Dynamics 365 Marketing: 5-Day Implementation

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