https://store-images.s-microsoft.com/image/apps.44786.fd78c2c0-ac30-4d06-8f4d-138895f23d3e.d1e9d3b6-19dc-4dea-9d37-b7240d98850e.c9c2d41b-1405-47ce-99e0-9d907a6995dc

Dynamics 365 Marketing: 5-Day Implementation

BroadPoint, Inc

Led by one of our seasoned CRM consultants, this 5-day implementation is specifically focused on quickly getting you and running on the core capabilities of Dynamics 365 Marketing.

A fully functional Dynamics 365 Marketing solution installed and configured within five days? Yes, it’s possible!

Led by one of our seasoned CRM consultants, this 5-day implementation is specifically focused on quickly getting you and running on the core capabilities of Dynamics 365 Marketing.

Day 1

  1. Analysis of marketing team’s business needs
  2. Analysis of marketing-related business processes
  3. Recommendations on which business processes to integrate within the Dynamics 365 Marketing application

Day 2

  1. Configuration of core application settings
  2. Set up users and permissions
  3. Import of initial customer data from CSV file
  4. Enabling of email boxes

Day 3

  1. Creation of 1 marketing segment
  2. Creation of 1 customer journey template
  3. Create of 1 emailing marketing template
  4. Download Power BI reports and templates

Day 4

  1. Tests and validation
  2. Adjustments according to tests and validation results

Day 5

  1. Admin training
  2. Basic user training

Begiratu batean

https://store-images.s-microsoft.com/image/apps.62631.fd78c2c0-ac30-4d06-8f4d-138895f23d3e.d1e9d3b6-19dc-4dea-9d37-b7240d98850e.b460b63d-f4b8-4c9a-9efb-07791bdd5cce
https://store-images.s-microsoft.com/image/apps.27313.fd78c2c0-ac30-4d06-8f4d-138895f23d3e.55563501-ce80-45cc-8ab3-569cdf6acb63.3dd090b3-bb84-4335-a3d7-b40bffe5ac8f
https://store-images.s-microsoft.com/image/apps.26513.fd78c2c0-ac30-4d06-8f4d-138895f23d3e.55563501-ce80-45cc-8ab3-569cdf6acb63.6f8984a1-3738-47e4-981f-7f45850f4aec