Dynamics 365 Marketing Vanilla Implementation

Implementing the basics of Dynamics 365 Marketing can be simple. Here’s a quick breakdown:

  • Licensing procurement

  • Onboarding consultants to environment

  • Install Dynamics 365 Marketing (Customer Insights - Journeys) in sandbox and production environments

  • Training on real-time marketing: general training on contact, account, lead, segments, emails, journeys, consent management

  • Configurations: email domain DNS, consent management, upload library of assets

  • Data migration: import records for consent management

  • Project Coordination (meetings, client check-ins, updates)

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Dynamics 365 Sales Vanilla Implementation

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Dynamics 365 Marketing Upgrade from Outbound to Real-Time