Dynamics 365 Marketing and Microsoft 365 Integration, 4-7 weeks

Atteli Sp. z o.o.

Unlock the full potential of Dynamics 365 Marketing & Microsoft 365 (Forms and Teams) with our expert implementation services and revolutionize your marketing efforts.

Atteli's Dynamics 365 Marketing Implementation Services enable businesses to maximize the capabilities of Dynamics 365 Marketing and Microsoft 365 components such as Teams and Office Forms. Our approach is comprehensive, providing personalized guidance and leveraging our proven expertise to assist businesses in implementing the system. We offer tailored implementation packages to meet diverse requirements, including streamlined processes for small businesses and comprehensive support for large enterprises. Moreover, we have a specialized package designed specifically for the events organization industry, optimizing event management and enhancing attendee engagement. Throughout the seamless implementation process, our experienced team offers exceptional support, ensuring a smooth and efficient experience. Choose Atteli to transform your marketing efforts, unlock the full potential of Dynamics 365 Marketing and Microsoft 365, and achieve marketing excellence.

Service scope

Project Management:

  • Dedicated Project Manager
  • Preliminary briefing
  • Collection of guidelines and data
  • Meetings, Communication, Execution management
  • Licensing support

Microsoft 365 integrations

Business Analysis Workshop:

  • Business analyses
  • Technical discussions of needs
  • customization and concept solution
  • App configuration:
  • Required app and user settings

GDPR consents & compliance:

  • Standard Settings for GDPR,
  • consent model for Outbound and Real-time marketing etc.

Outbound Marketing setup:

  • Segments
  • Marketing forms
  • Landing Page
  • Customer Journeys
  • Lead scoring model support

Real-time Marketing setup:

  • Segments / Triggers
  • Forms
  • Customer Journeys
  • Lead scoring model

Offline and online event setup:

  • Setup and configuration

Additional Integrations:

  • Customer Voice Integration,
  • LinkedIn Lead Gen Integration

User trainings

At a glance