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How to Deploy Dynamics 365 Marketing Sherpa With a Quick-Start Implementation Approach

Updated: Mar 25

Discover how our proven methodology empowers businesses to transform their marketing techniques using Microsoft Dynamics 365 Marketing.


marketing team

The customer experience is evolving. In the wake of the COVID-19 pandemic, it’s now more important than ever for businesses to provide a high-quality experience across all touchpoints. According to Forbes, 76% of today’s buyers think that businesses should anticipate their needs, and nearly half of surveyed consumers report leaving a brand after a bad experience. And it’s these bad experiences that are costing organizations $75 billion every year.


As the pressure to provide a seamless experience grows, many businesses struggle to identify and fulfill customer needs. To meet these constantly shifting expectations, marketers are looking to create end-to-end, highly personalized customer experiences built from customer data and reach customers on the channels they use most.


Powered by AI, Microsoft Dynamics 365 Marketing enables marketers to make all these things possible. The solution combines customer experience and automation, allowing teams to build and deploy individualized journeys across all touchpoints that strengthen customer relationships and increase loyalty.


To help marketing teams unlock the full power of the solution, there’s JourneyTEAM’s Dynamics 365 Marketing Sherpa program. The five-week program is designed to empower sales and marketing teams to create and deliver effective marketing experiences designed to improve the customer experience. Additionally, our team of experts ensures the solution is set up to meet marketing teams’ specific needs.


Below, we’ll review why marketers need Dynamics 365, how the end-to-end benefits the solution provides, and how JourneyTEAM ensures teams get the most from the tool.


Why Dynamics 365 Marketing?

As part of the Dynamics 365 portfolio, Dynamics 365 Marketing is a marketing automation application that turns prospects into long-term customers using a range of robust tools. Marketers can easily monitor leads, plan, set up, and maintain target campaigns across various channels, plan and organize events, and track various campaign and strategy performances.


The solution was designed to help marketers improve their marketing techniques by unifying customer information and highlighting leads that are ready to purchase their services or products. Additionally, Dynamics 365 Marketing allows teams to align sales and marketing processes, enabling them to make smarter business decisions and adapt to today’s rapidly changing business environment.


Comprised of two modules (real-time marketing and outbound marketing), the solution’s top features include:

  • Email and website collaboration: A simple drag-and-drop interface enables users to build customized emails using a variety of templates.

  • Customer journeys: Dynamics 365 Marketing core features allow teams to build detailed maps of both the individual customer journey and group journeys.

  • Events: The solution’s management features allow users to plan virtually aspect of events—from initial planning and budgeting to promotion and publication.

  • Multi-channel campaigns: Users can build customized and targeted campaigns using a number of tools, including A/B testing, marketing calendars, social media integration, and more.

  • Lead nurturing: Dynamics Customer Insights integration, segmentation, and lead lifecycle tools enable users to focus on the right leads at the right times.

  • Insights and reporting: Users can create detailed reports using advanced and custom analytics powered by Microsoft Power BI and customer interaction insights.

  • AI capabilities: Dynamics 365 Marketing helps users do more faster with automated features tools like a scheduler and spam core checker.


The solutions features coupled with the seamless integration it has with other Microsoft tools provide teams with a myriad of benefits. One of the biggest advantages of using Dynamics 365 Marketing is the ability to better understand customer leads. The solution provides a 360-degree view of potential customers and gives teams a deeper understanding of leads’ buying habits, preferences, and channels. From here, teams can build personalized customer journeys and targeted marketing campaigns to boost exposure, sales, and, overall, revenue. And with detailed insights and actionable feedback, teams can make necessary adjustments to sales and marketing techniques.


Transform Marketing Strategies with JourneyTEAM

At JourneyTEAM, we ensure business teams take full advantage of Dynamics 365 Marketing, its numerous capabilities, and myriad of integrations via our Marketing sherpa program. Using our proven guided implementation approach, we help business teams build a truly customized Microsoft solution designed to meet their specific needs—no matter how specific.


Our Dynamics 365 Marketing Sherpa program is designed to empower marketing teams and show them how to deliver targeted campaigns and personalized content and improve lead scoring and tracking capabilities. The five-week program taught by our industry experts includes eight workshops that dive deep into the solution’s capabilities and how to best put them to use in business teams. Attendees also gain access to our exclusive online community where they can collaborate with fellow peers in addition to scheduled office hours where users can get answers to all their questions.


To sign up for our next Dynamics 365 Marketing Sherpa program happening September 5 and December 5, 2022, contact a JourneyTEAM representative today.

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