Dynamics 365 Sales and Customer Insights Journeys Marketing Automation (100 Day Engagement)

This offering provides a structured, entry-level implementation of Dynamics 365 Sales and Customer Insights – Journeys, designed for organisations looking to get started with Microsoft’s CRM and marketing automation tools. This engagement takes 100 Business Days and includes the delivery of a Dynamics Sales and CIJ customised for your organisation.

Delivered by Experience Digital, the implementation includes scoped time towards understanding your business requirements, configuring core components, and enabling your team to begin using the platform effectively.

Included in this engagement:

Requirements Discovery & Planning (20 Days):

A focused session with key stakeholders to confirm core use cases, data requirements, permission roles, and business process needs across Sales and Marketing. Platform Configuration – Sales

Setup of a basic Dynamics 365 Sales environment, including: – Lead, opportunity, contact, and account structure – User roles and security model – Minimal customisation of views and forms based on agreed data fields – Basic workflows or business process flows for sales stages

Platform Configuration – CI Journeys Setup of Customer Insights – Journeys with: – Consent model guidance and initial setup – Segmentation and email marketing basics – Event or journey templates (where applicable) – Connection to the Sales environment (where permitted)

Handover & Guidance A handover session to walk through what’s been implemented, what’s ready to use, and which areas are suitable for further development as your capability grows.

This engagement is designed for organisations with straightforward needs looking for a fast, structured, and sustainable starting point. It’s not intended for highly customised or large-scale deployments, but it provides a strong foundation to build from.

Further services, such as further customisation, data migration, advanced reporting, integrations, or ongoing support, can be scoped separately as required.