MICROSOFT DYNAMICS 365 CUSTOMER INSIGHTS - JOURNEYS
Implemented and first campaign delivered in just 4 weeks
Interested? Don’t miss our latest event on 26th November. Join online and discover more!
What is Dynamics 365 Customer Insights - Journeys?
Dynamics 365 Customer Insights – Journeys helps marketing teams create more personalised, timely and connected customer communications across email, text and push notifications. Because it works within your Dynamics 365 CRM platform, you can use the data you already hold to tailor every interaction, see what’s working through built-in reporting, and move away from disconnected campaigns, manual follow-ups and guesswork. The result is simple: the right message, to the right people, at the right time.
What's In & What's Out
To make an informed decision, it's important to understand exactly what's included in your implementation - and what's not.
The sections below outline the scope of a standard Primed! implementation for Dynamics 365 Customer Insights - Journeys, including the functionality delivered as standard and any exclusions to be aware of.
Additional capabilities can be added through our Extra Packs or introduced in a later project phase.
Setup and Admin
- Domain Setup x 1
- Compliance and Consent
- Purpose & Topic (max 3)
- Brand Profile x 1
- Admin guidance (quotas, feature switches, updates & library)
Campaign Build, Testing & Journeys
- Segment Build Consultancy & Training
- Email Creation Consultancy & Training
- Journey Consultancy & Training
- Understanding Test Email/Journey Process
- A|B Testing Understanding
- Understanding Sales Handover Tasks as part of email journeys
Reporting, Optimisation & Enablement
- Uploading Consent against Contacts via Excel (if migrating from another tool such as Mailchimp)
- Understanding OOB Insights and Reporting
- Bounce Management Consultancy/Training
- Copilot in marketing consultancy
- Feature consultancy on Litmus, Audience Cap, Frequencies, One Click Unsubscribe
Primed! helps you shape Dynamics 365 Customer Insights – Journeys around the way your team works, so you’re not just learning the system, you’re getting your first campaign set up and ready to go as part of the implementation. This includes practical configuration options such as:
Domain setup - configure one trusted sending domain for your marketing emails, helping improve deliverability, reduce spam risk and show customers the message has genuinely come from your business.
Consent and compliance setup - configure marketing permissions around your business, including opt-ins, opt-outs and up to three subscription topics, so customers stay in control of what they receive.
Segments, journeys and handover task guidance - practical training to help your team build the right audiences, create effective journeys and trigger sales follow-up when it’s needed.
Need something more?
Every business has different marketing requirements. That's why our Primed! Extra Packs give you the option to build on your standard Dynamics 365 Customer Insights - Journeys implementation, adding the extra functionality you need when you're ready for it.
Real-time Triggers
Set up two real-time marketing triggers and learn how to build your own - for example, sending a welcome set of emails when a new customer is onboarded.
£1,500
Web Forms
Connect your contact form to CRM and create leads and trigger follow-up emails - for example, sending an automatic thank you email after an enquiry.
£1,500
** Disclaimer -
Real-time Triggers extends your implementation by xxx
Web Forms extends your implementation by xxx
Fixed price - no surprises
Already using Dynamics 365 Sales? Our Primed! Marketing solution helps you quickly add Customer Insights – Journeys on a fixed-cost, rapid implementation approach.
Implementation Cost
£7,000
One off cost
Get Dynamics 365 Marketing up and running in just 4 weeks!
Tailored configurations include:
- Domain setup - Set up one trusted sending domain to improve deliverability.
- Consent and compliance setup - Configure opt-ins, opt-outs and up to three subscription topics.
- Segments, journeys and handover guidance - Training to build audiences, journeys and sales follow-ups.
License & Support Cost
Attach Licence Pricing
£807.45
Per month (per organisation)
Support
£100.00
Per month (per organisation)
Both licence and support costs are priced per tenant - meaning one monthly cost for your organisation, rather than a separate charge for every user.
This keeps your monthly costs lower as your team grows, making it a more cost-effective way to give more people access to Dynamics 365 Marketing and our market-leading support.
Licence prices displayed are based on an annual commitment, paid monthly. Other commitment periods are available but will result in different monthly unit prices.
Primed! for Dynamics 365 Marketing implementation timeline
Having a clear view of what’s planned each week of your implementation helps you stay on top of progress and confidently manage the project. Our experts will check in with you at key stages and deliver essential training, ensuring you’re fully equipped and comfortable with the system well before go‑live.
*Additional packs will affect the above timescale
*Above is only the core Primed! for Dynamics 365 Marketing implementation pack.
Start your Dynamics 365 Marketing journey with Primed! today!
