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Dynamics 365

Marketing and Customer Journeys

Triggered, measurable customer journeys with consent handling designed in rather than added later.

Technologies

  • Dynamics 365 Customer Insights
  • Dataverse
  • Power BI
  • Microsoft Purview

Consent and preference handling decide whether a marketing platform is usable in regulated markets. We design it first.

Business outcomes

Compliant by design

Consent and preference captured, honoured and evidenced.

Behaviour-triggered journeys

Communication driven by what customers do.

Attributable results

Measurement defined before campaigns, not reconstructed after.

Capabilities

Consent and preference model

Capture, storage, honouring and evidence.

Journey design

Triggers, branching, suppression and frequency capping.

Content operations

Templates, approval and reuse.

Measurement

Attribution model agreed with the business.

How we deliver it

  1. Discover

    Process mapping with the people who use the system, separating genuine requirements from inherited habit.

  2. Design

    Data model, process stages, security model and integration approach, with decisions recorded.

  3. Configure

    Configuration-first build in reviewable increments.

  4. Migrate

    Data cleansing with the business, then staged migration with validation at each wave.

  5. Adopt

    Role-based enablement, hypercare and usage review.

Next step

Considering Marketing and Customer Journeys?

We will give you an honest view of the effort involved, the prerequisites and the risks, before anyone signs anything.

Talk to an expert Solutions