Dynamics 365 Marketing 2-Week QuickStart Implementation

Our certified consultants work with you to connect your customer relationship technology with your digital strategy so that you can execute your first email marketing campaign in weeks, not months. The components and training included in our Quick Start allows you to easily create purposeful interactions to better reach and engage your customers in a seamless manner. Coffee+ Dunn is comprised of Dynamics 365 Marketing and Sales experts who have over a decade-long partnership with Microsoft, meaning you can rest assured we have the knowledge and experience to get your marketing application up and running.

Approach • Agile methodology so your team is up and running in weeks, not months • Branded templates making it easy to get your first campaign out the door • Tailor technology solutions to client requirements with best practice design, configuration, settings, templates, and analytics • “Tell, Show, Do” approach to training and support for core marketing capabilities including navigation, emails, segments, triggers, journeys, and more

Deliverables • Marketing app installation & setup • Entity/attribute configuration (contact and account entities) that enables you to leverage the system with essential data attributes, whether it be for personalization or targeting efforts • Foundational email marketing setup (emails, segments, triggers, and customer journeys) so that you can easily get your first marketing initiative out the door at go-live • Compliance center setup • Training and support for core marketing capabilities including navigation, emails, segments, triggers, journeys, and more

Notes • We offer additional services including: • Setup, configuration, and training services for forms, pages, event management, SMS, lead scoring, social media engagement, custom triggers, additional marketing templates, BU’s, campaigns, and custom report creation. • Marketing agency services for planning, development, and execution of your marketing campaigns. • Advisory and strategy services to help you develop a unified IT and Marketing strategy and identify new data opportunities and analytical insights. • Additional fees apply.