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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

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