Accelerate your marketing with Dynamics 365 Marketing rapid implementation services. Get up and running in weeks, without the need for extensive customization or development. 

Dynamics 365 Marketing Rapid Implementation is a service that helps businesses get up and running with Dynamics 365 Marketing in as little as 4 weeks. 

 

Dynamics 365 Marketing Rapid Implementation is a great option for businesses that need to get up and running with Dynamics 365 Marketing quickly and without the hassle of a traditional implementation project. The service is also a good option for businesses that need help with configuring and customizing Dynamics 365 Marketing to meet their specific needs.

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Introduction

 

The rapid implementation approach for Dynamics 365 Marketing is a methodology that helps businesses get up and running with the platform quickly and easily. It includes a number of steps, such as: 

 

  • Assessment: The first step is to assess the business's needs and requirements. This will help to determine the best way to implement Dynamics 365 Marketing.

 

  • Planning: The next step is to create a plan for implementation. This will include a timeline, budget, and resources.

 

  • Configuration: The third step is to configure Dynamics 365 Marketing to meet the business's needs. This includes setting up users, creating lists, and configuring campaigns.

 

  • Training: The fourth step is to train the business's staff on how to use Dynamics 365 Marketing. This will help them to get the most out of the platform.

 

  • Support: The fifth step is to provide support to the business after implementation. This will help them to resolve any issues that they may encounter.

 

The rapid implementation approach can help businesses get up and running with Dynamics 365 Marketing quickly and easily. It can also help them to save money on implementation costs and get the most out of the platform. 

 

Here are some of the benefits of using the rapid implementation approach:

 

  • Faster time to market. With rapid implementation, you can get your new marketing system up and running in weeks or months, instead of the months or years that it can take with traditional implementation methods. This can give you a competitive advantage by allowing you to start using your new marketing system sooner and start realizing the benefits that it can offer.

 

  • Reduced costs. Rapid implementation can help you to reduce the costs of implementation by minimizing the need for customization and development. This can save you money on both the initial implementation costs and the ongoing maintenance costs.

 

  • Increased user adoption. Rapid implementation can help to increase user adoption by getting users up and running with the new marketing system quickly and easily. This can help to ensure that the new marketing system is used effectively and that you get the most out of your investment.

 

  • Improved visibility and control. Rapid implementation can help you to improve visibility and control over your marketing campaigns by providing you with a single view of your data and by automating many of your manual tasks. This can help you to improve efficiency, reduce errors, and make better decisions.

 

  • Increased flexibility. Rapid implementation can help you to increase flexibility by giving you the ability to adapt your marketing system quickly and easily to changes in your business needs. This can help you to stay ahead of the competition and to take advantage of new opportunities.

 

  • Improved security. Rapid implementation can help you to improve security by using a pre-configured system that has been hardened against security threats. This can help to protect your data and your marketing systems from unauthorized access, use, disclosure, disruption, modification, or destruction.

Week 1: Discovery and Configuration

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Discovery

The implementation team works with the client to understand their marketing requirements and goals. This includes understanding the client's target audience, marketing channels, and marketing campaigns.

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Capability demo

The implementation team provides a demo of the Dynamics 365 Marketing features. This helps the client to understand what the platform can do and how it can be used to achieve their marketing goals.

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Instance configuration

 The implementation team sets up the Dynamics 365 Marketing instance. This includes creating users, defining permissions, and configuring settings. 

The goal of the first week is to get the Dynamics 365 Marketing instance up and running and to give the client a good understanding of the platform. By the end of the week, the client should be able to: 

 

  • Understand the Dynamics 365 Marketing features. 
  • Define their marketing requirements and goals. 
  • Create users and define permissions. 
  • Configure settings. 

Week 2: Setup and Configuration

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White listing of domain and authentication setup

The first step in setting up Dynamics 365 Marketing is to white list the client's domain. This ensures that emails sent from Dynamics 365 Marketing will not be marked as spam. The implementation team works with the client to add their domain to the list of approved senders. 

 

Once the domain is whitelisted, the implementation team sets up authentication for Dynamics 365 Marketing. This allows users to log in to Dynamics 365 Marketing using their email address and password. 

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Email setup

The next step is to configure email templates and campaigns. Email templates are used to create email messages. Campaigns are used to organize email messages and to track their results. 

 

The implementation team works with the client to create email templates and campaigns. The team also helps the client to import contact lists and to add subscribers to email subscription lists. 

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Forms setup

Forms are used to collect data from website visitors. The implementation team creates and manages web forms for the client. The team also helps the client to add fields to forms and to publish forms on their website.

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Landing page setup

Landing pages are used to capture leads and to promote products or services. The implementation team designs and publishes landing pages for the client. The team also helps the client to add content to landing pages and to track the results of landing page campaigns. 

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Email subscription list setup and configuration

Email subscription lists are used to collect email addresses from website visitors. The implementation team sets up and configures email subscription lists for the client. The team also helps the client to add subscribers to email subscription lists and to manage subscription preferences. 

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Microsite setup

A microsite is a small website that is used to promote a product or service. The implementation team creates a web presence for the client's marketing campaigns. The team also helps the client to add content to the microsite and to track the results of microsite campaigns.

Week 3: Integration and Automation

By the end of Week 3, you will have a fully integrated and automated marketing platform that can help you reach your target audience more effectively and efficiently.

Week 4: Training and Go-Live

The first step in the training process is to provide users with an overview of the Dynamics 365 Marketing features. This overview should cover the following topics: 

 

  • The different types of marketing campaigns that can be created in Dynamics 365 Marketing 
  • How to create and manage contacts and leads 
  • How to send email campaigns 
  • How to track the results of marketing campaigns 

 

Once users have a basic understanding of the Dynamics 365 Marketing features, they can begin to take more specialized training. This training can be tailored to the specific needs of each user or department. 

Once users have been trained on the new system, it is important to validate that it is working as expected. This is done through a process called user acceptance testing (UAT). 

 

During UAT, users will test the system by performing a variety of tasks, such as creating and sending email campaigns, managing contacts and leads, and tracking the results of marketing campaigns. Any issues that are found during UAT will be addressed by the implementation team before the system goes live. 

Once the system has been validated through UAT, it is time to launch the first email campaign. The implementation team can provide assistance with this process by helping to create the campaign, target the right audience, and track the results. 

Finally, the final week of the implementation process is also a good time to discuss the integration capabilities of Dynamics 365 Marketing. Dynamics 365 Marketing can be integrated with a variety of other systems, such as CRM systems, e-commerce platforms, and customer data platforms. This integration can help to improve the efficiency of marketing campaigns and provide a more seamless customer experience. 

  • 10 days post go-live Hypercare support: After the system goes live, you will receive 10 days of Hypercare support. Hypercare is a high-level of support that is designed to help you resolve any issues that you may encounter during the initial days of using the system.

 

  • Standard implementation offering does not include customization or UI/UX for Microsite or content: The standard implementation offering does not include any customization or UI/UX for Microsite or content. If you need these services, they can be purchased as add-ons. 

 

By following this Rapid Implementation plan, organizations can accelerate customer engagement, optimize marketing processes, and achieve real-time insights for effective marketing strategies using Dynamics 365 Marketing. 

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