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Dynamics 365 Customer Insights – Journeys (Marketing) 2-Wk. Implementation

Coffee & Dunn, Inc.

Go from setup to journey deployment within Dynamics 365 Customer Insights – Journeys (fka Dynamics 365 Marketing) in weeks—not months—with our Foundational Implementation.

Dynamics 365 + Power Platform-certified consultants will begin by installing your application and setting up your default marketing settings within your Dynamics 365 Customer Insights – Journeys environment. You can also expect:

  • Domain authentication and web tracking setup within Dynamics 365
  • Setup and configuration of the marketing assets needed to deploy your pilot journey: segment, email, and journey.
  • A fully branded, optimized email template to be used as part of your pilot campaign and beyond.
  • Setup of your compliance (preference) center to enable customers to opt in and out with ease
  • Recorded training sessions with C+D experts to walk your team through the core areas of Customer Insights – Journeys, including general navigation, emails, segments, triggers, and journeys.

Additional services include:

  • Data migration services (contacts, accounts, leads)
  • 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.

About Coffee + Dunn

Coffee + Dunn helps organizations leverage Dynamics 365 to solve their most pressing customer engagement challenges. We achieve this by working with clients to deliver tailored strategies and actionable plans that help build a fully connected experience for customers. Our proven Plan > Build > Run methodology, coupled with award-winning advisory, technology, and operations services, enables customers to drive growth and optimize value across various industries.

概览

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