CTP Dynamics 365 Marketing: 2-Wk Implementation/Training

Covenant Technology Partners

Dynamics365 Marketing Implementation & Support

A 2-week implementation/training of Dynamics 365 Marketing to enable your organization to begin marketing automation.

Dynamics 365 Marketing allows you to create email messages and content, design personalized customer journeys, score leads for better lead management, and share information across teams.

This implementation will allow your marketing team to quickly perform the following activities in Dynamics 365 Marketing: • Track and prioritize leads • Target key prospects • Enhance marketing emails through templates and customer journeys. • Track analytics on customer journeys. • Post to social media and send SMS messages.

Deliverables: Covenant will assist with the installation of Dynamics 365 Marketing in up to two environments (Production and Sandbox). • Marketing App setup and configurations • Create new Segments - Dynamic and Static • Create new Subscription Lists • Create new Call template, Task template, and Appt. Template • Create new Content Block • Add content to Library • Update Subscription Center Form and Subscription Center Page, and setup Form Fields • Create new Marketing Email • Create new Marketing Email Template • Create new Customer Journey • Set up Social Media Accounts • Create social media post • Lead Scoring Model • Create new Event for hosting or tracking • Copilot capabilities in Marketing Email and Segments • Review Marketing Email Analytics • Review Customer Journey Analytics • Review Contact Insights • Review Account Insights

Covenant will also assist in the following Dynamics 365 Marketing configuration steps:

Marketing Settings Lead Scoring Analytics configuration Social Configuration Marketing Data Build and develop, Email, Segment, and Customer Journey templates Provide Training and assistance on all the above

Covenant will also create the following to manage the project: Microsoft Teams site and within this site Covenant will add:

Weekly Status report Planner Board, which will include: Risk Register Issues Log Project Plan (Microsoft Project)
Vacation/Holiday Calendar

Covenant will schedule working sessions to complete this project, and will also hold weekly status meetings to review the weekly status report.

Industries we specialize in: Manufactuing Retail Construction Healthcare Finance Government

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