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This article provides a checklist to get your Dynamics 365 Customer Insights - Journeys implementation up and running quickly.
For in-depth information on getting started with the Dynamics 365 platform, see the Microsoft Dynamics 365 implementation guide.
Follow these steps to expedite the Dynamics 365 Customer Insights - Journeys setup process.
Timeline | Task | Details |
---|---|---|
Pre-provisioning | Gather and document use cases and marketing requirements | Determine your business requirements for bulk mailings, automation, surveys, event management, etc. |
Pre-provisioning | Determine licensing requirements | Licensing is done on a tenant level. Learn more: Dynamics 365 Customer Insights - Journeys licensing options. |
Provisioning | Provision Dynamics 365 Customer Insights - Journeys app on all Dynamics 365 organizations (dev and production) | Update Dynamics 365 tenants first. Learn more: Purchase and set up Dynamics 365 Customer Insights - Journeys. |
Post-provisioning | Grant access to superusers for Dynamics 365 Customer Insights - Journeys training | Later, give access to all users. Learn more: Manage user accounts, user licenses, and security roles. |
Post-provisioning | Customize your Dynamics 365 Sales app if needed (merge new tabs, attributes) | Example: View and edit which lists each contact subscribes to. |
After the Customer Insights - Journeys app is set up, you can start setting up features such as email and text messages to reach out to your customers.
Events
Mar 31, 11 PM - Apr 2, 11 PM
The ultimate Microsoft Fabric, Power BI, SQL, and AI community-led event. March 31 to April 2, 2025.
Register today