connected system with Dynamics 365 at the center.
Differentiator
Problem solved
Functional benefit
Products and services
- Revenue Engine Diagnostic A six-dimension assessment evaluating where revenue is leaking across data, lead/opportunity orchestration, journey automation, pipeline accuracy, revenue intelligence, and platform adoption, producing a scored report card and executive-ready roadmap. Priced starting at $10K. Targeted at revenue and marketing leaders at mid-market companies.
- DUNN Right Services (DRS) Transform Top-tier managed services offering providing fractional leadership, resource augmentation, new AI agent deployment every quarter, and early access to emerging Microsoft capabilities. Starting at $23,500/month with a 12-month minimum.
- DUNN Right Services (DRS) Advise Managed services tier providing proactive platform monitoring, pre-update testing, and Dynamics 365/Power Platform user support. Starting at $6,500/month.
- DUNN Right Services (DRS) Grow Managed services tier focused on continuous platform optimization, new workflow development, AI agent improvement, data quality management, and quarterly reviews linking platform performance to revenue outcomes. Starting at $12,500/month.
- Knowledge Hub AI-powered learning subscription platform providing self-paced video courses, live and on-demand webinars, up to three 1:1 expert sessions per month with Dynamics 365 and Power Platform consultants, and scenario-based learning paths. Priced at $99/month per user.
- D365 Customer Insights – Journeys Implementation Implementation and configuration of Microsoft Dynamics 365 Customer Insights – Journeys, covering real-time journey building, behavioral trigger automation, campaign execution, and event management.
- Dynamics 365 Sales Implementation Implementation and deployment of Microsoft Dynamics 365 Sales, including opportunity management, pipeline configuration, forecasting, Copilot for Sales enablement, and sales process flow design.
- D365 Customer Insights – Data Implementation Implementation of Microsoft Dynamics 365 Customer Insights – Data customer data platform, covering data unification, identity resolution, customer profile creation, segmentation, and integration with Azure data services.
- Event Check-in Pro A Dynamics 365-compatible event check-in application that streamlines event registration, attendee tracking, and post-event data capture, integrated with Dynamics 365 Customer Insights – Journeys.
- AI Agent Development Specialized service for building purpose-built AI agents (Prospecting, Qualification, Renewal Orchestration, Account Monitoring) on Microsoft Copilot Studio, trained on customer data and integrated into Dynamics 365, typically returning 5–10× their cost in measurable productivity gains.
Quantifiable outcome
- 15-30% faster sales cycles
- +6 more outcomes
Companies that use Coffee + Dunn
Customer profileNamed customers35 records
Segments7 records
Ideal customer profiles4 records
Coffee + Dunn technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
AI capability11 records
Feature4 records
Coffee + Dunn partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- MicrosoftcoreMicrosoft Solutions Partner with deep integration across the Microsoft ecosystem. Coffee + Dunn serves as implementation and consulting partner for Dynamics 365 (Sales, Customer Insights - Journeys, Customer Insights - Data, Customer Service), Power Platform (Power BI, Power Automate, Power Apps), Azure AI, and Copilot Studio. The partnership includes direct access to Microsoft's product engineering teams for client support.
Scale indicators9 records
Recent moves6 records
Expansion highlights6 records
Coffee + Dunn competitors and assessment
Company assessmentMarket position
Strengths5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Coffee + Dunn social profiles
Digital presenceCoffee + Dunn compliance and trust
Trust signalCompliance2 records
Coffee + Dunn financial estimates
Financial estimateRevenue estimate
Valuation estimate
Coffee + Dunn leadership team
Management profileNumber of profiles
Profiles2 records
Coffee + Dunn funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Coffee + Dunn M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Coffee + Dunn
What does Coffee + Dunn do?
Coffee + Dunn is a Microsoft-centric consultancy that designs, builds, and operates AI-powered revenue engines for mid-market companies. It delivers Microsoft Dynamics 365 implementation services (Sales, Customer Insights – Journeys, Customer Insights – Data, Customer Service), Power Platform solutions, AI agent development, and recurring managed services through its DUNN Right Services tiers. Revenue is generated through diagnostic engagements, project implementations, and ongoing advisory subscriptions including the Knowledge Hub learning platform.
Is Coffee + Dunn a public or private company?
Coffee + Dunn is a private company. It is classified as unknown and is currently operating.
When was Coffee + Dunn founded?
Coffee + Dunn was founded in 2012. It employs 11 to 50 people.
Where is Coffee + Dunn based?
Coffee + Dunn is headquartered in Mckinney, United States, in the North America region.
How does Coffee + Dunn make money?
Three revenue lines are on record. Professional Services / Consulting is the primary driver. The others are DUNN Right Services (Managed Services) and knowledge Hub Subscription.
Does Coffee + Dunn have an API?
No public API is recorded for Coffee + Dunn.
What industry is Coffee + Dunn in?
Coffee + Dunn's product category is IT Consulting. Its primary akta.pro industry code is BPAEAAAJ, AI/ML Solution Integration & MLOps Enablement, with a secondary code of BPAHAEAF, Data, Analytics & AI Consulting. Its NAICS code is 541511 and its SIC code is 7370.